Sunday, September 13, 2026

Unpolished Thoughts on Stocks #1

Genius Sports aims to turn official sports data into AI-driven, real-time advertising, with media and ads already about 40% of revenue.

GENI $1.6B

Sylence Capital Sep 13 2 clicks

Sep 13 SVM $2.7B

Oak Bloke Bonkers Conkers 13th September 2026

The Oak Bloke 3 clicks

Sep 11 PTON $2.1B

TSOH Weekly Roundup (09/11/2026)

TSOH Investment Research 2 clicks

From X

@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

@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.

@kab604 Sep 11

kab60 on X

@MananaInvesting @AKWilk I'd love for you to lay out the math. Only expensive if you don't understand where Blackrod takes the company (or think it's a dud). It's cheaper than the financially engineered hodgepodge of assets Adam has assembled. $GFR obviously a magnet to value bois/generalists.

@StockJabber Sep 11

Edwin Dorsey on X

@Mike10947310 What do you think of Edenbrook selling off some of its $FEIM position in August? https://t.co/YOsXfjCnr4

@Mike10947310 Sep 11

Mike on X

Small cap defense names with quality products or unique assets have held up better than some of the primes. Not much discussion of it but $ITA down quite sharply this past month. $FEIM w/ strong earnings. $ESP just declared another special dividend. $SIF just bouncing around.

@ACapitalLP Sep 11

A Capital on X

$RUM is a perception <> reality trade… A right wing version of YouTube or a sleeper AI/HPC pivot? 🤷‍♂️ https://t.co/uBcXByq8OS

@orrdavid Sep 10

David Orr on X

In the 2000 example, $QQQ tried to take one final leg up... but it took 3 months. So even if we get a bit higher move up in $SOXX short term, I won't read into it too much. It'll really be new highs that makes me change my mind here. https://t.co/V5l640oDKE

@orrdavid Sep 10

David Orr on X

$SOXX lost 30% in a month. So similar to $QQQ in 2000.

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

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

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

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

Kodiak AI: The Stock Collapsed Just As The Business Started Working

Kodiak AI’s stock collapse coincides with a planned year-end long-haul driverless launch, while cash burn, customer concentration and…

KDK $689M

High Alpha Professor Sep 8

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

National Vision Holdings: Higher Ticket Prices Can't Mask Falling Foot Traffic

National Vision Holdings' 2.2% same-store sales growth masked a 4.9% transaction decline, while inventory rose 37% and deferred marketing…

EYE $1.3B

Number Cruncher Sep 7 1 click

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

QTWO · long

Q2 Holdings INC (qtwo)

Q2 Holdings sells banking software to more than 1,200 financial institutions and 27.8 million registered users, after selling off with…

QTWO $3.6B

Value Investors Club Jun 5

Inflection Points for XPEL and Douglas Dynamics (XPEL, PLOW)

Douglas Dynamics’ Attachments revenue rose 67% in Q1 as heavy snowfall drove parts sales and dealer restocking.

XPEL $1.2BPLOW $920M

Hidden Gems Investing May 12 1 click

[RDVT] Red Violet and the Identity Resolution Mafia

Red Violet CEO Derek Dubner and CSO Ole Poulsen came from Hank Asher’s Seisint, a Florida identity-resolution data-mining firm.

RDVT $1.2B

scuttleblurb May 12 1 click

Quick Value #314 - New Enviri (NVRI)

Enviri plans to sell Clean Earth for $3.04 billion, distribute $14.50-16.50 a share, and spin New Enviri at an implied 4-5.5x EBITDA ahead…

NVRI $579M

Value Don't Lie May 11

Will the real AI company please stand up?

Entravision’s Smadex and Adwake mobile ad platform generated $154 million in Q1 2026 revenue, up 204% year over year, using proprietary…

EVC $727M

First Strike Research May 6

Bumble Q1: A Hated Stock, a Product Rebuild, and a 30% Owner Earnings Yield

Bumble’s Q1 revenue fell 14% to $212.4 million as paying users dropped 21%, while marketing cuts lifted EBITDA margin to 39% ahead of a Q4…

BMBL $376M

Modern Value Investing May 6

April Earnings Update

Crocs raised 2026 EPS guidance to $13.20-$13.75 and bought back $73.6 million of stock, while Huntsman, Pitney Bowes and Alpha…

HUN $1.6BPBI $2.4B

Hidden Rock Capital's Newsletter May 5

GPGI Inc.

GPGI, formerly CompoSecure, is David Cote’s $4.2 billion industrial acquisition platform, managed by Resolute Holdings for 2.5% of adjusted…

GPGI $3.6BRHLD $922M

Kairos Research Apr 29

GCI Liberty (GLIBK) Acquires Quintillion: What is John Malone up to?

GCI Liberty is acquiring Alaska’s Quintillion fiber network for $360 million, giving John Malone a platform to expand GLIBK beyond its…

GLIBA $980M

Hidden Gems Investing Apr 28

Buyout Update for Hidden Rock Capital Names

RE/MAX’s $13.80-per-share Real Brokerage offer is capped at $80 million cash, implying roughly $11.40 of value at REAX’s $2.02 share price.

REAX $377M

Hidden Rock Capital's Newsletter Apr 27

Sunday, September 13, 2026

JabroniCoin.USD on X

Myles on X

kab60 on X

Edwin Dorsey on X

Mike on X

A Capital on X

David Orr on X

David Orr on X

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