Monday, August 24, 2026

RCEL 2026-08-24

AVITA Medical: Favorable Reimbursements For Skin Wound Care

RCEL $318M

SA Myriam Alvarez Aug 24 4 clicks

HMY 2026-08-24

Harmony Gold Mining: A Copper Pioneer By Capitalizing On The Gold Tailwind (Reaffirming Buy)

HMY $13B

SA Prakhar Agarwal, CFA Aug 24 4 clicks

Core Memory

Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger…

The Non-linear Economics of Grocery Delivery Basket

Instacart’s larger grocery baskets create disproportionately better delivery economics than DoorDash’s, making half the basket size worth…

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…

CCC Is in the Middle of the Wreckage

CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…

Aloe Aloe Aloe what 'ave VERRA then?

Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…

NCLH or her grandma Saga?

Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…

Jumia

Jumia’s January 2028 $7/$15 call spread risks $1.15 for up to $6.85 if cost cuts and marketplace growth deliver adjusted EBITDA and…

Shitcos, Griftcos, and alignment versus enrichment at $IREN

IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…

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.