Research Feed

The headline loss ($430.8M, -$1.01/share) is noise. The signal is a disciplined deep-value investor deploying $258M into a $2.7B company at 3.4x EV/EBIT. Under Armour reported Q3 FY2026 results showing a massive headline loss. Strip out the non-recurring charges: - $270M tax expense - Full U.S. fede

OTEX traded down -29% in the last month to $22.79 (RSI 8, oversold extreme). Stock is now 42% below the lowest analyst price target ($27.89) and 70% below mean target ($38.72). Forward P/E compressed to 5.1x with 4.6% dividend yield. The Q2 10-Q filed today shows improving cash fundamentals but real

Tyson Q1 earnings: net income -76% YoY ($85M vs $359M). Beef segment lost $319M (margin -5.5%). Legal contingencies hit $270M. Stock response? Up 18% YTD to $65 (RSI 70, overbought). Analysts upgraded post-earnings. BMO raised to $73 (Outperform). Barclays to $78 (Overweight). JPMorgan to $67 (Neutr