Research Feed
Steve Case Loading Up: AOL Founder's Concentrated Buying in Maui Land Play
MLP filed an 8-K on Feb 3 disclosing CEO Race Randle is buying a 30-acre Lahaina parcel from the company for $1.2M. Board obtained independent appraisal confirming price exceeds fair market value. Deal includes unusual shareholder protections: 5-year value true-up (CEO pays more if land appreciates)
Q1 FY26 blowout: GAAP EPS $0.75 vs $0.40 PY (+88%). New CEO bought $1M at $16 in Nov. Stock down 19% MTD, RSI 20.9.
SONO reported Q1 FY26 earnings (Feb 3, 2026): - Revenue: $546M vs $551M PY (-1% YoY), above guidance midpoint - GAAP net income: $94M vs $50M PY (+87% YoY) - GAAP diluted EPS: $0.75 vs $0.40 PY (+88% YoY) - Non-GAAP diluted EPS: $0.93 vs $0.68 PY (+37% YoY) - Adj EBITDA: $132M vs $91M PY (+45% YoY),