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 34h ago 4 clicks

Sep 20 MTN $5B

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

Ian’s Insider Corner 6 clicks

Sep 20 WEN $1.3B

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

PETITION

From X

@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

kab60 on X

$FOUR

@majgeoinvesting Sep 19

Maj Soueidan on X

Stocks that need activists: $ATGN: Had yrs. to execute turnaround + monetize $FISV & new offerings. No buybacks/insider purchases. $PBSV: Yrs. of no growth + underutilized cash-rich balance sheet. Special divys are a start, but bought back only 4K shares this yr. Any others?

@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!

@DeepSailCapital Sep 18 1 click

Deep Sail Capital on X

@LogicalThesis $MXCT ?

@BarbarianCap Sep 18

Barbarian Capital on X

$DDS Dillard's moving their listing to the Texas Stock Exchange https://t.co/n73O2VXhQo

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…

PFHO $12M

Obscure Stocks Sep 19 3 clicks

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

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…

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

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 $1.3B

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

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

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

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 $5.9B

Petri Dish Reports Sep 18 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

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 $1.9B

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 $155M

Eli Gooch Sep 16

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

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

Monday, September 21, 2026

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