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
KEDM.com on X
Phoenician Capital is bullish on Halozyme Therapeutics $HALO. This company strongly focuses on licensing – and is doing that exceptionally well. Worth looking into. https://t.co/AD8KGejKA4
Deep Sail Capital on X
Interesting take on $FTAI and the securitisation of jet engines for use in AI datacenters. https://t.co/x17VtGdXLt
mavix on X
I just published the Earnings Update about the Shelly Group $SLYG H1 2026 results. You can find it in the Portfolio section of the blog :) https://t.co/8oHEkLEiea
SG on X
$SIEB partnering with @unusual_whales . Like it, and remain long (as well as a lifetime paid member of Unusual Whales). https://t.co/hr9S867egi https://t.co/uesZlSX7vr
PAA Research on X
It’s the same picture: time to get SHORT $CASY and $MUSA https://t.co/EFTszhSvv9
Maj Soueidan on X
Watching $MG closely. They had a decent year last year and given 2027/28 growth expectations, the valuation is reasonable. But things going on might offer upside surprise - either from growth initiatives or an expansion in valuation from reducing leverage.. https://t.co/w1tD7YPu2b
KEDM.com on X
Ace River Capital @AceRiverCapital has high conviction in Vox Royalty $VOXR, a precious-metals royalty company with over 70 companies in its portfolio. VOXR is now the largest holding in both his personal portfolio and the fund's. VOXR is an old KEDM Lite flag. https://t.co/Nhi14DHSI7
Ian Bezek on X
Corporacion America Airports $CAAP announces a 91 cent dividend, nearly a 4% yield on today's stock price, and 40% yield-on-cost for people that bought in 2020. The top complaint about CAAP had been it didn't pay a dividend, so that it is now resolved. ✈️
Investor Letters
All letters- Crossroads Capital, LLC Q3 2026
- Pendelhaven Asset Management B.V. Q3 2026 DR0 $469MALM $4.2B
- Alpinum Investment Management AG Q3 2026
- Macro Ops Q3 2026
- Myrmikan Capital, LLC Q3 2026
- Akre Capital Management, LLC Q3 2026 AMT $82BMA $487B
- Bristlemoon Capital Q3 2026 SNDK $276B
- Fred Alger Management, LLC Q3 2026 AMZN $2.8TGOOGL $4.3T
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.
Booking Holdings Deep Dive: An Attractive Setup
Booking Holdings trades at 19x earnings, its lowest since 2022, after a 20% annual decline, with the thesis resting on durable online…
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…
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…
LL Insights 
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…
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
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…
Chevron: $100 Oil Price Can Last Longer Than You Think
Chevron’s 2027 EPS could be underestimated by about $4.50 per share if U.S.-Iran conflict keeps oil near $100 rather than forecast $74 to…
Envision Research 1 click
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…
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…
HNRG · long Hallador Energy CO
Hallador Energy, a coal producer, is pitched as a long based on five value components and potential 2026 catalysts.
In Conversation: NVIDIA
NVIDIA sees inference, agentic workloads and robotics broadening AI compute demand beyond hyperscalers, while high-speed memory shortages…
Apple: Why iPhone Duo Will Likely Dominate The Foldables Market
Apple’s iPhone Duo foldable pairs a TSMC 2 nm chip, IP68 protection and iOS 27 features, positioning it against Samsung’s Galaxy Z Fold 8.
Mark Hibben 1 click
Broadcom (NASDAQ: AVGO) Stock Rating: Upgrade To Accumulate From Do Nothing - Accumulation Zone And Stop Inside
Broadcom was upgraded to Accumulate at about $363 after Q3 revenue reached $29.6 billion, with AI semiconductor revenue up 221% to $16.7…
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…
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…
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…
Applied Materials (NASDAQ: AMAT) Stock Rating: Upgrade To Accumulate After Q3 FY10/26 Earnings - Accumulation Zone And Stop Inside
Applied Materials reported Q3 revenue of $9.1 billion, up 25%, and $2.3 billion in free cash flow as AMAT fell roughly 40% from its June…
Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate - Initiating Coverage
Joby Aviation is initiated at Accumulate after booking $116m of trailing revenue, forming a Toyota manufacturing venture and agreeing to…
NewtekOne: Pivot Towards Holding Guaranteed Loans A Good Strategy
NewtekOne’s bank conversion and retention of SBA-guaranteed loans target recurring income, while a 6% yield and book-value valuation…
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- 1851 Capital
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