Saturday, September 19, 2026

Thoughts on GFL’s Take Private - Is Dovigi Indifferent?

GFL’s take-private process has drawn KKR, Blackstone, Brookfield and IFM, while CEO Patrick Dovigi signals he will accept only the right price.

GFL $16B

310 Value’s Newsletter Sep 19 1 click

Sep 19 BN $83B

Brookfield of Dreams

Net Interest

Sep 18 FICO $21B

Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap

Steve Eisman 2 clicks

From X

@ChrisCamillo Sep 19

Chris Camillo on X

@Liquidn8w @KULOLO808 I don’t have a big enough position in $U to warrant a deep research dive, so not much more to say rn.

@TidefallCapital Sep 19 1 click

Trevor Scott on X

@accrued_int @AndrewRangeley Halfway through but I'm really enjoying your $NTDOY bear points.

@majgeoinvesting Sep 19 1 click

Maj Soueidan on X

Was a good week for $MTW (cranes), up 10% this week. @mascarosergi recently pitched the stock in his written Q&A style Skull Sessions. Their increasing emphasis on service revenue is interesting, something a lot of construction type companies have been doing over the past few years. It’s the “magic formula” for construction companies, which can result in a huge expansion of historical valuation ratios. You’ve seen that in stocks like $STRL and $BDT.TO. The cool thing about this kind of set up is that a lot of investors won’t believe there will be a valuation re-rate in a cyclical industry, until it’s actually happened… then they’ll say it’s overvalued🤷 Watching closely. Thx Sergi..

@leevalueroach Sep 19

Lee Roach on X

Long $EVC https://t.co/Ds3MvBLp5v

@BarbarianCap Sep 19

Barbarian Capital on X

"the aircraft flew 3,199 miles with no control inputs from its onboard safety pilot, including autonomous taxi, takeoff, cruise and landing" Joby Says it Completed First Fully Autonomous Flight Across the U.S. $JOBY https://t.co/nu2FMvE5qs

@BarbarianCap Sep 19

Barbarian Capital on X

Multibillion-Dollar Stock-Market Scandal Roils Erdogan’s Turkey $TUR https://t.co/8dsSZFTVqE

@ACapitalLP Sep 19

A Capital on X

“Hey honey, Trump signed a deal with Greenland. I’m going to get ahead of everyone by buying Greenland Energy stock on my Robinhood account. It’s a sure thing!” You absolutely fade this. $GLND is so far from commercial production it’s a joke. Retail will pump it because it has “Greenland” in the name. This isn’t anything like the situation with $KYIV, an established business that has generated hundreds of millions of dollars of FCF, with a potential Ukraine peace deal as additional upside optionality…

@BlueDuckCap Sep 19

BDC on X

Irony to me at this point is that 1.) "frontier" LLMs will need to stay on the spend cycle to maintain frontier status but 2.) at the same time everything behind the frontier will get commoditized - and that will be like 99% of the applications. 3.) $META has a big advantage on consumer agentic bc they can scale it via their consumer app monopolies 4.) Here's where everyone might disagree but $SNAP actually is a more strategic asset thus.

$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest

Nintendo's Switch 2 attach rate, flat Switch Online accounts and rising memory costs fuel a bear case, while Spotify and Netflix margins…

NTDOY $62B

Yet Another Value Podcast Sep 18 1 click

Groceries, Aggregators, and Agents

DoorDash's grocery push targets a shift from weekly stock-up trips to frequent online fill-in orders, though smaller baskets complicate…

DASH $84B

MBI Deep Dives Sep 18 1 click

Planet's Next Constellation Is Bigger Than Just An Upgrade

Planet Labs’ $116.1 million second-quarter revenue, 70% defense mix and planned Owl constellation position satellite imagery and AI data as…

PL $5.9B

Petri Dish Reports Sep 18 2 clicks

QNT: The 100× Question

Quantinuum's improving logical-qubit error correction, 1,504 successful-circuit benchmark score and paid deployments at RIKEN, BMW and…

QNT $2.1B

Mispriced Assets Sep 18 3 clicks

Generac: Amazon Gives The Story More Credibility

Generac’s $2.4 billion Amazon generator agreement for 2027-28 anchors its data-center growth thesis, with 30% projected revenue growth in…

GNRC $12B

Fernanda Galvez Jalil Sep 18

Deep Dive: Grab Holdings ($GRAB)

Grab generates 53% of revenue from delivery, 36% from mobility and 10% from financial services, using its Southeast Asian marketplace to…

GRAB $11B

Rebound Capital Sep 18 1 click

DeFi Development: The Clarity Act Failure Tests The Solana Treasury Thesis

DeFi Development’s Solana treasury strategy faces dilution, preferred dividends and tight liquidity after a 50% rally, with $4.3 million of…

DFDV $148M

Dorine Cherop Sep 18

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

Ultra Clean Holdings targets a $4 billion annualized revenue run rate by H2 2027 through manufacturing expansion and a broader…

UCTT $3.3B

Monte Independent Investment Research Sep 18 1 click

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…

COO $10BRGR $663M

Latticework by MOI Global Sep 18 1 click

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

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

Selling Where They Ain’t

Dollar General’s Q2 FY26 comparable sales rose 3.5%, beating Walmart U.S.

DG $28B

TSOH Investment Research Sep 3 1 click

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 $896MBRBR $1.1B

The Value Road Sep 2 11 clicks

Notes from a Dasher Shift, and the Drone Delivery Future

DoorDash’s delivery economics rely on customer tips and flexible labor, while rising courier costs make autonomous delivery central to…

DASH $84B

MBI Deep Dives Sep 2 5 clicks

IREN's Customers Are Starting To Fund The Build

IREN’s AI contracts now include customer prepayments covering 45% to 55% of GPU CapEx, while three-year pricing has risen 125% since…

IREN $17B

Quantryon Capital Sep 2 5 clicks

Top 8 Rebound Stocks for Sep’26

Genuine Parts Company is one of eight potential rebound stocks on RC’s September 2026 watchlist.

GPC $18B

Rebound Capital Sep 2 2 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 $58M

Triple S Special Situations Investing Sep 2 6 clicks

Reddit: Rapid Earnings Growth With Room For An AI Expansion

Reddit's advertising automation, proprietary data and Reddit Max are driving rapid revenue growth and margin expansion, while AI licensing…

RDDT $29B

Krzysztof Bogdanski Sep 2 4 clicks

Research Roundup Vol. LI

Nvidia’s Q2 2027 triple-digit growth and above-consensus FY28 outlook reinforce AI infrastructure spending, while Symbotic’s new automation…

SYM $25B

Monte Independent Investment Research Sep 2

Credo's Post-Earnings Selloff Creates Strong Buying Opportunity (Review)

Credo Technology's 40% pullback follows Q1 despite its shift from copper AECs to optical connectivity, with 1.6T products and OmniConnect…

CRDO $33B

Danil Sereda Sep 2

Saturday, September 19, 2026

Chris Camillo on X

Trevor Scott on X

Maj Soueidan on X

Lee Roach on X

Barbarian Capital on X

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A Capital on X

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