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.

FGPR $254MPRTH $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

@leevalueroach Sep 25

Lee Roach on X

$IEHC continuing to expand into new markets and earn new customers. https://t.co/mAoKYoXKwz

@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.

@majgeoinvesting Sep 25 2 clicks

Maj Soueidan on X

Why $RFIL today is not the same RFIL of a few years ago… https://t.co/gklf6zbNOF

@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)

IonQ: Nvidia QPU Catalyst Isn't Enough

IonQ's Q2 2026 revenue rose 287% to $80.1 million, but durability hinges on its $485 million RPO and enterprise adoption for production AI…

IONQ $18B

Deep Value Investing Sep 25 2 clicks

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

IEH Corporation: Research Note

IEH booked $3.6 million in mobile-defibrillator connector orders, lifting its medical revenue outlook and diversifying beyond aerospace and…

IEHC $73M

Atrium Research - Equity Research Sep 24 12 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

Grupo Aeroportuario Del Sureste: Quant Ratings Say Sell, But The Underlying Moat Says Strong Buy

ASR’s $992 million Motiva acquisition broadens its South American airport network after a 25% YTD decline, while its 8.5% FCF yield and…

ASR $6.4B

C Jessen Sep 24 3 clicks

NCNO · long

Ncino INC

NCino is a commercial-lending system of record for banks and credit unions, trading at roughly 3x enterprise value to sales.

NCNO $1.9B

Value Investors Club Jun 1 3 clicks

What I've Been Reading

Yesway, Dollar General and Expedia feature in a research roundup spanning convenience retail, discount stores and AI-driven travel search.

YSWY $1.3BDG $26B

Stock Thoughts Jun 15

Everyone Bought the Shovels

Element Solutions sells consumable chipmaking chemistry, with a $75 target from $44 based on an AI-driven semiconductor-materials rerating.

ESI $9.1B

Mispriced Assets Jun 15

The Cheapest Toll Road in the AI Economy?

A U.S. last-mile telecom network trades at 3.9x trailing earnings and 5.7x TEV/EBITDA, with AI traffic growth, capex normalization, merger…

CHTR $13B

Modern Value Investing Jun 14

ASR: Sureste Airports Soaring To 50%+ Upside, Market Is Missing The New Assets

Sureste Airports’ 20-airport Motiva acquisition and U.S. concessions are set to lift EBITDA, while shares trade at 7x forward EBITDA.

ASR $6.4B

Ian’s Insider Corner Jun 14

Under The Hood - Rollins ($ROL)

Rollins ($ROL) pairs automatically renewing pest-control contracts with route density and family-business acquisitions, producing 24…

ROL $14B

Bearhold Research Jun 14

A Hardware Multiple on a Software Powerhouse

A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…

CALX $2.2B

The Value Road Jun 12 5 clicks

Braemar Hotels & Resorts: Internalizing Management

Braemar Hotels & Resorts is internalizing its management.

BHR $114M

Clark Street Value Jun 12 6 clicks

Koil Energy’s Record Steel Shipment Signals Larger-Than-Expected Order Scale

Koil Energy’s record 30.4-ton stainless-steel tubing shipment points to more than $10 million of raw materials for multinational umbilical…

KLNG $36M

Byron Street Research Jun 12

PUDO Inc. ($PDO.C) FINS Review

PUDO’s revenue rose 35% to $5.6 million, but losses quadrupled as administrative costs outpaced growth; $242,000 of cash and ongoing burn…

PDPTF $5.3M

Wolf's Substack Jun 10

Friday, September 25, 2026

Clark Square Capital on X

Colin King on X

Lee Roach on X

Lee Roach on X

A Capital on X

KEDM.com on X

Maj Soueidan on X

Fierce_beast on X

Investor Letters

Publications we follow

Newsletters 93

YouTube 4

Blogs 12

Seeking Alpha 42 of 204

X accounts we follow

Investor letters we follow

Sectors