Leon's Furniture (LEFUF): Solid FCF; Potential property REIT IPO

Kingstone Companies (KINS): Recent significant changes; History of FCF; Recent competitors’ exits create market opportunity equal to the company’s size

Cracker Barrel’s controversial bylaw amendments: Challenging the board twice is fine — but two failed campaigns could come with a $5 million bill

Granite Ridge Resources’ new CEO: Tyler Farquharson Shouldn’t Be Blamed for Exco Resources’ Bankruptcy (Ultra short notes)

BGSF, Inc. (BGSF): Recent divestment

Sleep Number (SNBR): Insider buying; Trading below the activist purchase cost; New CEO; Recent changes

Bumble (BMBL): High FCF yield - dating app facing “swipe fatigue”

Helios Technologies (HLIO): Recent significant changes

American Vanguard Corp (AVD): Recent significant changes

Biote (BTMD): Company is five times larger than its nearest competitor. Newly hired CEO is a former CCO of $21billion Insulet; Recent significant changes; Two shareholders have filed 13D; Bandera Capital owns 7% stake

Pediatrix Medical appointed a new CEO who had led multiple turnarounds and he built & sold a retail business for $150M;

GEN Restaurant Group (GENK): Recent significant changes

Inseego (INSG): CIO of North Sound Partners & former Partner at Elliott Management rejoins the board (19.9% ownership); Newly appointed CEO is a former President- North America of Qualcomm and launched Nokia phones during his tenure at HMD Global

Funko (FNKO): Depressed valuation; Moat; Excellent free cash flow; Recent significant changes

Bakkt Holdings (BKKT) appointed former Softbank Group executive as Co-CEO (ultra-short notes)