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

@stockgutter Aug 28 2 clicks

SG on X

On the daily chart, $SB #sugar looks like it ran too far too fast. Zoom out though and you get a better picture of exactly how far the commodity can move in an uptrend. Staying long. https://t.co/31XQLMRcCZ

@orrdavid Aug 28 1 click

David Orr on X

$SOXX $NVDA down since the big beat... sure looks like a news failure event. I think it'll be electricity bottlenecks that kill the AI hardware bubble. The hyperscalers controlling that bottleneck should be the biggest winner.

@DOMOCAPITAL Aug 28

DOMO Capital Management, LLC on X

Based on today's $GPRE trading it looks like someone has leaked and is illegally trading imminent government action on SRE's that is likely not the worst case scenario. I'd expect $ALTO to rally (and $GPRE to rally more) once the news is actually public for everyone to know...

@John_Hempton Aug 28

John_Hempton on X

@420yooper69AMC Agree. Apes should buy more $AMC

@stockgutter Aug 28 1 click

SG on X

$MNTN long here. Thanks to @hedgeye for sharing this presentation and deck. https://t.co/fXrKWKpryo

@ACapitalLP Aug 28

A Capital on X

@EventDrivenEddy Ok so what’s is steady state multiple for $VISN

@ACapitalLP Aug 28

A Capital on X

At ~$6.35 $VISN is trading at an implied distribution adjusted EV/EBITDA of 3.8x vs. 9.8x for $HLIT 🤷‍♂️ https://t.co/ioQKep7JzG

@stockgutter Aug 28

SG on X

$FLR share count reduction is impressive. Another year or two at this clip could really transform the capital structure. https://t.co/H0a7syQHHb

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 $96M

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 $2.7B

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 $1.6B

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 $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

SG on X

David Orr on X

DOMO Capital Management, LLC on X

John_Hempton on X

SG on X

A Capital on X

A Capital on X

SG on X

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