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 $2.7B

Alarm.com: False Alarm?

TSOH Investment Research 1 click

From X

@Fierce__beast Sep 14

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

@ACapitalLP Sep 14

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…

@DOMOCAPITAL Sep 14

DOMO Capital Management, LLC on X

Another 10,000 share buy from the $ALTO Chairman 👀 https://t.co/pPgkaIYFgG

@ACapitalLP Sep 14 1 click

A Capital on X

@dstressedcos I think it’s a question of what multiple to apply to $APTV post-spin…

@KEDM_COM Sep 14 1 click

KEDM.com on X

Workiva $WK came through our monitor when Meditation Capital @timothyhliu5 ran a deep dive on it. The Fund has been buying application software at 2–3x sales after 105 expert calls, arguing infrastructure and cybersecurity have already repriced as AI winners while application names have not. It describes Workiva as the near-monopoly platform for SEC reporting: 95% of the Fortune 100, 89% of the S&P 500, an estimated ~50% of US filers and ~85% of filer market capitalization.

@majgeoinvesting Sep 14

Maj Soueidan on X

@jdm_trades During my chat with $RFIL’s CEO at the @MSmicrocaps conference, he mentioned that the telecom DAC opportunity is very under-penetrated. Stock is a gift down here if you have more than a five second time horizon.

@SowingAlphaSeed Sep 14

Farmer on X

@InvestorMexican Do you follow Yuval Taylor/Fieldsong Investments? Was just looking at $BUKS earlier today because he mentioned it on an @IdeaBrunchEmail interview in April (along with $SIF).

@ACapitalLP Sep 14 1 click

A Capital on X

I don’t see how $APTV isn’t asymmetric here… https://t.co/vxgTMvaals

Barnes & Noble Education: Improving Fundamentals

Barnes & Noble Education is shifting from campus bookstore retail toward recurring-revenue infrastructure for inclusive-access course…

BNED $370M

Given Mahlangu Sep 14 2 clicks

Initiation Report

Zentek initiation report.

ZTEKF $72M

Atrium Research - Equity Research Sep 13 3 clicks

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 1 click

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

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

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

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 $161M

Triple S Special Situations Investing Sep 11 2 clicks

Tsakos Energy Navigation: Watch Those Oil Prices

Tsakos Energy Navigation benefits from higher oil prices and stronger tanker sentiment, but faces long-term demand destruction and…

TEN $1.6B

Long Player 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

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

SLVM · long

Sylvamo CORP

Sylvamo, a $1.6 billion uncoated freesheet paper producer, has fallen about 60% from its November 2024 high above $95 to roughly $40.

SLVM $1.4B

Value Investors Club Jun 16 2 clicks

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 $479M

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 $256M

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 $1.7B

Hidden Rock Capital's Newsletter Sep 10 2 clicks

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 $678M

Hidden Gems Investing Sep 8 4 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 $689M

High Alpha Professor Sep 8

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

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

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

Monday, September 14, 2026

Fierce_beast on X

A Capital on X

DOMO Capital Management, LLC on X

A Capital on X

KEDM.com on X

Maj Soueidan on X

Farmer on X

A Capital on X

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