Thursday, October 1, 2026

$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital

Turning Point Brands' FRE and Alp nicotine pouches aim to become a third C-store brand behind ZYN and Velo as PMTA rules limit new entrants.

TPB $1.1B

Yet Another Value Podcast Oct 1 3 clicks

Oct 1 LIFE $2.2B

How Ethos Sold Wall Street on AI While Powering an Analog Boiler Room

Hunterbrook 1 click

Oct 1 KRMN $4.3B

Karman Holdings q2’26 Earnings Update

Monte Independent Investment Research

From X

@P_Remarks Oct 1

Prepared Remarks on X

I cannot reconcile the significant insider buying at $celh w/Bloom’s scanner data, clear shelf space gains, & social momentum. Plus freight headwind Alani LTOs (witches brew) are doing well/slight accel but core CELH doesn’t have accel potential until Q1 Too much risk I think

@leevalueroach Oct 1 1 click

Lee Roach on X

On timber companies $RYN and $WY. If the long end keeps going up. 6-7% which I think is definitely possible. Then timber companies will get crushed. But my overall thesis remains and is happening in real time: energy-driven inflation, fiscal deterioration, failed treasury buybacks, the Fed losing the long end. Right now the market is repricing duration before it reprices scarcity. This gap can run for decades. Equities were destroyed in real terms through 1973 and 1974. But hard assets won the decade. I’m praying both of these timber companies keep going down. Land is my favorite asset to own. You can see it. You can touch it. You can hunt on it. You can fish on it. And you can grow productive timber on it. Huge swaths of land have massive optionality. Let’s hope Scott “I am the house” Bessent continues to lose the bond market. I want to see a bloodbath here.

@BarbarianCap Oct 1 1 click

Barbarian Capital on X

$HAS also moved up Barbie-Maker Mattel Draws Takeover Interest From Authentic Brands Group $MAT https://t.co/HZXNiDyOkj

@BarbarianCap Oct 1

Barbarian Capital on X

ON Semicondcutor to Buy Synaptics for Cash, Not Stock, in Downsized Deal $ON $SYNA https://t.co/ZBg5wXAYaX

@calvinblissett Oct 1

Calvin Blissett on X

#1 report on $BMBL scuttlebutt in college Girl: “bumble is for old people and wierd” she used tinder for hu and hinge for “quality” Guy: “the gay one?” Went to go scroll on tinder

@DOMOCAPITAL Oct 1

DOMO Capital Management, LLC on X

Is this bullish $PBI?? 🤣 https://t.co/mtBoKcxR8m

@calvinblissett Oct 1 2 clicks

Calvin Blissett on X

@JordanBoekel I have skimmed over $FINV, $LX made good money in $YUMC, looked at $PDD. I think management is even more important given regulatory risk and China and that is partly why I like $YB

@stockgutter Oct 1

SG on X

$SEV shot-chaser 8k this morning boasts of slashing capital needs to $115m S-3 this afternoon says raising up to $250m anyways I'm naked short calls https://t.co/bnw9wOqULl

Innodata: The 45% Pullback Has Changed My View (Rating Upgrade)

Innodata's 45% pullback resets its valuation after two quarters of 50% revenue growth, though two customers still supply 71% of revenue and…

INOD $2.4B

Kurt Christensen Oct 1 1 click

This Week in Special Situations: Pearson, CarMax, Talen Energy, KBR, Apollo Commercial Real Estate

Pearson, CarMax, Talen Energy, KBR and Apollo Commercial Real Estate lead a 33-company survey of activist campaigns, buybacks, M&A and…

KMX $7.8B

Latticework by MOI Global Oct 1 1 click

Ladder Capital: Grab This Diversified, Investment-Grade Mortgage REIT At Below Book Value

Ladder Capital trades below book value with high yield, but faces margin pressure and office-loan exposure despite diversified funding and…

LADR $1.1B

Albert Anthony Oct 1

Group 1's CEO Said "Competitive Advantages and Opportunities." A Car Dealer? I Went Looking.

Group 1’s 19% ownership cap, tied to automaker franchise agreements, frames Conifer’s 1.9 million-share stake and potential buyback-driven…

GPI $2.9B

Cannibal Stocks Oct 1 1 click

Not So Fast

Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.

EVC $682M

The Mikro Kap Oct 1 3 clicks

Q3 2026 Consolidated Holdings, Performance, and Ideas

Irrational Analysis reports 51.55% outperformance versus a semiconductor ETF, adding Credo for SerDes and QMCO for AI-driven tape storage…

QMCO $1.3B

Irrational Analysis Oct 1 1 click

Zentek Research Note

Zentek shipped its first ZenGUARD air-filter order to a Canadian federal facility as its Albany graphite PEA confirmed a US$3.85 billion…

ZTEKF $63M

Atrium Research - Equity Research Sep 30 2 clicks

NASDAQ:YB 10% dividend, 2x P/E, 30% growth, AI beneficiary, secular tailwinds, founder CEO I think is as good as Bezos/Walton

Yuanbao pairs a 10.2% dividend and cash exceeding its market value with 33.5% first-half profit growth from AI-enabled Chinese insurance…

YB $553M

Calvin Blissett Sep 30 4 clicks

Undercovered Dozen: Vicor, Rayonier, Accenture And More

Vicor, Rayonier, Accenture and nine other lesser-covered stocks make up Seeking Alpha’s Undercovered Dozen.

RYN $5.5B

The Undercovered Dozen Sep 30 4 clicks

3 Mergers and 1 Liquidation in the Danger Zone

Stratus Properties liquidates Austin real estate below projected distributions, while Atlantic Lithium and Intermex await approvals for…

STRS $147MIMXI $349M

Triple S Special Situations Investing Sep 30

HGV · long

Hilton Grand Vacations

Hilton Grand Vacations faces an inflection point in profitability growth and free cash flow generation.

HGV $2.7B

Value Investors Club May 29

Sarepta Risk and the FDA

Sarepta’s Exondys 51 approval despite a 12-patient trial frames FDA regulatory risk and a call to remove Commissioner Robert Califf.

SRPT $1.9B

John Hempton's Newsletter Oct 31 2 clicks

A Value Trap, an Ancient Stock Pitch, a Glimpse Into The Past

Four Corners’ insider-backed asset sale cut shareholder proceeds to roughly 80% of its prior share price. A 2016 Wilh.

FCPT $2.7B

Exploring with Alluvial Capital Sep 27

Dave & Buster’s Entertainment ($PLAY) Management Sees Potentially $1B+ in Incremental EBITDA in 2025, Will Investors? One Hour Analysis

Dave & Buster’s targets $1 billion-plus of incremental EBITDA by 2025 through marketing, food-and-beverage attachment and game pricing,…

PLAY $230M

Investing 501 Sep 15 1 click

Purecycle and the good money after bad decision...

PureCycle’s largest shareholder, Sylebra Capital, keeps financing its delayed, over-budget plastic-recycling plant despite covenant…

PCT $886M

John Hempton's Newsletter Aug 21 2 clicks

We can get some extra votes. Pity they are worthless and scumbags are in charge of governance.

Campari’s five-year loyalty plan grants five votes per share, letting its controlling shareholder sell stock while retaining control and…

DVCMY $8.2B

John Hempton's Newsletter Aug 7 1 click

Value Roundup

Talen’s post-bankruptcy nuclear assets, FREIT’s $22 Kushner bid and Calithera’s failed liquidation vote illustrate unusual small-cap…

FREVS $118M

Exploring with Alluvial Capital Jul 5

Letters, Presentations, and More!

Alluvial Capital’s Q3 update values We.Connect at a mid-single-digit earnings multiple, flags LICT’s $128 million rural-broadband grant,…

LICT $214MMRTI $89M

Exploring with Alluvial Capital Nov 22

Thursday, October 1, 2026

$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital

How Ethos Sold Wall Street on AI While Powering an Analog Boiler Room

Karman Holdings q2’26 Earnings Update

From X

Prepared Remarks on X

Lee Roach on X

Barbarian Capital on X

Barbarian Capital on X

Calvin Blissett on X

DOMO Capital Management, LLC on X

Calvin Blissett on X

SG on X

Investor Letters

Innodata: The 45% Pullback Has Changed My View (Rating Upgrade)

This Week in Special Situations: Pearson, CarMax, Talen Energy, KBR, Apollo Commercial Real Estate

Ladder Capital: Grab This Diversified, Investment-Grade Mortgage REIT At Below Book Value

Group 1's CEO Said "Competitive Advantages and Opportunities." A Car Dealer? I Went Looking.

Not So Fast

Q3 2026 Consolidated Holdings, Performance, and Ideas

Zentek Research Note

NASDAQ:YB 10% dividend, 2x P/E, 30% growth, AI beneficiary, secular tailwinds, founder CEO I think is as good as Bezos/Walton

Undercovered Dozen: Vicor, Rayonier, Accenture And More

3 Mergers and 1 Liquidation in the Danger Zone

Hilton Grand Vacations

Sarepta Risk and the FDA

A Value Trap, an Ancient Stock Pitch, a Glimpse Into The Past

Dave & Buster’s Entertainment ($PLAY) Management Sees Potentially $1B+ in Incremental EBITDA in 2025, Will Investors? One Hour Analysis

Purecycle and the good money after bad decision...

We can get some extra votes. Pity they are worthless and scumbags are in charge of governance.

Value Roundup

Letters, Presentations, and More!

Publications we follow

YouTube 4

Blogs 12

Seeking Alpha 42 of 206

X accounts we follow

Investor letters we follow

Sectors

Thursday, October 1, 2026

Prepared Remarks on X

Lee Roach on X

Barbarian Capital on X

Barbarian Capital on X

Calvin Blissett on X

DOMO Capital Management, LLC on X

Calvin Blissett on X

SG on X

Investor Letters

Publications we follow

Newsletters 93

YouTube 4

Blogs 12

Seeking Alpha 42 of 206

X accounts we follow

Investor letters we follow

Sectors