Friday, September 18, 2026

QNT: The 100× Question

Quantinuum's improving logical-qubit error correction, 1,504 successful-circuit benchmark score and paid deployments at RIKEN, BMW and Oracle frame quantum computing as a costly specialty…

QNT $2.1B

Mispriced Assets Sep 18 3 clicks

Sep 18 UCTT $3.3B

Research & Analysis: Ultra Clean Holdings (NASDAQ: UCTT)

Monte Independent Investment Research 1 click

Sep 18 RGR $663M

This Week in Special Situations: Cooper Companies, Sturm Ruger, Grab Holdings, Boston Omaha

Latticework by MOI Global 1 click

From X

@BarbarianCap Sep 18

Barbarian Capital on X

$DDS Dillard's moving their listing to the Texas Stock Exchange https://t.co/n73O2VXhQo

@TheBenSchmark Sep 18 1 click

JabroniCoin.USD on X

$ACMR https://t.co/ooo2FrPWFw

@ClarkSquareCap Sep 18 1 click

Clark Square Capital on X

Great article on the turnaround at Net-a-Porter / Mr. Porter $LUXE https://t.co/8ZpFdP9U6I

@negligible_cap Sep 18 1 click

Negligible Capital on X

*WESTINGHOUSE SAID TO SEEK OVER $50 BILLION VALUATION IN US IPO $CCJ owns 49% of Westinghouse. $BEP owns the rest Nuclear has totally fallen off the radar this year. Shitco’s like OKLO and SMR flew the theme too close to the sun and rightfully tanked. Maybe Westinghouse IPO brings the nuclear / uranium trade back

@orrdavid Sep 18 2 clicks

David Orr on X

I see this a lot in the investing business. For example, the young fiery aggressive fund managers of the 1990s, who called out dishonest bad management, are now behaving like the companies they used to vicisouly attack. Stuff like $GLRE or $HHH.

@BrokenMoats Sep 18 1 click

Broken Moats on X

Could see $JACK, $WEN, $PZZA all go bankrupt. Probably others across the QSR space (subway, Pizza Hut some of the more challenged private operators) -- to be fair some of these could get acquired too but interesting how that would play through commercial real estate and impact the non distressed survivors -- very challenging space with prices having soared (affordability) and consumers pushing back or finding better/comparable value at a Chili's etc. Freight costs (diesel and trucker shortage from policy moves) and food costs that are/will escalate (freight and commodities) is going to bring new challenges to margins. Menu prices likely need to reset lower across many of these chains but that is a very difficult process for owners and franchises to accomplish especially while input costs continue to rise. GLP1s hurt overall volume trends as well but......look out to automation/robotics in store and how trends tend to switch back to QSR/fast food in a more stressed economic condition there might be select opportunities in the coming months for a few players as prices have/are resetting fast across tis space

@DOMOCAPITAL Sep 18

DOMO Capital Management, LLC on X

@Mr_Derivatives Simple - $FNMA and $FMCC down 55%+ YTD

@leevalueroach Sep 18 1 click

Lee Roach on X

I continue to view $EVC as severely mispriced here. Market is completely missing the big picture. https://t.co/T1vGykkx1F

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…

PSIX $1.1B

Maius Partners Sep 17 2 clicks

Pioneer Bancorp Has One Too Many Red Flags

Pioneer Bancorp’s acquisitions lifted loans 13.6% and Q2 net interest margin to 4.30%, but expenses, weaker profitability ratios and a…

PBFS $448M

Crimson And Gold Research Sep 17

Power Semiconductors: The Follow-Up

STMicroelectronics, Navitas and Wolfspeed offer contrasting power-semiconductor cases tied to NVIDIA’s 800V AI data-center architecture,…

NVTS $2.9BWOLF $1.3B

SixSigmaCapital: Navigating the Financial Markets Sep 17 1 click

Diamond Estates: Research Note

Diamond Estates Wines & Spirits plans to expand grocery and export sales, invest in six brands, and improve winery operations through FY29.

LSDAF $1.1B

Atrium Research - Equity Research Sep 17 2 clicks

Problems at Jackson Financial ($JXN)

Jackson Financial administers $287 billion in retirement accounts while a report says its captive, hedge-loss installment plan and…

JXN $8.8B

Hunterbrook Sep 17 1 click

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…

ACVA $1.8B

Speedwell Research Sep 16 1 click

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…

KOD $2.1B

Sam Mancini Sep 16

HNRG · long

Hallador Energy CO

Hallador Energy, a coal producer, is pitched as a long based on five value components and potential 2026 catalysts.

HNRG $708M

Value Investors Club Jun 15 3 clicks

Burry on Build-A-Bear, Part 1

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

BBW $301M

Cassandra Unchained Aug 29 2 clicks

StandardAero: Largest Independent Aerospace Engine Aftermarket Firm

StandardAero’s exclusive engine licenses and LEAP aftermarket position underpin a projected rise in LEAP revenue from $100 million in 2025…

SARO $7.4B

Latticework by MOI Global Aug 28

Research & Analysis: AEVEX (NYSE: AVEX)

AEVEX faces an eFY27 contract rollover after buying maritime drone maker BlackSea for $650 million, testing whether its 55-nation pipeline…

AVEX $2B

Monte Independent Investment Research Aug 28

AMPX 2026-08-28

Amprius: A Better Entry Point After A 50%+ Decline (Rating Upgrade)

Amprius Technologies, after a 50% decline, reported 125.7% revenue growth and raised 2026 guidance to at least $140 million as…

AMPX $1.4B

Kurt Christensen Aug 28 1 click

Late August 2026 Random Ramblings

Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…

UWMC $2BCCOI $476M

Yet Another Value Podcast Aug 27 13 clicks

The Verra Sneerer (NASDAQ:VRRM)

Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…

VRRM $536M

The Oak Bloke Aug 27 6 clicks

BHVN 2026-08-27

Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels

Biohaven’s $795 million global opakalim licensing deal with SK Biopharmaceuticals boosts cash, lowers R&D spending and extends its funding…

BHVN $2.1B

Edmund Ingham Aug 27 1 click

Ondas Inc. (NASDAQ: ONDS) q2’26 Earnings Update

Ondas reported $83 million in Q2 2026 revenue and seven acquisitions year-to-date, building its Ondas One autonomous drone platform around…

ONDS $4.3B

Monte Independent Investment Research Aug 27

ACIW 2026-08-27

ACI Worldwide: An Undercovered Payments Compounder Getting Better

ACI Worldwide’s payment software segment grew 9% with a 48% adjusted EBITDA margin, while the company targets 50-60% of operating cash flow…

ACIW $5.2B

SiliconBytes Insights Aug 27 1 click

Friday, September 18, 2026

Barbarian Capital on X

JabroniCoin.USD on X

Clark Square Capital on X

Negligible Capital on X

David Orr on X

Broken Moats on X

DOMO Capital Management, LLC on X

Lee Roach on X

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