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JELD-WEN Holding (JELD): Trading significantly cheaper than recent takeover; recent changes
December 26, 2025
Marketwise (MKTW): New CEO is a big positive; Complex ownership structure
December 26, 2025
JAKKS Pacific (JAKK): FCF/EV yield of 35%; CFO play; Debt free
December 26, 2025
Bowlero (BOWL): Critical commentary
December 26, 2025
Noodles & Co (NDLS): Initiatives planned by the new CEO
December 26, 2025
American Public Education (APEI): Recent changes
December 26, 2025
E2open Parent Holdings (ETWO): Recent significant changes; Strategic alternative; Elliott initiates discussion with the board
December 26, 2025
Turtle Beach Corporation (HEAR): Turned profitable; generated FCF; Value Enhancement Committee; recent acquisition; CEO change
December 26, 2025
The Eastern Company (EML): Recent significant changes
December 26, 2025
Utz Brands (UTZ): Recent significant changes
December 26, 2025
Semler Scientific (SMLR): Bitcoin is its primary treasury reserve asset
December 26, 2025
JELD-WEN Holding (JELD): Additional notes
December 26, 2025
MiMedx Group (MDXG): Recent changes after the appointment of new CEO; The newly appointed CEO has a track record of leading the sale of multiple companies
December 26, 2025
Brady Corporation (BRC): Interesting Company worth tracking; Excellent FCF
December 26, 2025
Climb Global Solutions (CLMB): Changes under the new CEO
December 26, 2025