Conagra Brands: Quarter One Operating Pulse at a Stale-Staple Price
In the first quarter of fiscal 2027, Conagra posted $2,595.9 million of net sales and $268.4 million of operating profit...
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Bassett Furniture: Custom-Order Profit Engine Without a Clear Margin of Safety
Bassett's third quarter showed $82.8M in net sales, a 57.5% gross margin, and $2.1M of net income, lifting the trailing-...
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IDT Corporation: A Diversified Fintech Roll-Up Awaiting a Better Price
IDT closed fiscal 2026 with revenue of roughly $1.30 billion and a near-doubling of trailing-twelve-month free cash flow...
Franklin Wireless: A Loss-Making Hardware Design Shop With Two Customers and a Litigation Cloud
Franklin Wireless posted a fourth-quarter operating loss of about $1.8 million on roughly $8.4 million of revenue, cappi...
The InterGroup Corporation: A Single-Hotel Story Carrying a Heavy Valuation
InterGroup delivered a sharply improved fourth quarter, with standalone-quarter revenue of $18.365 million and operating...
MultiSensor AI Holdings: A Speculative Survival Story, Not an Investment
MultiSensor AI generated $1.7 million in Q2 2026 revenue (up 19% year-over-year) but posted a $2.6 million operating los...
NEXTNRG, Inc.: Speculative Microgrid Story Stacked on a Loss-Making Fuel Truck Base
In Q2 2026, NEXTNRG reported $27.7 million in revenue (a 40.9% year-over-year gain) but a $4.4 million operating loss, a...
Live Ventures: A Multi-Segment Industrial Holding Company at a Deep Discount to Modeled Fair Value
Live Ventures posted third-quarter revenue of $108.9 million with a $5.3 million operating profit but a $1.1 million net...
Workhorse Group: A Going-Concern Bet on Electric Trucks and a Mobile AI Data Center
Workhorse posted a Q2 2026 net loss of $20.2M on $3.6M of revenue, with cash of $9.6M against customer-order and cash-fl...
Xos, Inc.: A Pre-Profit EV Truck Maker Priced for Survival, Not Returns
Xos reported Q2 2026 revenue of $4.7 million, a 74% year-over-year decline, with an operating loss of $7.9 million and t...
Stem, Inc.: A Negative-Earnings Software Pivot With a Fragile Balance Sheet
Stem reported Q2 2026 revenue of $33.7 million against a $7.7 million operating loss and a $14.4 million net loss, while...
Travelzoo: When Margin Compression Meets Negative Book Value
Travelzoo posted a Q2 2026 operating loss of $2.8 million as cost of revenues jumped 38% year-over-year while advertisin...
AudioEye: Cash-Generating SaaS, But the Market Is Paying for Profitability That Hasn't Arrived
AudioEye grew Q2 2026 revenue 9% to $10.7M at a 78.8% gross margin, and trailing-twelve-month operating cash flow of $5....
Tecogen Inc. (TGEN): A Loss-Making CHP Niche Player Priced for an Unproven Data-Center Pivot
Tecogen reported Q2 2026 revenue of $5.75 million, down 21% year-over-year, with a net loss of $2.15 million and an oper...
Quantum X Labs: A Pivot Story Lacking Cash Conviction
Quantum X Labs reported Q2 2026 revenue of $293 thousand, down roughly 21% year over year, while posting an operating lo...
CuriosityStream: A Content Library Looking for a Margin of Safety
CuriosityStream's second quarter showed a 22% revenue increase and a swing to operating income, with licensing growth an...
Omega Flex: Profitable, Cash-Rich, but Priced for Normalization That Hasn't Happened
Omega Flex posted Q2 2026 net sales of $24.1 million (-5.8% year-over-year) and operating profit of $3.05 million (-35.3...
ProCap Financial: A Bitcoin-Treasured, Pre-Revenue Shell Buying Optionality
ProCap Financial reported just $38 thousand of revenue and $172.8 million of net loss in the first half of 2026, with $3...
Lifeway Foods: Volume Growth Meets Margin Compression and Capacity Cash Demand
In Q2 2026, Lifeway reported $66.9M in net sales, up 24.1% year-over-year on branded kefir volumes, but gross margin com...
Campbell's Co: A Familiar Brand Under Pressure, Tested at a Sticker Price
In fiscal 2026, Campbell's Co posted a fourth-quarter operating loss on a roughly $2.14 billion revenue base, even as tr...
Paychex: Premium-Quality Compounder at a Premium Price
Paychex delivered 5.9% revenue growth and 14.3% operating income growth in the fiscal first quarter, with a 39.2% operat...
ESPEY MFG & ELECTRONICS CORP: A Specialty Defense OEM With a Wide Margin-of-Safety Gap
Espey delivered a record fourth quarter on revenue of $13.5 million and full-year sales of $46.1 million, with operating...
General Mills: Staple Brands, Heavy Debt, and a Discount That Reflects Real Strain
General Mills delivered $4.39B in first-quarter net sales with a 14.4% operating margin and a $207M accounting free-cash...
PowerCompute, Inc. (PWCM): A Distressed Bitcoin Miner on the Brink of Restructuring
PowerCompute reported a Q2 2026 operating loss of $3.86 million on $2.12 million of revenue, with management's own going...
Catheter Precision: A Distressed Micro-Cap With a Reverse-Split, a Preferred-Staple Capital Structure, and a Negative Cash Engine
Catheter Precision's Q2 2026 revenue rose year-over-year to $1.019 million, but a $0.098 million gross profit, a $3.955 ...
Alaunos Therapeutics: A Preclinical Bet Priced for Survival, Not Earnings
In the second quarter of 2026, Alaunos Therapeutics reported no revenue, a $952,000 operating loss, and ended the period...
reAlpha Tech Corp.: Cash Burn, Reverse Splits, and a Going-Concern Question
In the quarter ended June 30, 2026, reAlpha reported revenue of $1.11 million against a $2.90 million operating loss and...
Callan JMB: A Loss-Making Life-Sciences Logistics Niche Player at the Edge of the Nasdaq
Callan JMB reported Q2 2026 revenue of $1.38 million, down 17% year over year, against a $1.35 million operating loss an...
Greenland Technologies: Cheap on the Screen, Costly in the Filing
Greenland Technologies posted Q2 2026 revenue of $29.9 million against $3.5 million of net income to the parent, with tr...
China Pharma Holdings: Cheap Stock or Value Trap?
China Pharma Holdings reported Q2 2026 revenue of $0.95 million against a $1.43 million operating loss, with six-month o...