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 6 TII $309M

Titan Mining Q2 Update

Sylence Capital 4 clicks

Sep 2 SMPL $848M

A Busted Businesses or a Cyclical Bottom?

The Value Road 12 clicks

From X

@irbezek Aug 14 3 clicks

Ian Bezek on X

@lasse108 @ReturnsJourney $intr

@leevalueroach Aug 14

Lee Roach on X

Not bad earnings at $MCCK. Gold book took a mark to market loss. But core business is kicking at. Revenues up 8.9%. Gross margins expanding. Customer deposits and deferred revenue up 33%. Back out all the cash and gold and this is trading at a dirt cheap multiple.

@blondesnmoney Aug 14

Cluseau Investments on X

Honestly $C is pretty fairly valued now, I don't there is much upside at all aside from the entire sector carrying it up. $OPBK continues to be heavily disrespected, think we are entering the "on par with peers phase" where CUBI and OPBK and ASIC have a chance to trade in line with competitors. Implies 20-30% upside on each, but will take some time.

@blondesnmoney Aug 14

Cluseau Investments on X

Blackjack 21 hits 36% YTD, 29% above financials. Performance would've been a bit better actually, but I paper handed $WSBF, $HRTG, and $SNEX. Next week, will be adding a small cap financials name to the list, first new member of the Blackjack 21 in months. Below book, repurchasing shares, extremely niche, it'll be a fun one.

@stockgutter Aug 14 1 click

SG on X

Must read imo on $OPEN. Scott raises some great points about the potential if things go right. I have no position rn, and have a more pessimistic view than Scott on the value of Eric Jackson's involvement (my view: he certainly kickstarted but unfortunately showed his true colors stalking a random celebrity for no reason. He is a liability now).

@majgeoinvesting Aug 14

Maj Soueidan on X

I’ve always felt that shares outstanding in microcaps tells you about the soul of Mgmt. So I instantly connected with @bmb21 when he made a similar comment pitching $AMNF at @MSmicrocaps summer virtual: “Share count tells you how Mgmt. feels about the sanctity of the shares.” https://t.co/88XsqxHLKB

@natstewart5 Aug 14 2 clicks

Nat Stewart on X

Fantastic $NRP update from John. Particularly appreciate his capital allocation framework and view on why paying out 100% of cash flow makes the most sense. https://t.co/6LngKKV9hC

@KEDM_COM Aug 14

KEDM.com on X

Tiny, but perhaps interesting. Neuphoria $NEUP will be acquired by Scancell in an all share merger, resulting in a Nasdaq-listed Scancell (SCLT) alongside Scancell’s AIM listing. The current ratio implies $4.55 per NEUP share (~16% gross spread), plus a few CVRs tied to several milestones. partnered asset milestones. The deal is paired with up to $89m of new financing, plus $10m of Neuphoria cash, to fund Scancell’s Phase 3 iSCIB1+ lead melanoma trial through key readouts into 2029.

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

Fastly: Record Q2 Confirms The Platform Inflection

Fastly's Q2 revenue rose 23%, while Security and Compute reached a $200 million run rate and drove record profitability.

FSLY $4.1B

Miletus Research Sep 2

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 $211M

The Oak Bloke Sep 2 7 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

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 $69M

Atrium Research - Equity Research Sep 1 1 click

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 $268M

Yet Another Value Blog Sep 1 4 clicks

Six Flags And United Parks: Two Different Answers To The Same Demand Problem

Six Flags’ attendance rose 4% while comparable crowd intensity was nearly flat, and both it and United Parks grew deferred revenue about 2%…

FUN $1.2BPRKS $1.6B

Sanjay Swamy Sep 1 1 click

[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

LZ · long

Legalzoom.com INC

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

LZ $992M

Value Investors Club Jun 9

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

Emerge Commerce ($ECOM.V) FINS Review

Emerge Commerce's $44 million COVID-era acquisitions produced losses and impairments, while modestly improved Q2 liquidity leaves its…

EMCMF $11M

Wolf's Substack Aug 30 6 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

NTG Clarity Networks ($NCI.V) FINS Review

NTG Clarity’s $18.6M of Q2 service revenue sat in contract assets, while $4.6M cash burn cut cash to $2.85M and raises liquidity concerns.

NYWKF $12M

Wolf's Substack Aug 28 8 clicks

AMPX 2026-08-28

Amprius: A Better Entry Point After A 50%+ Decline (Rating Upgrade)

Amprius Technologies, after a 50% decline, reported 125.7% revenue growth and raised 2026 guidance to at least $140 million as…

AMPX $1.4B

Kurt Christensen Aug 28 1 click

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…

UWMC $2BCCOI $476M

Yet Another Value Podcast Aug 27 13 clicks

The Verra Sneerer (NASDAQ:VRRM)

Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…

VRRM $536M

The Oak Bloke Aug 27 6 clicks

Miami International Holdings (MIAX)

Miami International Holdings, the No. 4 options exchange with 17% share, trades at 12x forward EBITDA despite 35% revenue growth, 54%…

MIAX $3.8B

Sylence Capital Aug 27 1 click

Monday, September 7, 2026

Ian Bezek on X

Lee Roach on X

Cluseau Investments on X

Cluseau Investments on X

SG on X

Maj Soueidan on X

Nat Stewart on X

KEDM.com on X

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