Thursday, September 24, 2026

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 $453M

Calvin Blissett Sep 21 4 clicks

Sep 20 BMBL $335M

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

Calvin Blissett 4 clicks

Sep 18 RGR $699M

This Week in Special Situations: Cooper Companies, Sturm Ruger, Grab Holdings, Boston Omaha

Latticework by MOI Global 1 click

From X

@ActAccordingly Sep 24 2 clicks

PAA Research on X

All trading below their 200-day moving averages right now: - Dow transports ($DJT) - Industrials $XLI - Retail $XRT - $GS Right at the 200-day MA - $KRE. $RUT seems destined to test the 200-day. Normal late September action, but it doesn't feel good. I guess we're setting the state for some golden crosses come late October/November or we're going lower. $MAGS carrying the day like 2024 when we dreamed of lower deficits and lower rates....

@Adam_Wyden Sep 24 1 click

Adam D. Wyden on X

Another interesting SOTP play. Love my topo atmos. $DBI https://t.co/qDGIBEqrIl

@Fierce__beast Sep 24 1 click

Fierce_beast on X

I am short $INMD. The stock will go lower i think if the business continues to deteriorate. Unfortunately, the guidance changes and results have caused me to essentially lose a lot of trust in anything the management says. I have been following this company for years. Sparing you the details, my view is not that I think fair value is significantly lower, but rather that there is just very small chances it recovers its core business. I think the most likely case is that it languishes and underperforms the market over time. Short interest collapsed to low single digits after the deal was announced and it remained low even after the deal ended last week.

@stockgutter Sep 24

SG on X

$QFIN large $5.3m insider sale by director Andrew Yin on Form 144 https://t.co/0smh9n3GJy

@BlueDuckCap Sep 23 1 click

BDC on X

Security was a breeze at Sofi thanks to $evlv https://t.co/J0TVDC7F8Q

@leevalueroach Sep 23

Lee Roach on X

Does anyone have access to this expert call on $EVC? https://t.co/qzqUNc627j

@BlueDuckCap Sep 23 1 click

BDC on X

Recommend Banyan's substack for anyone researching $STLN, the MASSIVE opportunity for the company, and their ideal position within Oncology today. If you want to skip the industry jargon and go straight to the MEAT just read the summary of the CEO quotes from recent conferences. These guys are crushing it, and it will be a much bigger company imho.

@leevalueroach Sep 23

Lee Roach on X

$EVC crashing as I’m only up 310% now. My wife is seriously pissed the heck off.

Pioneer Bancorp Has One Too Many Red Flags

Pioneer Bancorp’s acquisitions lifted loans 13.6% and Q2 net interest margin to 4.30%, but expenses, weaker profitability ratios and a…

PBFS $446M

Crimson And Gold Research Sep 17 4 clicks

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

Groupon CEO Dušan Šenkypl and CFO Rana Kashyap discuss rebuilding the local-experiences marketplace with AI infrastructure, better…

GRPN $815M

Mispriced Assets Sep 11 5 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 $393M

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 $642M

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

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 $501M

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 $690M

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 $336M

High Alpha Professor Sep 8 1 click

Build a Bear Workshop

Build-A-Bear Workshop, the toy retailer.

BBW $313M

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 $874MBRBR $894M

The Value Road Sep 2 12 clicks

LZ · long

Legalzoom.com INC

LegalZoom trades near all-time lows as AI adoption is positioned to accelerate growth.

LZ $961M

Value Investors Club Jun 9

Boston Omaha Corporation ($BOC)

Boston Omaha trades at $13.31 versus a $23-$30 intrinsic-value estimate, with billboard, broadband, hangar and surety businesses valued at…

BOC $390M

Calvin Blissett Sep 4

GAMCO Investors, Inc. - GAMI

GAMCO Investors trades OTC at a $550 million market cap, with $150 million in excess cash and a 5.2-5.7x operating-income valuation despite…

GAMI $548M

Exploring with Alluvial Capital Aug 21

DDI Double Down Interactive (Brief writeup)

DoubleDown Interactive trades near its $485 million cash balance while generating $150 million of annual free cash flow, with acquisitions…

DDI $654M

Sylence Capital Aug 4

GCI Liberty: Cheap, Tax Asset, Malone Fatigue?

GCI Liberty trades cheaply, holds tax assets, and faces investor fatigue with John Malone.

GLIBA $924M

Clark Street Value Jul 16 2 clicks

Pt III: A High Quality Tech Provider with an Emerging Event-Angle

IMAX China, Hong Kong-listed 1970, is IMAX’s exclusive Greater China licensee, earning box-office-linked fees from premium large-format…

IMXCF $366M

Raging Bull Investments Jun 29

NL Industries

NL Industries’ $330 million market value is backed by $626 million of public stakes and cash, less estimated legal fees, creating a…

NL $340MCIX $473M

Sylence Capital Jun 20

Special Situation: Trading at Net Cash, 35% FCF Yield

DoubleDown Interactive (DDI) traded at net cash and a 35% free-cash-flow yield after a secondary offering, while its social casino business…

DDI $654M

Easy Value Jun 17

Golden Dome, Quantum, Next-Gen GPS, Oh My... ($FEIM)

Frequency Electronics ($FEIM) trades at its lowest EV/EBITDA multiple since 2016 despite satellite-timing exposure to Golden Dome spending…

FEIM $968M

Multibagger Monitor Jun 16 8 clicks

Hallador's "Beautiful, Clean Coal": Near Term Catalyst w/ 200% Upside ($HNRG)

Hallador Energy's Merom plant cleared a MISO review, setting up a potential data-center PPA that could transform the coal miner into a…

HNRG $644M

Multibagger Monitor Apr 22 8 clicks

Thursday, September 24, 2026

PAA Research on X

Adam D. Wyden on X

Fierce_beast on X

SG on X

BDC on X

Lee Roach on X

BDC on X

Lee Roach on X

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