Updates
FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.
Friday, September 25, 2026
Back to today 
From X
marginofdanger on X
$FPH mentions on call they are currently talking to anchor tenants for the 2.8mm sf of R&D/tech-dedicated entitlements for Candlestick. Not many options for contiguous brand new space in SF. Would be interesting if they secured a whale like Anthropic, OpenAI or Databricks.
Timyan Bank Alert on X
$FCNCA $SBNC HT @bankinvesting https://t.co/3nOgjdlsG8
Timyan Bank Alert on X
$NRIM- Northrim BanCorp, Inc. Signs Definitive Agreement to Acquire $PBCO Financial Corporation https://t.co/XtscRHtpqE
Timyan Bank Alert on X
Independent Bank, Simmons address credit quality; South Plains $SPFI interested in M&A | S&P Global Market Intelligence https://t.co/TWGUKwHaIL
catechwilliams on X
$SWIM. Stock has barely budged over the last 2 weeks despite: 1) $PNR pre-announcing pool pump sales -17% and 2) $LESL filing for BK citing slowing new pool demand. Expectation of HSD growth this year are disconnected from reality. Earnings miss and guidance cut likely coming.
mavix on X
Evolution $EVO announced the termination of the merger agreement between Evolution & Galaxy Gaming. Evolution is required to pay Galaxy Gaming a termination fee of USD 5,234,678, but they expect to continue working with Galaxy Gaming. https://t.co/rdhNO86tEL
catechwilliams on X
@SILVERGOLDBTC28 @GalianoTiramani @Xectron You guys will probably be eating at Golden Corral when $BXBL is below $5 in a few weeks.
mavix on X
I just published my Earnings Update about the Q2 2026 results of Evolution $EVO $EVVTY https://t.co/O2CGJCWGJK
Investor Letters
All letters- Pendelhaven Asset Management B.V. July 2026 DR0 $438MGRVY $463M
- Asset Value Investors Ltd July 2026 079940 $399M
- Forager Funds Management July 2026 BVS $981M
- PenderFund Capital Management Ltd. July 2026 TSAT $702M
- Palm Harbour Capital July 2026 082920 $998M
- Protean Funds July 2026 TRUE-B $607M
- Artisan Partners Q2 2026 BW $869M
- Royce Investment Partners first half of 2026 AIOT $376MPAR $589M
This Week in Special Situations: Cooper Companies, Sturm Ruger, Grab Holdings, Boston Omaha
Special-situations survey flags Cooper’s $3 billion buyback, Grab’s $900 million repurchase, and Beretta’s $44.80 partial tender for Sturm…
Pioneer Bancorp Has One Too Many Red Flags
Pioneer Bancorp’s acquisitions lifted loans 13.6% and Q2 net interest margin to 4.30%, but expenses, weaker profitability ratios and a…
Crimson And Gold Research 4 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…
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…
Dane Bowler 
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.
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…
(Idea) GeoPark’s Venezuela Deal Creates More Upside—And A More Difficult Valuation
GeoPark’s Bare Block acquisition targets $1.2 billion of 2030 EBITDA, but 42.1 million to 47.6 million new shares and Gilinski control…
ContextLogic Acquires gChem (LOGC): Update and Valuation
ContextLogic will acquire specialty-solvent maker gChem for $850 million, funded by a $650 million rights offering and $250 million of…
Kodiak AI: The Stock Collapsed Just As The Business Started Working
Kodiak AI’s stock collapse coincides with a planned year-end long-haul driverless launch, while cash burn, customer concentration and…
High Alpha Professor 1 click
Build a Bear Workshop
Build-A-Bear Workshop, the toy retailer.
GLIBA · long Liberty Capital CORP
Liberty Capital Corp, GLIBA, is pitched long following its July 2025 spinoff from Liberty Broadband.
Kronos Worldwide: Benefiting From Sulfur Shortage
Kronos Worldwide’s 27% inventory reduction added $120 million in cash inflows as chloride-based TiO₂ demand rises amid a sulfur shortage.
Given Mahlangu 
A Busted Businesses or a Cyclical Bottom?
Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…
Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case
Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…
Equity Eagle 2 clicks
EVC Update
EVC reported a solid second quarter and outlook.
$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital
Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…
Three small caps from my watchlist (August 2026)
EverQuote, an $864 million digital insurance marketplace, and PAR Technology, an $808 million restaurant software provider, lead a…
Burry on Build-A-Bear, Part 1
Michael Burry on Build-A-Bear Workshop, Part 1.
RR 2026-08-29 Richtech Robotics: An Easy Pass Based On Lackluster RaaS Growth Quality
Richtech Robotics faces 9.5% revenue growth, 159% higher OPEX and a RaaS contract pipeline that fell from $6.6 million to $2.1 million.
Andres Veurink 1 click
Late August 2026 Random Ramblings
Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…
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