Power Semiconductors: The Follow-Up
STMicroelectronics, Navitas and Wolfspeed offer contrasting power-semiconductor cases tied to NVIDIA’s 800V AI data-center architecture, spanning an incumbent leader, a speculative…
Thursday, September 17, 2026
Back to today
From X
SG on X
That's a pretty big sale in $VAL. I still own/like. https://t.co/DoHOmmsAtD
Bank Reg Blog on X
Interesting follow up on this today: The SEC settled an enforcement action against $TBBK's now-retired CFO, fining him $30,000 for directing the company's 10-K to be filed when he knew the auditors hadn't yet signed off. https://t.co/9N28UhEMlw https://t.co/8yBRR6MC7Q https://t.co/1lPgtgKyWD
Myles on X
$ASAN down 12% on weak guidance. This earnings season has sucked so gotta enjoy my wins. https://t.co/wHULS7a1xW
Ian Bezek on X
@LatamData Medellín will keep taking relative share from Bogota. Underappreciated driver for $asr
BDC on X
@AltaFoxCapital @DeepSailCapital $SNAP
Ian Bezek on X
@burningbushcap $CIB is a quarter of the Colombia ETF, $AVAL is 4%. Need folks to go stock-picking in individual names, right now, people are mostly buying the index.
DOMO Capital Management, LLC on X
$CPB is completely uninvestible for as long as Marc Lautenbach remains on the Board of Directors. Have been telling people this for over a year now... Just look at $PBI performance over his career and then from the moment he "left" the CEO position... https://t.co/Px6gacUNjZ
Evan Tindell on X
Dang I missed this one -- Nielsen CEO $NIQ almost bottom ticked it at $9 https://t.co/Zh7pIvOHua
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 ALM $4.2BJXN $8.8B
- Protean Funds August 2026 BVNKF $2.4B
- Asset Value Investors Ltd July 2026 9301 $3.3B
- Lindsell Train Limited July RMVEY $3.5B
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.6B
- Forager Funds Management July 2026 4733 $4BTTEK $9.1B
- PenderFund Capital Management Ltd. July 2026 AUTO $5BKXS $3.4B
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…
Kodiak Sciences: Daybreak Needs To Deliver More Than A Passing Grade
Kodiak Sciences expects Phase 3 DAYBREAK results for Zenkuda and KSI-501 in wet AMD, with durability and vision outcomes key beyond…
Sam Mancini 
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…
Plains GP Holdings: Deleveraging And Permian Growth Point To More Upside
Plains GP Holdings cut leverage to 3.3 times adjusted EBITDA as Permian volumes and distributions rise, while $8.44 billion of debt faces…
Vishal Jadaun 1 click
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…
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…
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…
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…
Stocks on My Radar - Consumer Edition
Crocs’ core brand surpassed $1 billion in quarterly revenue, while HEYDUDE weakness, tariffs and 2025 impairments weigh on shares trading…
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…
Ron Ferrie 3 clicks
EFXT · long Enerflex LTD
Enerflex, a $3 billion natural gas infrastructure and equipment company, blends contracted energy-services cash flows with equipment…
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…
Analysis Fundamental 1 click
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…
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…
Dane Bowler 
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…
This Week in Special Situations: Signet Jewelers, Medipal Holdings, First REIT of New Jersey
Signet, Medipal and First REIT headline 27 situations spanning buybacks, activism, M&A and liquidation catalysts.
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…
Dyne Therapeutics Remains A Buy Even As Novartis Trial Failure Hits DM1 Class
Dyne Therapeutics fell 16% after Novartis’ HARBOR failure raised doubts that RNA-targeting biomarker gains translate into functional…
Petri Dish Reports 1 click
Celsius: The Pepsi Put
Celsius holds 20% of the U.S. energy-drink market and 40% of sugar-free sales, but its $1.65 billion Alani acquisition complicates…
On Holding $ONON: I Bought the Shoes First, Then the Stock
On Holding $ONON combines a high-margin direct-to-consumer footwear model with replacement-driven demand, after Q2 2026 sales rose 21.6%…
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Blogs 12
Seeking Alpha 29 of 156
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Bay Area Ideas
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Investor Overview
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Jaden Mealy
LL Insights
Marc Gerstein
Mike Zaccardi, CFA, CMT
Miletus Research
Myriam Alvarez- Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PV Research
Robert J. Lake- Sam Mancini
Sharon McArd
SiliconBytes Insights
Simple Investment Ideas
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The Undercovered Dozen
Value Capital Research
X accounts we follow
Every account on this site, hand-picked.
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A Capital
AltayCap
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BDC
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BuccoCapital Bloke
catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Multiples Capital
Myles
Nat Stewart
Negligible Capital
Odd Lot Arbitrageur
PAA Research
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital
RiverRoadPartners
Rusholme Capital
Sahil Khetpal
SG
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Voss Capital
Yaron Naymark
Investor letters we follow
- 1851 Capital
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpinum Investment Management AG
- Ariel Investments
- Artisan Partners
- Askeladden Capital
- Asset Value Investors Ltd
- Baron Funds
- Berkshire Hathaway
- Biglari Holdings
- Bireme Capital
- Bristlemoon Capital
- Broyhill Asset Management
- Cantor Fitzgerald Asset Management
- Cedar Creek Partners
- Choice Equities
- Confluence Investment Management
- CrossingBridge Advisors
- Crossroads Capital, LLC
- Distillate Capital
- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
- FPA Crescent Fund
- First Eagle Investments
- Forager Funds Management
- Fred Alger Management, LLC
- Giverny Capital
- Grandeur Peak Global Advisors
- Greenhaven Road Capital
- GreensKeeper Asset Management
- Grey Owl Capital Management
- Halvio Capital
- Hayden Capital
- Heartland Advisors
- Hoisington Investment Management
- Horizon Kinetics
- Intrepid Capital
- Invenomic Capital Management
- Janus Henderson Investors
- Kaydan Wealth Management
- Kernow Asset Management
- LVS Advisory
- Laughing Water Capital
- Lindsell Train Limited
- Macro Ops
- Maran Capital Management
- Markel Group
- Massif Capital
- McIntyre Partnerships
- Merion Road Capital
- Myrmikan Capital, LLC
- O'Keefe Stevens Advisory
- Oakmark Funds
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Protean Funds
- RGA Investment Advisors
- Rowan Street Capital
- Royce Investment Partners
- Sequoia Fund
- Southeastern Asset Management
- Third Avenue Management
- Tweedy, Browne
- Upslope Capital Management
- Vulcan Value Partners
- Wedgewood Partners
- Weitz Investment Management
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
