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May 2025

A collection of 103 issues

Kyndryl Holdings, Inc. (KD)

Kyndryl, the worlds largest IT infrastructure services provider and IBM spin-off, generated $15.1 billion in revenue in fiscal 2025, down 6% year-over-year as low-margin contracts were exited. Net income turned positive at $252 million (versus a $340 million loss in FY24), while adjusted EBITDA ...

Hamilton Lane INC (HLNE)

Hamilton Lane (NASDAQ: HLNE) reported record fiscal 2025 results, driven by strong fee growth and incentive fee realizations. Key takeaways: • Revenues: $713.0 million (+28.6% year over year) • Management & Advisory Fees: $513.9 million (+13.7%) • Incentive Fees: $198.3 million (+94.5%) • Net In...

UNIVERSAL CORP /VA/ (UVV)

• Global leaf tobacco leader: FY25 revenue $2.61B (+7%); operating income $240.2M (+8%). • Growing plant-based ingredients platform: FY25 revenue $338.6M (+9%); operating income $12.3M (+212%). • FY25 consolidated revenue $2.95B (+7%); operating income $232.8M (+5%); net income $95M. • Strong cas...

PARK AEROSPACE CORP (PKE)

Park Aerospace Corp. develops and manufactures advanced composite materials (prepregs, adhesives, lightning-strike protection) and fabricates composite structures and assemblies for aerospace markets from jet engines and transport aircraft to UAVs and rocket motors. In FY2025, net sales rose 11% ...

Canopy Growth Corp (CGC)

Canopy Growth (Nasdaq/TSX: CGC) is Canadas largest licensed cannabis producer with global operations in Canada, Europe, Australia and U.S. exposure via a non-voting equity stake in Canopy USA. Core segments include Canada medical (Spectrum Therapeutics) and adult-use (Tweed, 7ACRES, Wana), EU-GM...

AMERICAN VANGUARD CORP (AVD)

American Vanguard (AVD) is a global agrochemical company that makes insecticides, herbicides, fungicides and biorationals for agriculture, non-crop and consumer markets. In 2024, AVD launched an enterprise-wide transformation covering operations, digital platforms and a new leadership team. Build...

Charlie's Holdings, Inc. (CHUC)

Charlie’s Holdings, Inc. ("Charlie’s" or the "Company") is a Nevada‐based developer and distributor of premium non‐combustible vapor products. Through its wholly owned subsidiary Charlie’s Chalk Dust, LLC ("CCD"), the Company formulates, markets, and distributes nicotine‐based and novel alternati...

Roivant Sciences Ltd. (ROIV)

Key Takeaways from Roivant Sciences Ltd. 2025 10-K: • Business Model & Vant Structure: Roivant spins out focused subsidiaries (Vants) around drug candidates/technologies, aligning incentives with Vant equity and leadership teams. • Diversified Pipeline: Late-stage assets include brepocitinib (Ph...

e.l.f. Beauty, Inc. (ELF)

**Company Overview** - e.l.f. Beauty, Inc. (NYSE: ELF) is a value-focused, clean, vegan and cruelty-free beauty company with five brands: e.l.f. Cosmetics, e.l.f. SKIN, Naturium, Well People and Keys Soulcare. - Distribution spans mass retailers (Target, Walmart, Ulta, Amazon), direct-to-consumer...

Norris Industries, Inc. (NRIS)

Norris Industries (OTC: NRIS) is a small oil & gas E&P company focused on shallow, under-the-radar fields in Texas. Its core assets include JV interests in Coleman County (Bend Arch Lion 1A & 1B), the Marshall Walden JV in Kilgore City, and 2,790 acres of Jack & Palo-Pinto County leases. NRIS rep...