Thursday, September 17, 2026

The Groupon Turnaround — Dušan Šenkypl & Rana Kashyap | Ep. 3

Groupon CEO Dušan Šenkypl and CFO Rana Kashyap discuss rebuilding the local-experiences marketplace with AI infrastructure, better recommendations and repeat purchases.

GRPN $868M

Mispriced Assets Sep 11 5 clicks

Sep 11 SOFWF $406M

Sofwave Medical: Lifting Skin While the Beauty Sector Sags

Substack von Philipp 1 click

Sep 10 PRTH $641M

Zack Buckley on $PRTH's take private

Yet Another Value Podcast 3 clicks

From X

@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

@KEDM_COM Sep 17 3 clicks

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

@stockgutter Sep 17 1 click

SG on X

@jrkelly @Ginkgo why have $DNA sales imploded under your leadership? https://t.co/E8nrXG5pSl

@leevalueroach Sep 17

Lee Roach on X

BERETTA HOLDING S.A. COMMENCES CASH TENDER OFFER FOR SHARES OF STURM, RUGER & COMPANY, INC. FOR $44.80 PER SHARE $RGR

@stockgutter Sep 17

SG on X

$RGR have been out of this name for a while but will take a closer look on today's news that the Beretta agreement will proceed. https://t.co/wKoJJ0N85w

@stockgutter Sep 17

SG on X

great article - thank you for sharing $DFH https://t.co/XCJH6QOE9u

@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

(Idea) GeoPark’s Venezuela Deal Creates More Upside—And A More Difficult Valuation

GeoPark’s Bare Block acquisition targets $1.2 billion of 2030 EBITDA, but 42.1 million to 47.6 million new shares and Gilinski control…

GPRK $727M

HFI Research Sep 10 2 clicks

Fundamentals Turn In Favor Of Farmland Partners

Farmland Partners trades at 70% of NAV, with farmland appreciation, commodity prices and crop insurance supporting earnings beyond AFFO.

FPI $471M

Dane Bowler Sep 8

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 $675M

Hidden Gems Investing Sep 8 5 clicks

Build a Bear Workshop

Build-A-Bear Workshop, the toy retailer.

BBW $312M

Bearstone Sep 3

A Busted Businesses or a Cyclical Bottom?

Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…

SMPL $852MBRBR $920M

The Value Road Sep 2 12 clicks

Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case

Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…

TECX $466M

Equity Eagle Sep 2 2 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $666M

Nat Stewart - Stock Picking Newsletter Sep 1 15 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 $610M

Yet Another Value Podcast Sep 1 9 clicks

Shattuck Labs: A Receptor-Side Bet On The TL1A Boom

Shattuck Labs pivots to DR3-targeted IBD therapy SL-325, funded through a Phase 2b readout as it competes with anti-TL1A drugs.

STTK $638M

Equity Eagle Sep 1

Burry on Build-A-Bear, Part 1

Michael Burry on Build-A-Bear Workshop, Part 1.

BBW $312M

Cassandra Unchained Aug 29 2 clicks

LWAY · long

Lifeway Foods INC

Lifeway Foods holds 95% market share in kefir, is growing 20% to 35%, and trades at 12 times projected 2027 earnings as its capex cycle…

LWAY $328M

Value Investors Club Jun 3

Single Stock Spotlight #8: Hallador Energy (HNRG)

Hallador Energy’s 1 GW Merom coal plant recasts HNRG from a thermal coal miner into an Indiana independent power producer positioned for…

HNRG $664M

Hidden Rock Capital's Newsletter May 14

5x From Here: $ANGX

Angel Studios, $ANGX, has 2.22 million paying members and $365 million in ARR after turning adjusted EBITDA and operating cash flow…

ANGX $870M

Guardian Research May 12

Inflection Points for XPEL and Douglas Dynamics (XPEL, PLOW)

Douglas Dynamics’ Attachments revenue rose 67% in Q1 as heavy snowfall drove parts sales and dealer restocking.

PLOW $917M

Hidden Gems Investing May 12 1 click

Quick Value #314 - New Enviri (NVRI)

Enviri plans to sell Clean Earth for $3.04 billion, distribute $14.50-16.50 a share, and spin New Enviri at an implied 4-5.5x EBITDA ahead…

NVRI $540M

Value Don't Lie May 11

Will the real AI company please stand up?

Entravision’s Smadex and Adwake mobile ad platform generated $154 million in Q1 2026 revenue, up 204% year over year, using proprietary…

EVC $666M

First Strike Research May 6

Bumble Q1: A Hated Stock, a Product Rebuild, and a 30% Owner Earnings Yield

Bumble’s Q1 revenue fell 14% to $212.4 million as paying users dropped 21%, while marketing cuts lifted EBITDA margin to 39% ahead of a Q4…

BMBL $339M

Modern Value Investing May 6

GPGI Inc.

GPGI, formerly CompoSecure, is David Cote’s $4.2 billion industrial acquisition platform, managed by Resolute Holdings for 2.5% of adjusted…

RHLD $980M

Kairos Research Apr 29

GCI Liberty (GLIBK) Acquires Quintillion: What is John Malone up to?

GCI Liberty is acquiring Alaska’s Quintillion fiber network for $360 million, giving John Malone a platform to expand GLIBK beyond its…

GLIBA $916M

Hidden Gems Investing Apr 28

Buyout Update for Hidden Rock Capital Names

RE/MAX’s $13.80-per-share Real Brokerage offer is capped at $80 million cash, implying roughly $11.40 of value at REAX’s $2.02 share price.

REAX $600M

Hidden Rock Capital's Newsletter Apr 27

Thursday, September 17, 2026

Timyan Bank Alert on X

KEDM.com on X

Cluseau Investments on X

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