Wednesday, September 16, 2026

Copart 4Q26 Business Update: Thesis Shift?

Copart’s 4Q26 revenue grew 2.4% as U.S. insurance volumes fell 7.5%, while a customer loss and higher yard costs pressured profits despite international growth.

ACVA $1.8B

Speedwell Research Sep 16 1 click

Sep 15 LIFE $2.3B

Ethos' Biggest Distributor by Head Count Ranked It Last on Stage

Hunterbrook 4 clicks

Sep 14 MMED $5.9B

No Cap? Currently Capped by Three Hundredths of a Percent: Medtronic’s MiniMed Split-Off Odd Lot

Rod’s Ruminations 4 clicks

From X

@irbezek Aug 16 2 clicks

Ian Bezek on X

@MoodyWriter13 I think $NBIS is as viable of a business as $OKLO is -- that is to say, a clear stock promote as opposed to a for-profit business. But little reason to post about it. The bulls have their view and reality will come for them in due time. I'm not going to change their mind.

@irbezek Aug 15 4 clicks

Ian Bezek on X

@boujee_banker @Nobilis_Capital @HettyGreen2020 $FMX reports Bara data, it's growing double digits as well, albeit slower than $TBBB. https://t.co/hlJy1GhSnZ

@majgeoinvesting Aug 15

Maj Soueidan on X

Been thinking about $FTEK for the last couple days. My first reaction to the Q2 report was disappointment (although, it was largely expected). However, I’m trying to get better at flipping my initial positive or negative emotional reactions and think of the counter responses. For FTEK, that would be: ✔️Tiny bit of information arbitrage in the earnings call that they are trying to iron out some things with a data center customer on supply chain guarantees. The key here is that they’re having active discussions with that customer. I don’t think they previously got anywhere close to that. ✔️The new CEO could potentially flip the narrative on FTEK pretty quickly. It looks like the company has a bloated expense profile. I want to see if there’s anything in that structure that could be eliminated, that would quickly make the company profitable. ✔️Furthermore, maybe the new CEO takes the company’s $30M cash balance, and makes an acquisition. Due to his experience working at $CECO prior to joining FTEK, he should have some experience evaluating acquisitions,

@majgeoinvesting Aug 15

Maj Soueidan on X

Here’s another example of why investing is hard. You got the social and financial media telling you that AI is a bubble and that the level CAPEX can’t last. Then you got companies like $STRL and $TPC with great visibility… and now $CECO with visibility out to 2030.🤷 https://t.co/DWLzQBGNCm

@DOMOCAPITAL Aug 14

DOMO Capital Management, LLC on X

Looks like a nationwide bankruptcy... Huge for $PBI presort business... https://t.co/giIQNCyH2Y

@irbezek Aug 14 2 clicks

Ian Bezek on X

@WaterworldCapi1 $jets Bad industry, oil might go up again, consumer spending may roll over, and the new "capacity discipline" is more lucky accident than strategic. Somebody, probably $aal will start dumping capacity on routes again and margins back to zero

@irbezek Aug 14 3 clicks

Ian Bezek on X

@lasse108 @ReturnsJourney $intr

@leevalueroach Aug 14

Lee Roach on X

Not bad earnings at $MCCK. Gold book took a mark to market loss. But core business is kicking at. Revenues up 8.9%. Gross margins expanding. Customer deposits and deferred revenue up 33%. Back out all the cash and gold and this is trading at a dirt cheap multiple.

Cestrian Rating Actions - Week Ending 11 September 2026

Cestrian initiated Joby Aviation at Accumulate and upgraded Applied Materials and Broadcom to Accumulate for the week ended 11 September…

JOBY $6.4B

Cestrian Capital Research. Sep 14

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 $2.6B

TSOH Investment Research Sep 14 1 click

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

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

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

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

NewtekOne: Pivot Towards Holding Guaranteed Loans A Good Strategy

NewtekOne’s bank conversion and retention of SBA-guaranteed loans target recurring income, while a 6% yield and book-value valuation…

NEWT $337M

Stephen Nemo 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

GTLB · long

Gitlab INC

GTLB $8.2B

Value Investors Club Jun 18

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

Rigetti: If You Wanted To Buy Quantum, Do It Now

Rigetti's 108-qubit chiplet technology, $100 million CHIPS Act award and cash reserves support a speculative quantum case despite minimal…

RGTI $5.5B

Julia Ostian Sep 10

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

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 $3.5B

Arizona Equity Research Sep 10

This Company Multi-bags Every Time El Niño Hits. No One Is Talking About It.

Owens Corning's roofing business has historically posted sharp EBITDA and share-price gains during El Niño storm years, as severe weather…

OC $9.6B

Phynvesting Sep 9 3 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 $682M

Hidden Gems Investing Sep 8 4 clicks

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

Wednesday, September 16, 2026

Ian Bezek on X

Ian Bezek on X

Maj Soueidan on X

Maj Soueidan on X

DOMO Capital Management, LLC on X

Ian Bezek on X

Ian Bezek on X

Lee Roach on X

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