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.
Monday, September 7, 2026
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Farmer on X
@valuemaverick1 @Biohazard3737 Can just buy an ETF if you don't know the individual tickers (I bought $BUG in February). Not as much juice as picking the best names, but less risk as well.
Lee Roach on X
Timber companies are a hard asset and low risk way to play the datacenter boom. $RYN $WY https://t.co/YElT0VT8R9
Timyan Bank Alert on X
Community Corner: Active Indiana bank buyer heads to Illinois for latest deal $THFF | S&P Global Market Intelligence https://t.co/nrMSXAi9Vo
Timyan Bank Alert on X
Stilwell bought 42,700 $PFBX so Chevis bought….a thousand. That’s 41,700 more votes for the Stilwell candidate at next year’s annual meeting in addition to the 10,000 or so he’s bought since the cutoff to the last meeting. https://t.co/nSvCXJQt7W
SG on X
@valuedrift $LODE
Maj Soueidan on X
@SebKrog . @pernasresearch knows $CEPL well.
Broken Moats on X
Why is $GTLB up ah? Expense dollar growth far outstripped revenue dollar growth? and 117 NR at this valuation is not impressive, let alone the 50% increase in SBC yoy.....
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $469MALM $4.2B
- Protean Funds August 2026 BVNKF $2.4BSUSRF $251M
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- Forager Funds Management July 2026 4733 $4BTTEK $9.1B
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Miletus Research 
An ATM that starts to spit out cash
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EVC Update
EVC reported a solid second quarter and outlook.
LZ · long Legalzoom.com INC
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X-Energy Could Be Building One Of Nuclear Energy's Most Valuable Platforms
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Simple Investment Ideas 2 clicks
$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital
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Lumen is shedding consumer lines for data-center services; $9.2 billion of deferred revenue, up 72%, supports its enterprise order book…
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GoPro sold itself at 9:20 AM to get ahead of a meme stock
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The Bullionaire 1 click
[WAY – Waystar] Healthcare is a very complicated invoice
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