Monday, September 14, 2026

Alarm.com: False Alarm?

Alarm.com, founded after CEO Steve Trundle’s bad home-security experience, has fallen from $105 in 2020 to about $55, testing whether ALRM’s decline is a false alarm.

ALRM $2.7B

TSOH Investment Research Sep 14 1 click

Sep 13 ZTEKF $72M

Initiation Report

Atrium Research - Equity Research 3 clicks

Sep 13 GENI $1.6B

Unpolished Thoughts on Stocks #1

Sylence Capital 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

@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).

@stockgutter Sep 14

SG on X

$NEWT declares 0.19/sh dividend, same as the prior several quarters https://t.co/4xr5kxmAOD

@ACapitalLP Sep 14

A Capital on X

If you were paying attention last week you would have noticed that $RUM consolidated ownership and was pursuing a squeeze-out for the remainder of Northern Data AG. You then would have gone to HDS <GO> and seen that it is controlled by Tether which is tied into current Commerce Secretary Howard Lutnick. Follow the breadcrumbs dude…

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

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 $3.8BCSR $935M

Dane Bowler Sep 11

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

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

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

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

DHT Holdings: Quality Balance Sheet And Defensible Positioning

DHT Holdings' low-leverage VLCC fleet has paid 66 consecutive dividends, with charter income covering forecast costs and spot earnings…

DHT $3.7B

Arizona Equity Research Sep 10

PESI · long

Perma-fix Environmental Svcs

Perma-Fix Environmental Services (PESI) is presented as a long investment idea.

PESI $369M

Value Investors Club Jun 11 1 click

Are Department Stores Finally Shortable?

Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…

KSS $1.9B

Bristlemoon Capital Aug 13 9 clicks

H&R REIT & GO Residential deal, some thoughts

H&R REIT’s C$12 GO Residential deal gives unitholders 67% of the combined company, while CEO Thomas Hofstedter’s family affiliates cash out…

GONYF $499M

Nugget Capital Partner's Substack Aug 12

Entravision Q2 Notes

Entravision’s ATS revenue rose 230% to $182.8 million in Q2, but shares fell from above $14 to about $8 after management forecast…

EVC $727M

The Value Road Aug 11 13 clicks

How Mat Ishbia Mortgaged UWM To Fund His NBA Dream

UWM suspended its dividend and took an Oaktree rescue after a $603 million rate-derivatives loss, following $3 billion in payouts to CEO…

TWO $1.3B

Hunterbrook Aug 11

Quick Value #326 - Shift4 Payments (FOUR)

Shift4 Payments trades at 6.9x EBITDA after a 50% five-year share decline, while leverage from acquisitions and slowing EPS growth weigh on…

FOUR $3.3B

Value Don't Lie Aug 11

$UWMC lost $600m hedging a deal they'd already lost

UWMC booked a roughly $600 million Q2 hedging loss tied to TWO months after the deal collapsed, contributing to an expensive capital raise.

UWMC $2BTWO $1.3B

Yet Another Value Blog Aug 11 11 clicks

Peloton: Subscriber Squeeze

Peloton’s improved balance sheet has not stopped weak subscription trends or sharp volatility, prompting purchases near $3.70, a later…

PTON $2.1B

TSOH Investment Research Aug 10 1 click

40 Stock Pitches (3rd-9th August)

Navient trades near 40% of tangible book as Gator Financial Partners argues private student-loan growth and restructuring can reverse its…

NAVI $902M

Capital Employed Aug 10 9 clicks

WD #353: Colombia, Earnings (INTR, BRKR, TEAM)

Colombia’s Abelardo de la Espriella signals tax cuts and an Ecopetrol revival, while Inter & Co.

INTR $2.5B

Ian’s Insider Corner Aug 9

Monday, September 14, 2026

Fierce_beast on X

A Capital on X

DOMO Capital Management, LLC on X

KEDM.com on X

Maj Soueidan on X

Farmer on X

SG on X

A Capital on X

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