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

@BlueDuckCap Sep 16 3 clicks

BDC on X

Idk it not worth nothing. Snap whole market cap $9b and yet we apparently paying trillions for commoditized “frontier” LLMs that are political nightmares with major leadership questions. $snap is cheap. Specs will get a minority investor. Snap snap can do $1 in FCF / share next year. Consensus is always wrong at these moments.

@irbezek Sep 16 2 clicks

Ian Bezek on X

@dede_eyesan I'm sure $CAAP would bid as well if there is an open process. Ultimately would imagine government is just going to sell to Brookfield though.

@BlueDuckCap Sep 16 2 clicks

BDC on X

Maybe this earlier post is hyperbolic. But Specs potential is real and the applications are very real and the implied value to $snap is negative. Btw go back and look at all my snap tweets - been as big a bear as any of you. But the worm is turning. Sub business 85% yy $1b+ rr and ads stable and 16% HC reduction to cut $500mn opex and SBC offset by buyback. So there’s a lot to like here and if specs can get a minority investor which i think is much more likely after today then game on. Oh and by the way snap could still cut opex by 50% just to get in line with $rddt on cost/employee.

@TidefallCapital Sep 16

Trevor Scott on X

These $SNAP glasses could cure cancer and still wouldn't sell. ($2,195) https://t.co/3S183d3W44

@DeepSailCapital Sep 16

Deep Sail Capital on X

$JMKE Getting some shade from Stavros https://t.co/n0Fd9n41rb

@BlueDuckCap Sep 16

BDC on X

Specs might be the only tech in the world that could fully replace your phone and your life would be better. What's that worth? $snap

@BlueDuckCap Sep 16

BDC on X

Learning applications for Specs are going to insane. Forget tablets or laptops. Every school in America should give their kids some Specs. $snap

@BlueDuckCap Sep 16

BDC on X

Wow - kinda nailed the need for cellular partner except the partner is VZ, not $SPCX. Good, regardless. $SNAP https://t.co/SaiRhAUmRr

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 $6.2B

Cestrian Capital Research. Sep 14

T1 Energy: G2_Austin Can Change Profits From 2027

T1 Energy’s G2_Austin factory is expected to lift margins and add vertical integration from 2027, but requires substantial financing that…

TE $1.3B

Investor Overview 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 $2.7B

TSOH Investment Research Sep 14 1 click

CHPY: Anthropic's AI Slowdown Call Makes This 40% Yield ETF More Attractive

CHPY pairs a roughly 40% distribution rate with capped weekly upside for investors retaining semiconductor exposure amid Anthropic's AI…

CHPY

Geneva Investor Sep 14 1 click

Initiation Report

Zentek initiation report.

ZTEKF $72M

Atrium Research - Equity Research Sep 13 3 clicks

CVD Equipment Corporation (NASDAQ:CVV)

CVD Equipment is winding down manufacturing, cutting half its staff and weighing liquidation, with $23.5 million of cash and a…

CVV $31M

Obscure Stocks Sep 13 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 1 click

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

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

$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…

LMB $627M

Yet Another Value Podcast Sep 1 9 clicks

IEH Corporation: Research Note

IEH Corporation won $6.5 million of APKWS orders, lifting backlog above $45 million as defense connector demand drives capacity expansion.

IEHC $72M

Atrium Research - Equity Research Sep 1 1 click

Lumen Technologies - Accumulate $6-$8.30; STP<$6; PT >$12 - Q2 FY12/26 & Outlook

Lumen is shedding consumer lines for data-center services; $9.2 billion of deferred revenue, up 72%, supports its enterprise order book…

LUMN $6.9B

Cestrian Capital Research. Sep 1

MDA Space: Houston, We Have a New Position

MDA Space is added to the Aurelion Index after hiring engineers, signing large contracts and expanding facilities; the thesis cites…

MDA $5.2B

Aurelion Research Sep 1 5 clicks

GoPro sold itself at 9:20 AM to get ahead of a meme stock

GoPro rushed out its Starman Optical merger after Markiplier-driven buying sent GPRO up roughly 90% premarket, offering shareholders $1.14…

GPRO $268M

Yet Another Value Blog Sep 1 4 clicks

Cleveland-Cliffs: 2027 Could Be A Very Big Year

Cleveland-Cliffs' 2027 upside depends on contract resets and Stelco earnings, while management directs free cash flow to deleveraging…

CLF $6.9B

The Bullionaire Sep 1 1 click

[WAY – Waystar] Healthcare is a very complicated invoice

Waystar sells revenue-cycle software for a US claims process where roughly 18% of submitted claims are initially denied and healthcare…

WAY $5.1B

scuttleblurb Aug 31 5 clicks

Here's Why You Should Buy Genius Sports Despite Rising Leverage

Genius Sports guided for $1.005–$1.025 billion of revenue and $285–$295 million of adjusted EBITDA despite higher leverage from the Legend…

GENI $1.6B

Mayank Marwah Aug 31 4 clicks

Emerge Commerce ($ECOM.V) FINS Review

Emerge Commerce's $44 million COVID-era acquisitions produced losses and impairments, while modestly improved Q2 liquidity leaves its…

EMCMF $11M

Wolf's Substack Aug 30 6 clicks

Wednesday, September 16, 2026

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