Friday, September 25, 2026

Reddit: DCF Valuation

Reddit’s DCF values shares at $225, driven by international ARPU expansion from $2.2 to $8.3 by 2035 and 38% operating margins.

RDDT $28B

Hated Moats Sep 25 7 clicks

Sep 25 RL $21B

TSOH Weekly Roundup (09/25/2026)

TSOH Investment Research 5 clicks

Sep 25 RKT $33B

Single Stock Spotlight #15: Rocket Companies (RKT)

Hidden Rock Capital's Newsletter 6 clicks

From X

@BlueDuckCap Sep 16

BDC on X

Wow - kinda nailed the need for cellular partner except the partner is VZ, not $SPCX. Good, regardless. $SNAP https://t.co/SaiRhAUmRr

@BlueDuckCap Sep 16

BDC on X

Based on what we've seen so far from Specs, and given private market valuations, could easily see $SNAP sell 20% minority stake in Specs for $2B. Implication is insanely bullish for SNAP equity.

@BlueDuckCap Sep 16

BDC on X

Specs are really cool. All sorts of real world applications. The enterprise apps might have the most commercial potential. This tech is legit. Minority equity investors will be lining up. $snap

@KEDM_COM Sep 16

KEDM.com on X

Vontier $VNT boosted its buyback to $1bn and intends to deploy at least $125m per quarter, starting Q2. That’ll be roughly 14% of the market cap (annualized). Vontier's share price is under pressure, recently hitting multi-year lows on poor results. But cash flow generation remains healthy, and Vontier has been pressing that buyback button strongly over the past few years.

@ActAccordingly Sep 16 1 click

PAA Research on X

The trading action in $LEN should be pretty interesting following a disappointing print and underwhelming guidance (albeit not surprising). The stock trades at tangible book value with a 2.5% dividend yield (that used to mean something) and they look set to buyback 5-7% of the shares outstanding annually. They've moved their entire pricing and gross margin model down to meet the market so they can move volumes. They're moving units in Arkansas at $230,000. There's definitely a market at that price point. There's some controversy about their land bank accounting practices from the work of @hntrbrkmedia, but you still have a biz that's not impairing book and generating profits. Insiders own a fair amount, Berkshire bought last quarter. Is there enough bad news here? Is it finally washed out? https://t.co/j7W0oY1pY5

@ActAccordingly Sep 16

PAA Research on X

This is an absurdly large deal relative to the size of $GNRC. Candidly, I'm not sure why $AMZN just didn't buy the company. I can make a strong case that over the next few years they could do a lot with the residential biz on the backup generator and BESS side. That's just me. Maybe they get their eventually. We'll see.

@junkbondinvest Sep 16

junkbondinvestor on X

Blackstone? ✔️ Alphabet? ✔️ 10 banks salivating to provide $22bn in chip financing? ✔️ All for Crux AI, a company that launched THIS month (w/ $5bn equity from $BX). Crazy to remember this asset class barely EXISTED not too long ago https://t.co/hT0pjvDgKI

@OddDiligence Sep 16

Odd Diligence on X

$CCXI $GNRC mY Llm SeYs sO ShiTTy tO giVe AmAzoN WaRranTs MuSt bE ShiTcO https://t.co/qB8BwzvlHZ

Ouster (NASDAQ: OUST) Stock Rating: Accumulate - Initiating Coverage

Ouster began coverage at Accumulate as lidar revenue rose 56% in Q2, while annual cash burn near $80 million has driven an 86% share-count…

OUST $2.9B

Cestrian Capital Research Sep 25 7 clicks

Research & Analysis: The Aaon Group (NASDAQ: AAON)

AAON's BASX data-center cooling business targets $1 million to $1.5 million per megawatt, with new capacity and backlog conversion expected…

AAON $6.8B

Monte Independent Investment Research Sep 25 8 clicks

Vista Energy: The Cash Engine Is On

Vista Energy's Q2 2026 production rose 32% and revenue 89% as Vaca Muerta acquisitions expand its Argentine export platform and cash…

VIST $7.1B

Alan Galecki Sep 25 5 clicks

Ciena & Fabrinet: The Road Ahead for Optics

Ciena and Fabrinet benefit as AI clusters require high-speed optics within and between data centers, through networking systems and…

FN $16BCIEN $55B

Aurelion Research Sep 24 4 clicks

Honeywell: Post-Spin Growth Story Is Just Getting Started

Honeywell is refocusing on automation after its Aerospace and Advanced Materials spinoffs, with a 1.1x book-to-bill ratio, raised guidance…

HON $67B

Gen Alpha Sep 24 1 click

Formula 1: Liberty Media’s Drive for Success

Liberty Media bought Formula 1 for $4.4 billion in 2017 and monetizes its exclusive commercial rights through racing, media and sponsorship.

FWONK $23B

Open Insights Sep 24 6 clicks

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…

FLY $3.9B

Monte Independent Investment Research Sep 24 16 clicks

Atlassian: A $140 Billion Market Growing At 14% Annually Creates A Massive Opportunity

Atlassian targets a $140 billion market growing 14% annually, with Rovo reaching 5 million monthly active users and assisted actions rising…

TEAM $48B

Muhammad Cheema Sep 24

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

ZIM’s proposed deal carries a claimed 23% spread and 110% IRR by Q4 2026, with Q3 and Q4 dividends potentially raising returns if closing…

ZIM $3.5B

Calvin Blissett Sep 23 15 clicks

Research Roundup Vol. LIII

Micron’s customer agreements, Analog Devices’ acquisitions, Ondas’ GATE deal and Baker Hughes’ power systems position them for AI…

ONDS $4.3B

Monte Independent Investment Research Sep 23 4 clicks

MBGL · long

Mobility Global INC -spn

Mobility Global Inc. will become a standalone public company through S&P Global’s spin-off of its Mobility division.

MBGL $5.1B

Value Investors Club Jun 25 2 clicks

$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 21 clicks

CoreWeave, Inc (CRWV)

CoreWeave funds GPU data-center expansion with debt backed by $104 billion in contracted revenue, while GPU cloud rentals generate roughly…

CRWV $49B

SixSigmaCapital: Navigating the Financial Markets Sep 22 9 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…

ON $30BVSH $5.8B

Cestrian Capital Research Sep 22 6 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 $3.9B

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

Friday, September 25, 2026

BDC on X

BDC on X

BDC on X

KEDM.com on X

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PAA Research on X

junkbondinvestor on X

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