Weekly Update (NVRI, STRZ, BRSL)
Brightstar Lottery reported earnings on May 12, delivering another solid quarter on an underlying basis. Revenue was $587MM (+1% y/y) and adjusted...
122 Views
Weekly Update (APTV, VGNT, Earnings!)
Aptiv completed the Versigent (VGNT) spin on April 1 and reported Q1 May 5. The spin executed cleanly, the thesis is intact, and the stock has sold...
125 Views
Weekly Update (LION, STRZ, MEDXF, UNTC, TRAX)
Small caps have spent four-plus years trapped below their November 2021 peak while large caps ran the show. That changed this week...
195 Views
Comcast Spin-off (Versant) Spin-off Deep Dive
Comcast plans to spin off its cable networks business in early 2026, with regular-way trading expected to begin on January 6, 2026.
495 Views
Weekly Update (Qnity, MEDXF, STRZ, UNTC)
Dupont (DD) management gave guidance on its last earnings call that it remains on track to separate its electronics business on November 1, 2025.
377 Views