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 $5.8B

Rod’s Ruminations Sep 14 4 clicks

Sep 14 JOBY $6.4B

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

@CapitalVoss Nov 25

Voss Capital on X

Here is a link to our Q3 2025 letter to Partners. Theme: Escaping value purgatory. https://t.co/ZSdzeu3Plg $FIVN $XPOF $EEFT $PRKS $CLBT $FLYW @jonrice80 @taylor_hndrson @Scott_K_Rodgers @AggieCapitalist https://t.co/523nEw39yJ

@catechwilliams Nov 20

catechwilliams on X

$PTRN Recent IPO. $AMZN Mktplace wholesaler. Buys products up front, capital intensive, bears price, inventory risk. Exposed to FBA cost & AMZN algo changes. Claims AI optimization which AMZN explicitly blocks. Razor thin margins, neg op leverage. All peers went BK in last 3yrs.

@LaughingH20Cap Nov 12

Laughing Water Capital on X

@yummyCenturyEgg 3/x) $NN argues for coexistence b/c it WORKS. They have also shown that much of part 15 is already in the 11 Mhz NN doesnt want. and most of part 15 will be end of life b4 radios get hung, so no need to pay to move them. it is possible the RFID makers get some $, but not much

@LaughingH20Cap Nov 12

Laughing Water Capital on X

@yummyCenturyEgg 1/x) 1st you AGAIN didnt respond to any of my points. nevertheless, i will respond to your points. 1) $NN has operating a M-LMS network in SF for 10+ yrs w/ 0 part 15 interference, & they want to LOWER emissions for 5G. It is factually incorrect to say MLMS is weaker than NN 5G

@LaughingH20Cap Nov 12

Laughing Water Capital on X

@yummyCenturyEgg to be specific as I already said, tolls already primarily operate in the 11 mhz $NN doesn't want. NN will pay "tens of millions" for a software retune to move the toll readers not already in the 11 mhz to the 11 mhz.

@LaughingH20Cap Nov 12

Laughing Water Capital on X

@yummyCenturyEgg the "studies" that the opposition have submitted are full of false assumptions and bad data, as demonstrated by $NN. Why would objectors willingly submit bad studies? logical explanation is b/c proper studies show no interference.

@LaughingH20Cap Nov 12

Laughing Water Capital on X

@yummyCenturyEgg @MGardnerDA1235 @dylan55917 8/x) add this to the list of common sense and technical arguments that demonstrate how the 900 band is not messy. Assume the $NN bears will ignore this, as they ignored the above points. https://t.co/wqpbmn33X7

@LittleOwlRes Nov 10

Little Owl Research on X

In September I had the pleasure of attending the Howard Hughes $HHH annual shareholder meeting. I met the man himself! @BillAckman Not to get ahead of myself, but this could be the beginning of something very special. Today’s quarterly results help to reinforce my views on the quality of both the asset base and management. The company is firing on all cylinders. Management continues to execute on the MPC strategy, and an acquisition seems highly likely in the short term. However, the shares still trade at a deep discount to intrinsic value. Do I care? No—at least not yet. Pershing Square has a truly remarkable track record. Since adopting their “permanent capital” strategy they have done 23.5% net of fees annually since January of 2018. Not too shabby. I suspect they’ll be acquiring a small insurer in the 1.0x-1.4x P/B range, if that’s the case, and they continue to put up those returns, the acquisition will be monstrously accretive. When Buffett took control of Berkshire, it was a failing textile mill with a negative terminal value. Ackman is starting off with assets of much higher quality and that are beginning to generate a lot of excess cash. A lot of work has to be done, but I’m happy to hold my shares here. If you’re interested in learning more about the real estate operations, I’ve attached my $HHH report from November of 2023–obviously outdated, but should help get you up to speed on the history, RE strategy, and asset base—and I will be putting out an updated report after the details of the insurance acquisition are announced. https://t.co/ueKI0TWY9R

Barnes & Noble Education: Improving Fundamentals

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

BNED $386M

Given Mahlangu Sep 14 2 clicks

Initiation Report

Zentek initiation report.

ZTEKF $71M

Atrium Research - Equity Research Sep 13 4 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 2 clicks

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 $2.5B

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 $3.7B

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 $160M

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 $1.4B

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 $6.4B

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 $359M

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 $643M

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 $240M

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 $1.6B

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 $675M

Hidden Gems Investing Sep 8 5 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 $596M

High Alpha Professor Sep 8 1 click

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 $6.2B

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 $7.2B

TSOH Investment Research Sep 7 8 clicks

Monday, September 14, 2026

Voss Capital on X

catechwilliams on X

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