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 $15B

310 Value’s Newsletter Sep 19 2 clicks

Sep 19 BN $85B

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

@DeepSailCapital Sep 2

Deep Sail Capital on X

I warned everyone short $GPRO this morning in my substack that a squeeze in $GPRO was possible at $1.3/share and to keep an eye out for the borrow situation. Now we sit at $1.79 in AH. With very limited borrow available most of the afternoon. Substack link in bio. https://t.co/RGNT469TJt

@ActAccordingly Sep 2 1 click

PAA Research on X

$ATD (think Circle K) said on its earnings call that its revenues from energy drinks are now twice that of carbonated sodas (albeit at lower margin). $ATD comped 1.7% on SSS of which a big portion was driven by double digit growth in energy drinks. I look at the charts of $CELH and $MNST and wonder how long the c-store players can count on continued growth in this category. It's energy drinks and Zyn... $CASY $MUSA

@ACapitalLP Sep 2 1 click

A Capital on X

They did the $GNW math… https://t.co/O8PuFZ6zfo https://t.co/vPm6hw8J7o

@natstewart5 Sep 2 1 click

Nat Stewart on X

$TLYS turnaround looking good: ° Same-store comps +12.1% ° August (first month of Q3) comps +14.6% ° 13 month steak of growth ° Cash + securities $62.2M vs $50.7M ° Q2 net income $8.4M up from $3.2M Gross margin +300 bps Most important, earings I bought my daughter on Tilly's store visit are her fav pair, so wins all around 🥳

@pennycheck Sep 2

⚽️📡 on X

$NTSK absolutely smash print NNARR bounced to $54M + rev growth re-accelerated steller

@ACapitalLP Sep 2 1 click

A Capital on X

This $APTV underperformance is interesting. 🤨 https://t.co/DHfLEh6lkf

@DeepSailCapital Sep 2

Deep Sail Capital on X

$GPRO - Currently zero short borrow at IBKR. Squeezing the shorts.

@DeepSailCapital Sep 2

Deep Sail Capital on X

$GPRO Squeezing here to $1.7/share. Up from $1.3 earlier today. I suspect the M&A caused alot of short sellers to enter the market and the borrow situation could get crazy, similar to $BYND or $BIRD. https://t.co/YgNwMHMLAF

$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 $61B

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 $6B

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 $2B

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 $13B

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 $212M

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

BYMAF · long

Bolsas Y Mercado Argentinos

Bolsas y Mercados Argentinos, BYMA, is presented as a long investment idea.

BYMAF $1.1B

Value Investors Club Jun 21 1 click

Power Semiconductors: The Follow-Up

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

STM $47BNVTS $3.3B

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

Copart 4Q26 Business Update

Copart's U.S. insurance volumes fell 7.5% in 4Q26, largely from one customer loss, while international insurance units rose 11.2% and…

CPRT $27B

Speedwell Memos Sep 17 3 clicks

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 $2B

Triple S Special Situations Investing Sep 17 1 click

DiamondRock Hospitality Company: Still A Buy, Though Not As Cheap

DiamondRock Hospitality raised 2026 guidance after Q2 RevPAR rose 7%, AFFO climbed 25.7% to $0.44 a share, and net debt to EBITDA reached…

DRH $2.5B

Philip Wang Sep 17

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 $7.9B

Substack von Philipp Sep 17 2 clicks

Vistra: Q2 2026 Confirmed The AI Power Scarcity Problem

Vistra’s Q2 2026 results reinforce its PJM and ERCOT generation advantage as AI data-center demand tightens power supply, supported by…

VST $47B

The Curious Analyst Sep 17

Saturday, September 19, 2026

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