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.
Tuesday, September 15, 2026
Back to today 
From X
Fierce_beast on X
seriously does this not have lead gen website bulls concerned? $NRDS, $ever, $qnst https://t.co/aHZHZr6v8r
Deep Sail Capital on X
$ARQQ was my top short going into last week, down 20% yesterday. I trimmed and will be adding on any moves up. It's years away from anyone caring about their product.
Farmer on X
@orrdavid @DeepSailCapital $GLAS is the one I've seen mentioned a couple times.
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
SG on X
$NEWT declares 0.19/sh dividend, same as the prior several quarters https://t.co/4xr5kxmAOD
Edwin Dorsey on X
@Mike10947310 What do you think of Edenbrook selling off some of its $FEIM position in August? https://t.co/YOsXfjCnr4
A Capital on X
Just want to check in here, thx. $ALOY https://t.co/f8zOpxU1CK
Investor Letters
All letters- Pendelhaven Asset Management B.V. July 2026 DR0 $454MGRVY $464M
- Asset Value Investors Ltd July 2026 079940 $410M
- Forager Funds Management July 2026 BVS $984M
- PenderFund Capital Management Ltd. July 2026 TSAT $746M
- Palm Harbour Capital July 2026 082920 $938M
- Protean Funds July 2026 TRUE-B $584M
- Artisan Partners Q2 2026 BW $873M
- Royce Investment Partners first half of 2026 AIOT $352MPAR $559M
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…
High Alpha Professor 1 click
A Busted Businesses or a Cyclical Bottom?
Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…
Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case
Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…
Equity Eagle 2 clicks
EVC Update
EVC reported a solid second quarter and outlook.
$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital
Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…
Shattuck Labs: A Receptor-Side Bet On The TL1A Boom
Shattuck Labs pivots to DR3-targeted IBD therapy SL-325, funded through a Phase 2b readout as it competes with anti-TL1A drugs.
Equity Eagle 
Late August 2026 Random Ramblings
Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…
The Verra Sneerer (NASDAQ:VRRM)
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
US-Canada Tariffs: Finding Investment Opportunities
US-Canada tariffs impose 50% duties on $20 billion of Canadian goods, lifting US steel makers while pressuring Canadian exporters and…
WD #355: AUNA/CAAP Earnings, Brazil, USMCA Trade Situation
CAAP reported decent second-quarter earnings and its first dividend, while Brazil rose on an election poll and USMCA trade developments…
OFRM · long Once Upon A Farm Pbc
Once Upon a Farm (OFRM) makes organic baby food, smoothies and kid snacks using high-pressure processing instead of heat pasteurization.
Performance & Portfolio Update: Q1 2026
Portfolio update reports a 20.5% Q1 loss, led by WeightWatchers’ 61% decline, while adding Bumble, Oscar and Shift4.
AI turned my Report into a Video
Google’s NotebookLM turned a 30-page Douglas Dynamics report into an 8-minute video, while Custom GPTs screen earnings transcripts for…
Douglas Dynamics (PLOW): 50% Market Share, Earnings Rebound, Clear Catalyst | Special Report
Douglas Dynamics controls over 50% of North American professional snowplows; a strong 2025/26 winter and replacement demand are projected…
Call me crazy, I'm adding to a US apartment REIT
NexPoint Residential is being added despite weak multifamily performance, with insider ownership and a transaction-ready structure…
Lands’ End Into Next Week: A Re-Rate Catalyst Hiding Behind Tender Noise
Lands’ End’s March 19 results could clarify the WHP IP joint venture, debt paydown and retained stake, supporting a rerating beyond the…
Hallador Pt. 2 — "Massive" Data Center Incoming in Sullivan, IN? ($HNRG)
Hallador’s 1 GW Merom plant could supply a proposed 1,000-acre Sullivan County data center, with local filings and Stantec references tying…
Theravance Biopharma: Failed Phase 3 Trial, Strategic Review
Theravance Biopharma began a strategic review after a failed Phase 3 trial.
The Green Dot Breakup: Grocery Money, Not Coffee Money
Green Dot’s breakup offers $8.11 cash plus 0.2215 BankCo shares, while GDOT’s $11.50 price implies a 0.55x tangible-book valuation for the…
Coffee Money From the CaSaaStrophe: DCBO and YEXT Odd-Lot Tenders
Docebo and Yext odd-lot tenders prioritize holders under 100 shares; DCBO offers $20.40 per share, though Canadian deemed-dividend…
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