Monday, September 21, 2026

[CoStar] Homes are different

CoStar spent more than $1 billion building Homes.com to challenge Zillow, betting seller-agent leads, proprietary listing content and national advertising can replicate Apartments.com’s…

ZG $7B

scuttleblurb Sep 21 4 clicks

Sep 20 MTN $5B

Aggressive Portfolio Trades: Buy Vail Resorts, Buy ORR, Short GEO

Ian’s Insider Corner 7 clicks

Sep 20 WEN $1.3B

🍔New Chapter 11 Bankruptcy Filing - Meritage Hospitality Group Inc.🍔

PETITION 1 click

From X

@TimyanBankAlert Sep 2

Timyan Bank Alert on X

FNBO to Acquire InBank, $INBC Expand Colorado Market - https://t.co/UyOn1G6w5F

@DOMOCAPITAL Sep 2

DOMO Capital Management, LLC on X

Yes, those two. They are willing to sell the entire company, but the value of those two plants, specifically, are now much higher. I expect significant consolidation within the industry and that everyone is just waiting to see what happens with not only E15 in California, but year-round nationwide. If the Senate passes something in September/October then the odds that both $ALTO and $GPRE get sold skyrocket.

@BlueDuckCap Sep 2

BDC on X

@evanspiegel Unless you want to shut down Specs, you will need more capital for it because the current version will not be a mass market commercial success. I would look to raise minority equity for Spec's via a strategic partnership. Possibly with a frontier lab. FL's lack hardware. SNAP lacks an A.I. deal (Perplexity fell through). Get it done. Save $SNAP.

@DOMOCAPITAL Sep 2

DOMO Capital Management, LLC on X

@toiletkingcap It is! Honestly... probably more-so for $ALTO as they have two plants they are looking to sell that are now worth much more. It's great for both companies though, no doubt.

@leevalueroach Sep 2

Lee Roach on X

@sophieanalytics Sweet thanks. Haven't dug much in $WY yet. Just been doing $RYN. So WY doesn't do much HBU?

@leevalueroach Sep 2

Lee Roach on X

Timber companies are a hard asset and low risk way to play the datacenter boom. $RYN $WY https://t.co/YElT0VT8R9

@TimyanBankAlert Sep 1 1 click

Timyan Bank Alert on X

Community Corner: Active Indiana bank buyer heads to Illinois for latest deal $THFF | S&P Global Market Intelligence https://t.co/nrMSXAi9Vo

@TimyanBankAlert Sep 1 1 click

Timyan Bank Alert on X

Stilwell bought 42,700 $PFBX so Chevis bought….a thousand. That’s 41,700 more votes for the Stilwell candidate at next year’s annual meeting in addition to the 10,000 or so he’s bought since the cutoff to the last meeting. https://t.co/nSvCXJQt7W

Karman: Why I'm Upgrading To Buy After A 68% Drop

Karman Holdings (KRMN) is upgraded after a 68% drop, with 24% organic growth, a $1.3 billion backlog and higher 2026 guidance offset by…

KRMN $4.7B

Dhierin Bechai Sep 19 1 click

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

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

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 $1.5B

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…

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

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

OPRX · long

Optimizerx CORP

OptimizeRx, OPRX, trades 30% below its February 2025 writeup despite becoming a stronger company.

OPRX $137M

Value Investors Club Jun 23 2 clicks

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 $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

Research Roundup Vol. LII

Dell’s AI-server demand and Microchip’s data-center components lead updates on Cirrus Logic and STMicroelectronics, alongside a weekly…

CRUS $6B

Monte Independent Investment Research Sep 16

Forget Drones: Ondas Is Building An Autonomous Warfare Ecosystem

Ondas Holdings, ONDS, grew Q2 2026 revenue 1,235% to $83.7 million after acquisitions and is integrating drone and autonomous warfare…

ONDS $4.5B

Analysis Fundamental 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

Plains GP Holdings: Deleveraging And Permian Growth Point To More Upside

Plains GP Holdings cut leverage to 3.3 times adjusted EBITDA as Permian volumes and distributions rise, while $8.44 billion of debt faces…

PAGP $5.5B

Vishal Jadaun Sep 15 1 click

No Cap? Currently Capped by Three Hundredths of a Percent: Medtronic’s MiniMed Split-Off Odd Lot

Medtronic’s MiniMed split-off gives odd-lot MDT holders priority on a 7% discounted exchange, but a 4.5939-share cap has begun reducing the…

MMED $5.9B

Rod’s Ruminations Sep 14 4 clicks

Monday, September 21, 2026

Timyan Bank Alert on X

DOMO Capital Management, LLC on X

BDC on X

DOMO Capital Management, LLC on X

Lee Roach on X

Lee Roach on X

Timyan Bank Alert on X

Timyan Bank Alert 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