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 ALRM $2.6B

Alarm.com: False Alarm?

TSOH Investment Research 1 click

From X

@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.

@KEDM_COM Sep 16

KEDM.com on X

Vontier $VNT boosted its buyback to $1bn and intends to deploy at least $125m per quarter, starting Q2. That’ll be roughly 14% of the market cap (annualized). Vontier's share price is under pressure, recently hitting multi-year lows on poor results. But cash flow generation remains healthy, and Vontier has been pressing that buyback button strongly over the past few years.

@stockgutter Sep 16

SG on X

@schubertperson no idea re 2023 but Dream Finders just announced a transformative acquisition of $BZH, so it seems it will be a very different co in a year

@DOMOCAPITAL Sep 16

DOMO Capital Management, LLC on X

Farm Bill with year-round #E15 advances out of Senate Ag Committee $ALTO $GPRE

@DeepSailCapital Sep 16

Deep Sail Capital on X

Can Hertz $HTZ Squeeze Again? https://t.co/JGSpzf0sYQ

@ACapitalLP Sep 16

A Capital on X

Someone risked $37.5k of premium selling itm December $PRKS put spread to bet on a Hill Path take private and the thin float exacerbated the move?

@ACapitalLP Sep 16

A Capital on X

$FUN vs. $PRKS 👀

@BlueDuckCap Sep 16

BDC on X

$AIRS needs to refi their debt. Its a mega catalyst which we have no reason to believe won't happen. "term sheets on our desk". Been a frustrating stock and mgmt still has a lot to prove. Think they are the right team, but again, show me. GLP1 creating all sorts of new aesthetic demand. ASPS flagged lift/contour as the defining category. Facial fat grafting +39%, brow lift +29%, upper body lift +22%, arm lift +21%, neck lift +21%, thigh lift +20%, facelift +13%, breast lift +8% — broadest gains in the report, tied to post-GLP-1 skin laxity. AIRS has direct shots on goal to address much of this (not all). They also have partnered on AlloClae which looks timely. Checks here are encouraging. Minimally invasive still dominant by volume. Neuromodulators (~50%) and HA fillers (~30%) account for most non-surgical treatment volume — the space AIRS's new AlloClae partnership targets. These new pockets of growth need to offset what was a -1% lipo print in 2025 per ASPS. Still #1 by volume, though. Time to make it happen, Yogi. The opportunity is too big and timely for it to not start showing up. Start by signing those term sheets.

Initiation Report

Zentek initiation report.

ZTEKF $96M

Atrium Research - Equity Research Sep 13 4 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 $2.7B

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

Imperial Petroleum: Buy On Strong Prospects And Substantial Share Repurchases

Imperial Petroleum's record Q2 cash generation, major share repurchases and a $32 million Suezmax sale gain set up another record quarter.

IMPP $256M

Henrik Alex Sep 10 3 clicks

LGCY · long

Legacy Education

Legacy Education operates six California campuses offering post-secondary nursing, physician assistant and surgical education.

LGCY $132M

Value Investors Club May 29

Hong Leong Asia: Unveiling Undervalued Gems in CYD’s Parent Company

Hong Leong Asia (SGX: H22) has 40% base-case upside, driven by its CYD stake’s data-center opportunity and Singapore-Malaysia…

CYD $1.3B

Maius Partners Feb 11 1 click

Unpacking eDreams' Capital Markets Day

EDreams nears 7.25 million Prime members and €180 million of Cash EBITDA, marking its shift from an online travel agency to a…

EDDRF $520M

310 Value’s Newsletter Feb 6 1 click

China Yuchai: Deep Value Meets Growth (NYSE:CYD)

China Yuchai (CYD) trades at 2x EBITDA and 0.3x book as data-center backup-power demand, buybacks, and net cash support an earnings…

CYD $1.3B

Maius Partners Feb 5 1 click

20 OTC Markets Oddities

OTC Markets has lost many profitable small companies to buyouts, privatizations and SEC Rule 15c2-11.

MUEL $409M

Exploring with Alluvial Capital Jan 17

A 4x in 4 Years Surfing the Data Center Tsunami? ($TGEN)

Tecogen ($TGEN) sells gas-or-electric chillers that management says cut data-center cooling costs 30–40%, with factory utilization offering…

TGEN $94M

Multibagger Monitor Jan 8 3 clicks

An Announcement, A Visit, A Stock Pitch

Cementos Argos trades below the value of its 54.7 million Summit Materials shares, with asset sales and strategic holdings providing…

CMTOY $4.5B

Exploring with Alluvial Capital Nov 11

The Strategic Value of eDreams

EDreams’ Prime travel subscription model makes the €3.6 billion European OTA a potential Uber, Airbnb or Amazon acquisition target.

EDDRF $520M

310 Value’s Newsletter Oct 28 2 clicks

One More for the Offshore Basket: An Orphaned Microcap Driller

Offshore drillers have fallen 25-30% despite floater dayrates above $500,000 and utilization in the high-80% to low-90% range.

TDW $4.4B

Raging Bull Investments Oct 24 1 click

Actionable Ideas Update - 08/20/2024

Cipher Pharmaceuticals’ $89.5 million Natroba acquisition doubles EBITDA to about $24 million and adds U.S.

CPHRF $266M

Raging Bull Investments Aug 20

Wednesday, September 16, 2026

Ian Bezek on X

KEDM.com on X

SG on X

DOMO Capital Management, LLC on X

Deep Sail Capital on X

A Capital on X

A Capital on X

BDC on X

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