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 24 IEHC $73M

IEH Corporation: Research Note

Atrium Research - Equity Research 12 clicks

Sep 21 ARKO $453M

ARKO. 3x Owner’s Earnings multiple, 21% ROCE, Founders involved and large shareholders, Stake in a public company>market cap. Superb Capital Allocators

Calvin Blissett 4 clicks

From X

@RagingVentures Sep 25 2 clicks

Raging Capital Ventures on X

Along with our great guest speakers (outlined below), our Ideas & Networking Conference next Thursday, October 1st in NYC will feature a few investment ideas from yours truly. Over the years, we’ve highlighted some good ones, including: 2023 — $EFXT below $6, now $23+; $FPH below $3, now $4.65 2024 — Alphawave Semiconductor, subsequently acquired by $QCOM at a 70% premium; $MRAM below $6, now $18; $WBD below $9, now $30 2025 — Short $ORCL at $285 Plus, many more ideas along the way. We’re down to just a handful of seats for next week. Click below to register: https://t.co/NZIcFTuLGW

@DeepSailCapital Sep 25 1 click

Deep Sail Capital on X

$GRML has been #1 on my short squeeze tracker for 3 days straight, here are the metrics: https://t.co/GcvUmQyZDi

@majgeoinvesting Sep 25

Maj Soueidan on X

Not saying this is a “where’s there’s smoke there’s fire” type of situation, but I don’t think it’s great that $LGCY is still dealing with account receivable issues when it wasn’t really supposed to be a lingering one when they first mentioned it in Q4 2025. https://t.co/g1BzasReV6

@DeepSailCapital Sep 25 2 clicks

Deep Sail Capital on X

$GRML - Continues to be in a short squeeze after the recent Greenland announcement. 900% borrow rate, no borrow in sight, this one might run for a few days.

@Fierce__beast Sep 25 4 clicks

Fierce_beast on X

@SebKrog are you long $opal?

@finphysnerd Sep 25

Myles on X

Am long Prosus $PRX here, shorting $ECNS to hedge china risk. I think $TCEHY is pretty attractive here. In relative terms it's way more attractive than the junk in ECNS at a similar low teens valuation. The discount is very large and Prosus continues to create value with buybacks

@TimyanBankAlert Sep 24

Timyan Bank Alert on X

@vapreps @DarkfireCapital There were many opportunities to sell $BORT too early. https://t.co/PHXDkTM888

@TimyanBankAlert Sep 24

Timyan Bank Alert on X

@vapreps Lyn Hayth did a fine job turning $BORT after the GR and Michelle Austin has continued the tradition.

Bumble, 2x Owner’s Earnings. Sentiment is abysmal, the founder is back. The stock could easily be a multibagger.

Bumble trades at roughly 2x owner’s earnings and 4.76x enterprise value, with Whitney Wolfe Herd’s return central to a rerating case.

BMBL $335M

Calvin Blissett Sep 20 4 clicks

Pacific Health Care Organization - OTC:PFHO

Pacific Health Care trades below its more than $1 per-share net cash despite profitable workers’ compensation claims services, California…

PFHO $13M

Obscure Stocks Sep 19 3 clicks

DeFi Development: The Clarity Act Failure Tests The Solana Treasury Thesis

DeFi Development’s Solana treasury strategy faces dilution, preferred dividends and tight liquidity after a 50% rally, with $4.3 million of…

DFDV $175M

Dorine Cherop Sep 18

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…

RGR $699M

Latticework by MOI Global Sep 18 1 click

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…

PBFS $446M

Crimson And Gold Research Sep 17 4 clicks

A special situation bet on the power of incentives with 10x upside in a mandated year timeframe.

Beasley Broadcast Group's equity hinges on repaying or arranging sales for roughly $115.5 million of debt by September 2027, before PIK…

BBGI $21M

Calvin Blissett Sep 17 1 click

LifeMD: Still Undervalued Despite Earnings Miss

LifeMD cut 2026 revenue and EBITDA guidance as subscribers fell and customer acquisition costs reached 59% of revenue, prompting a shift…

LFMD $142M

Eli Gooch Sep 16

Initiation Report

Zentek initiation report.

ZTEKF $63M

Atrium Research - Equity Research Sep 13 5 clicks

CVD Equipment Corporation (NASDAQ:CVV)

CVD Equipment is winding down manufacturing, cutting half its staff and weighing liquidation, with $23.5 million of cash and a…

CVV $31M

Obscure Stocks Sep 13 2 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

GLIBA · long

Liberty Capital CORP

Liberty Capital Corp, GLIBA, is pitched long following its July 2025 spinoff from Liberty Broadband.

GLIBA $924M

Value Investors Club Jun 26 2 clicks

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.

KRO $895M

Given Mahlangu Sep 23

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

NewtekOne: Pivot Towards Holding Guaranteed Loans A Good Strategy

NewtekOne’s bank conversion and retention of SBA-guaranteed loans target recurring income, while a 6% yield and book-value valuation…

NEWT $324M

Stephen Nemo 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

Imperial Petroleum: Buy On Strong Prospects And Substantial Share Repurchases

Imperial Petroleum's record Q2 cash generation, major share repurchases and a $32 million Suezmax sale gain set up another record quarter.

IMPP $234M

Henrik Alex Sep 10 3 clicks

(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…

GPRK $678M

HFI Research Sep 10 2 clicks

This Week in Special Situations: Signet Jewelers, Medipal Holdings, First REIT of New Jersey

Signet, Medipal and First REIT headline 27 situations spanning buybacks, activism, M&A and liquidation catalysts.

FREVS $118M

Latticework by MOI Global Sep 10 4 clicks

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…

LOGC $690M

Hidden Gems Investing Sep 8 5 clicks

Friday, September 25, 2026

Raging Capital Ventures on X

Deep Sail Capital on X

Maj Soueidan on X

Deep Sail Capital on X

Fierce_beast on X

Myles on X

Timyan Bank Alert on X

Timyan Bank Alert on X

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