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.
Friday, September 4, 2026
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From X
Timyan Bank Alert on X
Bogota Savings Bank $BSBK and GSL Savings Bank to Merge https://t.co/QlI0EEI1vT
marginofdanger on X
$TIPT director buys ~1k shares at 17.45 on Wednesday and Fortegra deal should close today https://t.co/HYVSdjXcO9
Timyan Bank Alert on X
Better link to $CCNB $BCON merger https://t.co/jqR7WAucnp
Timyan Bank Alert on X
$CCNB $BCON MOE #BankMergers https://t.co/poHNDgm8h4
mavix on X
I just published my Portfolio Update for May 2026. It includes: ▫️My current portfolio & position sizes ▫️Earnings Updates about $YSN, $SLYG, $LEAT, $4058, $CIRC.MI, $BRM.V ▫️Recent news about $TRT.L, $4058, $CIRC.MI, $EVO https://t.co/ZFcIyaEFr7
Tim Eriksen on X
Solitron Devices $SODI 10-K filed after close. Improved Q4 as we said in our press release. Gross margin of 41% in Q4. https://t.co/lZgDHy71CQ
marginofdanger on X
Another great quarter from $WEBC with accelerating top line and gross margin expansion. Company continues to buy back and refresh buyback. https://t.co/w22AeWh2pH https://t.co/BK1bO8vt37
Investor Letters
All letters- Protean Funds August 2026 SUSRF $254M
- Forager Funds Management July 2026 BVS $991M
- Asset Value Investors Ltd July 2026 4549 $484M8011 $228M
- PenderFund Capital Management Ltd. July 2026 TSAT $702M
- Palm Harbour Capital July 2026 064850 $167M082920 $938M
- Protean Funds July 2026 DVYSR $86MTRUE-B $584M
- Royce Investment Partners first half of 2026 AIOT $352MPAR $559M
- Alluvial Capital Management Second Quarter 2026 DGXX $435MDIG $459M
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…
Equity Eagle 2 clicks
EVC Update
EVC reported a solid second quarter and outlook.
$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…
IEH Corporation: Research Note
IEH Corporation won $6.5 million of APKWS orders, lifting backlog above $45 million as defense connector demand drives capacity expansion.
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…
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.
Equity Eagle 
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…
The Verra Sneerer (NASDAQ:VRRM)
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
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.
FUFU 2026-08-27 BitFuFu: A $93 Million Liability No One Can Explain
BitFuFu’s $93.4 million unexplained long-term payable equals 57% of liabilities, overshadowing sharply higher self-mining and hosting…
Dorine Cherop 
TOYO · short Toyo CO LTD
TOYO CO LTD is the target of a short thesis.
US-Canada Tariffs: Finding Investment Opportunities
US-Canada tariffs impose 50% duties on $20 billion of Canadian goods, lifting US steel makers while pressuring Canadian exporters and…
RCEL 2026-08-24 AVITA Medical: Favorable Reimbursements For Skin Wound Care
AVITA Medical’s more predictable reimbursement, RECELL GO rollout and PermeaDerm economics support adoption, with cash flow breakeven…
Myriam Alvarez 4 clicks
Portillo’s: Strategic Reset
Portillo’s reset follows weak Texas unit economics, cutting next year’s openings to five from roughly 10 annually and shrinking store…
RCAT 2026-08-23 Here's Why You Should Watch Red Cat In H2 2026
Red Cat targets $150–$180 million in FY2026 revenue after 527% growth, with margin expansion dependent on second-half drone-contract…
Petri Dish Reports 3 clicks
WD #355: AUNA/CAAP Earnings, Brazil, USMCA Trade Situation
CAAP reported decent second-quarter earnings and its first dividend, while Brazil rose on an election poll and USMCA trade developments…
PTLO 2026-08-20 Portillo's: Guidance Cut Confirms It's Cheap For A Reason
Portillo's guidance cut followed a 1.2% same-restaurant-sales decline and 1.9% margin compression, while its $343 million TRA liability…
KC Research 2 clicks
Aloe Aloe Aloe what 'ave VERRA then?
Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…
Going against the grain on GO Residential
GO Residential’s H&R REIT deal could trigger index purchases of 32 million units and re-rate its Lantower portfolio, despite related-party…
ContextLogic
ContextLogic’s US Salt holds about 23% of the US and Canadian pharmaceutical-grade salt market, one of only two suppliers, supporting…
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