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

@BlueDuckCap Aug 21 2 clicks

BDC on X

Reviewing some expert transcripts. On $XGN this is worth flagging. The Rheumatologist being interviewed confirms the bull thesis. Says he uses AVISE (XGN) for his panels bc generic tests don't work well in autoimmune, and AVISE more accurate. Flat out says that the one autoimmune marker XGN doesn't offer is for Myositis, where he uses another lab. Guess what $XGN is offering in 2027?

@stockgutter Aug 21 1 click

SG on X

$SUJA just under $9m in purchases from Paine Schwartz, telegraphed beforehand with a press release.👀 https://t.co/nwmFTEx0kE https://t.co/wUTLfBKL2p

@majgeoinvesting Aug 21 1 click

Maj Soueidan on X

It’s happening… Seller’s remorse is starting to set in for trigger-happy $KLNG shareholders. I have a feeling the same will happen to $SIF panic sellers who blindly accepted “horrendous” GAAP EPS as true earnings power. Lesson 👉 Read the transcripts & do your own math. https://t.co/0u7pxLVft4

@finphysnerd Aug 21

Myles on X

@ShmuelLon I actually don't think $PFF is the best expression of this trade, I'm just using it here cause it's got a long track record. But I've been going through the securities in stuff like $PGC and $PGF and I think as a basket they're very attractive.

@finphysnerd Aug 21

Myles on X

My largest short is $PFFD a preferred ETF, but I'm switching the exposure to $PGF. Even though it's 2% borrow vs 1% for PFFD, PFFD has 25% exposure to mandatory convertibles that essentially act as equity. Meanwhile PGF is full of low yield, perpetual, callable preferreds, which

@cfrischer1 Aug 20

Charles Frischer on X

@Goldridge_Cap $KWY I only think about per share growth. This assumes they are only issuing a small number of shares each year under their executive comp plan. Not additional shares to do acquisitions.

@cfrischer1 Aug 20

Charles Frischer on X

@Goldridge_Cap $KWY Great questions. If they continue to have quarters like the most recent, they will deserve a 20x multiple. If they reinvest cash flows and can grow at 15-20% per year, a 20x multiple seems reasonable. That is why the next 4-6 quarters will be so valuable to review.

@DOMOCAPITAL Aug 20

DOMO Capital Management, LLC on X

Good news for $ALTO and $GPRE! U.S. to end summer blend gasoline requirement early in bid to help curb pump prices https://t.co/K0dqx0sSpV

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 12 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

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

$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

IEH Corporation: Research Note

IEH Corporation won $6.5 million of APKWS orders, lifting backlog above $45 million as defense connector demand drives capacity expansion.

IEHC $72M

Atrium Research - Equity Research Sep 1 1 click

GoPro sold itself at 9:20 AM to get ahead of a meme stock

GoPro rushed out its Starman Optical merger after Markiplier-driven buying sent GPRO up roughly 90% premarket, offering shareholders $1.14…

GPRO $268M

Yet Another Value Blog Sep 1 4 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

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…

GENI $1.6B

Mayank Marwah Aug 31 5 clicks

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

Thursday, September 10, 2026

BDC on X

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Maj Soueidan on X

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