Benchmark Electronics: Recent significant changes
December 29, 2025
Brinker International (EAT): Significant changes after the appointment of new CEO
December 29, 2025
TherapeuticsMD (TXMD): Probability of sale is high
December 29, 2025
Orthofix Medical (OFIX): Settlement agreement with Engine Capital; Recent price crash
December 29, 2025
Electromed (ELMD): Insider buying; two activists (Bradley Radoff and Summers Value Fund) hold significant stake; Potential sale
December 29, 2025
LB Foster (FSTR): Recent significant changes; Appointment of Jones of 22NW to the board
December 29, 2025
Sylogist: Growing SaaS business; FCF; Recent management shakeup; CEO with stellar track record
December 29, 2025
Stride: School-as-a-service; Solid growth; multiple- segment; FCF
December 29, 2025
Innovative Solutions and Support (ISSC): Mission- critical products: Rich patents; New appointed CEO is focused on growth; Recent cheap acquisition; Excellent FCF
December 29, 2025
DLH Holdings (DLHC): Consistent growth and FCF; roll-up strategy; track record of repaying debt
December 29, 2025
Saga Communications' Earnings Call: Excessive Personal Anecdotes
December 26, 2025
Talkspace (TALK): Recent significant changes
December 26, 2025
CEVA, Inc., (CEVA): Short Notes
December 26, 2025
Evolution Petroleum (EPM): Non-operator of oil and natural gas properties; Solid FCF; Recent significant changes
December 26, 2025
Petco Health and Wellness Company (WOOF): Heads-up
December 26, 2025