u/ShowMeTheIncentives ·
Reddit — r/ValueInvesting
· February 17, 2026 at 07:31
· ⬆ 111 pts
· 💬 11 comments
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Ok, so here’s a quick special situation for all you deal junkies out there for Presidents’ Day.
$PRTH: Special Sit Baby Thrown Out w/ SaaS Bathwater?CEO Thomas Priore (>58% owner) pounces post-Q3 miss with $6.00–6.15 MBO—just 3 days after 30% stock drop !
Activists (Steamboat 1.4M + Buckley 1.8M shares) scream "lowball"—SOTP math shows $17–19.50 fair value. I think it's more likely $10. Priore kills 3rd-party sale but Delaware MFW demands a majority-of-minority vote + empowered committee (Barclays already hired).
https://open.substack.com/pub/showmetheincentives/p/priority-technology-holdings-inc?utm\_source=share&utm\_medium=android&r=4r7g5k