Saturday, September 19, 2026

Pacific Health Care Organization - OTC:PFHO

Pacific Health Care trades below its more than $1 per-share net cash despite profitable workers’ compensation claims services, California HCO licenses and a tightly held OTC float.

PFHO $13M

Obscure Stocks Sep 19 3 clicks

Sep 19 GFL $15B

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

310 Value’s Newsletter 2 clicks

Sep 19 BN $82B

Brookfield of Dreams

Net Interest

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.

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

Steve Eisman argues AI extinction warnings from Dario Amodei and Sam Altman seek regulation that creates pricing moats.

FICO $19B

Steve Eisman Sep 18 2 clicks

$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 $81B

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

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 $3.4B

Monte Independent Investment Research Sep 18 1 click

Anterix: The Spectrum Case Is Real, But The Chart And The Insiders Say Wait

Anterix’s 900 MHz spectrum could be worth $2.5–$7 billion, versus a $1.41 billion enterprise value, but insider selling and lumpy…

ATEX $1.7B

The Market Auditor Sep 18 2 clicks

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 $11BRGR $671M

Latticework by MOI Global Sep 18 1 click

WK · long

Workiva INC

Workiva, an enterprise software platform, trades at a reasonable valuation as it approaches its first profitable period since its 2008…

WK $3.8B

Value Investors Club May 15 1 click

AngelAlign - Chinese clear aligners (6699 HK)

AngelAlign holds 3% of global clear aligners and sells about HK$10,000 below Invisalign in Hong Kong, alongside speculation that MBK could…

ALGN $11B

Healthy Stock Picks Sep 22

Actionable Ideas Update - 08/20/2024

Cipher Pharmaceuticals’ $89.5 million Natroba acquisition doubles EBITDA to about $24 million and adds U.S.

CPHRF $257M

Raging Bull Investments Aug 20

SCIA- SCI Engineered Materials

SCIA generates $28 million of revenue from thin-film materials, with 78% of sales tied to one customer, while expanding into defense…

SCIA $40M

Sylence Capital Aug 15

ALTO- ALTO ingredients

ALTO Ingredients trades near half of book value after plant upgrades and lower corn prices set up a recovery in crush margins and cash flow.

ALTO $296M

Sylence Capital Aug 15 1 click

Cronos Group Update: A multi-bagger in the making?

Cronos Group's Q2 net revenue rose 46% to $27.8 million as Canadian cannabis volumes and market share grew, while its cash balance remained…

CRON $1.2BOGI $156M

Raging Bull Investments Aug 14

Notes and Updates

ECIP recipient banks could repurchase Treasury preferred shares at steep discounts, potentially lifting book value, while Hawaiian Electric…

HE $1.7BUBAB $199M

Exploring with Alluvial Capital Aug 14

Intriguing Patent Litigation Situation ($FNCH)

Finch Therapeutics faces a jury verdict on FMT patent claims against Ferring’s Rebyota; a win could bring damages and royalties, while a…

FNCHQ $17M

Multibagger Monitor Aug 8 2 clicks

[$QRHC] Quest Resource Holding Corp

Quest Resource, a $200 million asset-light waste broker, manages 100-plus waste streams through 3,500 vendors and derives more than 90% of…

QRHC $30M

Lewistown Capital Aug 6

Mereo Biopharma

Mereo Biopharma has two late-stage assets, seeks non-dilutive financing for alvelestat Phase 3 trials, and reports cash runway through 2027.

MREO $54M

Raging Bull Investments Jul 23

Saturday, September 19, 2026

Chris Camillo on X

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