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 11 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

OPRX · long

Optimizerx CORP

OptimizeRx, OPRX, trades 30% below its February 2025 writeup despite becoming a stronger company.

OPRX $158M

Value Investors Club Jun 23 2 clicks

USA Compression: Unlocking Efficiency As It Heads To The Texas Stock Exchange

USA Compression targets nearly 30% full-year EBITDA growth as JW Power synergies, telemetry and maintenance reduce costs; its units yield…

USAC $3.7B

Ron Ferrie Sep 11 3 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

TSOH Weekly Roundup (09/11/2026)

TSOH weekly roundup covers Meta’s child-safety settlement, Markel’s leadership transition, Peloton’s gym strategy and an upcoming Alarm.com…

PTON $2.2B

TSOH Investment Research Sep 11 2 clicks

Independence Realty Buying Centerspace: Opportunity And Implications

Independence Realty Trust is buying Centerspace in stock to create an $8.1 billion apartment REIT, targeting 5% 2027 Core FFO per-share…

IRT $3.8BCSR $916M

Dane Bowler Sep 11

NET Power (NPWR):

NET Power’s $1.80 shares are paired with January $2 covered calls for 40 cents as the company pivots from carbon capture to Permian…

NPWR $132M

Triple S Special Situations Investing Sep 11 2 clicks

Tsakos Energy Navigation: Watch Those Oil Prices

Tsakos Energy Navigation benefits from higher oil prices and stronger tanker sentiment, but faces long-term demand destruction and…

TEN $1.5B

Long Player Sep 11

Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate - Initiating Coverage

Joby Aviation is initiated at Accumulate after booking $116m of trailing revenue, forming a Toyota manufacturing venture and agreeing to…

JOBY $6B

Cestrian Capital Research Sep 11

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

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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