Tuesday, September 22, 2026

$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital

Shift4 trades at 6.5x EBITDA despite 11% reported organic growth, with Shift4 Dine equipment leases cited as evidence of net-new merchant additions.

FOUR $2.9B

Yet Another Value Podcast Sep 22 21 clicks

Sep 22 CRWV $49B

CoreWeave, Inc (CRWV)

SixSigmaCapital: Navigating the Financial Markets 9 clicks

Sep 22 ON $30B

Analog Semiconductor Smorgasbord, Feat. TXN, ON, VSH

Cestrian Capital Research 6 clicks

From X

@TheBenSchmark Sep 4

JabroniCoin.USD on X

The bottleneck play on this is $COMP? 🧭 https://t.co/1ClFMI3z4d

@ChrisCamillo Sep 4

Chris Camillo on X

hell of a week to own the future. $BE https://t.co/Un6jGv7rrR

@ActAccordingly Sep 4

PAA Research on X

Fantastic work by all of those involved in the $FICO short. The (-60%+) decline from the peak feels right in a lot of ways. The chart is as good as you'll get for a short seller. However, like every other great short idea, bears endured THREE contra-trend rallies of 30-40% on the march to a (-60%+) decline over the past 18-months. That is typical and one of the reasons why shorting is so difficult.

@leevalueroach Sep 4 2 clicks

Lee Roach on X

This man is probably an activist investor in $RYN trying to create his own catalyst by removing timber supply from the market. Heard he has an MBA from Wharton too and his wife hates him. https://t.co/sAp2HUFNaO

@Mike10947310 Sep 4 1 click

Mike on X

@SammyKoppelman Oh great shout. Names like $AWI do some acoustic performance wall and cieling stuff... it's just hard bc there's no pure play on this https://t.co/OOaBpZ9A3I

@ACapitalLP Sep 4

A Capital on X

Thoughts on $FDXF @ $128?

@TidefallCapital Sep 4

Trevor Scott on X

New $LULU CEO is from $NKE too https://t.co/zf4Rwl1rH3

@TheBenSchmark Sep 4

JabroniCoin.USD on X

StoneX highlights $ZM into the post labor day Anthropic S-1 Unlike certain SPVs/tokens, Zoom has actual ownership. $125 PT that becomes $135+ if Anthropic meets $2T https://t.co/o0xtRsx5KG

Monte Investments Market Brief Vol. CXXVIII

Firefly Aerospace grew backlog to $1.5 billion, won two 2028 lunar missions and acquired Space-ng for autonomous navigation across its Blue…

FLY $3.9B

Monte Independent Investment Research Sep 22 9 clicks

Cellebrite (CLBT) Management Meeting: The Road Ahead

Cellebrite converts more than 110% of EBITDA into free cash flow and trades at 12.5 times free cash flow, with management targeting 15% or…

CLBT $2.8B

Aurelion Research Sep 22 9 clicks

Meta's Muse Could be Big Win for Innodata

Innodata's new Meta contract for long-horizon agent personalization ties the data company to Meta's Muse AI assistant, despite Meta's Scale…

INOD $2.4B

Hunterbrook Sep 22 12 clicks

Reddit's Valuation Is A Compelling Opportunity: Upgrading To Strong Buy

Reddit’s subreddit-driven communities support targeted advertising, and its 0.3 PEG ratio makes RDDT undervalued, according to the upgrade…

RDDT $28B

Fountainhead Sep 22 4 clicks

Emeth Value Capital’s Andrew Carreon on Shift4 ($FOUR)

Shift4 trades at 6.5 times EBITDA despite 11% organic growth, with Shift4 Dine equipment leases reaching a $400 million run rate as…

FOUR $2.9B

Yet Another Value Blog Sep 22 4 clicks

Credo Technology: New Position in My Private Portfolio

Credo Technology was added at $170.54 after a 40% selloff, backed by its high-speed AECs and optical connectivity for AI data centers.

CRDO $40B

Hated Moats Sep 22 18 clicks

Copart's Return To Growth Starts Now: Adair's $1.9B Bet On ACV Auctions

Copart’s $1.9 billion ACV Auctions acquisition targets renewed growth, with EPS accretion expected by fiscal 2028 as insurance…

CPRT $25B

Robert J. Lake Sep 22 2 clicks

GameStop Is Extreme Deep Value

GameStop's collectibles mix rose to 45% of sales as gross margin reached 44%, supporting a deep-value case built on cash and store…

GME $12B

The Value Road Sep 21 8 clicks

Tempus AI: Data And Applications Will Unlock More Upside

Tempus AI’s Q2 oncology testing volumes rose 31%, while data and applications revenue grew 28% as its clinical data flywheel expands.

TEM $15B

Bay Area Ideas Sep 21 2 clicks

A2Gold: Research Note

A2Gold’s first Taylor drill holes returned 20.96 g/t AuEq over 1.5m and 209.4 g/t silver over 10.7m, alongside 141.10 g/t gold at…

KGC $29B

Atrium Research - Equity Research Sep 21 3 clicks

INVH · long

Invitation Homes INC

Invitation Homes owns more than 85,000 homes valued at $43 to $48 per share, versus a roughly $30 share price, with occupancy above 96%.

INVH $16B

Value Investors Club Jun 24 5 clicks

[Emergency Lunch-Hour Market Memo] Coherent admits their CPO/NPO Laser is garbage + Cerebras delusional bonus roast

Coherent’s CPO/NPO laser misses 1 MHz effective-linewidth requirements, Irrational Analysis argues.

COHR $63BCBRS $40B

Irrational Analysis Sep 21 3 clicks

Quick Value #331 - Corteva / Vylor Spin-Off

Corteva will spin off its Pioneer seed business, Vylor, on October 1, leaving crop protection RemainCo that could trade at 6.5-8.5x 2026…

CTVA $8.4B

Value Don't Lie Sep 21 5 clicks

[CoStar] Homes are different

CoStar spent more than $1 billion building Homes.com to challenge Zillow, betting seller-agent leads, proprietary listing content and…

CSGP $11BZG $6.2B

scuttleblurb Sep 21 4 clicks

“Going Through Some Pain”

Dick’s Sporting Goods’ $2.4 billion Foot Locker acquisition nearly quadruples its store count and adds international exposure, risking a…

DKS $12B

TSOH Investment Research Sep 21 1 click

The Monday Morning Briefing

Latticework’s weekly briefing spotlights discounted European assets including Barco, Bolloré, Brookfield and D’Ieteren, with catalysts…

BN $82B

Latticework by MOI Global Sep 21 4 clicks

I Tested Three Cannibals Against Dillard’s. I Bought Two. (CROX, CNX, GPI)

Crocs, CNX and Group 1 are tested against Dillard’s buyback-driven share-count reduction, with Group 1 leading and CNX’s convertible notes…

CROX $5.7BCNX $4.7B

Cannibal Stocks Sep 20 2 clicks

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

Vail Resorts, down 60% since 2022, is pitched for an El Niño-driven ski-season rebound; the portfolio also buys ORR and shorts GEO.

MTN $5.1BGEO $4B

Ian’s Insider Corner Sep 20 9 clicks

Deep Dive: Brookfield Corporation

Brookfield Corporation, down 20% YTD, manages $1.27 trillion across asset management, insurance and operating businesses as rates, debt and…

BN $82BBAM $71B

Capitalist Letters Sep 20 4 clicks

Southwest Airlines: Buy The Transformation Despite The Oil Shock

Southwest Airlines targets more than $2 billion of 2026 EBIT from assigned seating, extra legroom and bag fees despite higher fuel costs…

LUV $20B

Dhierin Bechai Sep 20 4 clicks

Tuesday, September 22, 2026

JabroniCoin.USD on X

Chris Camillo on X

PAA Research on X

Lee Roach on X

Mike on X

A Capital on X

Trevor Scott on X

JabroniCoin.USD on X

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