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Thursday, September 10, 2026

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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 $643M
Yet Another Value Podcast 3 clicks

From X

@orrdavid

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.

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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 6 clicks
RBLX · long

Roblox CORP

Roblox's valuation has fallen from 30x to 50x forward EBITDA, framing the selloff as a long opportunity despite near-term headwinds.

RBLX $36B
Value Investors Club

(MGGA) Make Guns Great Again

Ruger trades at a $468 million enterprise value, about 7 times normalized free cash flow, with $101 million cash and no debt as gun demand…

RGR $663M
XIX Value

Crane Co.

Crane Co. sells sole-source aerospace and process-control components, with 40% aftermarket revenue and margin expansion following its 2023…

CR $12B
Kairos Research

GAMCO Investors, Inc. - GAMI

GAMCO Investors trades OTC at a $550 million market cap, with $150 million in excess cash and a 5.2-5.7x operating-income valuation despite…

GAMI $552M
Exploring with Alluvial Capital

Acuren Q2 Earnings review

Acuren's Q2 revenue rose 1.5% to $313.9 million before its NV5 merger; post-close selling drove TIC down 21% as management targets $20…

TIC $1.9B
Kairos Research

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