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.

@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

@natstewart5 Sep 10

Nat Stewart on X

Great @YetAnotherValue interview with Zack Buckley on Priority Technology $PRTH out today. If you had told me that PRTH would only be up 65% (including massive, unwarranted share-price volatility) from my 5/2024 article after: ° Enormous capital structure improvements (expensive pref was strangling profitability) ° Successful deleveraging ° Solid business execution I would have been very surprised. It is a shame CEO Priore chose a take-private offer rather than capital allocation/return strategy (which I advocated for). Would have been easy enough to stabilize the equity and in my view rocket it higher over time - creating a successful, useful public equity and track record.

@DeepSailCapital Sep 10 1 click

Deep Sail Capital on X

Sobering one: of 31 distinct names, only 2 have actually reached my Realistic Valuation target. $EVTL and $RR. Median downside capture on the Sept '25 list: 73% of the decline I forecast. On the 2026 lists: 22-41%. Direction right. Magnitude still pending. This means there is still lots of meat on the bone in many of these names.

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

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

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

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 11 clicks

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 $58M

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

Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case

Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…

TECX $522M

Equity Eagle Sep 2 2 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $727M

Nat Stewart - Stock Picking Newsletter Sep 1 15 clicks

OSW · short

Onespaworld Holdings LTD

OneSpaWorld Holdings, the dominant outsourced cruise-ship spa operator across more than 200 vessels, is the subject of a short thesis.

OSW $2.2B

Value Investors Club Jun 8

CareCloud (CCLD): The Boring Billing Company That Quietly Became an AI-and-M&A Compounder

CareCloud runs provider billing without taking receivables risk, then cross-sells cloud software and stratusAI across 45,000-plus providers…

CCLD $91M

Substack von Philipp Aug 6

DEC-laration of independence

Diversified Energy cut $233 million of debt in 1H26, repurchased $93 million of stock and sold $273 million of land and assets while…

DEC $972M

The Oak Bloke Aug 6 7 clicks

Genius Sports (GENI)

Genius Sports’ $1.2 billion Legend acquisition adds direct bettor monetization, while its exclusive NFL data rights could supply prediction…

GENI $1.6B

Sylence Capital Aug 5 1 click

Watches of Switzerland's Investor Day (WOSG), Earnings at Judges Scientific (JDG) and Douglas Dynamics (PLOW)

Watches of Switzerland says Roberto Coin, e-commerce and pre-owned watches generate 24% of revenue, as private equity interest follows its…

PLOW $920M

Hidden Gems Investing Aug 4

Single Stock Spotlight #12: X Marks the Spot

Xerox is pitched as a cash-generating managed-decline value play, with debt, activist interest and short interest setting up a potential…

XRX $437M

Hidden Rock Capital's Newsletter Aug 4

A Venezuela Lottery Ticket for 41 Cents

Lionheart Holdings’ 41-cent CUBWW warrants hinge on a SPAC merger valuing KEO Energy’s Venezuelan PetroUrdaneta stake at $1 billion, versus…

CUB $284M

Triple S Special Situations Investing Aug 3 7 clicks

Vistance Networks (NASDAQ: VISN)

Vistance Networks plans a large post-Ruckus-sale dividend, leaving Aurora Networks valued below 4x guided EBITDA after $1.88 billion of…

VISN $1.5B

Triple S Special Situations Investing Jul 31 7 clicks

[OTCM] Listings for the rest of us

OTC Markets gives smaller, distressed, and lightly disclosed companies a trading venue outside NYSE and Nasdaq, with lower listing barriers…

OTCM $653M

scuttleblurb Jul 31 3 clicks

This Stock Just Got Cheaper on Better Numbers

A debt-free American manufacturer now trades at roughly 7x annualized Q2 EBITDA, with $7.35 per share in net cash and a tender floor 18.5%…

RGR $663M

The Value Road Jul 30 4 clicks

Thursday, September 10, 2026

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