Sunday, September 6, 2026

Titan Mining Q2 Update

Titan Mining reported Q2 revenue of $25.7 million and adjusted EBITDA of $9.6 million as zinc output rose, while advancing its Kilbourne graphite project and germanium recovery.

TII $309M

Sylence Capital Sep 6 4 clicks

Sep 4 RYN $6B

The Fed Is Going to Lose the Bond Market and I Found the Asset That Gets Paid When It Does

The Value Road 27 clicks

Sep 4 CELH $7.1B

TSOH Weekly Roundup (09/04/2026)

TSOH Investment Research 5 clicks

From X

@ACapitalLP Sep 6 1 click

A Capital on X

Post $LEG acquisition, $SGI seems interesting here. I understand the bedding trough could last longer, but what’s the real downside? Industry volumes are already below the GFC trough, the company is growing EPS despite the environment, and now you layer on immediately accretive LEG + significant self-help. What am I missing?

@stockgutter Sep 5 1 click

SG on X

imo the risk is not egg price going lower -- its very low right now, and $VITL gets sells into the premium tier. but the company is exposed to corn/soy. At least the last time I checked it did not hedge. Those have moved up a lot in the past few months, so my best guess is that Vital Farms is getting squeezed rn between low egg prices and high input costs. long term, that could clear the deck of weak competitors. Short term, might make for a rough few quarters.

@TidefallCapital Sep 5

Trevor Scott on X

@kashyap286 $GOOS?

@leevalueroach Sep 4 1 click

Lee Roach on X

The egg market is getting killed and I am tempted to play this cycle bottom. Anyone up to speed on $VITL? This thing is looking so beaten down. https://t.co/wUgfMUorWW

@TidefallCapital Sep 4

Trevor Scott on X

$TAP A quarter century and zero capital gain. Now being kicked out of the S&P https://t.co/RM49KQJm36

@TheBenSchmark Sep 4

JabroniCoin.USD on X

The bottleneck play on this is $COMP? 🧭 https://t.co/1ClFMI3z4d

@eriksen_tim Sep 4 2 clicks

Tim Eriksen on X

Anyone get the dividend from Gravity $GRVY yet? I expected a bit of a delay.

@irbezek Sep 4 1 click

Ian Bezek on X

It's Tecnoglass time $tgls. https://t.co/5gjN6emyo1

Oklo Inc.: The AI Power Trade Is Getting More Tangible

Oklo’s Q2 progress includes Groves’ first criticality and Aurora agreements, while equity dilution cut its price target to $88 despite a $3…

OKLO $7.3B

The Curious Analyst Sep 4 1 click

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…

SMPL $896MBRBR $1.1B

The Value Road Sep 2 12 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $727M

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 $623M

Yet Another Value Podcast Sep 1 9 clicks

Lumen Technologies - Accumulate $6-$8.30; STP<$6; PT >$12 - Q2 FY12/26 & Outlook

Lumen is shedding consumer lines for data-center services; $9.2 billion of deferred revenue, up 72%, supports its enterprise order book…

LUMN $6.7B

Cestrian Capital Research. Sep 1

MDA Space: Houston, We Have a New Position

MDA Space is added to the Aurelion Index after hiring engineers, signing large contracts and expanding facilities; the thesis cites…

MDA $5.2B

Aurelion Research Sep 1 5 clicks

[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 $4.9B

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

Ultragenyx ($RARE): A Catalyst-Driven Thesis With Asymmetric Upside

Ultragenyx targets $730-760 million of 2026 revenue after GENGLYCOS approval, with UX111’s FDA decision and GTX-102 Phase 3 data due in…

RARE $1.4B

Hated Moats Aug 30

FTRE 2026-08-30

Fortrea Holdings: The Turnaround Is Showing Up In Earnings Before Revenue

Fortrea’s adjusted EBITDA rose 24% in H1 as cost cuts outpaced a 3.4% revenue decline, while new business awards increased 19%.

FTRE $1.9B

Manimala Misra Aug 30 2 clicks

SLS · short

Sellas Life Sciences Group I

SELLAS Life Sciences Group faces a short case arguing that even a strong clinical outcome does not support its current valuation.

SLS $2.3B

Value Investors Club May 25

(I)nbound (M)igrants (X)panding (I)nternational Remittances

International Money Express trades at roughly 5x forward EV/EBITDA despite growth, modest leverage and excess cash available for…

IMXI $364M

Rod’s Ruminations May 11

A Mexican Blue Chip Bargain

Grupo Herdez, a MXN 15.2 billion Mexican food company, pairs dominant grocery brands with McCormick, Barilla and Hormel joint ventures.

GUZOF $985M

Exploring with Alluvial Capital Mar 7

Quality Investing Outside the Blue Chips

Rand Worldwide, an Autodesk reseller, grew revenue from $116 million to $306 million while using less equity; expired three-year…

RWWI $403M

Exploring with Alluvial Capital Dec 26

Sarepta Risk and the FDA

Sarepta’s Exondys 51 approval despite a 12-patient trial frames FDA regulatory risk and a call to remove Commissioner Robert Califf.

SRPT $2.2B

John Hempton's Newsletter Oct 31 1 click

A Value Trap, an Ancient Stock Pitch, a Glimpse Into The Past

Four Corners’ insider-backed asset sale cut shareholder proceeds to roughly 80% of its prior share price. A 2016 Wilh.

FCPT $2.7B

Exploring with Alluvial Capital Sep 27

Purecycle and the good money after bad decision...

PureCycle’s largest shareholder, Sylebra Capital, keeps financing its delayed, over-budget plastic-recycling plant despite covenant…

PCT $1.1B

John Hempton's Newsletter Aug 21 2 clicks

We can get some extra votes. Pity they are worthless and scumbags are in charge of governance.

Campari’s five-year loyalty plan grants five votes per share, letting its controlling shareholder sell stock while retaining control and…

DVCMY $8.1B

John Hempton's Newsletter Aug 7 1 click

Sunday, September 6, 2026

Titan Mining Q2 Update

The Fed Is Going to Lose the Bond Market and I Found the Asset That Gets Paid When It Does

TSOH Weekly Roundup (09/04/2026)

From X

A Capital on X

SG on X

Trevor Scott on X

Lee Roach on X

Trevor Scott on X

JabroniCoin.USD on X

Tim Eriksen on X

Ian Bezek on X

Investor Letters

Oklo Inc.: The AI Power Trade Is Getting More Tangible

A Busted Businesses or a Cyclical Bottom?

EVC Update

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

Lumen Technologies - Accumulate $6-$8.30; STP<$6; PT >$12 - Q2 FY12/26 & Outlook

MDA Space: Houston, We Have a New Position

[WAY – Waystar] Healthcare is a very complicated invoice

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

Ultragenyx ($RARE): A Catalyst-Driven Thesis With Asymmetric Upside

Fortrea Holdings: The Turnaround Is Showing Up In Earnings Before Revenue

Sellas Life Sciences Group I

(I)nbound (M)igrants (X)panding (I)nternational Remittances

A Mexican Blue Chip Bargain

Quality Investing Outside the Blue Chips

Sarepta Risk and the FDA

A Value Trap, an Ancient Stock Pitch, a Glimpse Into The Past

Purecycle and the good money after bad decision...

We can get some extra votes. Pity they are worthless and scumbags are in charge of governance.

Publications we follow

YouTube 4

Blogs 12

Seeking Alpha 29 of 159

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Sunday, September 6, 2026

A Capital on X

SG on X

Trevor Scott on X

Lee Roach on X

Trevor Scott on X

JabroniCoin.USD on X

Tim Eriksen on X

Ian Bezek on X

Investor Letters

Publications we follow

Newsletters 91

YouTube 4

Blogs 12

Seeking Alpha 29 of 159

X accounts we follow

Investor letters we follow

Sectors