real estate Net Lease Office Properties: Office Basket, REIT Spin/Liquidation
Net Lease Office Properties is a REIT office basket pursuing a spin-off and liquidation.
NLOP $175M Clark Street Value
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198 articles about companies over $50M
real estate 
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 NSTS Bancorp: Post 3-Year Thrift Conversion, Possible Sale
NSTS Bancorp’s three-year thrift-conversion anniversary could clear the way for a potential sale.
NSTS $73M Clark Street Value
healthcare Kronos Bio: Tang Buyout w/ Curious CVR Consideration
Kronos Bio’s Tang buyout includes a contingent value right with unusual consideration terms.
KRON delisted Clark Street Value
healthcare Repare Therapeutics: Broken Biotech, Hidden Strategic Alternatives
Repare Therapeutics faces a broken biotech valuation and potential strategic alternatives.
RPTX delisted 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
healthcare Third Harmonic Bio: Strategic Alternatives, Keeping Options Open on THB335
Third Harmonic Bio is pursuing strategic alternatives while preserving options for its THB335 program.
THRD delisted Clark Street Value
aerospace & defense Hidden in Plane Sight
An aerospace company’s profitable core is obscured by a long-running FAA development program; approval, abandonment, or shrinking losses…
ASLE $291M The Mikro Kap
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 Corporate dark arts: the strangest 8-K I've ever seen $DMRC
DMRC’s incoming CEO can earn more than $40 million if shares rise roughly fivefold, despite an 8-K warning of substantial doubt about the…
DMRC $142M 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
advertising $FOX dropped 25% buying $ROKU. Is the market wrong? | Simeon McMillan, Accrued Interest
Fox’s $22 billion Roku deal cut FOXA 25%, but Simeon McMillan argues Roku’s streaming-TV reach, advertising upside and synergies make the…
FOX $22B Yet Another Value Blog
business models eDreams: Disproving the Bears and Regaining Credibility
EDreams cut FY26 Prime-member guidance to 600,000 after Ryanair blocks, while its subscription model lifted Prime to 7.25 million members…
EDDRF $662M 310 Value’s Newsletter
An Open Letter to the TPL Board
Texas Pacific Land shareholders urge two board additions, data-center expertise, and capital spending beyond mineral royalties toward…
TPL $28B 310 Value’s Newsletter
energy First Takes on GFL's Acquisition of Secure
GFL Environmental is buying Secure Waste at 11x 2026E EBITDA before synergies, adding high-margin produced-water and waste assets with $25…
GFL $15B 310 Value’s Newsletter
data centers Water and Power: The Dual Engines Driving LandBridge’s Explosive Growth
LandBridge outlined $300 million in pore-space free cash flow within five years; its Permian data-center project remains proof of concept.
LB $5.9B 310 Value’s Newsletter
europe Vidrala
Vidrala has grown from a Spanish glass-container maker into a multi-country packaging platform with expanding Latin American exposure.
VDRFF $3.5B smallvalue.
corporate governance Ryanair’s €256M Fine May Be Tip of The Iceberg
Ryanair’s €256 million Italian antitrust fine targets its OTA-blocking system, while internal documents raise questions about Michael…
RYAAY $31B 310 Value’s Newsletter
