Monday, September 7, 2026

WD #357: Tecnoglass/Tariffs, Colombia Mining Boom?, Airports & Airlines

Tecnoglass could recover tariff- and FX-hit margins as U.S. blanket tariffs on Colombian goods lift. Colombia’s mining reforms face legal and social hurdles.

TGLS $1.6B

Ian’s Insider Corner Sep 7 3 clicks

Sep 7 CELH $7.1B

Celsius: The Pepsi Put

TSOH Investment Research 7 clicks

Sep 7 ONON $9.9B

On Holding $ONON: I Bought the Shoes First, Then the Stock

Substack von Philipp 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

National Vision Holdings: Higher Ticket Prices Can't Mask Falling Foot Traffic

National Vision Holdings' 2.2% same-store sales growth masked a 4.9% transaction decline, while inventory rose 37% and deferred marketing…

EYE $1.3B

Number Cruncher Sep 7 1 click

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…

TII $309M

Sylence Capital Sep 6 4 clicks

X-Energy Could Be Building One Of Nuclear Energy's Most Valuable Platforms

X-energy targets $1.8 billion in annual revenue and more than 42% gross margins by 2032 through reactor IP, project services and…

XE $4.7B

Simple Investment Ideas Sep 6 2 clicks

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

Rayonier’s 4.0 million acres are valued at $393 an acre after other assets, versus $1,200 to $1,800 cutover-land sales, framing the timber…

RYN $6B

The Value Road Sep 4 27 clicks

TSOH Weekly Roundup (09/04/2026)

TSOH Weekly Roundup covers Costco’s $4.99 chicken supply chain, Celsius’s 20% energy-drink share, and California utilities’ wildfire…

CELH $7.1B

TSOH Investment Research Sep 4 5 clicks

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 $7.5B

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 11 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

OKLO · short

Oklo INC

Oklo is framed as a portfolio basket short and a concept company that could become a compounding short.

OKLO $7.5B

Value Investors Club Jun 5

DEC-laration of independence

Diversified Energy cut $233 million of debt in 1H26, repurchased $93 million of stock and sold $273 million of land and assets while…

DEC $972M

The Oak Bloke Aug 6 7 clicks

Perimeter Solutions: 2Q26 Business Recap

Perimeter Solutions’ 2Q26 revenue rose 31%, while operating income fell 11% as USDA pricing and DLA delivery timing hurt Fire Safety; it…

PRM $5.3B

Speedwell Memos Aug 5 9 clicks

Genius Sports (GENI)

Genius Sports’ $1.2 billion Legend acquisition adds direct bettor monetization, while its exclusive NFL data rights could supply prediction…

GENI $1.6B

Sylence Capital Aug 5 1 click

Perimeter 2Q26 Business Recap: Light Fire Safety Earnings, but Strong M&A Execution

Perimeter Solutions’ Fire Safety EBITDA grew 1% as USDA pricing and a DLA inventory transition weighed, while its $120 million Monaco…

PRM $5.3B

Speedwell Research Aug 5

Floor & Decor: 2Q26 Business Update

Floor & Decor’s same-store sales improved to minus 2%, while $45 million of tariff refunds lifted second-quarter gross profit and operating…

FND $5B

Speedwell Memos Aug 4 8 clicks

Floor & Decor 2Q26 Business Update: Encouraging Same Store Sales Trends

Floor & Decor’s same-store sales improved to minus 2% in 2Q26, while $45 million of tariff refunds lifted profit and funded pricing,…

FND $5B

Speedwell Research Aug 4

Watches of Switzerland's Investor Day (WOSG), Earnings at Judges Scientific (JDG) and Douglas Dynamics (PLOW)

Watches of Switzerland says Roberto Coin, e-commerce and pre-owned watches generate 24% of revenue, as private equity interest follows its…

PLOW $920M

Hidden Gems Investing Aug 4

Single Stock Spotlight #12: X Marks the Spot

Xerox is pitched as a cash-generating managed-decline value play, with debt, activist interest and short interest setting up a potential…

XRX $437M

Hidden Rock Capital's Newsletter Aug 4

[scuttleslops] BLDR, RYAN, APG, GFL, FND

Builders FirstSource reported Q2 2026 sales down 9% to $3.9 billion as weak housing demand and aggressive competitor pricing cut EBITDA…

BLDR $6.3B

scuttleblurb Aug 3 8 clicks

Monday, September 7, 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

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