Monday, September 28, 2026

Quick Value #332 - Gentherm (THRM)

Gentherm’s Oct. 1 Reverse Morris Trust with Modine adds commercial and off-highway operations, leaving THRM at 7.4x pro forma EBITDA with under 1x leverage.

THRM $985M

Value Don't Lie Sep 28 4 clicks

Sep 26 VBNK $722M

VersaBank: The Bank Behind the Bank – How a Canadian Branchless Pioneer Wants to Make Asset-Backed Securities Obsolete

Substack von Philipp 7 clicks

Sep 25 FGPR $253M

Updates

Nat Stewart - Stock Picking Newsletter 13 clicks

From X

@IdeaBrunchEmail Dec 4

Idea Brunch on X

Idea Brunch with Chris Hammond of @JaguarCapMgmt A masterclass in healthcare investing. Tickers mentioned: $DRIO, $ADMA, and $QDEL https://t.co/l1BHGMZkRG

@CapitalVoss Nov 30 1 click

Voss Capital on X

Voss's Q3 letter is out. We take a look at some macro fears that failed to materialize this year, comment on historically cheap small cap valuations, and provide brief updates on our top 4 longs ( $GFF $IMXI $EXTR $BXC) and one new core idea ( $CROX). https://t.co/qG5Mo94ORB

@CapitalVoss Feb 3 1 click

Voss Capital on X

@TraderNewsFeed @AggieCapitalist We had a deep deep recession in 2020 and $ALTG grew right through it and held EBITDA flat...

@CapitalVoss Feb 3 1 click

Voss Capital on X

@TraderNewsFeed @AggieCapitalist That would certainly be a shock out of left field as they are telling you demand is accelerating across every vertical. CRE construction projects take time. ABI looks strong, particularly new inquiries, a good leading indicator. $ALTG organic rev only declined 3% in '20 Recession https://t.co/j7GD9MvAzC

@CapitalVoss Nov 24

Voss Capital on X

@alluvialcapital Um, you don't need to go to Poland. Here are the US listed stocks that fit your criteria. $ABG, $BXC, $BLDR, $LPX, $RCII, $VSTO, $BKE to name a few. https://t.co/VLTbA5S9u8

@CapitalVoss Nov 2

Voss Capital on X

$WU calling out Latin America and Mexico as the brightest growth spots this Q. Great read through for $IMXI. "Latin America was probably the one brighter spot that continued to recover a little bit from last year because Latin America has less relative digital business growth"

@CapitalVoss Aug 9

Voss Capital on X

$IMXI is consistently outgrowing hedge fund favorite $MGI and $WU by about 20%. https://t.co/gzDwGH3TOU

@CapitalVoss Aug 9

Voss Capital on X

Jon's updated thoughts on $IMXI after the Q2 earnings report. https://t.co/uPSaHrI0Qi https://t.co/7sEXhAEMat

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 $75M

Atrium Research - Equity Research Sep 24 13 clicks

EuroDry: Strong Prospects But Downgrading On Valuation Concerns - Hold

EuroDry shares rose more than 300% year to date as dry bulk markets strengthened, but an aging fleet, no dividend and a $20 million equity…

EDRY $168M

Henrik Alex Sep 24 4 clicks

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

ARKO trades at 3 times estimated 2025 owner’s earnings, while its 73.6% APC stake exceeds its $473 million market cap.

ARKO $476M

Calvin Blissett Sep 21 5 clicks

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 5 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 $12M

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 2 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 $19M

Calvin Blissett Sep 17 2 clicks

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 $131M

Eli Gooch Sep 16

Initiation Report

Zentek initiation report.

ZTEKF $63M

Atrium Research - Equity Research Sep 13 6 clicks

SFIX · long

Stitch Fix INC

Stitch Fix’s 2017 IPO rested on overly ambitious long-term growth expectations and an unrealistic definition of its addressable market.

SFIX $347M

Value Investors Club Jun 30 2 clicks

Greenland Energy Company: A Speculative Play On The Monetization Of Greenland

Greenland Energy Company holds 2.1 million acres in the Jameson Land Basin, but drilling permits, political risk and warrant dilution cloud…

GLND $163M

Ron Ferrie Sep 27

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 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 $796M

Mispriced Assets Sep 11 5 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…

CSR $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 $114M

Triple S Special Situations Investing Sep 11 3 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 $322M

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 4 clicks

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 4 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 $744M

HFI Research Sep 10 2 clicks

Monday, September 28, 2026

Idea Brunch on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Investor Letters

Publications we follow

Newsletters 93

YouTube 4

Blogs 12

Seeking Alpha 43 of 209

X accounts we follow

Investor letters we follow

Sectors