Research Feed
Friedman Industries: 25% Organic Growth at Book Value in a 30-Year Import Low
$140M micro-cap steel processor, zero analyst coverage, showing structural volume inflection Friedman Industries (FRD) reported Q3 2026 results that confirm something interesting: a $140M market cap steel processor is growing 25% organically in an environment where domestic steel demand is supposed
Cencora's $4.6B OneOncology Bet: Strategic Pivot or Leverage Trap?
Cencora (COR) just closed a $4.6B acquisition of OneOncology on Feb 2, 2026, financed entirely with short-term debt. Stock dropped 8.8% on the Q1 filing despite beating estimates. Insiders sold $9.2M in Dec-Jan, zero buying. The company is simultaneously divesting $2.1B/quarter of non-core assets. T