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Tuesday, September 15, 2026

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@KEDM_COM

KEDM.com on X

Voss Capital has been increasing its position in Euronet Worldwide $EEFT and sending angry letters, pushing the company to review strategic alternatives. Despite almost all fundamentals moving in the right direction, Euronet's share price had a horrible 2025, mostly on (fears of) increasing competition from digital-first rivals such as Wise and Remitly. Voss argues that parts like payment processing and money transfer could be valued more highly on their own. A full sale could deliver even more (100%+ potential), as it will also monetize Euronet's global licenses and cash generation. Also, it is worth noting that Euronet has been (and continues to be) a true share cannibal.
@negligible_cap

Negligible Capital on X

Wingstop is down 12% today, at it’s lowest level since 2022. Lot of resturant stocks getting smoked I’m old enough to remember when seemingly everyone was shouting $WING from the rooftops at $400+ because it was up 400%+ in like a year Nearly every retail loved restaurant stock has a bubble moment at some point in time. WING, CAVA, CMG, SG, SHAK, PTLO just to name a few. They always get priced so optimistically and always decelerate. Hard stocks to own. Except $CAKE I guess. CAKE and Flower Child are hotter than ever
@blondesnmoney

Cluseau Investments on X

Today I sold the last of my $CBL position. The stock is up 114%, 105% ahead of the broader REIT benchmark, and 70-80% ahead of closely comparable peers. The thesis played out well, but with a likely interest rate hike tomorrow (impacting floating rate debt expense) and sizeable selling from a large holder, I think the risk to reward here isn't as favorable as it once was. As always, it's up to you to conduct your own research and form your own opinions. It's been a great run, but I'm happy to free up the cash to eventually deploy into more attractive opportunities as they arise.

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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 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 3 clicks
MGRC · long

Mcgrath Rentcorp

McGrath RentCorp's conservatively financed hard assets, pricing growth and a struggling competitor, WSC, underpin the long thesis.

MGRC $2.7B
Value Investors Club 2 clicks

DEC-laration of independence

Diversified Energy cut $233 million of debt in 1H26, repurchased $93 million of stock and sold $273 million of land and assets while…

DEC $972M
The Oak Bloke 7 clicks

Genius Sports (GENI)

Genius Sports’ $1.2 billion Legend acquisition adds direct bettor monetization, while its exclusive NFL data rights could supply prediction…

GENI $1.6B
Sylence Capital

Floor & Decor: 2Q26 Business Update

Floor & Decor’s same-store sales improved to minus 2%, while $45 million of tariff refunds lifted second-quarter gross profit and operating…

FND $4.9B
Speedwell Memos 8 clicks

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