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 NPWR $161M

NET Power (NPWR):

Triple S Special Situations Investing 2 clicks

Sep 11 JOBY $6.2B

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

Cestrian Capital Research.

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.

@jawagner92 Sep 11

Odd Lot Arbitrageur on X

Bought some $CVV <$5. Seems likely to be liquidated. $23.4m cash, $25 to $30m >100k SF building in NY, $3.5 million total liabilities (incl. high end of restr. charges), $1 to $2m wind down. ~$6-7 NAV on hard assets, could be more if they find a buyer for the whole enchilada. https://t.co/55FU3Goi0e

@stockgutter Sep 11

SG on X

$EVTL Reducing the exercise price of options awards is so grifty. It eliminates the alignment with shareholders those grants were intended to create in the first place. In the end this dogshit, low-governance co is going to zero so it may not matter here but as a general proposition don't do this!

@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.

@majgeoinvesting Sep 11

Maj Soueidan on X

$PPIH .. This is how some of these old school construction / infrastructure stocks have seen their P/Es re-rate higher over time. Investors love certainty, especially as short-term as they (we) are these days. See it all over the place, like what happened with $BDT.TO $ARE.TO https://t.co/Bufb8xvHOc

NewtekOne: Pivot Towards Holding Guaranteed Loans A Good Strategy

NewtekOne’s bank conversion and retention of SBA-guaranteed loans target recurring income, while a 6% yield and book-value valuation…

NEWT $343M

Stephen Nemo Sep 11

Sofwave Medical: Lifting Skin While the Beauty Sector Sags

Sofwave Medical grew Q2 revenue 43% as recurring usage fees reached 46% of sales for its non-invasive ultrasound skin-tightening devices.

SOFWF $364M

Substack von Philipp Sep 11 1 click

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 $1.7B

Hidden Rock Capital's Newsletter Sep 10 2 clicks

DHT Holdings: Quality Balance Sheet And Defensible Positioning

DHT Holdings' low-leverage VLCC fleet has paid 66 consecutive dividends, with charter income covering forecast costs and spot earnings…

DHT $3.7B

Arizona Equity Research Sep 10

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

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

LZ · long

Legalzoom.com INC

LegalZoom trades near all-time lows as AI adoption is positioned to accelerate growth.

LZ $1B

Value Investors Club Jun 9

The Junk (Mail) Merger Arb

Star Equity’s $5 per-share Harte-Hanks acquisition offers $2.50 cash plus 0.25 STRRP per share after proration, against a $2 break price.

STRR $38MHHS $35M

Triple S Special Situations Investing Aug 24 8 clicks

Portillo’s: Strategic Reset

Portillo’s reset follows weak Texas unit economics, cutting next year’s openings to five from roughly 10 annually and shrinking store…

PTLO $286M

TSOH Investment Research Aug 24

UEC 2026-08-24

Uranium Energy Ranks High Among The Bravest Companies I Ever Covered

Uranium Energy Corp. is withholding production at low uranium prices while funding mine development through future share issuance.

UEC $4.9B

Marc Gerstein Aug 24 3 clicks

Planet Fitness: The $10 Gym That Grew Into a Franchise Machine

Planet Fitness runs 2,930 clubs and 21.5 million memberships through an asset-light franchise model funded by $15 monthly dues, royalties…

PLNT $3.8B

Open Insights Aug 23

SEZL 2026-08-23

Sezzle: The Numbers Don't Support The Selloff

Sezzle fell 20% after Q2 despite a revenue and EPS beat and higher guidance, as marketing spending and seasonality drove a sequential…

SEZL $3.9B

Daniel James Aug 23 3 clicks

WD #355: AUNA/CAAP Earnings, Brazil, USMCA Trade Situation

CAAP reported decent second-quarter earnings and its first dividend, while Brazil rose on an election poll and USMCA trade developments…

AUNA $381M

Ian’s Insider Corner Aug 22

Guest Post: Eton Pharmaceuticals (ETON)

Eton Pharmaceuticals licensed rare-disease medicines, raised revenue guidance twice and climbed more than fourfold from its February 2026…

ETON $1.6B

Rebound Capital Aug 22

TGTX 2026-08-22

TG Therapeutics: Briumvi's Growth Attracts Buyout Rumors

TG Therapeutics' Briumvi growth and subcutaneous formulation progress have fueled takeover rumors, with Biogen, Incyte and Sanofi cited as…

TGTX $8.7B

ONeil Trader Aug 22 1 click

BREAKING: Modine's Anchor Multi-Billion-Dollar Customers Are Google and Amazon

Modine's leaked database identifies Google behind a $4 billion agreement and $4.5 billion of additional demand, with nearly $15 billion of…

MOD $9.8B

Hunterbrook Aug 21

Saturday, September 12, 2026

JabroniCoin.USD on X

Myles on X

Odd Lot Arbitrageur on X

SG on X

kab60 on X

Edwin Dorsey on X

Mike on X

Maj Soueidan on X

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