Thursday, September 17, 2026

House of Weichai

Weichai Power built a global engine group through Baudouin and a 46% stake in PSIX, positioning both for large-bore generator demand from data centers.

PSIX $1.1B

Maius Partners Sep 17 2 clicks

Sep 17 STM $45B

Power Semiconductors: The Follow-Up

SixSigmaCapital: Navigating the Financial Markets 1 click

Sep 17 JXN $8.8B

Problems at Jackson Financial ($JXN)

Hunterbrook 1 click

From X

@stockgutter Sep 17 4 clicks

SG on X

$CAR: its hard to believe that the largest, most violent short squeeze of the year was in a stodgy, underperforming rental car company. https://t.co/yuRYzlSmmQ

@TidefallCapital Sep 17

Trevor Scott on X

@patientinvestor $CHTR too! ;)

@TimyanBankAlert Sep 17

Timyan Bank Alert on X

Bank7 Corp. $BSVN to Acquire Century Financial Services Corporation and Expand Southwest Franchise into New Mexico https://t.co/EBkIPiIu5X

@ACapitalLP Sep 17

A Capital on X

What’s the bear thesis on $MGM here? All of the $PPLI Barry deal premium has evaporated. Even if his bid was fugazzi, it highlighted a valuation disconnect especially as it related to Asian assets… What am I missing?

@stockgutter Sep 17

SG on X

@scottfelsenthal thanks - bought $MRP a few months ago

@KEDM_COM Sep 17 1 click

KEDM.com on X

Greenhaven Road @GreenhavenRoad took a full position in Burford Capital $BUR on the economics of its protein price-fixing book: Burford has put more than $150m of its own capital into the chicken, beef, turkey and pork cases, so it keeps all of the upside rather than sharing it with a client and it controls when the cases settle. The track record behind that underwriting: 285+ concluded cases, 90% won or profitably settled, an 82% return on invested capital over a 2.6-year weighted average life for a 25% IRR. The catalyst is dated — the chicken trial against Tyson Foods, Pilgrim's Pride, Koch Foods and Cargill is set for 2027.

@blondesnmoney Sep 17

Cluseau Investments on X

Look at all the merger arb guys trade $RGR via Jones

@ACapitalLP Sep 17

A Capital on X

A “gift” is when some person and/or organization creates a narrative misperception that creates a dislocation in an equity. Dario did it with $CORZ / $CIFR this weekend. Bloomberg News continues to do it with $OWL https://t.co/z7VfaqffDk

Copart 4Q26 Business Update

Copart's U.S. insurance volumes fell 7.5% in 4Q26, largely from one customer loss, while international insurance units rose 11.2% and…

CPRT $27B

Speedwell Memos Sep 17 3 clicks

Viridian Therapeutics: Two Products, One Commercial Buildout

Viridian Therapeutics is building a shared commercial platform for Lumvoa and investigational elegrobart in thyroid eye disease, with…

VRDN $2.5B

Equity Eagle Sep 17

Vizsla Silver (VZLA)

Vizsla Silver's Panuco project in Sinaloa remains shut after nine workers were found dead, delaying construction of a fully funded 17.4 Moz…

VZLA $1.9B

Triple S Special Situations Investing Sep 17 1 click

Figure Technology (FIGR): The "Hypoport of America" Growing 100% With 55% EBITDA Margins – and Priced Like the Story Is Broken

Figure Technology's HELOC platform grew Q2 2026 revenue 113% with a 54.6% adjusted EBITDA margin, while shares trade 57% below January's…

FIGR $8.1B

Substack von Philipp Sep 17 2 clicks

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…

CPRT $27BACVA $1.8B

Speedwell Research Sep 16 1 click

A2Gold: Research Note

A2Gold's McIntosh drilling found 0.23 g/t gold over 65.5m, 370m southwest of the existing resource, and extended mineralization 86m…

KGC $34B

Atrium Research - Equity Research Sep 16 2 clicks

Brad Jacobs and the QXO Thesis

QXO applies Brad Jacobs’s consolidation playbook to fragmented building materials, anchored by its TopBuild acquisition and a strategy of…

QXO $12BXPO $21B

Bearstone Sep 16

Forget Drones: Ondas Is Building An Autonomous Warfare Ecosystem

Ondas Holdings, ONDS, grew Q2 2026 revenue 1,235% to $83.7 million after acquisitions and is integrating drone and autonomous warfare…

ONDS $4.3B

Analysis Fundamental Sep 16 1 click

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

Ethos relies on three carriers for 88% of revenue as TruStage payment failures triggered policy lapses and Family First Life publicly…

LIFE $2.3B

Hunterbrook Sep 15 4 clicks

Undercovered Dozen: Ares Capital, Grab, Lenovo, Rigetti And More

Undercovered Dozen profiles 12 lesser-covered stocks, including Ares Capital, Grab, Lenovo and Rigetti.

ARCC $14BGRAB $11B

The Undercovered Dozen Sep 15

EFXT · long

Enerflex LTD

Enerflex, a $3 billion natural gas infrastructure and equipment company, blends contracted energy-services cash flows with equipment…

EFXT $2.8B

Value Investors Club Jun 19 2 clicks

LifeMD: Still Undervalued Despite Earnings Miss

LifeMD cut 2026 revenue and EBITDA guidance as subscribers fell and customer acquisition costs reached 59% of revenue, prompting a shift…

LFMD $155M

Eli Gooch Sep 16

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

Medtronic’s MiniMed split-off gives odd-lot MDT holders priority on a 7% discounted exchange, but a 4.5939-share cap has begun reducing the…

MMED $5.9B

Rod’s Ruminations Sep 14 4 clicks

Adobe 3Q26 Update

Adobe’s fiscal 3Q26 revenue grew 13%, while ARR growth slowed to 9.3% excluding Semrush.

ADBE $99B

Speedwell Memos Sep 14 2 clicks

[scuttleslops] Amazon grocery, John Deere and AI, picks and pans in P&C Insurance, Copart earnings and the ACV acquisition

Amazon’s refrigerated same-day network has lifted monthly perishable customers roughly 50%, using grocery frequency to deepen loyalty and…

CPRT $27B

scuttleblurb Sep 14 1 click

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

Adobe 3Q26 Update: Nothing Broken, Nothing Explained

Adobe’s fiscal 3Q26 revenue grew 13%, while ARR growth was about 9.3% excluding Semrush.

ADBE $99B

Speedwell Research Sep 14 1 click

Enel Chile S.A.: Cheap, Profitable, And Operating In Chile's Next Great Energy Revolution

Enel Chile uses battery storage and grid management to turn renewable oversupply into flexibility, lifting H1 2026 EBITDA 3.9% and net…

ENIC $5.9B

Ryan Canady Sep 14 4 clicks

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

Thursday, September 17, 2026

SG on X

Trevor Scott on X

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A Capital on X

SG on X

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Cluseau Investments on X

A Capital on X

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