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.
Thursday, September 10, 2026
Back to today 
From X
catechwilliams on X
$INGM Massive cyber & ransomware attack. All systems over the weekend. Still can’t fulfill orders after 4 days. Customers moving to competitors (as reported on Reddit). Likely permanent damage & customer losses. Ransomware payment due. Compounded by a major IT upgrade now needed. https://t.co/kQFbwFvcLA
catechwilliams on X
Sponsor Bain (50% shareholder) will likely be looking to unload shares as we approach the lock-up expiration date later this summer. $KMTS could be a zero.
catechwilliams on X
$KMTS Recent IPO. Makes $20k bras w defib (not a joke). Impractical product w very low efficacy (per clinical trials). Insurance won’t cover. Burning cash, no valuation support. Zoll has 80% share, $KMTS distant #2. 6/1 FDA approved a much better alternative by Element Sciences.
catechwilliams on X
$PRIM $500M new project broke ground. Not deep on the name but this is a pretty massive program for $PRIM and does not appear anyone noticed. "430-megawatt development from Arevon Energy, an offshoot of utility and energy contractor Primoris Services Corp" https://t.co/1egNflZ1X8
DOMO Capital Management, LLC on X
$PBI short interest https://t.co/FO86LLy82E
catechwilliams on X
$PLUS Accelerating decline: Networking -37% (largest category), Product sales -18%, zero margin/ low quality Professional services now 15% of sales. Cut FY2026 top and bottom-line guide by 7% w further cuts almost certain to come. Trading at 14x 2026 guidance vs peers at 6-8x.
catechwilliams on X
$ACA Levered roll-up (4x levered) hodgepodge of low-quality cap intensive commodity businesses w struggling end-markets (sub-scale aggregates, building products, ag). Negative organic growth w unrealistic guidance. Forced to sell an asset to avoid covenant breach. 30x P/E
catechwilliams on X
$DAKT Just won the massive jumbotron project for the new Titans stadium. Estimated to be $180M. Will be the largest set of displays in the NFL. Bills, Browns stadiums to be announced soon. Wouldn’t be surprised if Mitsubishi acquires them given interest in the category.
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $469MALM $4.2B
- Protean Funds August 2026 BVNKF $2.6B
- Asset Value Investors Ltd July 2026 4549 $498M9301 $3.3B
- PenderFund Capital Management Ltd. July 2026 NEO $1.1BVNP $1.9B
- Lindsell Train Limited July RMVEY $3.5B
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.6B
- Forager Funds Management July 2026 4733 $4BTTEK $8.9B
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…
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.
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…
Equity Eagle 
Celsius: The Pepsi Put
Celsius holds 20% of the U.S. energy-drink market and 40% of sugar-free sales, but its $1.65 billion Alani acquisition complicates…
On Holding $ONON: I Bought the Shoes First, Then the Stock
On Holding $ONON combines a high-margin direct-to-consumer footwear model with replacement-driven demand, after Q2 2026 sales rose 21.6%…
Titan Mining Q2 Update
Titan Mining reported Q2 revenue of $25.7 million and adjusted EBITDA of $9.6 million as zinc output rose, while advancing its Kilbourne…
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…
Simple Investment Ideas 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…
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…
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…
The Curious Analyst 1 click
PESI · long Perma-fix Environmental Svcs
Perma-Fix Environmental Services (PESI) is presented as a long investment idea.
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…
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.
Miletus Research 
EVC Update
EVC reported a solid second quarter and outlook.
$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…
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…
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…
Cleveland-Cliffs: 2027 Could Be A Very Big Year
Cleveland-Cliffs' 2027 upside depends on contract resets and Stelco earnings, while management directs free cash flow to deleveraging…
The Bullionaire 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…
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…
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