Saturday, September 19, 2026

QNT: The 100× Question

Quantinuum's improving logical-qubit error correction, 1,504 successful-circuit benchmark score and paid deployments at RIKEN, BMW and Oracle frame quantum computing as a costly specialty…

QNT $2.1B

Mispriced Assets Sep 18 3 clicks

Sep 18 UCTT $3.3B

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

Monte Independent Investment Research 1 click

Sep 18 RGR $663M

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

Latticework by MOI Global 1 click

From X

@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.

@kab604 Sep 19 1 click

kab60 on X

$FOUR

@majgeoinvesting Sep 19

Maj Soueidan on X

Joke Of The Week award goes to $UPXI👇 Year end “highlights” from press release: - Repurchased 2.9M shares. - Subsequent to fiscal year-end, issued 2.5M shares under the company’s at-the-market program. Punch line: Now that’s what capital allocation looks like baby!

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

Pioneer Bancorp Has One Too Many Red Flags

Pioneer Bancorp’s acquisitions lifted loans 13.6% and Q2 net interest margin to 4.30%, but expenses, weaker profitability ratios and a…

PBFS $448M

Crimson And Gold Research Sep 17

Power Semiconductors: The Follow-Up

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

NVTS $2.9BWOLF $1.5B

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

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

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 $8.1B

Substack von Philipp Sep 17 2 clicks

Copart 4Q26 Business Update: Thesis Shift?

Copart’s 4Q26 revenue grew 2.4% as U.S. insurance volumes fell 7.5%, while a customer loss and higher yard costs pressured profits despite…

ACVA $1.8B

Speedwell Research Sep 16 1 click

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 $159M

Eli Gooch Sep 16

LGCY · long

Legacy Education

Legacy Education operates six California campuses offering post-secondary nursing, physician assistant and surgical education.

LGCY $132M

Value Investors Club May 29

FDA vs. HIMS: Why the Oral “Wegovy Copy” Crackdown Changes the GLP-1 Game

FDA’s crackdown on HIMS’s $49 compounded oral Wegovy copy reshapes GLP-1 competition after Novo Nordisk forecast 2026 sales and profit…

HIMS $7.1B

Modern Value Investing Feb 8

My Biggest Position: A Monopoly Priced for Failure

A former value-investor darling, down 50%, pairs a monopoly with a recurring-revenue razor-and-blade business; debt paydown, margin…

PBI $2.4B

Treasure Hunting Feb 5 3 clicks

InMode (INMD): Low-risk Take-Private Opportunity Exited

InMode faces $1 billion to $1.1 billion take-private bids, including Centroid and a management-led group, while Steel Partners offers $18…

INMD $834MSOFWF $364M

Underlying Value Feb 2

Mispriced Kalshi Contract: Snapchat Family Center

Kalshi’s 87% odds of “Family Center” on Snap’s earnings call far exceed its 2.9% historical mention rate and a 15–20% street-adjusted…

SNAP $9.6B

First Strike Research Feb 2

New REIT position: GO Residential (TSX: GO.U)

GO Residential, a TSX-listed Manhattan luxury-apartment REIT, raised about $400 million in Canada’s largest REIT IPO and trades at a wide…

GONYF $499M

Nugget Capital Partner's Substack Jan 31

Portfolio Update January 2026

DInvests sold Thermo Fisher, Dollar General, Dollar Tree and Edwards Lifesciences, then bought Pool Corp and Kraft Heinz while adding to…

POOL $6.1B

D Invests Jan 31

The Silver Bloodbath: Fortune Favors the Prepared

Gold fell 8% and silver 25% as the author says it exited before the selloff and now favors Monument Mining at 1.25x operating cash flow.

MMTMF $252M

AmsterdamStocks Jan 30

Mitani Corporation (TYO: 8066): $1.2 bn Japanese Conglomerate at 2.6× EV/EBIT with 30+ Years of Profitability

Mitani Corporation trades at 2.6× EV/EBIT and 8.9× earnings, backed by net cash, a 24% lower share count since 2014, and dividends up more…

MITCF $1.9B

Altay Capital - Mostly Value Investing Jan 28 2 clicks

NLOP - I'm Buying Again

NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.

NLOP $157M

Nat Stewart - Stock Picking Newsletter Jan 27 1 click

Saturday, September 19, 2026

Maj Soueidan on X

Lee Roach on X

Barbarian Capital on X

Barbarian Capital on X

A Capital on X

BDC on X

kab60 on X

Maj Soueidan on X

Investor Letters

Publications we follow

Newsletters 91

YouTube 4

Blogs 12

Seeking Alpha 29 of 159

X accounts we follow

Investor letters we follow

Sectors