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.
Monday, September 14, 2026
Back to today 
From X
Fierce_beast on X
what's the future of lead gen comparison websites for insurance like $qnst which owns among other websites, https://t.co/DJYACtuB4d! i could not resist the question https://t.co/DhTidY6YkT
A Capital on X
@LepoulpePoulpo $TLN has always had an issue about which bucket it falls in: (I) the IPP bucket ($VST, $CEG, etc.) or the (II) ShitCo Nuclear Bucket ($OKLO, $SMR, etc.) Traders can’t make up their mind…
DOMO Capital Management, LLC on X
Another 10,000 share buy from the $ALTO Chairman 👀 https://t.co/pPgkaIYFgG
A Capital on X
@dstressedcos I think it’s a question of what multiple to apply to $APTV post-spin…
A Capital on X
I don’t see how $APTV isn’t asymmetric here… https://t.co/vxgTMvaals
SG on X
$NEWT declares 0.19/sh dividend, same as the prior several quarters https://t.co/4xr5kxmAOD
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $469MALM $4.2B
- Protean Funds August 2026 BVNKF $2.4B
- Asset Value Investors Ltd July 2026 4549 $498M9301 $3.3B
- 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 $4BTTEK $9.1B
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.
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…
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…
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…
Stephen Nemo 
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…
Rigetti: If You Wanted To Buy Quantum, Do It Now
Rigetti's 108-qubit chiplet technology, $100 million CHIPS Act award and cash reserves support a speculative quantum case despite minimal…
Julia Ostian 
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.
VSEC · long Vse CORP
VSE Corp trades at $185, with a stated $246 fair value and 2027 estimated EV/EBITDA of 15x.
National Beverage Update
National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.
[$MNDY] Monday.com
Monday.com combines work management, CRM, Dev and Service on a flexible core platform, with 90% gross margins and AI disruption risk…
The Priority Technology Situation
Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…
Tis The (Earnings) Season
Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…
Buzzi (BZU.IM): Make Italy Great Again
Buzzi SpA, an €8.9 billion Italian cement producer, is presented as the world’s best-managed cement company.
Drilling Down on Disposal: Parallels Between Produced Water and Municipal Waste Disposal
WaterBridge and Secure trade at 10–11x 2025 EBITDA despite produced-water disposal economics resembling higher-multiple municipal waste…
(MGGA) Make Guns Great Again
Ruger trades at a $468 million enterprise value, about 7 times normalized free cash flow, with $101 million cash and no debt as gun demand…
The Announcement That Changes Everything
China Yuchai’s potential MGP IPO could separate its data-center and genset arm, with employee incentives tied to a listing and a proposed…
GAMCO Investors, Inc. - GAMI
GAMCO Investors trades OTC at a $550 million market cap, with $150 million in excess cash and a 5.2-5.7x operating-income valuation despite…
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A Capital
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Clark Square Capital
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Connor Haley
Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
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DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
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marginofdanger
mavix
Mike
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SG
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Timyan Bank Alert
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ToffCap
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Investor letters we follow
- 1851 Capital
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpinum Investment Management AG
- Ariel Investments
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- Baron Funds
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- Cedar Creek Partners
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- Distillate Capital
- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
- FPA Crescent Fund
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- Forager Funds Management
- Fred Alger Management, LLC
- Giverny Capital
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- Greenhaven Road Capital
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- Halvio Capital
- Hayden Capital
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- Hoisington Investment Management
- Horizon Kinetics
- Intrepid Capital
- Invenomic Capital Management
- Janus Henderson Investors
- Kaydan Wealth Management
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- Laughing Water Capital
- Lindsell Train Limited
- Macro Ops
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- Markel Group
- Massif Capital
- McIntyre Partnerships
- Merion Road Capital
- Myrmikan Capital, LLC
- O'Keefe Stevens Advisory
- Oakmark Funds
- Palm Harbour Capital
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- Patient Capital Management
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Polaris Capital Management
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- Praetorian Capital
- Protean Funds
- RGA Investment Advisors
- Rowan Street Capital
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- Sequoia Fund
- Southeastern Asset Management
- Third Avenue Management
- Tweedy, Browne
- Upslope Capital Management
- Vulcan Value Partners
- Wedgewood Partners
- Weitz Investment Management
- White Falcon Capital Management
Sectors
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