asset management Too Many Cooks Spoil The Pot
Baron’s BARAX and BGAFX hold SpaceX at a $1.25 trillion valuation, creating a potential NAV uplift if its IPO prices higher.
SPCX $1.5T Cluseau Research
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166 articles about companies over $300M
asset management 
buybacks Kazakhstan, Japan, and Trimming a Winner
Kaspi.kz’s 850 KZT ADS dividend establishes a roughly 9% yield after Hepsiburada spending; Japanese buyback disclosures test whether 0.61x…
KSPI $17B Cluseau Research
buybacks Earnings Updates and A Software Shot in the Dark
Ategrity Specialty’s 30% premium growth, stable reserves and $50 million buyback target an undervalued, thinly traded specialty insurer.
ASIC $1.1B Cluseau Research
earnings Tis The (Earnings) Season
Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…
CUBI $2.6B Cluseau Research
ai Carving Up the TPU
Google’s TPUs give it vertically integrated AI training and inference economics as Anthropic and Meta consider adoption, challenging…
GOOGL $4.1T Citrini Research
business models $LNW: a slot machine oligopoly at half Aristocrat's multiple | Zack Buckley
Light & Wonder trades at 7–8x EBITDA versus roughly double for Aristocrat despite 70%+ recurring revenue, with game-launch timing, AI fears…
LNW $8.8B Yet Another Value Podcast
buybacks $PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin
United Parks trades at 8x EBITDA with an 8%+ unlevered cash yield, aggressive buybacks and roughly 80% effective short interest, while…
PRKS $2.1B Yet Another Value Podcast
activism $CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
CBIZ activist Ryan Bunn urges ending buybacks, issuing equity and resuming bolt-on acquisitions to delever after the $2.3 billion Marcum…
CBZ $3B Yet Another Value Podcast
GRZ 2026-06-12 commodities How to invest in Venezuela’s giant gold mine
Gold Reserve offers exposure to Venezuela’s giant gold mine as the US moves to reopen the country for business.
GRZ $935M Undervalued Shares
BMRMF 2026-05-29 europe SBM – capital flight triggers another all-time high
SBM, Monaco’s largest company, reaches another all-time high as capital flows back to Europe and boosts the Principality’s property-heavy…
BMRMF delisted Undervalued Shares
healthcare Theravance Biopharma: Failed Phase 3 Trial, Strategic Review
Theravance Biopharma began a strategic review after a failed Phase 3 trial.
TBPH $874M Clark Street Value
business models Green Dot: Creating a Standalone BaaS Bank
Green Dot creates a standalone banking-as-a-service bank.
GDOT $750M Clark Street Value
Golden Entertainment: PropCo OpCo Split, Insufficient MBO Offer
Golden Entertainment’s PropCo-OpCo split follows an insufficient management buyout offer.
GDEN delisted Clark Street Value
asia Light & Wonder: Moving Primary Listing to ASX
Light & Wonder plans to move its primary stock listing to the Australian Securities Exchange.
LNW $8.8B Clark Street Value
media GCI Liberty: Cheap, Tax Asset, Malone Fatigue?
GCI Liberty trades cheaply, holds tax assets, and faces investor fatigue with John Malone.
GLIBA $943M Clark Street Value
financials Dun & Bradstreet: Strategic Process Wrapping Up, Cheap Valuation
Dun & Bradstreet’s strategic process is wrapping up as the company trades at a cheap valuation.
DNB delisted Clark Street Value
advertising ROAS to Riches
Entravision’s Smadex AdTech segment grew Q1 2026 revenue 204% and generated over $34 million of EBIT, becoming 78% of sales and the core…
EVC $1B The Mikro Kap
business models $LNW: a slot machine oligopoly at half Aristocrat's multiple | Zack Buckley
Light & Wonder trades at 7–8x EBITDA versus roughly double for Aristocrat despite 70%+ recurring revenue, H2 game launches, and…
LNW $8.8B Yet Another Value Blog
advertising Programmatic DSPs
Entravision’s Smadex AdTech unit generated 104% revenue growth and 378% EBIT growth, becoming the main upside driver after Meta ended its…
EVC $1B The Mikro Kap
buybacks $PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin
United Parks trades around 8x EBITDA with an 8% unlevered cash yield, aggressive buybacks and roughly 80% effective short interest, despite…
PRKS $2.1B Yet Another Value Blog
balance sheets $CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
CBIZ's proposed shift from buybacks to equity-funded bolt-on M&A targets renewed revenue compounding after the $2.3 billion Marcum deal and…
CBZ $3B Yet Another Value Blog
corporate governance Is insider buying a signal if the insiders are always wrong? $LILAK
LILAK’s canceled GCI Liberty deal, preferred-stock distribution, and $1.7 million of insider buying revive governance concerns around John…
LILA $1.6B Yet Another Value Blog
emerging markets $VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds
VEON’s 84% Kyivstar stake and JazzCash underpin a sum-of-the-parts case for 4x upside, despite its sanctioned shareholder, capital…
VEON $3.7B Yet Another Value Blog
business models Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA
MSA Safety’s Pershing Square Challenge finalists pitch gas-detection subscriptions, mandated SCBA replacement cycles and a 2023 liability…
MSA $6.7B Yet Another Value Blog
