u/ChoiceNo8649

I dug into a recent insider transaction at Team, Inc. ($TISI) that I found unusually interesting.
On August 6, a fund controlled by Stellex Capital bought 1.6M shares from Corre Partners for **$35.50/share** about 60% above the current market price.
That’s especially interesting because:
The transaction valued the block at \~$57M
Stellex already had a major position and now owns \~35% of the common
The stock currently trades around $22
Management is guiding to $68–73M of adjusted EBITDA for 2026
My DCF gives a **$34.55 base case**, $77.72 bull case, and $0 bear case
The catch: Team is highly leveraged, and the first half of 2026 was weak. The turnaround depends heavily on deferred refinery maintenance coming back.
So the real question isn’t simply “why did they pay $35.50?”

The acquisition worked. But did Celsius pay too much?
I just published my deep dive on $CELH.
The Alani Nu acquisition transformed Celsius’ growth story but the valuation has also changed dramatically.
I break down:
Alani Nu and the acquisition
Revenue & margin growth
The core Celsius brand
Valuation and my DCF
Preferred stock overhang
Bull vs. bear case
The key question: How much growth is already priced in?

Would love to hear the $CELH bull case from investors who disagree.

I just published my deep dive on $CELH.
The Alani Nu acquisition transformed Celsius’ growth story but the valuation has also changed dramatically.
I break down:
Alani Nu and the acquisition
Revenue & margin growth
The core Celsius brand
Valuation and my DCF
Preferred stock overhang
Bull vs. bear case
The key question: How much growth is already priced in?

Hey fellow investors, I have written a new post in my substack on Ondas. Bull and Bear case.
It is available for free including a full equity brief at the bottom. Please share your thought.

Full KEEL analysis including 13 page equity research paper going in depth. Fully free.

Question for german fans - Havertz / Undav?

Will Havertz keep playing striker or will Undav start against Paraguay?

Undav has been pretty good for you but i want Havertz for my fantasy scorito poule to beat my friends and coworkers.

What do you guys think?