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 $2.5B

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

@mavix_leon Jul 13 1 click

mavix on X

Shelly Group $SLYG published preliminary revenues for H1 2026 of EUR 68.3 million (+27% yoy). Cash increased by 62% qoq and by 72% yoy supported by continued normalization of trade receivables. Full results will be published on August 12. https://t.co/KSvQWpLZQd

@marginofdanger Jul 13 2 clicks

marginofdanger on X

I exited my $MLP. After spending a lot more time on this name, I no longer have confidence in the thesis. While I believe there is tremendous asset value, the time to monetize keeps getting pushed out, and the costs to achieve any reasonable realization could be large. I am also concerned that Steve Case doesn't have as much skin in the game as the market thinks, given that he has margin loans out on his position. https://t.co/TePual6ezP

@TimyanBankAlert Jul 13 1 click

Timyan Bank Alert on X

First Hawaiian, $FHB to Acquire TriCo Bancshares $TCBK and Provide Preliminary 2026 Second Quarter Results https://t.co/nZns7KFCWt

@natstewart5 Jul 10 2 clicks

Nat Stewart on X

@calleymeans @SecKennedy Seems like a tailwind for Lifeway $LWAY

@BrokenMoats Jul 9

Broken Moats on X

$WDFC results are staggering when you read through them....then you get to the guidance and it does not reflect the monstrous quarter they just posted (relatively the same as the guide from Q1)....something is off with this company, they are either one of the worst non micro cap companies at forecasting their business (not a great endorsement of management and their processes). AND/OR they are playing games with inventory to influence the stock. I will reserve my own comments for private, but if you look back in recent years there are some odd swings in Asian /Chinese inventories in given quarters. Fascinated how a product that has been around forever with wide distribution posts a +30% print in Americas, 24% company wide. And the guide moves from 5-9% to 6-9% growth for the year?? What is going on?

@RagingVentures Jul 9

Raging Capital Ventures on X

Excited to see Elroy Air going public via SPAC with $CMII / $IPXG… Elroy has developed a hybrid-electric, autonomous VTOL aircraft called Chaparral that has both military and defense applications. We have invested in multiple rounds at Elroy, starting with their seed in 2018. Here’s the deck on Elroy: https://t.co/iRRILU5JFk https://t.co/dUaH1EKf4K

@RagingVentures Jul 9

Raging Capital Ventures on X

Kalshi looking at rolling out perpetual futures…. Perps are super interesting, à la Hyperliquid / $PURR, and have the potential to be very disruptive across the capital markets ecosystem https://t.co/L0JHZdJu4O

@david_katunaric Jul 9

Mikro Kap David on X

$NRP reminded me why they call us Europoors... Remind me when this wonderful asset becomes a C-corp. https://t.co/8odW8oDuwA https://t.co/9FBlAHmFoA

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

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 $643M

Yet Another Value Podcast Sep 10 3 clicks

Imperial Petroleum: Buy On Strong Prospects And Substantial Share Repurchases

Imperial Petroleum's record Q2 cash generation, major share repurchases and a $32 million Suezmax sale gain set up another record quarter.

IMPP $240M

Henrik Alex 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

DHT Holdings: Quality Balance Sheet And Defensible Positioning

DHT Holdings' low-leverage VLCC fleet has paid 66 consecutive dividends, with charter income covering forecast costs and spot earnings…

DHT $3.5B

Arizona Equity Research Sep 10

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 $682M

Hidden Gems Investing Sep 8 5 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 $596M

High Alpha Professor Sep 8 1 click

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

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 $708M

Value Investors Club Jun 15 3 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

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

A Busted Businesses or a Cyclical Bottom?

Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…

SMPL $848MBRBR $1B

The Value Road Sep 2 12 clicks

Sangamo Bankruptcy (SGMOQ)

Sangamo Therapeutics’ Chapter 11 asset sales leave common equity tied to $100 million in PTC Fabry therapy approval milestones and a…

SGMO $60M

Triple S Special Situations Investing Sep 2 6 clicks

An ATM that starts to spit out cash

Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…

ATMTF $211M

The Oak Bloke Sep 2 7 clicks

Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case

Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…

TECX $522M

Equity Eagle Sep 2 2 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $727M

Nat Stewart - Stock Picking Newsletter Sep 1 15 clicks

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…

LMB $623M

Yet Another Value Podcast Sep 1 9 clicks

Sunday, September 13, 2026

mavix on X

marginofdanger on X

Timyan Bank Alert on X

Nat Stewart on X

Broken Moats on X

Raging Capital Ventures on X

Raging Capital Ventures on X

Mikro Kap David on X

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