I went through all 142 companies in Value Line this morning. Here are the 6 that made it
Six Value Line small caps including Blackbaud, Marqeta, Ranger Energy and Definitive Healthcare trade on net cash, buybacks, low multiples or a takeover bid.
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From X
Charles Frischer on X
$NN Opposition to NN's modernization of the 900 MHz band wasn't convincing FCC engineers of non-existent interference. They then tried to gum of the works by adding language in an amendment of the appropriations committee.
Charles Frischer on X
$NN Interference is the primary criticism of the NN proposal to modernize the 900 MHz band. In this clip from last week's Congressional testimony, the CEO carefully describes how no interference is being reported in their extensive test zone. https://t.co/xgZV0iXCGe
Charles Frischer on X
$NN Mariam was poised, knowledgeable and well spoken. In this attached clip, Mariam states no interference has been reported in all the years of testing. The opposition doesn't have any specific examples of interference. https://t.co/ySdZeVAWjc
Charles Frischer on X
$NN I have been approached by folks about last weeks Congressional hearing. I watched the entire hearing and spoke to well informed participants. The opinion is that the hearing went exactly as hoped. This was not a political debate in which a candidate tries to land a punch.
Devin LaSarre on X
Newest out. British American Tobacco: Affirmed $BTI $IMBBY $LOG $PM $MO $STG $HAYPP https://t.co/9BnZjicaDN
Red Dog Capital on X
$DRAM ETF has $10.5B of creation equity since April inception. I am sure these are all sophisticated investors that have closely mapped supply and demand, not fast money retail bag holders chasing momentum. 🧐
Laughing Water Capital on X
@darkstarsats @dylan_ascencios @dan_tmt and why would anyone have to retool antennas or receivers when almost all (but not all) Part 15 are center tuned to 915, which $NN doesn't want. Why are 10 Mhz around 915 not enough when EU and China do it with 5 or 6 MHz?
Laughing Water Capital on X
@dylan_ascencios @darkstarsats @dan_tmt @darkstarsats ty for the work you have done on $NN. Do you have a view on why 907-918 MHz is not enough for Part 15 when Europe and China allocate ~half as much for similar devices and don't have any problems? Note that most Part 15 devices are center tuned to 915. TYIA
Investor Letters
All letters- GreensKeeper Asset Management Q3 2026 ABANF $267MICE $91B
- Miller Value Partners third quarter 2026 CNXC $2.1BFOSL $404M
- EdgePoint Wealth Management 3rd quarter, 2026 ROST $76BTTNDY $28B
- Guinness Global Investors third quarter of 2026 AFL $60BDANOY $45B
- Rowan Street Capital third quarter 2026 TTD $6.1B
- Artisan Partners Q3 2026 DANOY $45BHDLMY $29B
- The London Company 3Q2026 ENTG $23BMLM $37B
- Pzena Investment Management Third Quarter 2026 005830 $9.2BBAX $13B
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Unicycive (UNCY):
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