Saturday, September 12, 2026

TSOH Weekly Roundup (09/11/2026)

TSOH weekly roundup covers Meta’s child-safety settlement, Markel’s leadership transition, Peloton’s gym strategy and an upcoming Alarm.com initiation.

PTON $2.1B

TSOH Investment Research Sep 11 2 clicks

Sep 11 JOBY $6.2B

Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate - Initiating Coverage

Cestrian Capital Research.

Sep 11 SOFWF $364M

Sofwave Medical: Lifting Skin While the Beauty Sector Sags

Substack von Philipp 1 click

From X

@TheBenSchmark Sep 12

JabroniCoin.USD on X

Sometimes a simple chart and pun captures the entire thesis. Just go with the $FLO and make bread. https://t.co/VyIYTaVRF1 https://t.co/lGn8FncexY

@finphysnerd Sep 12 1 click

Myles on X

I feel $GEO is a pretty decent short here. It's not cheap, and I might be politically biased, but I think it's hard to see Republicans getting many wins in the midterms, which the market will likely extrapolate to 2028.

@kab604 Sep 11

kab60 on X

@MananaInvesting @AKWilk I'd love for you to lay out the math. Only expensive if you don't understand where Blackrod takes the company (or think it's a dud). It's cheaper than the financially engineered hodgepodge of assets Adam has assembled. $GFR obviously a magnet to value bois/generalists.

@StockJabber Sep 11

Edwin Dorsey on X

@Mike10947310 What do you think of Edenbrook selling off some of its $FEIM position in August? https://t.co/YOsXfjCnr4

@Mike10947310 Sep 11

Mike on X

Small cap defense names with quality products or unique assets have held up better than some of the primes. Not much discussion of it but $ITA down quite sharply this past month. $FEIM w/ strong earnings. $ESP just declared another special dividend. $SIF just bouncing around.

@ACapitalLP Sep 11

A Capital on X

$RUM is a perception <> reality trade… A right wing version of YouTube or a sleeper AI/HPC pivot? 🤷‍♂️ https://t.co/uBcXByq8OS

@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.

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…

PRTH $479M

Yet Another Value Podcast Sep 10 3 clicks

Amplitude Q2 26 - Examining The Moat - Rating, Hold.

Amplitude reported Q2 revenue of $100.9 million, up 21%, as agentic AI and LLM vendors challenge the moat of its product analytics software.

AMPL $1.7B

Cestrian Capital Research. Sep 10

Single Stock Spotlight #14: Kosmos Energy (KOS)

Kosmos Energy (KOS) is pitched as an oil stock poised to outperform if oil stays above $70-$80, supported by a claimed 2 billion-barrel…

KOS $1.6B

Hidden Rock Capital's Newsletter Sep 10 2 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 $678M

Hidden Gems Investing Sep 8 4 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 $689M

High Alpha Professor Sep 8

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

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…

SRRK $6B

Equity Eagle Sep 7

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…

CELH $7.1B

TSOH Investment Research Sep 7 7 clicks

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%…

ONON $9.9B

Substack von Philipp Sep 7 5 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

OFRM · long

Once Upon A Farm Pbc

Once Upon a Farm (OFRM) makes organic baby food, smoothies and kid snacks using high-pressure processing instead of heat pasteurization.

OFRM $695M

Value Investors Club May 27

Insureco w/ Potential Strat Alts Announcement Soon + 100% Upside on Buyout ($TIPT)

Tiptree ($TIPT) is positioned around a potential Fortegra sale announcement; Fortegra generates substantially all revenue.

TIPT $651M

Multibagger Monitor Feb 25 7 clicks

Hong Leong Asia: Unveiling Undervalued Gems in CYD’s Parent Company

Hong Leong Asia (SGX: H22) has 40% base-case upside, driven by its CYD stake’s data-center opportunity and Singapore-Malaysia…

CYD $1.3B

Maius Partners Feb 11 1 click

Unpacking eDreams' Capital Markets Day

EDreams nears 7.25 million Prime members and €180 million of Cash EBITDA, marking its shift from an online travel agency to a…

EDDRF $520M

310 Value’s Newsletter Feb 6 1 click

China Yuchai: Deep Value Meets Growth (NYSE:CYD)

China Yuchai (CYD) trades at 2x EBITDA and 0.3x book as data-center backup-power demand, buybacks, and net cash support an earnings…

CYD $1.3B

Maius Partners Feb 5 1 click

20 OTC Markets Oddities

OTC Markets has lost many profitable small companies to buyouts, privatizations and SEC Rule 15c2-11.

MUEL $409M

Exploring with Alluvial Capital Jan 17

An Announcement, A Visit, A Stock Pitch

Cementos Argos trades below the value of its 54.7 million Summit Materials shares, with asset sales and strategic holdings providing…

CMTOY $4.5B

Exploring with Alluvial Capital Nov 11

The Strategic Value of eDreams

EDreams’ Prime travel subscription model makes the €3.6 billion European OTA a potential Uber, Airbnb or Amazon acquisition target.

EDDRF $520M

310 Value’s Newsletter Oct 28 2 clicks

One More for the Offshore Basket: An Orphaned Microcap Driller

Offshore drillers have fallen 25-30% despite floater dayrates above $500,000 and utilization in the high-80% to low-90% range.

TDW $4.4BVAL $5.8B

Raging Bull Investments Oct 24 1 click

ALTO- ALTO ingredients

ALTO Ingredients trades near half of book value after plant upgrades and lower corn prices set up a recovery in crush margins and cash flow.

ALTO $312M

Sylence Capital Aug 15 1 click

Saturday, September 12, 2026

JabroniCoin.USD on X

Myles on X

kab60 on X

Edwin Dorsey on X

Mike on X

A Capital on X

David Orr on X

David Orr on X

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