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 $3.1B

Yet Another Value Podcast Sep 22 17 clicks

Sep 22 CRWV $46B

CoreWeave, Inc (CRWV)

SixSigmaCapital: Navigating the Financial Markets 9 clicks

Sep 22 TXN $260B

Analog Semiconductor Smorgasbord, Feat. TXN, ON, VSH

Cestrian Capital Research 6 clicks

From X

@cfrischer1 Jul 17

Charles Frischer on X

@vdoubleux1 $NN The company will and does take calls from investors. This management team has delivered on all fronts. Purchased Telesaurus at a fantastic price, had the FCC do the public comment, had the FCC issue NOI and submit NPRM to OIRA for approval. I think CEO and her team are great

@LaughingH20Cap Jul 17

Laughing Water Capital on X

@FriendlyCapMgmt @thecontracap there have been some things i view as negative for $ANAB and some that are positive. but in my view in order to make this investment you have to focus on the future cashflows, not the trial.

@LaughingH20Cap Jul 17 3 clicks

Laughing Water Capital on X

@cfrischer1 The use cases for satellite part 15 are extremely limited, & to suggest this is bad for $NN is silly. If there is interference or not is the only thing that matters whether on land or in space.

@irbezek Jul 17

Ian Bezek on X

@zeroxkyle This (Indonesia $EIDO) is what an actual crisis looks like... not speculative froth getting washed out of a boom. https://t.co/ncNciDY8LS

@cfrischer1 Jul 17

Charles Frischer on X

$NN Claiming that this will hurt NN's chances for an NPRM are just silly, not based upon the facts and fear mongering by a short focuses analyst. In think it is clear that the FCC sees the 900 Mhz band as important spectrum and is setting fair rules for all participants.

@cfrischer1 Jul 17

Charles Frischer on X

$NN I would like to see the company come out in full support of this NPRM. I think they would send the message this is good for NN, the country and consumers. Patience is being required but will be rewarded at the end of the process.

@cfrischer1 Jul 17

Charles Frischer on X

$NN While there have been delays in approval, the value of the spectrum continues to rise everyday. NN owns a valuable asset and shareholders should likely be very happy at the end of the process.

@cfrischer1 Jul 17

Charles Frischer on X

$NN The FCC yesterday issued an NPRM to allow Part 15 devices to use the 900 Mhz band in space. Capstone claims this is bad news for NN. I think this is actually great news for NN. The FCC is looking to have an active 900 MHz band, including the NN spectrum.

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 $3.5B

Monte Independent Investment Research Sep 22 8 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 $2.9B

Aurelion Research Sep 22 9 clicks

Abbott: Quality Remains, But Exact Sciences Has Raised The Bar For Buy

Abbott’s Exact Sciences acquisition raises leverage, leaving Medical Devices’ 8% growth and 33.9% margin to carry cash flow until…

ABT $170B

PV Research Sep 22 1 click

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 $2.2B

Hunterbrook Sep 22 11 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 $31B

Fountainhead Sep 22 3 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 $3.1B

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

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 $13B

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 $12B

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 $28B

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 $66BCBRS $39B

Irrational Analysis Sep 21 3 clicks

Pfizer: The 10-Year Is At 5%, And I'm Still Buying This 6%+ Yield

Pfizer offers a 6.22% yield at 9.3 times 2026 consensus EPS, backed by cost cuts and 5% operational growth in its non-COVID portfolio.

PFE $160B

Steven Fiorillo Sep 21 1 click

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 $9.5B

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 $12BZG $6.6B

scuttleblurb Sep 21 4 clicks

ARKO. 3x Owner’s Earnings multiple, 21% ROCE, Founders involved and large shareholders, Stake in a public company>market cap. Superb Capital Allocators

ARKO trades at 3 times estimated 2025 owner’s earnings, while its 73.6% APC stake exceeds its $473 million market cap.

ARKO $472M

Calvin Blissett Sep 21 3 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

Goldman Sachs Sinks Toward Bear-Market Territory - Time To Buy

Goldman Sachs posted $20.98 in Q2 EPS on $20.3 billion of revenue and raised its dividend to $5 per share, with M&A and issuance activity…

GS $257B

Mike Zaccardi, CFA, CMT Sep 21 2 clicks

The Monday Morning Briefing

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

BN $81B

Latticework by MOI Global Sep 21 4 clicks

Genuine Parts: NAPA Self-Help, Motion Recovery, And The 2027 Separation Support Upside

Genuine Parts targets NAPA network improvements, Motion’s industrial recovery and a 2027 Automotive-Industrial separation to lift sales,…

GPC $18B

Value Capital Research Sep 21 2 clicks

Tuesday, September 22, 2026

Charles Frischer on X

Laughing Water Capital on X

Laughing Water Capital on X

Ian Bezek on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

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