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 $3B

Yet Another Value Podcast Sep 22 22 clicks

Sep 22 CRWV $46B

CoreWeave, Inc (CRWV)

SixSigmaCapital: Navigating the Financial Markets 10 clicks

Sep 22 TXN $260B

Analog Semiconductor Smorgasbord, Feat. TXN, ON, VSH

Cestrian Capital Research 7 clicks

From X

@LaughingH20Cap Apr 14 1 click

Laughing Water Capital on X

@endless_frank @AST_SpaceMobile Hi - no position but have been following along. How do you think about the advantages that SpaceX and $AMZN have in terms of name recognition, distribution, and cost of capital? How do you think about pricing in a 3 player market? Is it a race to the bottom out of the gate? TYIA

@mavix_leon Apr 9 3 clicks

mavix on X

Shelly Group $SLYG will be included in the SDAX and thereby become part of Germany’s DAX index family, effective 10 April 2026. "We are proud to have been the first Bulgarian company to be admitted to trading on XETRA and now also the first Bulgarian company to be included in the SDAX.”

@cfrischer1 Apr 7

Charles Frischer on X

@lindenstcapital $NN In the last 12 OIRA actions at the FCC, it looks like approval was received the same day as the blog was posted in 6 cases. Tomorrow is still possible. We will find out by around 2:30 PM on Wednesday. If not, April 28th is only 21 days away.

@cfrischer1 Apr 7

Charles Frischer on X

@lindenstcapital $NN Shares were lower today on 1.7 million in volume. Investors were concerned that OIRA hasn't approved the NPRM as of today. Also, airline groups filed objection based upon interference. I still think we have a reasonable chance for tomorrow and if not, then April 28th.

@cfrischer1 Apr 2 1 click

Charles Frischer on X

@MLedrappier @CalgaryLeveen No doubt a sale of Globalstar to Amazon or SpaceX would be great news for $NN. Especially at the valuations being cited. I am long a small position in $GSAT. This would be an incredible day for NN. Validates spectrum valuations

@cfrischer1 Mar 31

Charles Frischer on X

@Nishtu Excellent point. I should have added this objection as another item which spooked investors. Overall, $NN has seen solid bipartisan report due to the strong need for alternative GPS. This is a national concern and non-partisan issue to most. People understand this is important.

@CapitalVoss Mar 4 1 click

Voss Capital on X

The Voss Q4 2025 Letter to Partners is up. Updates on $PAR, $FLYW, $CLBT, and new core idea $CHH, an asset light hotel franchisor that has rarely ever been cheaper. https://t.co/DTOoXGIN0M https://t.co/gjWBSHET4j

@CapitalVoss Mar 4 1 click

Voss Capital on X

Voss Capital Issues Open Letter to the Board of Euronet Worldwide $EEFT https://t.co/ZpE7cH201Q

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 $3.8B

Monte Independent Investment Research Sep 22 10 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 10 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 $173B

PV Research Sep 22 2 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 $2.2BMETA $1.9T

Hunterbrook Sep 22 13 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 $3B

Yet Another Value Blog Sep 22 5 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 19 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 3 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 9 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 3 clicks

Meta’s Muse Is No Sure Thing

Meta’s Muse AI agent drove an 11% share surge, but OpenAI, Google and Apple could erode its early consumer lead.

META $1.9T

Key Context by Tae Kim Sep 21 5 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 6 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 4 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 $41B

Irrational Analysis Sep 21 4 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 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 $9.5B

Value Don't Lie Sep 21 6 clicks

Intel: Buy The SK hynix Optionality, But Foundry Still Has To Prove It

Intel's $16.1 billion Q2 revenue rose 25%, while potential SK hynix foundry collaboration could lift U.S.

INTC $598B

Sharon McArd Sep 21 2 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 5 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 2 clicks

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 $260B

Mike Zaccardi, CFA, CMT Sep 21 3 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 5 clicks

Tuesday, September 22, 2026

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