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Sunday, September 13, 2026

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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 $30M
Obscure Stocks 2 clicks

From X

@ActAccordingly

PAA Research on X

I still own $AIRS and think it will work. The company is in a much better financial and operational position than it was a year ago. Heading into the quarter, I thought they would post 3-5% same center comps, instead we got a 1% and they stated June/July was "soft". Guidance came down $1.0-$1.5MM for EBITDA, probably not the stuff (-40%+) declines are made of, but you have a ton of fast money and retail here. Brutal. However, the company spent a fair amount on top of the funnel brand marketing the past 3-6 months, the returns on that spend are longer tail in nature. Leverage is <2.0x now. They keep adding to the "menu" for procedures, which should drive significant improvements in site utilization and incremental margins that could approach 40-50%. This business has the potential to reach 150-200 units at 20-25% EBITDA margins. That would represent $1.0B in topline and $200MM+ of EBITDA. Obviously that doesn't happen anytime soon, but they can get back to de novo site expansion of 2-4 units a year starting in 2027 to get the growth flywheel going. The industry remains incredibly fragmented and the GLP-1 tailwinds for aesthetics are quite real. It's kind of remarkable the stock trades like this given the size of the float, which is probably only 12-13MM shares. Hopefully we'll see some insider buying in the coming days. At these levels, this would be an attractive asset for quite a few potential buyers IMO.

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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…

PTON $2.1B
TSOH Investment Research 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 2 clicks

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 $643M
Yet Another Value Podcast 3 clicks
HNRG · long

Hallador Energy CO

Hallador Energy, a coal producer, is pitched as a long based on five value components and potential 2026 catalysts.

HNRG $685M
Value Investors Club 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 8 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 4 clicks

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