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

@TheBenSchmark Aug 7 1 click

JabroniCoin.USD on X

“for the first time in over a decade, all Century assets should be operating at full capacity. I'm very proud to report today that our team has delivered” As expected, Q3 & Q4 will be when the real earnings power of $CENX is demonstrated. Still under-earning. Still bottleneck. https://t.co/Buw6H87Sed https://t.co/KyfyjMcJhq

@stockgutter Aug 7

SG on X

have to admit I did not think $NRGV would ever reach this level of revenue https://t.co/QSPwlU6M3e

@junkbondinvest Aug 7

junkbondinvestor on X

Strategy ($MSTR) has $15bn of preferreds, all yielding 10%+ Here's a quick summary of the situation > ~$22bn of debt + preferred vs. ~$54bn of BTC > Current interest/dividend obligation is now $1.75bn+ per year > $6bn+ of converts (1st tranche putable beginning in '27); all busted > Saylor beginning to sell $BTC and has a $4bn USD reserve which funds 2+ years of fixed obligations > Most junior preferred, $STRD, trading at 64 cents / 15.8% > Most senior preferred, $STRF, trading at 96 cents / 10.6% Is there a relative value trade here? My thoughts below

@BlueDuckCap Aug 7 1 click

BDC on X

Had to re-listen to $STLN (frmr $TOI) call this am. Outstanding results, execution, and overall outlook. Numbers going way higher. The multiple should too. Dan and Rob turned this from a distressed equity to a best in class growth story with ripping revenues, positive FCF and ebitda, a debt refi, rebrand, and multiple market launches on the come. Just incredible execution. Well done! FWIW - and this is not advice, but we think $STLN headed to mid teens in the next 6-12 months....150-250% upside based on our math, which is just an opinion.

@stockgutter Aug 7

SG on X

They told you $SERV would generate $60-$80m in revenue this year. It's easy to lie about the future. Now 2026 is here. Serve has its 2,000 robot fleet. Its numbers still suck. In Q2, Serve did $3.2m in revenue and generated over $64m in losses. And fleet utilization dropped quarter-over-quarter.

@majgeoinvesting Aug 7

Maj Soueidan on X

This is what strong operating leverage does not look like: $RCAT The only thing red about Redcat is always being in the red.. https://t.co/ro1m8Hpgak

@stockgutter Aug 7

SG on X

This is the right explanation for $DOCS climb AH yest, which may continue today. Doubt it holds past next week. https://t.co/pdg84pbJcm

@majgeoinvesting Aug 6 2 clicks

Maj Soueidan on X

My faves from this list: $LEAT Protective sports equipment $ACFN Remote monitoring Also watching $MLR Towing equipment $PSIX Engines + Data center (generator enclosures) $EZPW Pawn shops $MITK Fraud detection $PKOH supply chain logistics I love earnings season🫠 https://t.co/PK2ffxpVYY

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

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

National Vision Holdings: Higher Ticket Prices Can't Mask Falling Foot Traffic

National Vision Holdings' 2.2% same-store sales growth masked a 4.9% transaction decline, while inventory rose 37% and deferred marketing…

EYE $1.3B

Number Cruncher Sep 7 1 click

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…

TII $309M

Sylence Capital Sep 6 4 clicks

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…

SMPL $896MBRBR $1.1B

The Value Road Sep 2 12 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

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

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

PESI · long

Perma-fix Environmental Svcs

Perma-Fix Environmental Services (PESI) is presented as a long investment idea.

PESI $369M

Value Investors Club Jun 11 1 click

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

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

BHVN 2026-08-27

Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels

Biohaven’s $795 million global opakalim licensing deal with SK Biopharmaceuticals boosts cash, lowers R&D spending and extends its funding…

BHVN $2.1B

Edmund Ingham Aug 27 1 click

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

Domo (Arigato), for this potential multi-bagger options trade

Domo’s $400 million sale to Progress would leave a cash-rich public shell with $900 million of NOLs; January 2028 $5 calls cost 22 cents.

PRGS $1.9B

Triple S Special Situations Investing Aug 27 3 clicks

Quick Value #328 - Cal-Maine Foods (CALM)

Cal-Maine, the largest U.S. egg producer, trades at 1.6x book versus a 2.1x 20-year median, with net cash and investments equal to 23% of…

CALM $3.4B

Value Don't Lie Aug 25

STNE 2026-08-25

StoneCo: Deep Value Hiding Behind Brazil's Rate Fears - For Now

StoneCo's buybacks and special dividend produced roughly 39% H1 shareholder yield as Brazil's rate cuts slow and competition persists.

STNE $2.2B

IWA Research Aug 25 3 clicks

Thursday, September 10, 2026

JabroniCoin.USD on X

SG on X

junkbondinvestor on X

BDC on X

SG on X

Maj Soueidan on X

SG on X

Maj Soueidan on X

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