On February 17, 2026, Nine Ten Capital Management disclosed in an SEC filing that it sold 33,797 shares of Resolute Holdings Management (NYSE:RHLD) in the fourth quarter, an estimated $5.00 million trade based on quarterly average pricing. What happened According to a filing dated February 17, 2026, Nine Ten Capital Management sold 33,797 shares of Resolute Holdings Management during the fourth quarter. The estimated transaction value, based on the quarterly average price, was $5.00 million. At quarter-e ...

Core Insights - Gold.com, Inc. reported a diluted earnings per share of $0.46 and a net income of $11.6 million for Q2 FY 2026, alongside a non-GAAP EBITDA of $33.9 million [1][2][9] Financial Performance - Revenues for Q2 FY 2026 increased by 136% to $6.477 billion from $2.742 billion in Q2 FY 2025, and increased by 76% from $3.681 billion in Q1 FY 2026 [9][30] - Gross profit for Q2 FY 2026 rose by 109% to $93.4 million, with a gross profit margin of 1.44%, down from 1.63% in Q2 FY 2025 [9][31] - Net income attributable to the Company increased by 77% to $11.6 million from $6.6 million in Q2 FY 2025, and showed a significant recovery from a net loss of $0.9 million in Q1 FY 2026 [9][37] - Adjusted net income before provision for income taxes for Q2 FY 2026 was $23.2 million, a 74% increase from $13.4 million in Q2 FY 2025 [9][38] - EBITDA for Q2 FY 2026 totaled $33.9 million, reflecting a 109% increase compared to $16.2 million in Q2 FY 2025 [9][39] Operational Highlights - Gold ounces sold in Q2 FY 2026 increased by 17% to 545,000 ounces from 466,000 ounces in Q2 FY 2025, while silver ounces sold decreased by 15% to 18.6 million ounces [12][23] - The number of secured loans at period end decreased by 31% to 355 from 518 in the previous year [12][23] - Direct-to-Consumer (DTC) new customers increased by 47% to 96,100, and active customers rose by 64% to 229,100 compared to Q2 FY 2025 [12][23] Strategic Initiatives - The company completed a rebranding from A-Mark Precious Metals to Gold.com and transitioned its stock listing to the New York Stock Exchange under the ticker symbol "GOLD" [1][3] - The acquisition of Monex Deposit Company was finalized in January 2026, enhancing the company's market position [3] - The company is focused on optimizing its expense structure and unlocking synergies from recent acquisitions [3][4] Dividend Announcement - Gold.com's Board of Directors declared a quarterly cash dividend of $0.20 per share, payable on March 4, 2026 [49]

Core Insights - Gold.com, Inc. will hold a conference call on February 5, 2026, at 4:30 p.m. Eastern time to discuss its fiscal second quarter results for the period ending December 31, 2025 [1] Company Overview - Gold.com is a fully integrated alternative assets platform that offers a wide range of precious metals, numismatic coins, and collectibles to consumers, collectors, and institutional clients globally [1][4] - Founded in 1965, Gold.com provides a comprehensive solution for all aspects of the precious metals and collectibles value chain, combining market expertise with logistics, financing, and minting capabilities [4] - The company operates a direct-to-consumer marketplace through flagship brands such as JMBullion.com and GovMint.com, serving millions of customers [5] - Gold.com has been an authorized purchaser of the United States Mint since 1986 and maintains relationships with a network of sovereign and private mints [5] Conference Call Details - The conference call can be accessed via a U.S. dial-in number (1-888-506-0062) and an international number (1-973-528-0011) [2] - Participants are encouraged to call 10 minutes before the start time and will need a participant access code (118433) [2] - A replay of the call will be available after 7:30 p.m. Eastern time on the same day through February 19, 2026 [3]

Core Viewpoint - FS Specialty Lending Fund announced a monthly distribution of $0.1375 per share for January 2026, with an annualized distribution yield of 9.1% based on net asset value and 11.7% based on market price as of December 31, 2025 [1][2]. Fund Overview - The Fund has approximately $1.9 billion in assets under management and focuses on event-driven credit, special situations, private capital solutions, and other non-traditional credit opportunities [2]. - The distribution schedule includes an ex-date and record date of January 23, 2026, with payment on January 30, 2026 [2]. Distribution Details - The Fund pays regular monthly cash distributions to common shareholders, which may be adjusted based on portfolio and market conditions [2]. - The current distribution rate reflects the Fund's strategy and market performance [2]. Company Background - Future Standard, the asset manager of the Fund, has over 30 years of experience and manages $86 billion in assets, focusing on private equity, credit, and real estate investments [5].

Distribution Announcement - FS Credit Opportunities Corp. announced a monthly distribution of $0.0678 per share for January 2026, payable on January 30, 2026 [1][3] - The current annualized distribution rate is 11.5% based on the Fund's net asset value (NAV) and 12.9% based on market price as of December 31, 2025 [1][9] - The monthly distribution has been fully covered by the Fund's net investment income throughout 2025 [1] Fund Performance - The Fund generated an estimated total return of 10.8% on NAV and 3.7% on market price for the year ended 2025 [1] - FS Credit Opportunities Corp. has approximately $2.2 billion in assets under management [2] Investment Focus - The Fund invests in event-driven credit, special situations, private capital solutions, and other non-traditional credit opportunities [2]

Core Insights - KKR & Co. Inc. is a leading global investment firm with a market cap of $114.9 billion, managing alternative asset classes such as private equity, credit, real assets, and insurance solutions, founded in 1976 [1] Financial Performance - KKR is expected to report a profit of $1.22 per share for fiscal Q4, reflecting an 8.9% increase from $1.12 per share in the same quarter last year [2] - For FY2025, analysts project a profit of $4.53 per share, a 16.2% increase from $3.90 per share in fiscal 2024, with further growth anticipated to $6.16 per share in fiscal 2026, representing a 36% year-over-year increase [3] Stock Performance - KKR's stock has declined by 9.9% over the past 52 weeks, underperforming compared to the S&P 500 Index's 16.2% return and the Financial Select Sector SPDR Fund's 15.4% increase during the same period [4] Recent Developments - On December 8, KKR provided €300 million in whole loan financing to support EPISO 6's acquisition of easyHotel, which is expected to bolster the budget hotel operator's expansion across Europe, leading to a 4.3% rise in KKR shares in the following trading session [5] Analyst Ratings - Wall Street analysts maintain a "Strong Buy" rating for KKR, with 16 out of 20 analysts recommending "Strong Buy," one suggesting "Moderate Buy," and three indicating "Hold." The mean price target for KKR is $156.84, suggesting a potential upside of 15.5% from current levels [6]

Core Insights - Gold.com, Inc. has successfully completed the acquisition of Monex, a prominent precious metals dealer, enhancing its service offerings and operational capabilities [1][2] - The company has increased its stake in Atkinsons Bullion & Coins to 49.5%, further expanding its international direct-to-consumer presence [3][4] - Gold.com will ring the NYSE Opening Bell on January 27, 2026, marking its transition to a fully integrated alternative assets platform [9] Monex Transaction Update - The acquisition of Monex allows Gold.com to integrate teams and platforms efficiently, leveraging decades of collaboration [2] - Monex has facilitated billions in transactions since its founding in 1987, generating total revenue of $835 million for the year ending December 31, 2024, and holding $630 million in assets under custody as of September 30, 2025 [2] Atkinsons Bullion & Coins Investment Update - Gold.com acquired an additional 24.5% equity interest in Atkinsons, increasing its total ownership to 49.5% [3] - Atkinsons reported revenue exceeding $370 million in calendar year 2025, and Gold.com holds an option to acquire an additional 25.5% ownership interest beginning December 2027 [4][5] Auction Highlights - Stack's Bowers Galleries conducted a landmark auction for the final circulating Lincoln pennies, realizing over $16.76 million [6][8] - The auction featured 232 three-coin sets, with an average lot value exceeding $72,000, and the final set achieving a record price of $800,000 [8] Company Overview - Gold.com, founded in 1965, offers a comprehensive solution for precious metals and collectibles, combining market expertise with logistics, financing, and minting capabilities [10] - The company's direct-to-consumer marketplace includes flagship brands such as JMBullion.com and Stack's Bowers Galleries, serving millions of customers globally [11]

Core Insights - Brookfield has evolved into a leading global alternative asset manager with over $580 billion in fee-bearing capital across various strategies [1][2] Company Overview - The firm operates a rapidly growing insurance and annuities business under BN, showcasing deep expertise across the investment landscape [2] Future Outlook - Anticipation for insights from CEO Bruce Flatt regarding the environment and Brookfield's plans for the upcoming year and beyond [2]

Core Insights - The biggest financial gainers this week were led by DigitalBridge Group, an alternative asset manager currently in takeover talks [2] - The largest financial loser was a bitcoin accumulation platform associated with the Trump family [2] Company Performance - DigitalBridge Group (DBRG) experienced the highest rise among financial stocks, indicating strong market interest and potential growth opportunities [2] - The Trump family-tied bitcoin platform faced significant losses, highlighting potential risks in the cryptocurrency sector [2]

Core Viewpoint - Mount Logan Capital Inc. will participate in the Northland Capital Markets Growth Conference on December 16, 2025, providing an opportunity for investors to engage with the leadership team through one-on-one and small group meetings [1][2]. Company Overview - Mount Logan Capital Inc. is an integrated alternative asset management and insurance solutions firm focused on generating durable, fee-based revenue and long-term value creation [3]. - The company employs differentiated investment strategies alongside permanent insurance capital to deliver attractive, risk-adjusted returns across market cycles [3]. Business Operations - Through its subsidiaries, Mount Logan Management LLC and Ability Insurance Company, the firm manages and invests across private and public credit markets in North America and reinsurance of annuity products [4]. - The integrated platform aims to provide stable earnings, downside protection, and a low risk of principal impairment throughout the credit cycle [4]. - As of September 30, 2025, Mount Logan Capital had over $2.1 billion in assets under management [4].