Thursday, September 10, 2026

Zack Buckley on $PRTH's take private

Priority Technology’s chairman offered $6.00 to $6.15 a share to take PRTH private, while Zack Buckley argues Treasury Solutions and comparable sales support $12 to $19.

PRTH $479M

Yet Another Value Podcast Sep 10 3 clicks

Sep 10 AMPL $1.7B

Amplitude Q2 26 - Examining The Moat - Rating, Hold.

Cestrian Capital Research.

Sep 10 KOS $1.6B

Single Stock Spotlight #14: Kosmos Energy (KOS)

Hidden Rock Capital's Newsletter 2 clicks

From X

@orrdavid Sep 10

David Orr on X

In the 2000 example, $QQQ tried to take one final leg up... but it took 3 months. So even if we get a bit higher move up in $SOXX short term, I won't read into it too much. It'll really be new highs that makes me change my mind here. https://t.co/V5l640oDKE

@orrdavid Sep 10

David Orr on X

$SOXX lost 30% in a month. So similar to $QQQ in 2000.

@orrdavid Sep 10

David Orr on X

This could still be a 1996/1997-like pause, and maybe $SOXX does start roaring higher in another couple of months. In that instance, it'll be worth reacting fast and listening to the market quickly. Especially if $SOXX starts making new highs, that'll be the time to brace for another melt up / get defensive on shorts. I guess long only guys have the luxury or ignoring all of this.

@orrdavid Sep 10

David Orr on X

$SOXX made a sharp dive in from June 30th to July 29th. The fact that it still hasn't recovered a month and a half later makes this look a lot more like a 2000's twilight-before-the-collapse market than a 1999 bear trap. Put that another way: On a sharp sell off, you can easily point to technical / positioning factors being the cause. Situational Awareness's blow up could have been a textbook example. But it's just not working that way. In fact, we had a sharp sell off, and there's seemingly no fuel for a rebound despite AI improvement news seeming to come out strong. Markets have wisdom to them. It's worth listening, bull or bear. Right now, the set up seems super bearish, like the market knows there is a problem with AI. And the most likely problem I see is that there's simply no sites available to build more electricity-hungry compute centers. Someone smart I talked with recently pointed out politics could block AI as well ... which could exasberate that problem a bit by individual small local areas or by state and possibly by country. But I still think the root issue here is just not enough electricity, there's simple a hard barrier in the world of atoms that takes many years to resolve.

@stockgutter Sep 10

SG on X

Looks like $NU US operations are live. Might consider if it has Zelle. https://t.co/SATYDU8b7y

@ACapitalLP Sep 10

A Capital on X

Just want to check in here, thx. $TMC https://t.co/1olvhoT1ME

@ACapitalLP Sep 10

A Capital on X

Just want to check in here, thx. $ALOY https://t.co/f8zOpxU1CK

@ACapitalLP Sep 10

A Capital on X

$CIFR< $16 👀

TransDigm is still in it for the money

TransDigm’s sole-source aerospace parts generate roughly 70% aftermarket margins, with 90% of revenue tied to owned IP and 80% from…

TDG $61B

scuttleblurb Sep 10 1 click

Gaming And Leisure Properties: Guilty By Association With VICI

Gaming and Leisure Properties raised AFFO guidance and dividends after Q2, trading at 10.2 times forward AFFO with an 80% payout ratio and…

GLPI $12BVICI $26B

Dividend Collection Agency Sep 10

Quick Value #330 - Deckers Outdoor (DECK)

Deckers Outdoor has fallen about 60% from its late-2024 peak and trades at 11x earnings as HOKA growth slows.

DECK $11B

Value Don't Lie Sep 9 5 clicks

[scuttleslops] UNP-NSC merger, HEI, NVDA, AVGO, DG, DLTR

Union Pacific’s $85 billion Norfolk Southern merger pitch centers on a coast-to-coast rail network that cuts interchange delays and wins…

NSC $71B

scuttleblurb Sep 9 3 clicks

ContextLogic Acquires gChem (LOGC): Update and Valuation

ContextLogic will acquire specialty-solvent maker gChem for $850 million, funded by a $650 million rights offering and $250 million of…

LOGC $678M

Hidden Gems Investing Sep 8 4 clicks

Lululemon: Deep Dive Analysis

Lululemon’s Q2 revenue fell 4% and Americas comparable sales 12%, as markdowns, tariffs and activewear rivals pressure its premium apparel…

LULU $11B

Hated Moats Sep 8 6 clicks

P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74

Ryan Tunis discusses P&C insurers, favoring Travelers over Chubb in a soft commercial market and calling AIG a near-book-value self-help…

TRV $79BAIG $39B

Steve Eisman Sep 7 6 clicks

Pinterest: Underlying Growth Remains Stronger Than The Market Thinks

Pinterest’s Q2 showed reaccelerating North American growth, while weaker international trends, AI-related engagement risks and elevated…

PINS $11B

Richard Durant Sep 7 2 clicks

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.

TGLS $1.6B

Ian’s Insider Corner Sep 7 3 clicks

Scholar Rock: Manufacturing Noise Obscures A Muscle-Targeted Franchise

Scholar Rock’s apitegromab could become the first muscle-targeted SMA therapy by September 2026, but manufacturing setbacks and a…

SRRK $6B

Equity Eagle Sep 7

CNR · long

Core Natural Resources INC

Core Natural Resources is a US metallurgical and thermal coal producer formed in January 2025 through the merger of CONSOL Energy and Arch…

CNR $4.5B

Value Investors Club Jun 1 1 click

The Arithmetic: How a $9 Spanish-Language Broadcaster Becomes a $100 AdTech Stock

Entravision’s path from a $9 Spanish-language broadcaster to a $100 adtech stock rests on an adtech-driven valuation model.

EVC $727M

The Value Road Jun 15 4 clicks

Weekend Digest #346 (AVAL, SpaceX QQQ & Passive Indexing, CBOE Vs. Kalshi)

Grupo Aval has doubled from entry, with further upside tied to Colombia’s new government.

AVAL $6BCBOE $28B

Ian’s Insider Corner Jun 15 1 click

Quick Value #318 - Campbell's (CPB)

Campbell's trades at 10-11x earnings and a 7% yield after shares fell over 50%, while 4x leverage, weaker volumes and margin pressure…

CPB $6B

Value Don't Lie Jun 15

AnaptysBio (ANAB)

AnaptysBio’s Jemperli royalty receipts rise after a Sagard financing obligation ends in 2027.

ANAB $1.6B

Triple S Special Situations Investing Jun 15 2 clicks

What I've Been Reading

Yesway, Dollar General and Expedia feature in a research roundup spanning convenience retail, discount stores and AI-driven travel search.

YSWY $1.3BDG $28B

Stock Thoughts Jun 15

The Cheapest Toll Road in the AI Economy?

A U.S. last-mile telecom network trades at 3.9x trailing earnings and 5.7x TEV/EBITDA, with AI traffic growth, capex normalization, merger…

CHTR $15B

Modern Value Investing Jun 14

ASR: Sureste Airports Soaring To 50%+ Upside, Market Is Missing The New Assets

Sureste Airports’ 20-airport Motiva acquisition and U.S. concessions are set to lift EBITDA, while shares trade at 7x forward EBITDA.

ASR $6.8B

Ian’s Insider Corner Jun 14

Under The Hood - Rollins ($ROL)

Rollins ($ROL) pairs automatically renewing pest-control contracts with route density and family-business acquisitions, producing 24…

ROL $16B

Bearhold Research Jun 14

A Hardware Multiple on a Software Powerhouse

A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…

CALX $2.2B

The Value Road Jun 12 5 clicks

Thursday, September 10, 2026

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David Orr on X

David Orr on X

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