The Blog RR

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

Dec 25, 2025

Helios Technologies (HLIO): Recent significant changes

Dec 25, 2025

American Vanguard Corp (AVD): Recent significant changes

Dec 25, 2025

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

Dec 25, 2025

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

Dec 25, 2025

GEN Restaurant Group (GENK): Recent significant changes

Dec 25, 2025

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

Dec 25, 2025

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

Dec 25, 2025

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

Dec 25, 2025

Synaptics (SYNA): Sudden adoption of “change of control” agreement for its executive team (short notes)

Dec 25, 2025

BigCommerce Holdings (BIGC): Recent changes

Dec 25, 2025

Forrester Research (FORR): Recent stock price crash

Dec 25, 2025

Leslie’s (LESL): Recent changes

Dec 25, 2025

Sprinklr (CXM): Recent changes

Dec 25, 2025

Dave & Buster's Entertainment (PLAY): Recent significant changes

Dec 25, 2025

FlyExclusive (FLYX): Recent significant changes

Dec 24, 2025

Monro (MNRO): High FCF yield; Newly appointed CEO is a MD of AlixPartner

Dec 24, 2025

Columbus McKinnon (CMCO): Stock plunges on bigticket acquisition announcement; $80B PE firm Clayton, Dubilier & Rice (CD&R) backs deal, eyes 40% stake - a look at CD&R’s past success stories

Dec 24, 2025