BL Clark Street Value 15h 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 24h 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 37h 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 47h 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
OPRX · long OptimizeRx, OPRX, trades 30% below its February 2025 writeup despite becoming a stronger company.
BL Value Investors Club Jun 23 2 clicks
Grupo Herdez, a MXN 15.2 billion Mexican food company, pairs dominant grocery brands with McCormick, Barilla and Hormel joint ventures.
S Exploring with Alluvial Capital Mar 7
Nvidia’s $380,000 Nano-X stake came from Zebra Medical Vision’s acquisition and is managed by another reporting person, undermining the 50%…
S John Hempton's Newsletter Feb 15 3 clicks
Mills Music Trust's 8.5% yield faces declining distributions as songs enter the public domain, while Royalty Exchange lists more than 700…
S Exploring with Alluvial Capital Feb 1
Rocky Mountain Chocolate Factory fired CEO Robert Sarlis after less than two years, installing director Starlette Johnson as interim CEO…
Rocky Mountain Chocolate Factory CFO Allen Arroyo outlined a multi-unit franchise push, while management called 250 stores at $800,000 AUV…
Rand Worldwide, an Autodesk reseller, grew revenue from $116 million to $306 million while using less equity; expired three-year…
S Exploring with Alluvial Capital Dec 26 1 click
Rocky Mountain Chocolate Factory’s new board targets a turnaround after a four-year proxy fight, but $574,000 franchisee AUVs and a…