Friday, September 11, 2026

NET Power (NPWR):

NET Power’s $1.80 shares are paired with January $2 covered calls for 40 cents as the company pivots from carbon capture to Permian natural-gas generation.

NPWR $132M

Triple S Special Situations Investing Sep 11 2 clicks

Sep 11 SOFWF $406M

Sofwave Medical: Lifting Skin While the Beauty Sector Sags

Substack von Philipp 1 click

Sep 10 PRTH $642M

Zack Buckley on $PRTH's take private

Yet Another Value Podcast 3 clicks

From X

@eriksen_tim Apr 22

Tim Eriksen on X

Solitron Devices $SODI releases preliminary Q4 results. Annual meeting this Friday. https://t.co/89tXyZdnYY

@mavix_leon Apr 22 2 clicks

mavix on X

Evolution $EVO Q1 '26 results: ▫️Revenues -1.5% *Live Casino -3.2% *RNG +8.2% ▫️EBITDA -1.9% ▫️EBITDA margin of 65.4% (vs. 65.6%) ▫️Profit -1.1% ▫️EPS +2.1% ▫️OCF -4.3% ▫️Europe decline continues die to regulation, while other regions show good progress https://t.co/0HkW1HexzA

@LittleOwlRes Apr 21

Little Owl Research on X

Fantastic report. Huge value proposition for POS originators, very scalable. RBDT could become a meaningful part of the business (cherry on top), but its comparatively more difficult to underwrite. I’m happy to hold my shares just for the RPP growth potential. Long $VBNK https://t.co/8DuwRpY8gt

@ToffCap Apr 19

ToffCap on X

Not officially a liquidation, but getting close (I think). CVD Equipment $CVV agreed to sell its Stainless Design Concepts division for $16.9m, o/w $15m after taxes and fees. This will bring total net cash on the b/s at ~80% of the market cap. The company will continue to assess its portfolio.

@eriksen_tim Apr 18 2 clicks

Tim Eriksen on X

Cedar Creek Partners Q1 letter released. Fund was up 6.8% in Q1, net of fees and expenses. $SODI $ENDI $EXCE $PHIF $HRBR $STLE $SLBK $RVRF https://t.co/d794sYsHAT

@eriksen_tim Apr 16 2 clicks

Tim Eriksen on X

@andrewcoye @chrisvirnig @DeepSailCapital Aggregate change among all 5% owners within three years. So not thousands. For $BIRD the Class B founding shares are more than three years old so they drop off, it is change for FMR, Ghost Angel, Vanguard, Blackrock plus any grants to B holders in last 3 yrs.

@eriksen_tim Apr 15 1 click

Tim Eriksen on X

So PaperClip (expert: $PCPJ) issues an important press release but somehow it ends up under an incorrect ticker for China Dongsheng. Do they not realize they can correct these things? https://t.co/pULXthDnYq

@Fierce__beast Apr 14 1 click

Fierce_beast on X

$RENT is a timely example of point #3: Stock up 25% in the morning on a strong beat in 4Q, little analyst coverage. The stock now is down 15%, that is a 40% move. I shorted a bit more at some point today when it was still up 10% or so. The fundamentals, the quality of its revenue growth is worsening and outlook is bad. The company needs to spend a significant amount on inventory, a hidden cost not on the income statement but rather depreciates through COGS overtime instead and is not even visible in any given quarter as a large loss. If they don't replenish inventory, customer satisfaction will likely deteriorate. They are planning to spend less on inventory and yet they are still guiding to margin deterioration in 2026.

Imperial Petroleum: Buy On Strong Prospects And Substantial Share Repurchases

Imperial Petroleum's record Q2 cash generation, major share repurchases and a $32 million Suezmax sale gain set up another record quarter.

IMPP $234M

Henrik Alex Sep 10 3 clicks

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 $690M

Hidden Gems Investing Sep 8 5 clicks

Kodiak AI: The Stock Collapsed Just As The Business Started Working

Kodiak AI’s stock collapse coincides with a planned year-end long-haul driverless launch, while cash burn, customer concentration and…

KDK $336M

High Alpha Professor Sep 8 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 $253M

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 $874MBRBR $894M

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 $61M

Triple S Special Situations Investing Sep 2 6 clicks

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 $196M

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 $450M

Equity Eagle Sep 2 2 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $666M

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 $572M

Yet Another Value Podcast Sep 1 9 clicks

PESI · long

Perma-fix Environmental Svcs

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

PESI $325M

Value Investors Club Jun 11 1 click

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 $73M

Atrium Research - Equity Research Sep 1 2 clicks

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 $275M

Yet Another Value Blog Sep 1 4 clicks

Shattuck Labs: A Receptor-Side Bet On The TL1A Boom

Shattuck Labs pivots to DR3-targeted IBD therapy SL-325, funded through a Phase 2b readout as it competes with anti-TL1A drugs.

STTK $656M

Equity Eagle Sep 1

Emerge Commerce ($ECOM.V) FINS Review

Emerge Commerce's $44 million COVID-era acquisitions produced losses and impairments, while modestly improved Q2 liquidity leaves its…

EMCMF $11M

Wolf's Substack Aug 30 6 clicks

RR 2026-08-29

Richtech Robotics: An Easy Pass Based On Lackluster RaaS Growth Quality

Richtech Robotics faces 9.5% revenue growth, 159% higher OPEX and a RaaS contract pipeline that fell from $6.6 million to $2.1 million.

RR $376M

Andres Veurink Aug 29 1 click

NTG Clarity Networks ($NCI.V) FINS Review

NTG Clarity’s $18.6M of Q2 service revenue sat in contract assets, while $4.6M cash burn cut cash to $2.85M and raises liquidity concerns.

NYWKF $12M

Wolf's Substack Aug 28 8 clicks

INMB 2026-08-28

INmune Bio: CORDStrom In The Lead After Signs Of UK Regulatory Alignment

INmune Bio's Ebstrocel targets recessive dystrophic epidermolysis bullosa with UK, EU and US filings planned by early 2027, while XPro adds…

INMB $54M

Tejo Strategy Investing Aug 28

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…

CCOI $377M

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 $458M

The Oak Bloke Aug 27 6 clicks

Friday, September 11, 2026

Tim Eriksen on X

mavix on X

Little Owl Research on X

ToffCap on X

Tim Eriksen on X

Tim Eriksen on X

Tim Eriksen on X

Fierce_beast on X

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