Thursday, September 3, 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 $852MBRBR $920M

The Value Road Sep 2 12 clicks

Sep 2 SGMO $60M

Sangamo Bankruptcy (SGMOQ)

Triple S Special Situations Investing 6 clicks

Sep 2 ATMTF $195M

An ATM that starts to spit out cash

The Oak Bloke 7 clicks

From X

@finphysnerd Sep 3

Myles on X

For basically the first time in my history I have positive beta to $BTC while it's rallying and it feels nice.

@ActAccordingly Sep 3 1 click

PAA Research on X

$OXM getting "LULUed" after hours following a huge guide lower. Apparently people are tired of the floral prints at Lily Pulitzer. Less bright colors they said. Tepid demand for $150 quarter zips at #southerntide isn't helping matters either. The market seems to think that $0.70 quarterly dividend is at HUGE risk. No position.

@SowingAlphaSeed Sep 3 2 clicks

Farmer on X

@dirtcheapstocks I look for companies like this for my inflation basket. $INFL seems pretty good to me for a lazy version. https://t.co/OkhW0QroSL

@majgeoinvesting Sep 3 1 click

Maj Soueidan on X

$DLTH is a perfect case study on where AI & stock screeners might get tripped up and on why doing the manual work still matters. Even though the headline acknowledges a large tariff refund, adjusted EPS does not “adjust.” Adjusted EPS is 6c, not 50c! Source: @InfoArbMonitor https://t.co/RBcbuTAHmX

@leevalueroach Sep 3

Lee Roach on X

"But my quarterly deceleration" the Wall Street idiot cries out as his wife leaves him for a cashier at the local grocery store. $EVC https://t.co/9Z5qvFrCCh

@stockgutter Sep 3 1 click

SG on X

$DLTH Duluth report better than I expected, but mostly tariff refunds. - Net income of $18.4 million compared to net income of $1.3 million last year. This year includes $16.3 million in tariff refunds. - Inventory down $22.9 million or 15.5% vs. last year - Net sales decreased by 7.8% to $121.4 million

@stockgutter Sep 3

SG on X

$ADMQ new orders for this nanocap (mkt cap 6.55m) https://t.co/67gBW9Me5k

@stockgutter Sep 3

SG on X

If we go above $2-3 in $GPRO today I will be very tempted to sell '28 calls

Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case

Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…

TECX $466M

Equity Eagle Sep 2 2 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $666M

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 $275M

Yet Another Value Blog Sep 1 4 clicks

Shattuck Labs: A Receptor-Side Bet On The TL1A Boom

Shattuck Labs pivots to DR3-targeted IBD therapy SL-325, funded through a Phase 2b readout as it competes with anti-TL1A drugs.

STTK $638M

Equity Eagle Sep 1

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

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

INMB 2026-08-28

INmune Bio: CORDStrom In The Lead After Signs Of UK Regulatory Alignment

INmune Bio's Ebstrocel targets recessive dystrophic epidermolysis bullosa with UK, EU and US filings planned by early 2027, while XPro adds…

INMB $56M

Tejo Strategy Investing Aug 28

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…

CCOI $377M

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 $458M

The Oak Bloke Aug 27 6 clicks

PERF · long

Perfect CORP

Perfect Corp., a Taiwan-based beauty-tech microcap SPAC, trades below net cash despite sales growth after falling from a brief $2 billion…

PERF $194M

Value Investors Club May 22

Call me crazy, I'm adding to a US apartment REIT

NexPoint Residential is being added despite weak multifamily performance, with insider ownership and a transaction-ready structure…

NXRT $825M

Nugget Capital Partner's Substack Mar 21

Solitron Devices (SODI)

Solitron Devices' $27.5 million backlog rose 124% year over year as its sole-source military semiconductors support AMRAAM and HIMARS,…

SODI $71M

Underlying Value Mar 20

NFE Bond Update

New Fortress Energy’s restructuring cancels its 12% 2029 notes for 94.3% of BrazilCo, $974 million of New NFE preferred and 25.8% of New…

NFE $39M

Triple S Special Situations Investing Mar 18 2 clicks

Lands’ End Into Next Week: A Re-Rate Catalyst Hiding Behind Tender Noise

Lands’ End’s March 19 results could clarify the WHP IP joint venture, debt paydown and retained stake, supporting a rerating beyond the…

LE $305M

Rod’s Ruminations Mar 13

MAPS: Fortifying the Record Before the Bid

MAPS reported $39.8 million of FY25 adjusted EBITDA and $62.4 million of cash as a holder builds a record around a possible affiliated bid.

MAPS $62M

Rod’s Ruminations Mar 13

Mount Logan's Run: When the Board Pays $9.43 and Mr. Market Hands You a Mulligan at $5.00

Mount Logan Capital repurchased shares at $9.43 before an oversubscribed tender and forced selling drove them to $5.00, below $10.39 book…

MLCI $38M

Rod’s Ruminations Mar 6

Hallador Pt. 2 — "Massive" Data Center Incoming in Sullivan, IN? ($HNRG)

Hallador’s 1 GW Merom plant could supply a proposed 1,000-acre Sullivan County data center, with local filings and Stantec references tying…

HNRG $664M

Multibagger Monitor Mar 5 9 clicks

Theravance Biopharma: Failed Phase 3 Trial, Strategic Review

Theravance Biopharma began a strategic review after a failed Phase 3 trial.

TBPH $884M

Clark Street Value Mar 5 2 clicks

Updates: TerraVest, Seaport Entertainment, XPEL (TVK.TO, SEG, XPEL)

Seaport Entertainment sold 250 Water St for $142 million and leased the loss-making Tin Building, while TerraVest’s Q1 cash EBIT margin…

SEG $295M

Hidden Gems Investing Mar 3

Thursday, September 3, 2026

Myles on X

PAA Research on X

Farmer on X

Maj Soueidan on X

Lee Roach on X

SG on X

SG on X

SG on X

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