The Blog RR

CEVA, Inc., (CEVA): Short Notes

Dec 26, 2025

Evolution Petroleum (EPM): Non-operator of oil and natural gas properties; Solid FCF; Recent significant changes

Dec 26, 2025

Petco Health and Wellness Company (WOOF): Heads-up

Dec 26, 2025

Advance Auto Parts (AAP): Settlement with Third Point & recent significant changes

Dec 26, 2025

Holley (HLLY): Recent significant changes

Dec 26, 2025

GMS Inc. (GMS): Successful roll-up strategy; Solid FCF

Dec 26, 2025

RumbleON (RMBL): Niche powersports retailer; Significant changes

Dec 26, 2025

Lakeland Industries (LAKE): Niche protective clothing business; Executive Chairman wants to replicate the success of Transcat

Dec 26, 2025

Silk Road Medical (SILK): Recent significant changes

Dec 26, 2025

Weave communications (WEAV): Software for SMB healthcare vertical; Recent significant changes; Solid growth & balance sheet

Dec 26, 2025

The Beauty Health Company (SKIN): New CEO appointment: Current situation could be a temporary turbulence; Significant changes

Dec 26, 2025

Inogen (INGN): Depressed valuation; Exit of a competitor provides major opportunity

Dec 26, 2025

Parks! America, Inc. (OTC: PRKA): An interesting activist letter

Dec 26, 2025

Children's Place (PLCE): Key learnings

Dec 26, 2025

Shoals Technologies Group (SHLS): Recent price crash

Dec 26, 2025

XPEL, Inc. (XPEL): Price crash

Dec 26, 2025

DXC Technology (DXC): Recent changes

Dec 26, 2025

SolarWinds Corporation (SWI): Voss Capital sees potential upside

Dec 26, 2025