Journey Medical Corporation (DERM): A new product shows superiority over market leader

Staar Surgical (STAA) appoints a new CEO who led a company sale as CEO; Major shareholder expresses support for the new CEO; Example of AI research

Dave & Buster's Entertainment (PLAY): 9 times of FCF (Ex maintenance capex)

BeyondSPX: Extraordinary work from a Skyline High School student

Court rules Knighted Pastures’ nomination defective over disclosure failures at Allied Gaming – Key takeaway: a missed disclosure can sink a proxy fight

Hyperscale Data (GPUS): The 90-line cash flow marathon

Chemed Corporation (CHE): Its hospice segment enjoys market share and pose regulatory hurdles for newcomers in a few states. (Moat monitor - worth tracking)

OneSpaWorld Holdings (OSW): Dominant market share; operational complexities and asset-light business (Moat monitor - worth tracking)

Funko (FNKO) appoints Netflix executive as CEO; Board hired an investment banker to provide strategic advice

Helen of Troy (HELE) appoints a new CEO who sat on Nike’s executive leadership team

Universal Electronics (UEIC): Trading below the purchase price of two major shareholders who are activists; Eric Singer appointed as Chairman of the Board

Indivior (INDV): Newly appointed CEO is a former CEO of Collegium Pharmaceutical; New CEO outlines major overhaul

Monro (MNRO): Recent changes

Revisit Kohl’s (KSS) - Recent significant changes

Mastercraft Boat Holdings (MCFT): Recent significant changes