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 $7.2B

Celsius: The Pepsi Put

TSOH Investment Research 8 clicks

Sep 6 TII $284M

Titan Mining Q2 Update

Sylence Capital 4 clicks

From X

@CapitalVoss Feb 11

Voss Capital on X

1 more pt on $EXTR & IoT. They're now able to license some of their software & Cloud IQ suite of apps to 3rd party IoT hardware makers & will make a big push into this. Obviously this increases their SaaS TAM by several multiples of just their networking equipment hardware base.

@CapitalVoss Feb 11

Voss Capital on X

Lastly, it is interesting to note that $EXTR is collecting well over 1 petabyte of data per day from their network users. They analyze this and use it to give customers performance data insights. Not the webinar, but here is an EXTR IoT overview video: https://t.co/ICIcEEJlXw

@CapitalVoss Feb 11

Voss Capital on X

This was a simple, helpful slide for the layman to understand potential IoT scenarios that $EXTR's security prevents. https://t.co/n04i426ZKJ

@CapitalVoss Feb 11

Voss Capital on X

They've implemented EXTR IOT into their $EXTR CloudIQ apps for free w/ the Pilot version. It has built in analytics, data collection, can adjust security on an IoT device by device basis, e.g. can set a security policy to only allow an MRI machine to communicate w/ imaging server https://t.co/IDFDer7M9T

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 $7.2B

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 $7.3B

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 $848MBRBR $1B

The Value Road Sep 2 12 clicks

Sangamo Bankruptcy (SGMOQ)

Sangamo Therapeutics’ Chapter 11 asset sales leave common equity tied to $100 million in PTC Fabry therapy approval milestones and a…

SGMO $60M

Triple S Special Situations Investing Sep 2 6 clicks

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

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 $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

LZ · long

Legalzoom.com INC

LegalZoom trades near all-time lows as AI adoption is positioned to accelerate growth.

LZ $963M

Value Investors Club Jun 9

Limbach Holdings: The Stock Has Room To Grow Again (Rating Upgrade)

Limbach Holdings, down 63% since June 2025, upgraded on bargain valuation and growth prospects following its acquisition of 1901 Inc.

LMB $610M

David Zanoni Sep 6

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.

IEHC $74M

Atrium Research - Equity Research Sep 1 1 click

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 $6B

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

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

[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

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

Monday, September 7, 2026

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

Celsius: The Pepsi Put

Titan Mining Q2 Update

From X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Investor Letters

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

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)

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

A Busted Businesses or a Cyclical Bottom?

Sangamo Bankruptcy (SGMOQ)

An ATM that starts to spit out cash

Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case

EVC Update

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

Legalzoom.com INC

Limbach Holdings: The Stock Has Room To Grow Again (Rating Upgrade)

IEH Corporation: Research Note

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

MDA Space: Houston, We Have a New Position

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

[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

Publications we follow

YouTube 4

Blogs 12

Seeking Alpha 31 of 172

X accounts we follow

Investor letters we follow

Sectors

Monday, September 7, 2026

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital 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