Monday, September 14, 2026

No Cap? Currently Capped by Three Hundredths of a Percent: Medtronic’s MiniMed Split-Off Odd Lot

Medtronic’s MiniMed split-off gives odd-lot MDT holders priority on a 7% discounted exchange, but a 4.5939-share cap has begun reducing the payoff.

MMED $5.9B

Rod’s Ruminations Sep 14 4 clicks

Sep 14 JOBY $6.2B

Cestrian Rating Actions - Week Ending 11 September 2026

Cestrian Capital Research.

Sep 14 ALRM $2.6B

Alarm.com: False Alarm?

TSOH Investment Research 1 click

From X

@BlueDuckCap Aug 25 2 clicks

BDC on X

From $SNAP Q2 shareholder letter: In scheme of things, the stock barely budged. How much would $META or $AMZN be up if Zuck/Jassy had said the same exact thing? Hint: they would be up many multiples of $SNAP's entire market cap. https://t.co/8QeDQq1LFy

@DeepSailCapital Aug 25

Deep Sail Capital on X

$RUM is by far the most "chasing the cool thing right now" company of any out there, and they just use massive share dilution to get it done. First they tried to get into Crypto with the Tether deal a few years ago (100m share dilution). And now they are trying to get into datacenters, with Northern Data Acquisition (120m share dilution). Today they announced they are offering a counterparty 50m shares via warrants with a strike price of $0.01 just for the commercial deal to buy their GPU services. How can anyone trust this management?

@TheBenSchmark Aug 25

JabroniCoin.USD on X

UBS on $CENX generating nearly $1 bn in 2026 FCF (v ~$800m consensus) Post this week, that Midwest premium looks solid for 2026… so that volume ramp should translate into higher numbers in Q3 and Q4 https://t.co/dhrEiBFWFf

@StockJabber Aug 25

Edwin Dorsey on X

Daniel E. Bachus, the CFO of Grand Canyon Education $LOPE, is on paid administrative leave following a unanimous board vote "in connection with an ongoing governmental investigation involving a non-employee third party’s trades in company stock." Mr. Bachus was also a key government witness against Andrew Left in his securities fraud trial. Link: https://t.co/iYND5NGFNq

@mavix_leon Aug 25 2 clicks

mavix on X

Will be interesting to finally see the first look of the new Shelly Camera! $SLYG https://t.co/dWIQfPA150

@cfrischer1 Aug 25

Charles Frischer on X

@JohnTwomey16 I think the podcast speaks for itself. The FCC is trying to light all available spectrum. Likely includes the 900 MHz owned by $NN.

@DeepSailCapital Aug 25 1 click

Deep Sail Capital on X

$OUST was really strong, Rev8 has some serious legs. $ZDC.v another solid quarter, good momentum in US.

@cfrischer1 Aug 24

Charles Frischer on X

$NN. This podcast is must listening. Doesn’t mention NN by name, but amazing insights into FCC strategy under Chairman Carr. This Week: The FCC's Spectrum Pipeline with Arpan Sura - The Week with Roger | Podcast on Spotify https://t.co/tSebqMRetN

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…

SVM $2.7B

The Oak Bloke Sep 13 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…

PTON $2.1B

TSOH Investment Research Sep 11 2 clicks

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…

IRT $3.8B

Dane Bowler Sep 11

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…

JOBY $6.2B

Cestrian Capital Research. Sep 11

Celsius: The Pepsi Put

Celsius holds 20% of the U.S. energy-drink market and 40% of sugar-free sales, but its $1.65 billion Alani acquisition complicates…

CELH $7.1B

TSOH Investment Research Sep 7 7 clicks

On Holding $ONON: I Bought the Shoes First, Then the Stock

On Holding $ONON combines a high-margin direct-to-consumer footwear model with replacement-driven demand, after Q2 2026 sales rose 21.6%…

ONON $9.9B

Substack von Philipp Sep 7 5 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

The Fed Is Going to Lose the Bond Market and I Found the Asset That Gets Paid When It Does

Rayonier’s 4.0 million acres are valued at $393 an acre after other assets, versus $1,200 to $1,800 cutover-land sales, framing the timber…

RYN $6B

The Value Road Sep 4 27 clicks

Oklo Inc.: The AI Power Trade Is Getting More Tangible

Oklo’s Q2 progress includes Groves’ first criticality and Aurora agreements, while equity dilution cut its price target to $88 despite a $3…

OKLO $7.5B

The Curious Analyst Sep 4 1 click

Lumen Technologies - Accumulate $6-$8.30; STP<$6; PT >$12 - Q2 FY12/26 & Outlook

Lumen is shedding consumer lines for data-center services; $9.2 billion of deferred revenue, up 72%, supports its enterprise order book…

LUMN $6.7B

Cestrian Capital Research. Sep 1

MGRC · long

Mcgrath Rentcorp

McGrath RentCorp's conservatively financed hard assets, pricing growth and a struggling competitor, WSC, underpin the long thesis.

MGRC $2.7B

Value Investors Club Jun 10 2 clicks

Scholar Rock: Manufacturing Noise Obscures A Muscle-Targeted Franchise

Scholar Rock’s apitegromab could become the first muscle-targeted SMA therapy by September 2026, but manufacturing setbacks and a…

SRRK $6B

Equity Eagle Sep 7

TSOH Weekly Roundup (09/04/2026)

TSOH Weekly Roundup covers Costco’s $4.99 chicken supply chain, Celsius’s 20% energy-drink share, and California utilities’ wildfire…

CELH $7.1B

TSOH Investment Research Sep 4 5 clicks

NIO: Shrinking Losses, Industry-Leading Margins And An Undervalued Price Tag

NIO beat Q2 expectations as delivery growth and higher ES8 and ES9 vehicle margins narrowed losses. Its shares trade at 0.35 times revenue.

NIO $9.3B

The Asian Investor Sep 3 3 clicks

MDA Space: Houston, We Have a New Position

MDA Space is added to the Aurelion Index after hiring engineers, signing large contracts and expanding facilities; the thesis cites…

MDA $5.2B

Aurelion Research Sep 1 5 clicks

[WAY – Waystar] Healthcare is a very complicated invoice

Waystar sells revenue-cycle software for a US claims process where roughly 18% of submitted claims are initially denied and healthcare…

WAY $4.9B

scuttleblurb Aug 31 5 clicks

Late August 2026 Random Ramblings

Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…

UWMC $2B

Yet Another Value Podcast Aug 27 13 clicks

BHVN 2026-08-27

Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels

Biohaven’s $795 million global opakalim licensing deal with SK Biopharmaceuticals boosts cash, lowers R&D spending and extends its funding…

BHVN $2.1B

Edmund Ingham Aug 27 1 click

Miami International Holdings (MIAX)

Miami International Holdings, the No. 4 options exchange with 17% share, trades at 12x forward EBITDA despite 35% revenue growth, 54%…

MIAX $3.8B

Sylence Capital Aug 27

Quick Value #328 - Cal-Maine Foods (CALM)

Cal-Maine, the largest U.S. egg producer, trades at 1.6x book versus a 2.1x 20-year median, with net cash and investments equal to 23% of…

CALM $3.4B

Value Don't Lie Aug 25

Monday, September 14, 2026

BDC on X

Deep Sail Capital on X

JabroniCoin.USD on X

Edwin Dorsey on X

mavix on X

Charles Frischer on X

Deep Sail Capital on X

Charles Frischer on X

Investor Letters

Publications we follow

Newsletters 91

YouTube 4

Blogs 12

Seeking Alpha 29 of 157

X accounts we follow

Investor letters we follow

Sectors