Friday, September 25, 2026

Updates

FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.

PRTH $642M

Nat Stewart - Stock Picking Newsletter Sep 25 12 clicks

Sep 25 RDDT $28B

Reddit: DCF Valuation

Hated Moats 7 clicks

Sep 25 RL $21B

TSOH Weekly Roundup (09/25/2026)

TSOH Investment Research 5 clicks

From X

@ClarkSquareCap Sep 25 4 clicks

Clark Square Capital on X

@27XVII $CSHR for bitcoin etfs

@valuedontlie Sep 25

Colin King on X

$GDOT selling off past few days... Looks like deal will get delayed (again) from Q3 close to Q4 close Waiting on UT/AL/Fed approval... consent order likely making it longer than expected Perhaps some investors puking on delayed timeline + stub shares situation I'm still long https://t.co/Ik5zuRAAPG

@leevalueroach Sep 25 5 clicks

Lee Roach on X

$CXW got a new President/CEO today. https://t.co/7WpulDuHkg

@ACapitalLP Sep 25 8 clicks

A Capital on X

@srg444 Me looking at $MGM trading at $32 when Osaka asset is worth 💰 https://t.co/jvVZZ37LP0

@KEDM_COM Sep 25 3 clicks

KEDM.com on X

Buckley Capital @buckleycapital exited Dave after a 100%+ rally from its average cost — on valuation, despite calling it a great business — and substantially cut Root. The proceeds went to Celsius $CELH and Light & Wonder $LNW.AU, where the Fund calls the street's disbelief in management's $2.0bn 2028 adjusted EBITDA target irrational, implying 150%+ upside.

@Fierce__beast Sep 25 6 clicks

Fierce_beast on X

@WaterworldCapi1 $fds decent short, very big and liquid, not showing deterioration yet, still an opportunity to short into earnings revisions (if they happen)

@Adam_Wyden Sep 25 5 clicks

Adam D. Wyden on X

@ACapitalLP $CODI ?

@ACapitalLP Sep 25 1 click

A Capital on X

What are the most interesting “rumored deal” or “strategic alternatives” trades today? I’ll start: $FUN - 9/22, Jana pushing for sale $ONT - 8/5, strategic review $VITL - 9/17, rumored take private $CGX.CN - 9/23, strategic review/advisors hired $NFG - 9/16, strategic review (Seneca E&P assets)

Single Stock Spotlight #15: Rocket Companies (RKT)

Rocket Companies combines Redfin, Rocket Mortgage and Mr. Cooper into an end-to-end homeownership platform, adding mortgage servicing fees…

RKT $33B

Hidden Rock Capital's Newsletter Sep 25 6 clicks

(Public) Mach Natural Resources - A Buying Opportunity

Mach Natural Resources' Q2 distributable cash fell to $60.1 million as development spending rose, prompting a distribution cut; its units…

MNR $1.7B

HFI Research Sep 25 4 clicks

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

OSW · short

Onespaworld Holdings LTD

OneSpaWorld Holdings, the dominant outsourced cruise-ship spa operator across more than 200 vessels, is the subject of a short thesis.

OSW $2.3B

Value Investors Club Jun 8

$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove

Hims & Hers investor Paul Cerro is long again on lab and patient data driving retention and LTV, despite management concerns, GLP-1…

HIMS $7.1B

Yet Another Value Podcast Aug 7 9 clicks

OXY's Plan for Financial FREEDOM

Occidental Petroleum’s plan targets debt-free operations and roughly double 2025 cash generation under new CEO Richard Jackson, following…

OXY $55B

Open Insights Aug 7

BREAKING: Kawhi Leonard's Other Undisclosed "Sponsorship" Deal

Daktronics allegedly paid Kawhi Leonard millions in a hidden sponsorship deal tied to the Clippers’ Intuit Dome, raising fresh questions…

DAKT $835M

Hunterbrook Aug 7

Airbnb 2Q'26: Widening the Gap with Booking

Airbnb added 14 million booked nights and seats, up 10%, and guided low-double-digit third-quarter growth as North America and EMEA…

ABNB $94B

MBI Deep Dives Aug 7 6 clicks

TSOH Weekly Roundup (08/07/2026)

TSOH’s weekly roundup covers Crocs’ $218.6 million Malta tax savings, Roblox’s forecast bookings decline and Lululemon’s CEO change amid…

CROX $5.7BRBLX $30B

TSOH Investment Research Aug 7

A merciless market (and the reason behind the drop?)

Shift4 fell 19% after cutting FX-neutral guidance by 100 basis points, despite Q2 revenue, EPS and EBITDA beats.

FOUR $2.9B

Best Anchor Stocks Aug 7

DoorDash 2Q'26: Growth Beyond the Restaurant

DoorDash’s 2Q 2026 orders rose 27% and marketplace GOV grew 36%, with DashPass driving a slight acceleration in U.S. restaurant demand.

DASH $81B

MBI Deep Dives Aug 6 2 clicks

The Mispriced Assets Super Bowl

Groupon, Corsair and StepStone report within 15 minutes, setting up volatility between Groupon’s after-hours release and its Friday morning…

GRPN $815MCRSR $1.5B

Mispriced Assets Aug 6

DEC-laration of independence

Diversified Energy cut $233 million of debt in 1H26, repurchased $93 million of stock and sold $273 million of land and assets while…

DEC $950M

The Oak Bloke Aug 6 7 clicks

Friday, September 25, 2026

Clark Square Capital on X

Colin King on X

Lee Roach on X

A Capital on X

KEDM.com on X

Fierce_beast on X

Adam D. Wyden on X

A Capital on X

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