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 SOFWF $364M

Sofwave Medical: Lifting Skin While the Beauty Sector Sags

Substack von Philipp 1 click

From X

@majgeoinvesting Aug 27

Maj Soueidan on X

Anyone have a direct line to $MG, call them now. We have a code red!!! https://t.co/zgvG6Ik5vi

@negligible_cap Aug 27

Negligible Capital on X

The GTA 6 trailer is insane. Could genuinely cause a boom in strip clubs, guns, drugs and alcohol GTA IV Basket: $RICK likely gets slammed $SWBI $RGR $MSOS $TAP $DEO Etc.

@TimyanBankAlert Aug 27

Timyan Bank Alert on X

$CLST 13d amendment by Stilwell https://t.co/lfqEymJzDt

@SowingAlphaSeed Aug 27

Farmer on X

A concept I've thought about for awhile w/o making any real progress is running quant strategies with expert human judgements as an input. e.g. a human proclaims that $IGV will mostly trade on vibes for the next 2-3 years, so you start running a quant strategy on it that's purpose built for things that trade on vibes

@finphysnerd Aug 27

Myles on X

@ArgonathCapital Yeah the problem is crowd strike has a really narrative behind it. $ASAN is my largest single stock short atm.

@KEDM_COM Aug 27

KEDM.com on X

Great things happen when strong tailwinds coincide with event-driven change. We shared our thesis on select payment companies back in November, while flagging Remitly $RELY's CEO change and aggressive RSU package for the incoming CEO. RELY continues to execute, and CEO S. Gunningham clearly sees an opportunity to keep costs flat while continuing their 20%+ growth

@John_Hempton Aug 27

John_Hempton on X

@AMCOracle I get it. Apes think I am stupid. Buy more $AMC. It is good to trade against stupid people.

@finphysnerd Aug 27

Myles on X

$IGV up 7% today. My short book (which as of the last couple weeks has become reasonably software heavy) is in painnnn. Hate that these things all just trade as a basket now.

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

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 $256M

Henrik Alex 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

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 $3.5B

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

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

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

Fundamentals Turn In Favor Of Farmland Partners

Farmland Partners trades at 70% of NAV, with farmland appreciation, commodity prices and crop insurance supporting earnings beyond AFFO.

FPI $478M

Dane Bowler Sep 8

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

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

$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

Saturday, September 12, 2026

Maj Soueidan on X

Negligible Capital on X

Timyan Bank Alert on X

Farmer on X

Myles on X

KEDM.com on X

John_Hempton on X

Myles on X

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