$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
$TPC came through with a nice quarter and 50% dividend increase. Visibility seems to be improving, drastically.. https://t.co/MX5EloaL6I
Maj Soueidan on X
@MicrocapDr The key question with $OESX is if they can ever get consistency in any of the categories they’re selling into? They have yet to prove they can. Still, it’s interesting to track.
DOMO Capital Management, LLC on X
That said... I don't expect them to be using it at these levels. I think there are a lot of near-term catalysts that will take shares to new highs. Additionally, I don't know what the short seller thesis is from here. The profitability of $ALTO has completely shifted. The shorts need to cover a lot of shares. I don't know how they're going to do it without moving the stock up a lot. If they wait for the #E15 news they are toast....
DOMO Capital Management, LLC on X
My guess is that $ALTO noticed the massive increase in short interest and is being prudent in case there is a massive short squeeze in the stock. Definitely possible with #E15 odds continuing to increase. https://t.co/sSmfB9fwFC
DOMO Capital Management, LLC on X
Huge double beat by $ALTO - expect some very positive commentary on the call. Excluding derivatives - EPS of $0.20 for the quarter!
Timyan Bank Alert on X
The Pipeline: Regulatory shift, M&A catalyze investor activism for US banks | S&P Global Market Intelligence $UBAB $CSHX https://t.co/LJ9OJR1WrX
JabroniCoin.USD on X
$ACMR https://t.co/iEnipv5cD6
Nat Stewart on X
@JohnHuber72 I believe $NRP's production jump in Appalachia was primary due to $ARLP's Tunnel Ridge mine, which should be a stable producer going forward.
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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