Wednesday, September 2, 2026

A Busted Businesses or a Cyclical Bottom?

Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the category has reached a cyclical bottom.

SMPL $848MBRBR $1B

The Value Road Sep 2 12 clicks

Sep 2 DASH $81B

Notes from a Dasher Shift, and the Drone Delivery Future

MBI Deep Dives 5 clicks

Sep 2 SGMO $60M

Sangamo Bankruptcy (SGMOQ)

Triple S Special Situations Investing 6 clicks

From X

@LittleOwlRes Apr 17

Little Owl Research on X

@DeepDuDiligence Doing some DD on $TPET at the moment, have they given any guidance on how many wells they expect to start producing this year? Or what the BOPD could be?

@LittleOwlRes Apr 16 1 click

Little Owl Research on X

@Tonyforever2003 @marketplunger1 This is exactly what came to my mind when reading this. I'm long $GPRK and $GTE for precisely this reason.

@LittleOwlRes Apr 16 1 click

Little Owl Research on X

Here is a little pricing guide for any of you looking into $HHH at the moment. Credit to @mfwarder for the format. https://t.co/MeZP5qopmR

@catechwilliams Apr 16

catechwilliams on X

$DAKT. Over the last 3 weeks have won several large upgrades—Colorado, UVa football stadiums. Each $15M projects to boost backlog and revenue >10% in the next quarter, further solidifying dominant market position. https://t.co/JFou9jCYxr

@LittleOwlRes Apr 15 1 click

Little Owl Research on X

@marginofdanger @BillAckman Additionally, $HHH as a pure play MPC is much more valuable than the sum of its parts. Though the market doesn't understand it well at the moment it will likely come to appreciate it more as it grows and produces substantial FCF. Patience is key here.

@catechwilliams Feb 13

catechwilliams on X

$CART Moved forward its lock-up expiration date to 2/16 (Thursday) from the original 3/19. >65% of the shares will be eligible for sale. COO leaving, just announced a restructuring w ambitious guidance. Almost certainly did so to support the stock in advance of a secondary.

@catechwilliams Feb 9

catechwilliams on X

$DAKT Est $50-70M revenue project. 4 jumbotrons, 5 ribbons + software contract for 2 stadiums. https://t.co/ANVOiAiZHn

@catechwilliams Jan 18

catechwilliams on X

$YOU Delta just significantly expanded its Digital ID program. This service is free, more efficient than Clear and now available in Clear's core markets. Other majors will have to follow in order to compete on service. Seems like this could kill $YOU in pretty short order. https://t.co/tgfebZZCWK

An ATM that starts to spit out cash

Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…

ATMTF $195M

The Oak Bloke Sep 2 7 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $725M

Nat Stewart - Stock Picking Newsletter Sep 1 15 clicks

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…

LMB $610M

Yet Another Value Podcast Sep 1 9 clicks

GoPro sold itself at 9:20 AM to get ahead of a meme stock

GoPro rushed out its Starman Optical merger after Markiplier-driven buying sent GPRO up roughly 90% premarket, offering shareholders $1.14…

GPRO $260M

Yet Another Value Blog Sep 1 4 clicks

Cleveland-Cliffs: 2027 Could Be A Very Big Year

Cleveland-Cliffs' 2027 upside depends on contract resets and Stelco earnings, while management directs free cash flow to deleveraging…

CLF $7.3B

The Bullionaire Sep 1 1 click

[WAY – Waystar] Healthcare is a very complicated invoice

Waystar sells revenue-cycle software for a US claims process where roughly 18% of submitted claims are initially denied and healthcare…

WAY $4.7B

scuttleblurb Aug 31 5 clicks

Here's Why You Should Buy Genius Sports Despite Rising Leverage

Genius Sports guided for $1.005–$1.025 billion of revenue and $285–$295 million of adjusted EBITDA despite higher leverage from the Legend…

GENI $1.6B

Mayank Marwah Aug 31 5 clicks

Emerge Commerce ($ECOM.V) FINS Review

Emerge Commerce's $44 million COVID-era acquisitions produced losses and impairments, while modestly improved Q2 liquidity leaves its…

EMCMF $11M

Wolf's Substack Aug 30 6 clicks

Veeva 2Q’26: “SaaSpocalypse” Cancelled

Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached…

VEEV $44B

MBI Deep Dives Aug 29 10 clicks

BE 2026-08-29

Bloom Energy: 5 Links That Cannot Break

Bloom Energy’s 80x forward earnings valuation relies on concentrated megaprojects, sustained AI data-center power demand and continued…

BE $81B

Valuation Rewind Aug 29 2 clicks

YSWY · long

Yesway INC

Yesway is pitched as a high-quality convenience-store operator with growth runway, trading near 8.5 times EBITDA and targeting a…

YSWY $1.2B

Value Investors Club Jun 4

Six Flags And United Parks: Two Different Answers To The Same Demand Problem

Six Flags’ attendance rose 4% while comparable crowd intensity was nearly flat, and both it and United Parks grew deferred revenue about 2%…

FUN $1.3BPRKS $1.5B

Sanjay Swamy Sep 1 1 click

NTG Clarity Networks ($NCI.V) FINS Review

NTG Clarity’s $18.6M of Q2 service revenue sat in contract assets, while $4.6M cash burn cut cash to $2.85M and raises liquidity concerns.

NYWKF $12M

Wolf's Substack Aug 28 8 clicks

Meta Buys Away its Distraction at Minimal Cost

Meta’s $18 billion teen-addiction settlement makes $5.3 billion contingent on YouTube and TikTok adopting matching restrictions, while…

RBLX $35B

MBI Deep Dives Aug 28 7 clicks

CMCSA 2026-08-28

After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound

Comcast's mobile growth, Verizon roaming agreement, NBCUniversal content and theme parks are positioned to offset broadband competition…

CMCSA $80B

Max Greve Aug 28 1 click

Late August 2026 Random Ramblings

Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…

UWMC $1.9BCCOI $398M

Yet Another Value Podcast Aug 27 13 clicks

The Verra Sneerer (NASDAQ:VRRM)

Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…

VRRM $505M

The Oak Bloke Aug 27 6 clicks

Domo (Arigato), for this potential multi-bagger options trade

Domo’s $400 million sale to Progress would leave a cash-rich public shell with $900 million of NOLs; January 2028 $5 calls cost 22 cents.

DOMO $167MPRGS $1.9B

Triple S Special Situations Investing Aug 27 3 clicks

Atlas Engineered Products ($AEP.V) FINS Review

Atlas Engineered Products reported Q2 revenue up 19% to $16.2 million, but ended cashless on its credit line as inventory rose 47% and…

APEUF $30M

Wolf's Substack Aug 25 10 clicks

STNE 2026-08-25

StoneCo: Deep Value Hiding Behind Brazil's Rate Fears - For Now

StoneCo's buybacks and special dividend produced roughly 39% H1 shareholder yield as Brazil's rate cuts slow and competition persists.

STNE $2.1B

IWA Research Aug 25 3 clicks

Wednesday, September 2, 2026

Little Owl Research on X

Little Owl Research on X

Little Owl Research on X

catechwilliams on X

Little Owl Research on X

catechwilliams on X

catechwilliams on X

catechwilliams on X

Investor Letters

Publications we follow

Newsletters 91

YouTube 4

Blogs 12

Seeking Alpha 31 of 172

X accounts we follow

Investor letters we follow

Sectors