BL Clark Street Value 14h ago 3 clicks
Teads’ revenue fell 26% and its stock dropped 38% as Google AI summaries cut publisher referral traffic, worsening losses and straining its…
S PETITION 22h ago 2 clicks
Lion Copper targets 2030 Nevada copper production at Yerington, with Rio Tinto’s Nuton funding its 2027 feasibility study under a 65%…
BL Atrium Research - Equity Research 35h ago 3 clicks
Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…
S Orphan REITs 46h ago 3 clicks
SA Crimson And Gold Research Nov 9 3 clicks Blue Dolphin Energy trades near 1.3 times earnings as its Texas refinery benefits from diesel shortages, with projected 2026 EBITDA of $111…
S Capital Employed Nov 8 5 clicks
Blue Dolphin’s 15,000-barrel-per-day Texas refinery earned $2.18 per share in first-half 2026 as diesel shortages widened crack spreads,…
S Calvin Blissett Nov 8 2 clicks
EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.
S Nat Stewart - Stock Picking Newsletter Nov 6 26 clicks
Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…
S Bison Insights Nov 6 4 clicks
Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…
S The Value Road Nov 6 4 clicks
ELMES · long Elme Communities, a REIT, is nearing the end of a long liquidation process.
BL Value Investors Club Jul 3
NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.
S Nat Stewart - Stock Picking Newsletter Jan 27 1 click
Entravision’s Smadex AdTech unit generated 104% revenue growth and 378% EBIT growth, becoming the main upside driver after Meta ended its…
S The Mikro Kap Jan 25 1 click
Green Dot creates a standalone banking-as-a-service bank.
BL Clark Street Value Jan 13 2 clicks
Obscure Stocks reviews 2025 positions, including ELMSQ’s illiquid bankruptcy stock and DallasNews’ Hearst buyout, while setting stricter…
China Yuchai (CYD) seeks a 2026 rerating as governance normalization, global expansion, AI data-center power demand, and green-powertrain…
S Maius Partners Jan 4 6 clicks
Hemnet’s Swedish listings monopoly has fallen from SEK420 to about SEK160 as growth slows, leaving investors to judge whether its 90% share…
S Bristlemoon Capital Dec 8
FrontView REIT remains discounted to estimated NAV after a 25% gain, while 19 asset sales at 6.8% cap rates and 98% occupancy support…
S Real Assets, Real Value Nov 19
Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…
S Nat Stewart - Stock Picking Newsletter Nov 11 5 clicks
New England Realty Associates, NYSE:NEN, emerged from Colonial Realty’s 1970s bankruptcy and retains roughly a third of the 1,529…