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 5 clicks

Sep 13 CVV $29M

CVD Equipment Corporation (NASDAQ:CVV)

Obscure Stocks 2 clicks

From X

@BlueDuckCap Aug 19 1 click

BDC on X

This is really bullish $STLN. Their data underpins much of the potential here in oncology immunotherapies. https://t.co/mimQBZ9OM2

@stockgutter Aug 19

SG on X

surprised to see the dip in $CCXI (SPAC to acquire Agility Robotics) today following the huge interest in Unitree IPO. https://t.co/wo7Hx1xVQL

@majgeoinvesting Aug 19

Maj Soueidan on X

I used to like $EML, but it was never able to sustain the momentum it was gaining prior to COVID, partly due to its exposure to the cyclical trucking market. It's recent acquisitions in the aerospace could make it interesting again. https://t.co/u7uvBGERlA

@finphysnerd Aug 19

Myles on X

@FriendlyCapMgmt Am short both. Though I feel like they were a bit more mainstream especially $EOSE. I'd put stuff like $ABXX, $MRDN, $FNGR into the bucket.

@finphysnerd Aug 18

Myles on X

I forgot $ENVX existed. Hilarious, CEO is jumping ship. Wish I shorted more. I need to find more of these tier 2 meme stocks, I feel like they are way better shorts than your mainstream stuff. Scams that have weird niche followings but haven't hit the mainstream.

@stockgutter Aug 18 1 click

SG on X

@siyul $LX had a bit before but really sized up today. China fintech lender that either adapts to changing regulations and emerges ok, or gets wiped by credit cycle. Bet is the former. Reports Aug 31.

@stockgutter Aug 18 1 click

SG on X

Seems like a good comparison from the little I know about $swag. Differences: Stran seems more national in scope, with a large casino presence and a digital business that $admq does not have. ADM Endeavors may want to be national but really is mostly Texas. Also has a school uniform biz.

@stockgutter Aug 18 1 click

SG on X

$SIEB partnering with @unusual_whales . Like it, and remain long (as well as a lifetime paid member of Unusual Whales). https://t.co/hr9S867egi https://t.co/uesZlSX7vr

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…

GRPN $815M

Mispriced Assets Sep 11 5 clicks

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…

CSR $915M

Dane Bowler Sep 11

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

NewtekOne: Pivot Towards Holding Guaranteed Loans A Good Strategy

NewtekOne’s bank conversion and retention of SBA-guaranteed loans target recurring income, while a 6% yield and book-value valuation…

NEWT $324M

Stephen Nemo Sep 11

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 $678M

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 $484M

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

FBRT · long

Franklin Bsp Realty Trust In

Franklin BSP Realty Trust, a commercial mortgage REIT, is presented as a long at $8.20 per share and a $757 million market capitalization.

FBRT $940M

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 $142M

Eli Gooch Sep 16

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 $253M

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 $572M

David Zanoni Sep 6

Build a Bear Workshop

Build-A-Bear Workshop, the toy retailer.

BBW $312M

Bearstone Sep 3

💥Out of their depth💥

Leslie’s Q3 sales fell 8%, adjusted EBITDA dropped 32%, and withdrawn guidance left its 2028 term loan trading at 20 cents on the dollar.

LESL $2.2M

PETITION 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

Sangamo Bankruptcy (SGMOQ)

Sangamo Therapeutics’ Chapter 11 asset sales leave common equity tied to $100 million in PTC Fabry therapy approval milestones and a…

SGMO $60M

Triple S Special Situations Investing Sep 2 6 clicks

Hydreight Technologies: A Strong Quarter With Some Yellow Flags (Rating Downgrade)

Hydreight Technologies' Q2 revenue rose 12% sequentially to $28 million, while gross margin fell to 19.4% and cash burn stayed elevated,…

HYDTF $120M

Fernanda Galvez Jalil Sep 2 1 click

An ATM that starts to spit out cash

Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…

ATMTF $196M

The Oak Bloke Sep 2 7 clicks

Friday, September 18, 2026

BDC on X

SG on X

Maj Soueidan on X

Myles on X

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