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
PAA Research on X
$MTN is the $FICO of consumer discretionary.
PAA Research on X
@firstadopter any thoughts or expectations heading into $NTDOY's #NintendoDirect event?
Broken Moats on X
forgot the ticker - de jour fraud is $INHD
Charles Frischer on X
@k790diskin $NN I just posted my thoughts on the hearing.
Charles Frischer on X
@scottwilsonUSD $NN I think the July and August meetings are live meetings for an NPRM. While not critical months, these are live and have a reasonable possibility of happening. The process should also accelerate the final rule and order timeline, as the work is being done right now in that area
Charles Frischer on X
$NN It is possible that Carr will be able to help the Part 15 user base and approve the 900 MHz modernization plan put forward by NN. The country needs an actionable alternative plan for GPS. The NN plan is important for our country. The time is now for action.
Charles Frischer on X
$NN The attached clips show that the hearing accomplished important work on public policy. Let the FCC do their job. The facts and the testing should/will demonstrate no unreasonable interference will occur from the upgrades to the band.
Investor Letters
All letters- Myrmikan Capital, LLC August 2026
- Protean Funds August 2026 BVNKF $2BSUSRF $265M
- Janus Henderson Investors July 2026 KLAC $261BMCK $109B
- Invenomic Capital Management July 2026
- Pendelhaven Asset Management B.V. July 2026 DR0 $443MALM $3.3B
- Asset Value Investors Ltd July 2026 079940 $391MUNVGY $27B
- Aikya Investment Management July 2026
- 1851 Capital July 2026
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