Thursday, September 24, 2026

Firefly Aerospace q2’26 Earnings Update

Firefly Aerospace ended Q2 2026 with $1.5 billion backlog and a 2.49x book-to-bill ratio, adding lunar, defense and launch contracts for Blue Ghost, Elytra and Eclipse.

FLY $3.8B

Monte Independent Investment Research Sep 24 16 clicks

Sep 23 ZIM $3.5B

A special situation with a 23% spread (110% IRR) by Q4 2026. Where the worst-case scenario is the deal closing and upside is higher if it doesn’t

Calvin Blissett 15 clicks

Sep 23 ONDS $4.3B

Research Roundup Vol. LIII

Monte Independent Investment Research 4 clicks

From X

@stockgutter Aug 13

SG on X

It should be no surprise that as the reality of commencing operations gets closer, investors are less doe-eyed about $EVTL https://t.co/4Q8ETMvQLM

@KEDM_COM Aug 13 2 clicks

KEDM.com on X

Uranium Royalty $UROY completed its (asset) deal with Sweetwater Royalties. This was quite the big deal for UR, not only in size ($1.9bn in EV and roughly $1.1bn in equity acquired, vs C$490m EV and C$600m market cap for UROY), but also because it will drastically reduce exposure to just one main commodity. The company recently listed on the Nasdaq and delisted from the TSX. In short, a transformative acquisition (trona is an interesting commodity) which should help the valuation. BB is not yet showing the correct financials, and coverage is picking up.

@DOMOCAPITAL Aug 13

DOMO Capital Management, LLC on X

Short sellers did their best (worst?) to try to tank $ALTO over the last couple of months with short interest rising from a million shares short to 4 million shares and now 6 million shares despite the company proving that they are now profitable in every quarter of the year... https://t.co/apt6gE0VYM https://t.co/7y50j4h1bn

@mavix_leon Aug 13 2 clicks

mavix on X

Kenneth Dart (Candle Lake) is offering 695 SEK per share in Evolution $EVO after crossing the threshold that triggers a mandatory takeover bid. Acceptance period is scheduled to run from August 17 to September 15. After that, Dart can continue buying shares. https://t.co/lexNUjdqSZ

@DOMOCAPITAL Aug 12

DOMO Capital Management, LLC on X

$ALTO Chairman buys 50,000 shares. Open market. Incredibly bullish! Stock should be over $6 after most recent earnings report. https://t.co/1f5KSxl5NQ

@irbezek Aug 12 1 click

Ian Bezek on X

@boujee_banker @Nobilis_Capital @HettyGreen2020 I own $FMX and $JRONY (which owns one of the Colombian ones). $TBBB trading at a huge premium, but they get to 10000+ stores eventually will still work for you.

@stockgutter Aug 12 1 click

SG on X

$AZ A2Z is starting to ramp revenue and losses. - 950 smart-carts delivered - $5.9 million in revenue - $7.59 million in losses - positive gross margins To me, the quarterly report was a step in the right direction but A2Z is clearly still a shitco unlikely to ever reach breakeven. I remain short (small).

@Mike10947310 Aug 12 1 click

Mike on X

New $FTEK CEO is interesting to me, ex $CECO which has been a great company. What do you think? There has been a lot of kinda inexplicable decisions for years from mgmt (particularly massive SG&A costs) offsetting what should be strong gross margins. My read is he probably joined to pull some easy levers.

New Era Energy & Digital: 207 MW Deal Could Unlock 1.4 GW AI Giant

New Era Energy & Digital secured a 20-year Vistra power deal for 200 to 207 MW, reducing Phase 1 risk for its planned 1.4 GW West Texas AI…

NUAI $670M

Ryan Canady Sep 23

$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…

FOUR $2.9B

Yet Another Value Podcast Sep 22 22 clicks

Analog Semiconductor Smorgasbord, Feat. TXN, ON, VSH

Texas Instruments, ON Semiconductor and Vishay are rated Accumulate on rising robotics demand for analog, power and discrete chips after a…

VSH $5.8B

Cestrian Capital Research Sep 22 7 clicks

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 $2.8B

Aurelion Research Sep 22 10 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 13 clicks

Undercovered Dozen: Rithm Capital, Sterling Infrastructure, Corning And More

Undercovered Dozen spotlights 12 lesser-covered stocks, including Rithm Capital, Sterling Infrastructure and Corning.

RITM $4.9B

The Undercovered Dozen Sep 22 1 click

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 5 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…

ACVA $1.8B

Robert J. Lake Sep 22 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 6 clicks

GLIBA · long

Liberty Capital CORP

Liberty Capital Corp, GLIBA, is pitched long following its July 2025 spinoff from Liberty Broadband.

GLIBA $924M

Value Investors Club Jun 26 3 clicks

Kronos Worldwide: Benefiting From Sulfur Shortage

Kronos Worldwide’s 27% inventory reduction added $120 million in cash inflows as chloride-based TiO₂ demand rises amid a sulfur shortage.

KRO $895M

Given Mahlangu Sep 23 1 click

[CoStar] Homes are different

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

ZG $6.3B

scuttleblurb Sep 21 5 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 $476M

Calvin Blissett Sep 21 5 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 3 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 $4.3B

Ian’s Insider Corner Sep 20 10 clicks

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

Meritage Hospitality, a 320-unit Wendy’s franchisee, filed Chapter 11 amid $137 million of bank debt, $391 million of leases and a…

WEN $1.2B

PETITION Sep 20 3 clicks

Bumble, 2x Owner’s Earnings. Sentiment is abysmal, the founder is back. The stock could easily be a multibagger.

Bumble trades at roughly 2x owner’s earnings and 4.76x enterprise value, with Whitney Wolfe Herd’s return central to a rerating case.

BMBL $335M

Calvin Blissett Sep 20 5 clicks

Who Really Runs Crocs? The Autopsy.

Crocs CEO Andrew Rees turned around the core brand, then borrowed $2 billion for HEYDUDE, whose $737 million write-down followed wholesale…

CROX $5.7B

Cannibal Stocks Sep 19 6 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 $4.4B

Dhierin Bechai Sep 19 1 click

Thursday, September 24, 2026

SG on X

KEDM.com on X

DOMO Capital Management, LLC on X

mavix on X

DOMO Capital Management, LLC on X

Ian Bezek on X

SG on X

Mike on X

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