Sunday, September 13, 2026

CVD Equipment Corporation (NASDAQ:CVV)

CVD Equipment is winding down manufacturing, cutting half its staff and weighing liquidation, with $23.5 million of cash and a 130,000-square-foot Long Island property central to…

CVV $31M

Obscure Stocks Sep 13 2 clicks

Sep 13 GENI $1.6B

Unpolished Thoughts on Stocks #1

Sylence Capital 2 clicks

Sep 13 SVM $2.5B

Oak Bloke Bonkers Conkers 13th September 2026

The Oak Bloke 3 clicks

From X

@orrdavid Sep 13 1 click

David Orr on X

When I read that a PM got a $50 million bonus for joining some pod shop, does anyone know what that means exactly? Like are they front loading some percent of future earnings etc? Or is it more like $50 million + $30 million/year from there so long as they do well? Also, does anyone know if this is all generally taxed as ordinary income? And finally, what options does that PM have for reinvesting his own money. $VOO etf is probably fine, but I'm guessing no active trading of any kind in their personal account?

@majgeoinvesting Sep 13

Maj Soueidan on X

My Q&A with @mascarosergi is finally ready. “For now, I’ll be calling these chats: Investor Notebook… Over the last few weeks, I’ve been doing a good deal of communicating with Sergi. So many of his X posts talk about stocks I own, like $OCC & $SCIA.” https://t.co/OMLyMQTtQc https://t.co/aEKRUefiVm

@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

@Fierce__beast Sep 12

Fierce_beast on X

For $CASY, let's say it grows earnings roughly 6% on average for the next 20 years, then 3% terminally. Maybe its 9% for the next 5 years, but gradually moves toward something like maturity of 3%, average let's say is 6%. What multiple would you currently pay on that earnings stream? Personally, i would pay no more than 25x for this. Add other considerations to the business, maybe you think it will grow faster or longer, adjust your multiple as you prefer.

@TidefallCapital Sep 12

Trevor Scott on X

my mistake $ADBE has a Nov year end. so it's 12x nov 2027, 14x nov 2026.

@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.

@TidefallCapital Sep 11

Trevor Scott on X

I'll never understand going long $ADBE at 14x '27 when you can buy $CSU.TO at 15x '27. Maybe because it's Canadian listed.

@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

Nintendo: The Software Payoff Is Still Ahead

Nintendo expects software, digital sales and character licensing to drive growth, with FY2027 revenue forecast at ¥2.05 trillion and…

NTDOY $61B

LL Insights Sep 13

Lululemon: The 15-Minute Thesis

Lululemon’s North American sales, margins and legging demand are falling as Alo and Vuori gain share, leaving its brand moat and depressed…

LULU $11B

Hated Moats Sep 11 2 clicks

Why “Affordable Luxury” Doesn't Compound

Lululemon’s growth stalled as affordable-luxury apparel brands face fading post-Covid demand, cheap social-media influence and China…

LULU $11BNKE $54B

MBI Deep Dives Sep 11 2 clicks

The Five Deals That Made Apollo

Apollo Global Management’s five defining deals, from Executive Life to Intel, built a $1 trillion asset manager spanning insurance and…

APO $73B

Net Interest Sep 11 1 click

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…

MKL $22BPTON $2.1B

TSOH Investment Research Sep 11 2 clicks

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…

NPWR $160M

Triple S Special Situations Investing Sep 11 2 clicks

Tsakos Energy Navigation: Watch Those Oil Prices

Tsakos Energy Navigation benefits from higher oil prices and stronger tanker sentiment, but faces long-term demand destruction and…

TEN $1.4B

Long Player Sep 11

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

Joby Aviation is initiated at Accumulate after booking $116m of trailing revenue, forming a Toyota manufacturing venture and agreeing to…

JOBY $6.4B

Cestrian Capital Research. Sep 11

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 $337M

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

PYPL · long

Paypal Holdings INC

PayPal’s valuation implies free cash flow will shrink 9.3% annually over the next decade, framing a long thesis against its recent revenue…

PYPL $45B

Value Investors Club May 25

Product-Market Fit in 5G ORAN Radios... Equity Market Rerate to Come? ($AMPG)

Amplitech's bull case rests on $118 million in 5G Open RAN LOIs, 125% projected revenue growth and a 1x EV/sales valuation.

AMPG $101M

Multibagger Monitor Aug 28 10 clicks

The Announcement That Changes Everything

China Yuchai’s potential MGP IPO could separate its data-center and genset arm, with employee incentives tied to a listing and a proposed…

CYD $1.3B

Maius Partners Aug 26 2 clicks

Crane Co.

Crane Co. sells sole-source aerospace and process-control components, with 40% aftermarket revenue and margin expansion following its 2023…

CR $12B

Kairos Research Aug 26

GAMCO Investors, Inc. - GAMI

GAMCO Investors trades OTC at a $550 million market cap, with $150 million in excess cash and a 5.2-5.7x operating-income valuation despite…

GAMI $552M

Exploring with Alluvial Capital Aug 21

Acuren Q2 Earnings review

Acuren's Q2 revenue rose 1.5% to $313.9 million before its NV5 merger; post-close selling drove TIC down 21% as management targets $20…

TIC $1.9B

Kairos Research Aug 19

DDI Double Down Interactive (Brief writeup)

DoubleDown Interactive trades near its $485 million cash balance while generating $150 million of annual free cash flow, with acquisitions…

DDI $649M

Sylence Capital Aug 4

Franklin Street Properties: Office Basket, Strategic Alternatives

Franklin Street Properties pursues strategic alternatives for its office-property portfolio.

FSP $34M

Clark Street Value Jul 29

Net Lease Office Properties: Office Basket, REIT Spin/Liquidation

Net Lease Office Properties is a REIT office basket pursuing a spin-off and liquidation.

NLOP $157M

Clark Street Value Jul 29 2 clicks

Paxman (PAX.ST)

Paxman sells chemotherapy scalp-cooling systems, expanding US reimbursement and utilization after acquiring its largest competitor in 2025.

PXMBF $1.4B

Healthy Stock Picks Jul 28

Sunday, September 13, 2026

David Orr on X

Maj Soueidan on X

JabroniCoin.USD on X

Fierce_beast on X

Trevor Scott on X

Myles on X

Trevor Scott on X

Odd Lot Arbitrageur on X

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