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…
Sunday, September 13, 2026
Back to today
From X
marginofdanger on X
$TIPT filed an 8-K this morning where they said they expected the Fortegra deal to close by Friday 5/29. Pro forma TBV is ~$24/share, stock last 17.17.
Laughing Water Capital on X
@scottwilsonUSD @cfrischer1 just more of the same. no effort to explain why US RFID/part 15 needs all of lower 900 when the rest of the world functions fine with much less, & ignoring that $NN is meant to be just part of a system of systems.
Timyan Bank Alert on X
@wamackey88 Management is the only constituent to have benefited from this grift that is $BCOW
Laughing Water Capital on X
@scottwilsonUSD @cfrischer1 Womack is seemingly in $WMT's pocket & claiming $NN will interfere with RFID. However, $NN has the proof that they do not interfere with RFID, so presumably Womack will go away.
Charles Frischer on X
@scottwilsonUSD $NN I think there will be a solution that works for all parties. The country needs our spectrum.
Charles Frischer on X
$NN At this point in the process, it doesn't really matter if the NPRM drops in June, July or August. The value of spectrum has dramatically changed over the last 12 months. Direct to device with satellite companies like SpaceX and Amazon have become critical buyers of spectrum.
Charles Frischer on X
$NN Waiting a few extra months to get the NPRM doesn't matter compared to the ultimate value of the spectrum. Plus the NN spectrum can/will be used for many additional vital issues like IOT, drones and other AI uses.
Charles Frischer on X
$NN Finally, check out the comments recently made by Anterix regarding how they are thinking about the value of their spectrum. The numbers are much higher than I had ever imagined. I am long a bit of $ATEX. NN spectrum is far more powerful than the low band spectrum held by ATEX
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $469MALM $4.2B
- Protean Funds August 2026 BVNKF $2.6BSUSRF $262M
- Asset Value Investors Ltd July 2026 4549 $498M8011 $231M
- PenderFund Capital Management Ltd. July 2026 NEO $1.1BVNP $1.9B
- Lindsell Train Limited July RMVEY $3.5B
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.6B
- Forager Funds Management July 2026 4733 $4B
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…
Ron Ferrie 3 clicks
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…
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…
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.
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…
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.
Henrik Alex 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.
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…
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…
Arizona Equity Research 
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…
HNRG · long Hallador Energy CO
Hallador Energy, a coal producer, is pitched as a long based on five value components and potential 2026 catalysts.
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…
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.
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…
Number Cruncher 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…
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…
Sangamo Bankruptcy (SGMOQ)
Sangamo Therapeutics’ Chapter 11 asset sales leave common equity tied to $100 million in PTC Fabry therapy approval milestones and a…
Fastly: Record Q2 Confirms The Platform Inflection
Fastly's Q2 revenue rose 23%, while Security and Compute reached a $200 million run rate and drove record profitability.
Miletus Research 
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…
EVC Update
EVC reported a solid second quarter and outlook.
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Investor letters we follow
- 1851 Capital
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