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 BKNG $126B

Booking Holdings Deep Dive: An Attractive Setup

Capitalist Letters 4 clicks

From X

@negligible_cap Sep 13

Negligible Capital on X

The fact that I had to check the $HOOD app to make sure this was fake is a pretty good indicator of where we stand https://t.co/2f572Mthh7

@DeepSailCapital Sep 13

Deep Sail Capital on X

@SixSigmaCapital It’s kind of the standard AI stack, Chips than Memory than Optics. But a layer deeper is the question if inference is the biggest theme, than does everyone making their own custom silicon become more mainstream? In that case $MRVL probably is highest beta play there.

@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.

@partners_road Sep 12

RiverRoadPartners on X

Stan gave the example of 2001. $CSCO had aggressively grown its backlog every yr through the Internet 1.0 buildout & the Street expected the same in 2001, but instead $CSCO’s backlog plunged. The build was over, & with that equipment demand evaporated. That will happen again. https://t.co/7yB6vDgcl8

@TidefallCapital Sep 12

Trevor Scott on X

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

Oak Bloke Bonkers Conkers 13th September 2026

Oak Bloke’s 2026 picks have returned 37% in GBP, with AltynGold, Geiger Counter, Silvercorp and China-focused trusts still rated buys…

SVM $2.7B

The Oak Bloke Sep 13 3 clicks

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 $62B

LL Insights Sep 13

AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap

Ten-year Treasury yields breach 4.9% as Steve Eisman discusses AI fears, OpenAI's price cut, Oracle's 30% revenue growth and Tesla's…

ORCL $446B

Steve Eisman Sep 11 2 clicks

USA Compression: Unlocking Efficiency As It Heads To The Texas Stock Exchange

USA Compression targets nearly 30% full-year EBITDA growth as JW Power synergies, telemetry and maintenance reduce costs; its units yield…

USAC $3.8B

Ron Ferrie Sep 11 3 clicks

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 $74B

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

Independence Realty Buying Centerspace: Opportunity And Implications

Independence Realty Trust is buying Centerspace in stock to create an $8.1 billion apartment REIT, targeting 5% 2027 Core FFO per-share…

IRT $3.8BCSR $935M

Dane Bowler Sep 11

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 $161M

Triple S Special Situations Investing Sep 11 2 clicks

LWAY · long

Lifeway Foods INC

Lifeway Foods holds 95% market share in kefir, is growing 20% to 35%, and trades at 12 times projected 2027 earnings as its capex cycle…

LWAY $359M

Value Investors Club Jun 3

Investment idea: Flowers Foods (FLO)

Flowers Foods cut its dividend to fund $300 million of debt reduction by 2027 after the $795 million Simple Mills acquisition lifted…

FLO $1.3B

Nugget Capital Partner's Substack Jul 30

[scuttleslops] ODFL, AMD, INTC, CDNS, URI, VRSK, KNSL, WSO

Old Dominion Freight Line grew Q2 revenue 10.4% and EPS 32.3% as pricing offset lower tonnage, while excess network capacity sets up…

ODFL $36B

scuttleblurb Jul 30

Entravision: Another Whale Has Emerged

Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer,…

EVC $727M

The Value Road Jul 28 11 clicks

Bloom Energy Corp Earnings Update: A quick look

Bloom Energy posted $1.065 billion in Q2 revenue, up 165.5%, as AI data-center demand lifted margins, operating income and full-year…

BE $83B

SixSigmaCapital: Navigating the Financial Markets Jul 28

Seer

Seer trades at $2.04 against $3.90 per share of net cash as activists press a board that rejected five buyout proposals and won reelection.

SEER $104M

Triple S Special Situations Investing Jul 28 4 clicks

Biorem Inc. ($BRM.V) FINS Review

Biorem reported 66% revenue growth and over 260% profit growth after trading at 11.3 times earnings and 5.9 times EV/EBITDA.

BIRMF $40M

Wolf's Substack Jul 28 1 click

DoorDash: The Infrastructure of Local Commerce

DoorDash built a last-mile logistics network around restaurant delivery, then extended it to groceries, convenience, and other local…

DASH $84B

MBI Deep Dives Jul 28 3 clicks

DoorDash

DoorDash positions itself as infrastructure for local commerce.

DASH $84B

MBI Deep Dives Jul 28 2 clicks

CME's Stock Is Cheap for the Wrong Reason

CME Group trades at 21.7 times trailing earnings versus a 25.1 times 12-month average, despite near-record futures volume and 94%…

CME $99B

First Strike Research Jul 28

Sunday, September 13, 2026

Negligible Capital on X

Deep Sail Capital on X

David Orr on X

Maj Soueidan on X

JabroniCoin.USD on X

Fierce_beast on X

RiverRoadPartners on X

Trevor Scott on X

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