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 5 clicks

Oct 1 LIFE $2.2B

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

Hunterbrook 2 clicks

Oct 1 KRMN $4.4B

Karman Holdings q2’26 Earnings Update

Monte Independent Investment Research 3 clicks

From X

@BlueDuckCap Jul 16 1 click

BDC on X

Jorey is sizing up ahead of what mgmt has called a "hockey stick" 2H on the back of production orders scaling on at least two key PORs. $MOB https://t.co/5qF3GZFcFZ

@BlueDuckCap Jul 16 1 click

BDC on X

Looks like the small cap sage Jorey Chernett has filed on $MOB. He is long term, buys in size, and will rattle cages if needed. Fantastic endorsement.

@natstewart5 Jul 16 3 clicks

Nat Stewart on X

Distribution Solutions Group $DSGR to be taken private at $35/share. Nice pop from the initial $29.50 proposal 4 months ago. https://t.co/oDd6tveToR

@irbezek Jul 16 4 clicks

Ian Bezek on X

@Merridew__ $SOXL down 52% $KORU down 69% Nature is healing.

@irbezek Jul 15 1 click

Ian Bezek on X

@VolteFaceInvest $CBL is even more egregious than $SPG. At least SPG has the best tier of malls.

@BlueDuckCap Jul 15 1 click

BDC on X

Forget AI. Big Pharma is telling us where the next mega theme is. As some have postulated, health care is undergoing extraordinary change. From GLP1s to Peptides to value based Oncology care ($TOI) and of course - the emerging frontier of Psychedelics. $STIM owns the clinical distribution infrastructure for this new space. And the current stock price embeds zero (or negative) equity value for their asset. h/t: @QTRResearch

@RagingVentures Jul 15 2 clicks

Raging Capital Ventures on X

Rick Rubin interviews Angel Studio’s $ANGX founder Jeff Harmon. Angel has a fascinating crowd-sourced business model focused on creating family friendly content. I haven’t looked at the stock yet, but I’m rooting for their mission - there is a huge, wide open market! https://t.co/qUAfZit1fR

@OddDiligence Jul 15 1 click

Odd Diligence on X

$ASTS holders should take those spacemob profits and rotate over to $CCXI .... there's room for you

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 $2.2B

Kurt Christensen Oct 1 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…

KMX $7.8B

Latticework by MOI Global Oct 1 2 clicks

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 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…

GPI $3B

Cannibal Stocks Oct 1 2 clicks

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 $634M

The Mikro Kap Oct 1 4 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 2 clicks

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 $58M

Atrium Research - Equity Research Sep 30 3 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 $590M

Calvin Blissett Sep 30 5 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 $5.4B

The Undercovered Dozen Sep 30 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…

STRS $148MIMXI $356M

Triple S Special Situations Investing Sep 30 1 click

ELME · long

Elme Communities

Elme Communities, a REIT, is nearing the end of a long liquidation process.

ELME $156M

Value Investors Club Jul 3 3 clicks

💥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…

BYND $137M

PETITION Sep 30 1 click

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…

SEZL $3.8B

The J Thesis Sep 30 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…

AAON $6.8BKNF $2.9B

Monte Independent Investment Research Sep 30 1 click

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…

TTD $5.7B

Yet Another Value Blog Sep 29 7 clicks

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…

CGEM $1B

Myriam Alvarez Sep 29 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…

GPI $3BAMR $2.2B

Cannibal Stocks Sep 29 4 clicks

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.

KRMN $4.4B

Monte Independent Investment Research Sep 29 2 clicks

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…

THRM $985MMOD $9.7B

Value Don't Lie Sep 28 4 clicks

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…

QS $2.8B

Bears of Wall Street Sep 28

Thursday, October 1, 2026

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