$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.
Thursday, October 1, 2026
Back to today 
From X
Maj Soueidan on X
My faves from this list: $LEAT Protective sports equipment $ACFN Remote monitoring Also watching $MLR Towing equipment $PSIX Engines + Data center (generator enclosures) $EZPW Pawn shops $MITK Fraud detection $PKOH supply chain logistics I love earnings season🫠 https://t.co/PK2ffxpVYY
PAA Research on X
I don't know what people expected for the $RKT print and guide. Always puts and takes, but this was a solid print in this environment. $UWMC just went through the windshield and my guess is that $RKT has some share gains to be had there. Gain on sale in the Pro channel was tight in the quarter so perhaps that reflects some of that.
BDC on X
Outstanding results from $STLN (formerly $TOI) https://t.co/csecGWhVFe
SG on X
$RILY decent results at first glance https://t.co/pv1rPogLFA
Maj Soueidan on X
Highly likely we’ll soon see some insider purchases at $KRMD - given today’s drop on Q2 earnings. https://t.co/q3GM4y5V4P
Timyan Bank Alert on X
First we destroyed your balance sheet and earnings power, now we'll help you sell your bank. $HBNC $FNWD et al FHN Financial Securities debuts financial institutions investment banking group | S&P Global Market Intelligence https://t.co/UbvA43Sqv6
Ian Bezek on X
@MoodyWriter13 Agreed, good quarter, excellent longer-term trajectory. Very happy to have a chunky position here. $INTR
marginofdanger on X
$MAPS reports later today https://t.co/dMmI5zzsgv
Investor Letters
All letters- Protean Funds September 2026 DVYSR $89MREJL-B $285M
- Quercus Fund 2026 (Jan-Aug) FCODF $4.8B
- PenderFund Capital Management Ltd. August 2026 TGMPF $187MVHI $332M
- Forager Funds Management August 2026 BVSFF $929MEMCHF $64M
- Protean Funds August 2026 BVNKF $2.5BSUSRF $260M
- Forager Funds Management July 2026 BVS $960MOFX $92M
- PenderFund Capital Management Ltd. July 2026 KXS $3.4BMDA $4.7B
- Pendelhaven Asset Management B.V. July 2026 DR0 $448MALM $3.9B
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…
Kurt Christensen 2 clicks
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…
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…
Albert Anthony 1 click
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…
Not So Fast
Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.
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…
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…
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…
Undercovered Dozen: Vicor, Rayonier, Accenture And More
Vicor, Rayonier, Accenture and nine other lesser-covered stocks make up Seeking Alpha’s Undercovered Dozen.
The Undercovered Dozen 5 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…
ELME · long Elme Communities
Elme Communities, a REIT, is nearing the end of a long liquidation process.
💥Yield!💥
Beyond Meat’s Q2 2026 revenue fell 8.2% as U.S. retail and foodservice volumes declined, while a flatter, not inverted, Treasury curve…
Sezzle: Why I Think The Sell-Off Is An Opportunity
Sezzle reports subscribers up 76.4%, transactions up 32% and quarterly GMV up 38%, with expanding margins supporting improved profitability…
The J Thesis 1 click
Research Roundup Vol. LIV
Research Roundup covers AAON's data-center cooling ramp, Knife River's margin recovery, ChronoScale's Microsoft-backed neocloud buildout…
Dark arts or infinite reload? $TTD’s CEO options and the repricing proxy
The Trade Desk’s CEO received a new 10-year option package targeting $105 per share as the company seeks shareholder approval to reprice…
Cullinan Therapeutics: Compelling Pullback For CLN-978's Potential In Autoimmune Diseases
Cullinan Therapeutics plans December 2026 autoimmune updates for CLN-978, while zipalertinib awaits an FDA decision in previously treated…
Myriam Alvarez 3 clicks
Group 1 Automotive (GPI) vs Alpha Metallurgical Resources (AMR)
Alpha Metallurgical Resources director Ken Courtis bought $10.5 million above $190 after a blackout lifted, while Conifer’s 12.7% Group 1…
Monte Investments Market Brief Vol. CXXX
Monte Investments upgrades Karman Holdings to Buy with a $133 target after a 65% drawdown, citing 28.83x EV/aEBITDA and governance changes.
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…
QuantumScape: Sell The Stock That Has No Revenue And No Factory Until 2029
QuantumScape faces a 2029 PowerCo plant delay, reduced partner commitments and no revenue, with a scenario-weighted $2.12 per-share…
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Conor Maguire | Value Situations
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Deep Sail Capital
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DOMO Capital Management, LLC
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Fierce_beast
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SG
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Timyan Bank Alert
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ToffCap
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Voss Capital
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