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 PTON $2.2B

TSOH Weekly Roundup (09/25/2026)

TSOH Investment Research 5 clicks

Sep 25 MNR $1.7B

(Public) Mach Natural Resources - A Buying Opportunity

HFI Research 4 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)

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

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

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

Birkenstock: Sector-Leading Growth At An Attractive Valuation

Birkenstock targets 13–15% annual revenue growth through FY2028, driven by APAC expansion and closed-toe footwear, while trading at 13.44…

BIRK $5.3B

Roman Vitasek Sep 24 4 clicks

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

Turning Point Brands: The Market Is Now Overly Concerned (Rating Upgrade)

Turning Point Brands reaffirmed 2026 guidance after a CEO change, while ALP and FRE expansion has compressed margins through marketing and…

TPB $1.1B

Caffital Research Sep 23 1 click

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

$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

AIRS · long

Airsculpt Technolo INC

AirSculpt (AIRS) operates roughly 30 centers offering premium self-pay body contouring, fat removal, fat transfer and skin-tightening…

AIRS $129M

Value Investors Club May 26

[P] VYX: Checking Out in 2025? (Part 3)

VYX executive chair James Kelly replaces David Wilkinson as CEO.

VYX $944M

Nongaap Investing Feb 11

[PQ] PLTK: Playing Bad (Governance) Odds

Playtika's governance is so poor it may create a contrarian opportunity.

PLTK $816M

Nongaap Investing Jan 21

20 OTC Markets Oddities

OTC Markets has lost many profitable small companies to buyouts, privatizations and SEC Rule 15c2-11.

MUEL $407MABLT $0M

Exploring with Alluvial Capital Jan 17

A 4x in 4 Years Surfing the Data Center Tsunami? ($TGEN)

Tecogen ($TGEN) sells gas-or-electric chillers that management says cut data-center cooling costs 30–40%, with factory utilization offering…

TGEN $86M

Multibagger Monitor Jan 8 3 clicks

Observations from a de-SPAC liquidation.

Electric Last Mile Solutions sold assets for $104.6 million after its $5 million OTC market cap reflected a Chapter 7 liquidation and…

ELMSQ $15M

Obscure Stocks Jan 1

Tullow Oil: Fire Sale

Tullow Oil faces falling Ghana production, heavy debt and tax-arbitration risk as Kosmos weighs a possible acquisition structure.

KOS $1.5B

Brevarthan Research Dec 12

An Announcement, A Visit, A Stock Pitch

Cementos Argos trades below the value of its 54.7 million Summit Materials shares, with asset sales and strategic holdings providing…

CMTOY $4.1B

Exploring with Alluvial Capital Nov 11

The Strategic Value of eDreams

EDreams’ Prime travel subscription model makes the €3.6 billion European OTA a potential Uber, Airbnb or Amazon acquisition target.

EDDRF $492M

310 Value’s Newsletter Oct 28 2 clicks

One More for the Offshore Basket: An Orphaned Microcap Driller

Offshore drillers have fallen 25-30% despite floater dayrates above $500,000 and utilization in the high-80% to low-90% range.

TDW $4BVAL $5.4B

Raging Bull Investments Oct 24 1 click

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

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