The Journal · July 25, 2026 · engine v0.1.0
The ledger week — 2026-07-25
Fair values that moved
New filings landed; the flagship DCF re-read them. A moved value is a business that changed, not a price that wiggled.
| BGM | BGM Group Ltd. | $2.12 → $0.10 (-95%) |
| CAG | CONAGRA BRANDS INC. | $30.07 → $58.28 (+94%) |
| CAPS | Capstone Holding Corp. | $0.11 → $0.01 (-91%) |
| RPM | RPM INTERNATIONAL INC/DE/ | $96.27 → $170.76 (+77%) |
| LBTYA | Liberty Global Ltd. | $1.39 → $0.48 (-65%) |
| FDX | FEDEX CORP | $118.41 → $46.22 (-61%) |
| IMMR | IMMERSION CORP | $7.18 → $11.51 (+60%) |
| IP | INTERNATIONAL PAPER CO /NEW/ | $0.68 → $0.30 (-56%) |
| TNL | Travel & Leisure Co. | $3.01 → $1.42 (-53%) |
| NKE | NIKE, Inc. | $48.90 → $25.72 (-47%) |
| GPC | GENUINE PARTS CO | $3.21 → $1.84 (-43%) |
| REXR | Rexford Industrial Realty, Inc. | $0.67 → $0.39 (-42%) |
New to the ledger (38)
First filings processed, first values published.
| NSARO | NSTAR ELECTRIC CO | entered coverage |
| TAP-A | MOLSON COORS BEVERAGE CO | entered coverage |
| CPTP | CAPITAL PROPERTIES INC /RI/ | entered coverage |
| FZMD | Fuse Medical, Inc. | entered coverage |
| TPHS | Trinity Place Holdings Inc. | entered coverage |
| LAWIL | Light & Wonder, Inc. | entered coverage |
| TEFOF | TELEFONICA S A | entered coverage |
| SFDL | SECURITY FEDERAL CORP | entered coverage |
| RMTHF | MAGIC SOFTWARE ENTERPRISES LTD | entered coverage |
| WBHC | WILSON BANK HOLDING CO | entered coverage |
| GLBZ | GLEN BURNIE BANCORP | entered coverage |
| PREJF | PARTNERRE LTD | entered coverage |
Where the model changed its mind
The flagship DCF valued these last week and refuses now — a guard fired on the new numbers. The company page says why.
| FEIM | FREQUENCY ELECTRONICS INC | now: not applicable |
| HIHO | HIGHWAY HOLDINGS LTD | now: not applicable |
| PK | Park Hotels & Resorts Inc. | now: not applicable |
| PRMB | Primo Brands Corp | now: not applicable |
Every finding above is computed by the same deterministic engine that runs the site — no hand-picked stocks, no takes. Click through to a company page for the numbers and the filings they came from.