Friday, September 18, 2026

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

Special-situations survey flags Cooper’s $3 billion buyback, Grab’s $900 million repurchase, and Beretta’s $44.80 partial tender for Sturm Ruger.

RGR $675M

Latticework by MOI Global Sep 18 1 click

Sep 13 ZTEKF $65M

Initiation Report

Atrium Research - Equity Research 4 clicks

Sep 11 GRPN $868M

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

Mispriced Assets 5 clicks

From X

@DeepSailCapital Sep 18 1 click

Deep Sail Capital on X

@LogicalThesis $MXCT ?

@Mike10947310 Sep 18 1 click

Mike on X

@CapstackCapital Did you catch $FTEK CEO’s presentation? Quite strong, they expect to add more wins to backlog by EOY.

@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

@catechwilliams Sep 18 1 click

catechwilliams on X

$JELD 12x levered facing insurmountable near-term debt maturities. Engaged advisors to sell assets to stem insolvency. Longshot odds given accelerating deterioration in end-markets and rising input costs. Setting up for a Q4 bankruptcy.

@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

@eriksen_tim Sep 18 1 click

Tim Eriksen on X

@majgeoinvesting $ACFN is Acorn Energy not Acorn Financial.

@stockgutter Sep 18

SG on X

$FOA has lost about 50% in the past 2 months. I have not followed closely since selling (at a loss) a while ago. Any good writeups on the current situation? https://t.co/af4l42xmfd

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 $144M

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 $406M

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 $641M

Yet Another Value Podcast Sep 10 3 clicks

(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

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.

FREVS $118M

Latticework by MOI Global Sep 10 4 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

Kodiak AI: The Stock Collapsed Just As The Business Started Working

Kodiak AI’s stock collapse coincides with a planned year-end long-haul driverless launch, while cash burn, customer concentration and…

KDK $455M

High Alpha Professor Sep 8 1 click

Titan Mining Q2 Update

Titan Mining reported Q2 revenue of $25.7 million and adjusted EBITDA of $9.6 million as zinc output rose, while advancing its Kilbourne…

TII $284M

Sylence Capital Sep 6 4 clicks

Limbach Holdings: The Stock Has Room To Grow Again (Rating Upgrade)

Limbach Holdings, down 63% since June 2025, upgraded on bargain valuation and growth prospects following its acquisition of 1901 Inc.

LMB $610M

David Zanoni Sep 6

TMCR · short

Metals Royalty Company INC

Metals Royalty Company, a U.S.-focused critical-minerals royalty platform, direct-listed on Nasdaq in April 2026 and holds royalty and…

TMCR $274M

Value Investors Club May 25

Call me crazy, I'm adding to a US apartment REIT

NexPoint Residential is being added despite weak multifamily performance, with insider ownership and a transaction-ready structure…

NXRT $825M

Nugget Capital Partner's Substack Mar 21

Solitron Devices (SODI)

Solitron Devices' $27.5 million backlog rose 124% year over year as its sole-source military semiconductors support AMRAAM and HIMARS,…

SODI $71M

Underlying Value Mar 20

Lands’ End Into Next Week: A Re-Rate Catalyst Hiding Behind Tender Noise

Lands’ End’s March 19 results could clarify the WHP IP joint venture, debt paydown and retained stake, supporting a rerating beyond the…

LE $305M

Rod’s Ruminations Mar 13

MAPS: Fortifying the Record Before the Bid

MAPS reported $39.8 million of FY25 adjusted EBITDA and $62.4 million of cash as a holder builds a record around a possible affiliated bid.

MAPS $62M

Rod’s Ruminations Mar 13

Hallador Pt. 2 — "Massive" Data Center Incoming in Sullivan, IN? ($HNRG)

Hallador’s 1 GW Merom plant could supply a proposed 1,000-acre Sullivan County data center, with local filings and Stantec references tying…

HNRG $664M

Multibagger Monitor Mar 5 9 clicks

Theravance Biopharma: Failed Phase 3 Trial, Strategic Review

Theravance Biopharma began a strategic review after a failed Phase 3 trial.

TBPH $884M

Clark Street Value Mar 5 2 clicks

The Green Dot Breakup: Grocery Money, Not Coffee Money

Green Dot’s breakup offers $8.11 cash plus 0.2215 BankCo shares, while GDOT’s $11.50 price implies a 0.55x tangible-book valuation for the…

GDOT $721M

Rod’s Ruminations Mar 5

Updates: TerraVest, Seaport Entertainment, XPEL (TVK.TO, SEG, XPEL)

Seaport Entertainment sold 250 Water St for $142 million and leased the loss-making Tin Building, while TerraVest’s Q1 cash EBIT margin…

SEG $295M

Hidden Gems Investing Mar 3

Hydreight Technologies Inc. (NURS.V)

Hydreight Technologies (NURS.V) is a digital-health business with growing revenue, partners and customers, positioned as an acquisition…

HYDTF $120M

Byron Street Research Mar 2

Friday, September 18, 2026

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