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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

@majgeoinvesting

Maj Soueidan on X

Linda actually just bought a little not too long ago. So, not sure she’s a seller anytime soon. But, I need to be honest. I really liked Linda. I viewed her as one of those high quality CEOs you rarely see at the microcap level. I’m surprised/saddened she’s moved on from $KRMD, although she’s exiting at the top of some of her accomplishments at the company. •Pharma partner platform •Product innovation (high volume infusion, pre-filled syringes) •Reaching profitability, although minor. This is where I was hoping to see better traction (been a while since i looked, but not sure if they hit original timeline on gross margin target). All and all, KRMD is a recurring revenue machine. I’m surprised no one has bought them yet. The new CEO looks legit, but I would have loved to have seen Thomas Patton involved in the company, at least at the Board level. He never seemed interested whenever I brought it up - when the founder and Board were battling. So much of what he has touched has turned into home runs and in exits… Although $ECOR didn’t quite workout, but to be fair, he was only on the Board. His CEO record is impeccable. @ipo_candy @MoneyMarkStocks @neilcataldi - Tom should be your next call.

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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 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 1 click

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
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

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

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