Amprius Technologies, Inc.
Amprius Technologies derives 94% of revenue from licensing despite its silicon-anode battery supplier narrative for defense and aerospace…
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This Stock Just Got Cheaper on Better Numbers
A debt-free American manufacturer now trades at roughly 7x annualized Q2 EBITDA, with $7.35 per share in net cash and a tender floor 18.5%…
Zillow Group INC
Zillow is pitched as a long with a $72 target, implying 58% upside from trough earnings and a trough valuation multiple.
Paramount Skydance CORP
Paramount Skydance (PSKY) is a levered media conglomerate expected to merge with Warner Bros. Discovery in the third quarter.
QXO, Inc.
QXO, led by Brad Jacobs, is consolidating North America’s fragmented building-products distribution industry after rapidly building scale…
Pepgen INC
PEPGen (PEPG) was bought at $1.40 in February 2025 and sold in the mid-$3s the next business day.
Peloton Interactive INC
Peloton trades near $5.50 with a $2.3 billion equity value and $2.7 billion enterprise value after weak December-quarter earnings and its…
Immersion CORP
Immersion Corp. (IMMR) is presented as trading at a 121% discount to estimated fair value, with a projected 100%+ return within months.
GXO Logistics, Inc.
GXO Logistics is undergoing transformation under new leadership in the growing contract-logistics business.
NLOP - I'm Buying Again
NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.
National Beverage Update
National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.
The Priority Technology Situation
Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…
Entravision: Another Whale Has Emerged
Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer,…
$50M Cash, No Debt, 0.74x Book: A Deep-Value Machine Tool Setup
A debt-free machine tool company with $50 million in cash trades at 0.74 times book value and below net current asset value.
The Biggest Bull Signal On Entravision
Entravision’s lost Meta relationship reset its business model, setting up a bullish case for the company’s recovery.
The Arithmetic: How a $9 Spanish-Language Broadcaster Becomes a $100 AdTech Stock
Entravision’s path from a $9 Spanish-language broadcaster to a $100 adtech stock rests on an adtech-driven valuation model.
A Hardware Multiple on a Software Powerhouse
A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…
Nippon Carbon (TYO 5302): A 120 Year Old $350 Million Japanese Carbon Manufacturer Trading at 1x Book, Net Cash, and 4.2% Dividend with a Growing Aerospace Materials Division (JV with GE / Safran)
Nippon Carbon trades at 1x book with net cash and a 4.2% dividend while expanding aerospace materials through GE/Safran joint ventures.
Mitani Corporation (TYO: 8066): $1.2 bn Japanese Conglomerate at 2.6× EV/EBIT with 30+ Years of Profitability
Mitani Corporation trades at 2.6× EV/EBIT and 8.9× earnings, backed by net cash, a 24% lower share count since 2014, and dividends up more…
Gaztransport and Technigaz SA
Gaztransport and Technigaz, a €7 billion French company, leads ultra-low-temperature containment systems for storage and transport.
Ast Spacemobile INC
AST SpaceMobile is priced for a 2026 commercial launch despite no identified path to manufacture or launch its satellite deployment target.
Api Group CORP
APi Group’s mix of specialty contracting segments complicates a conventional contractor valuation.
Howard Hughes Holdings INC
Howard Hughes Holdings is pitched as a long in the $60s, with a near-term $90 target and a projected 20%+ IRR.
Netcompany
Netcompany’s M&A-led expansion turned a high-quality Danish IT consultant into a more commoditized pan-European business.
