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 18 QNT $2.1B

QNT: The 100× Question

Mispriced Assets 3 clicks

Sep 18 UCTT $3.3B

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

Monte Independent Investment Research 1 click

From X

@SowingAlphaSeed Sep 3 2 clicks

Farmer on X

@dirtcheapstocks I look for companies like this for my inflation basket. $INFL seems pretty good to me for a lazy version. https://t.co/OkhW0QroSL

@DOMOCAPITAL Sep 3

DOMO Capital Management, LLC on X

$CPB is completely uninvestible for as long as Marc Lautenbach remains on the Board of Directors. Have been telling people this for over a year now... Just look at $PBI performance over his career and then from the moment he "left" the CEO position... https://t.co/Px6gacUNjZ

@ActAccordingly Sep 3 5 clicks

PAA Research on X

@StockJabber @hntrbrkmedia I saw your email on for-profit education names that could be exposed to AI. We have written extensively on the bear case for $LOPE $CVSA $STRA $PRDO and others. AI is only ONE OF MANY ISSUES the industry now faces, in my view.

@leevalueroach Sep 3 2 clicks

Lee Roach on X

Me buying $HOG at $18 because Wall Street said it was going to zero. https://t.co/nGdqlBiwY2

@majgeoinvesting Sep 3 1 click

Maj Soueidan on X

$DLTH is a perfect case study on where AI & stock screeners might get tripped up and on why doing the manual work still matters. Even though the headline acknowledges a large tariff refund, adjusted EPS does not “adjust.” Adjusted EPS is 6c, not 50c! Source: @InfoArbMonitor https://t.co/RBcbuTAHmX

@leevalueroach Sep 3

Lee Roach on X

"But my quarterly deceleration" the Wall Street idiot cries out as his wife leaves him for a cashier at the local grocery store. $EVC https://t.co/9Z5qvFrCCh

@stockgutter Sep 3 1 click

SG on X

$DLTH Duluth report better than I expected, but mostly tariff refunds. - Net income of $18.4 million compared to net income of $1.3 million last year. This year includes $16.3 million in tariff refunds. - Inventory down $22.9 million or 15.5% vs. last year - Net sales decreased by 7.8% to $121.4 million

@stockgutter Sep 3

SG on X

$ADMQ new orders for this nanocap (mkt cap 6.55m) https://t.co/67gBW9Me5k

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…

RGR $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

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

Progyny: Best-In-Class And Likely To Exceed Analyst Estimates In 2027

Progyny's Q2 revenue rose 11% excluding Amazon, with margin expansion and nearly 100% EPS growth guidance for 2026 supporting…

PGNY $2.1B

Robert J. Lake 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

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

Ethos' Biggest Distributor by Head Count Ranked It Last on Stage

Ethos relies on three carriers for 88% of revenue as TruStage payment failures triggered policy lapses and Family First Life publicly…

LIFE $2.3B

Hunterbrook Sep 15 4 clicks

Talos Energy: Mature Offshore Assets Can Fund A Longer-Lived Business

Talos Energy is raising standalone production guidance without added capex while using offshore cash flow to fund Shell acquisition and…

TALO $2.7B

Capital Connoisseur Sep 15

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

Alarm.com: False Alarm?

Alarm.com, founded after CEO Steve Trundle’s bad home-security experience, has fallen from $105 in 2020 to about $55, testing whether…

ALRM $2.6B

TSOH Investment Research Sep 14 1 click

CHPY: Anthropic's AI Slowdown Call Makes This 40% Yield ETF More Attractive

CHPY pairs a roughly 40% distribution rate with capped weekly upside for investors retaining semiconductor exposure amid Anthropic's AI…

CHPY

Geneva Investor Sep 14 1 click

Initiation Report

Zentek initiation report.

ZTEKF $96M

Atrium Research - Equity Research Sep 13 3 clicks

CVD Equipment Corporation (NASDAQ:CVV)

CVD Equipment is winding down manufacturing, cutting half its staff and weighing liquidation, with $23.5 million of cash and a…

CVV $31M

Obscure Stocks Sep 13 2 clicks

Unpolished Thoughts on Stocks #1

Genius Sports aims to turn official sports data into AI-driven, real-time advertising, with media and ads already about 40% of revenue.

GENI $1.6B

Sylence Capital Sep 13 2 clicks

Oak Bloke Bonkers Conkers 13th September 2026

Oak Bloke’s 2026 picks have returned 37% in GBP, with AltynGold, Geiger Counter, Silvercorp and China-focused trusts still rated buys…

SVM $2.7B

The Oak Bloke Sep 13 3 clicks

Stocks on My Radar - Consumer Edition

Crocs’ core brand surpassed $1 billion in quarterly revenue, while HEYDUDE weakness, tariffs and 2025 impairments weigh on shares trading…

CALY $2.6B

Flyover Stocks Sep 13 1 click

USA Compression: Unlocking Efficiency As It Heads To The Texas Stock Exchange

USA Compression targets nearly 30% full-year EBITDA growth as JW Power synergies, telemetry and maintenance reduce costs; its units yield…

USAC $3.8B

Ron Ferrie Sep 11 3 clicks

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 $858M

Mispriced Assets Sep 11 1 click

Saturday, September 19, 2026

Farmer on X

DOMO Capital Management, LLC on X

PAA Research on X

Lee Roach on X

Maj Soueidan on X

Lee Roach on X

SG on X

SG on X

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