H&E Equipment Services (HEES): Solid FCF; Changes under the new CEO

Chegg (CHGG): Depressed valuation; Excellent FCF; Chegg AI has carved out its niche in the market

Boyd Group Services (BYDGF): Consolidator; Excellent FCF

The Children's Place (PLCE): Recent changes; Trading below Mithaq’s purchase cost

Bloomin' Brands (BLMN): Deeply undervalued; solid FCF; announcement of strategic alternatives for Brazilian business after settlement agreement with Starboard; trading below the purchase cost of Starboard

Chegg (CHGG): Depressed valuation; Excellent FCF; Chegg AI has carved out its niche in the market

Boyd Group Services (BYDGF): Consolidator; Excellent FCF

The Children's Place (PLCE): Recent changes; Trading below Mithaq’s purchase cost

Bloomin' Brands (BLMN): Deeply undervalued; solid FCF; announcement of strategic alternatives for Brazilian business after settlement agreement with Starboard; trading below the purchase cost of Starboard

BlackSky Technology (BKSY): Recent changes in financial performance

Inseego (INSG): Restructuring debt, debt repayment, recent divestment & significant changes

Brainsway (BWA): Recently profitable and generates positive FCF

Flexsteel Industries (FLXS): Solid FCF/EV yield; Recent significant changes; Solid growth among industry headwind; Repurchased 32% of o/s shares

United Parks & Resorts (PRK): Recent changes

Magnite (MGNI): Switching cost; Solid market share; Long-term growth ahead as advertisers embrace streaming services for ad spend