iHeartMedia, Inc. (IHRT)
A 559-million-dollar equity claim on a 5.2-billion-dollar enterprise: the largest audio business in America, financed at nine...
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Solventum Corporation (SOLV)
The hard part of the separation is done and the margin plan is on track; at 12.9x guided earnings the price now banks most of...
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W&T Offshore, Inc. (WTI)
A forty-year-old Gulf of Mexico consolidator whose equity has re-rated 145% on a war premium the hedge book cannot fully...
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Organon & Co. (OGN)
Company deep dive With the stockholder vote passed and Sun Pharma’s financing syndicated, the equity is no longer a claim on a pharmaceutical...
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