Monday, September 21, 2026

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 Ruger.

RGR $675M

Latticework by MOI Global Sep 18 1 click

Sep 13 ZTEKF $65M

Initiation Report

Atrium Research - Equity Research 5 clicks

Sep 11 GRPN $815M

The Groupon Turnaround — Dušan Šenkypl & Rana Kashyap | Ep. 3

Mispriced Assets 5 clicks

From X

@pernasresearch Aug 19

Pernas Research on X

Nothing decays faster than borrowed conviction…… $CEPL melt up then sell off https://t.co/yD9uwh2wdD

@mavix_leon Aug 19 3 clicks

mavix on X

I just published the Earnings Update about the Q2 2026 results of Leatt $LEAT. You can find it in the Portfolio section of the blog :) https://t.co/HSSFsXmH3R

@stockgutter Aug 19 1 click

SG on X

Covered my short of $AZ today at a slight loss. I still am skeptical but have to admit that the company has been executing better the last two quarters.

@BlueDuckCap Aug 19 1 click

BDC on X

This is really bullish $STLN. Their data underpins much of the potential here in oncology immunotherapies. https://t.co/mimQBZ9OM2

@stockgutter Aug 19

SG on X

surprised to see the dip in $CCXI (SPAC to acquire Agility Robotics) today following the huge interest in Unitree IPO. https://t.co/wo7Hx1xVQL

@majgeoinvesting Aug 19

Maj Soueidan on X

I used to like $EML, but it was never able to sustain the momentum it was gaining prior to COVID, partly due to its exposure to the cyclical trucking market. It's recent acquisitions in the aerospace could make it interesting again. https://t.co/u7uvBGERlA

@finphysnerd Aug 19

Myles on X

@FriendlyCapMgmt Am short both. Though I feel like they were a bit more mainstream especially $EOSE. I'd put stuff like $ABXX, $MRDN, $FNGR into the bucket.

@finphysnerd Aug 18

Myles on X

I forgot $ENVX existed. Hilarious, CEO is jumping ship. Wish I shorted more. I need to find more of these tier 2 meme stocks, I feel like they are way better shorts than your mainstream stuff. Scams that have weird niche followings but haven't hit the mainstream.

NET Power (NPWR):

NET Power’s $1.80 shares are paired with January $2 covered calls for 40 cents as the company pivots from carbon capture to Permian…

NPWR $144M

Triple S Special Situations Investing Sep 11 2 clicks

Sofwave Medical: Lifting Skin While the Beauty Sector Sags

Sofwave Medical grew Q2 revenue 43% as recurring usage fees reached 46% of sales for its non-invasive ultrasound skin-tightening devices.

SOFWF $406M

Substack von Philipp Sep 11 1 click

Zack Buckley on $PRTH's take private

Priority Technology’s chairman offered $6.00 to $6.15 a share to take PRTH private, while Zack Buckley argues Treasury Solutions and…

PRTH $641M

Yet Another Value Podcast Sep 10 3 clicks

(Idea) GeoPark’s Venezuela Deal Creates More Upside—And A More Difficult Valuation

GeoPark’s Bare Block acquisition targets $1.2 billion of 2030 EBITDA, but 42.1 million to 47.6 million new shares and Gilinski control…

GPRK $678M

HFI Research Sep 10 2 clicks

This Week in Special Situations: Signet Jewelers, Medipal Holdings, First REIT of New Jersey

Signet, Medipal and First REIT headline 27 situations spanning buybacks, activism, M&A and liquidation catalysts.

FREVS $118M

Latticework by MOI Global Sep 10 4 clicks

Fundamentals Turn In Favor Of Farmland Partners

Farmland Partners trades at 70% of NAV, with farmland appreciation, commodity prices and crop insurance supporting earnings beyond AFFO.

FPI $484M

Dane Bowler Sep 8

ContextLogic Acquires gChem (LOGC): Update and Valuation

ContextLogic will acquire specialty-solvent maker gChem for $850 million, funded by a $650 million rights offering and $250 million of…

LOGC $675M

Hidden Gems Investing Sep 8 5 clicks

Kodiak AI: The Stock Collapsed Just As The Business Started Working

Kodiak AI’s stock collapse coincides with a planned year-end long-haul driverless launch, while cash burn, customer concentration and…

KDK $455M

High Alpha Professor Sep 8 1 click

Titan Mining Q2 Update

Titan Mining reported Q2 revenue of $25.7 million and adjusted EBITDA of $9.6 million as zinc output rose, while advancing its Kilbourne…

TII $253M

Sylence Capital Sep 6 4 clicks

Limbach Holdings: The Stock Has Room To Grow Again (Rating Upgrade)

Limbach Holdings, down 63% since June 2025, upgraded on bargain valuation and growth prospects following its acquisition of 1901 Inc.

LMB $572M

David Zanoni Sep 6

OPRX · long

Optimizerx CORP

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

OPRX $153M

Value Investors Club Jun 23 2 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 $182M

Dorine Cherop Sep 18

Build a Bear Workshop

Build-A-Bear Workshop, the toy retailer.

BBW $312M

Bearstone Sep 3

A Busted Businesses or a Cyclical Bottom?

Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…

SMPL $852MBRBR $920M

The Value Road Sep 2 12 clicks

Sangamo Bankruptcy (SGMOQ)

Sangamo Therapeutics’ Chapter 11 asset sales leave common equity tied to $100 million in PTC Fabry therapy approval milestones and a…

SGMO $60M

Triple S Special Situations Investing Sep 2 6 clicks

Hydreight Technologies: A Strong Quarter With Some Yellow Flags (Rating Downgrade)

Hydreight Technologies' Q2 revenue rose 12% sequentially to $28 million, while gross margin fell to 19.4% and cash burn stayed elevated,…

HYDTF $120M

Fernanda Galvez Jalil Sep 2 1 click

An ATM that starts to spit out cash

Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…

ATMTF $196M

The Oak Bloke Sep 2 7 clicks

Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case

Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…

TECX $450M

Equity Eagle Sep 2 2 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $666M

Nat Stewart - Stock Picking Newsletter Sep 1 15 clicks

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…

LMB $572M

Yet Another Value Podcast Sep 1 9 clicks

Monday, September 21, 2026

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