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LXS.DE: a 2028 sale it can force

Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.

LPTH $562M

Trade Ideas Flow 2h ago 4 clicks

4h ago BBW $317M

Build-A-Bear: A Narrower Path

TSOH Investment Research 2 clicks

6h ago LEN $17B

The Monday Morning Briefing: Meta, Tesla, Netflix, P&G on Deck

Latticework by MOI Global 9 clicks

From X

@marginofdanger Sep 20 1 click

marginofdanger on X

Fundamental issue with $HHH is there is no return of capital to shareholders and no consistent base of earnings either. I strongly preferred the company as a real estate only situation. He massively overpaid for Vantage too. Will trade cheap to NAV until it’s truly shareholder friendly.

@BillAckman Sep 20 2 clicks

Bill Ackman on X

An excellent and insightful report on $HHH. https://t.co/cvFpfHoAkP

@aleabitoreddit Sep 20

Serenity on X

@Pau1R0b $RDDT will probably get more accounts + revenue from AI bots that act like human so I’d guess earnings beat. Changing public opinion with AI is really bad for democracy and long term platform health though.

@aleabitoreddit Sep 20

Serenity on X

@cchronobreakk I mean Sam Altman was working on iris scan with his World project, so he probably saw it coming. But human verification is probably needed across the board now for each account. $RDDT doesn’t require much so platforms like that are first to be manipulated.

@aleabitoreddit Sep 20

Serenity on X

The internet is now cooked soon? With $RDDT to other social media like X more at risk due to AI. You can have new decision models like Jev making autonomous computer interaction at near $0 cost. (With actions becoming more human-like/adapative) Then LLMs outputs influencing behavior or leading conversations. So at scale, a malicious actor can spawn 50,000,000 bots just roaming the internet, with LLM prompts convincing people + manufacturing public opinion. The main bottleneck would be phone number, IP, account age, maybe hardware for compute + device identifiers (which is extremely cheap still)… rather than LLM cost. I’ve already anecdotally seen short sellers use AI bots to spread negative misinformation about companies like $SIVE. Or bots market ____ account as the best one to follow in the comments. Or as seen with X uncovering 200+ bots manipulating debate about datacenter public opinion. But the scale might be exponentially worse soon. Scary to think about.

@calvinblissett Sep 20 1 click

Calvin Blissett on X

@odynamite @mirror_mystery I run a concentrated portfolio and believe I have higher return opportunities. I have owned $KSPI for a while. I may buy some in small positions to scratch an itch

@aleabitoreddit Sep 20

Serenity on X

@Temptemo95 Thanks for following all this time! Entire training arc from $RDDT to 1M followers on X has been quite a rollercoaster. Guess like I need to start drawing anime and league characters on top of the $INTC or $NBIS charts again.

@aleabitoreddit Sep 20

Serenity on X

While everyone is focused on Bessent/He Lifeng talks today. Or $LITE / $MRVL / $SIVE at ECOC optical conference... I'm just curious why my followers can leave 2K+ comments if I post in Chinese... But if I share something in English: I only get 50 comments. Feels bad anon https://t.co/Pg6fojfMFx

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LendingTree (NASDAQ: $TREE) – A Cyclical Comeback Story Priced as if the Cycle Never Turns

LendingTree derives roughly two-thirds of revenue from insurance and trades near 4 times expected adjusted earnings despite record revenue,…

TREE $362M

Substack von Philipp 6h ago 4 clicks

Our Q3 2026 Update: Our Companies (OXY, RIG, VAL)

Occidental Petroleum’s debt should fall further after Q3 oil prices averaged $85 per barrel WTI and $91 Brent.

OXY $62BRIG $6.2B

Open Insights 7h ago 6 clicks

What Lies Beneath: The Developer Building a Data Center on a Former Army Dump Laced With Munitions and Carcinogens

Digital Realty paid $120 million for Atlanta-area parcels including a former Army dump with buried carcinogens and military ordnance.

DLR $60B

Hunterbrook 18h ago 17 clicks

Cerebras Systems: Beaten To A Pulp On Irrational Fears (Rating Upgrade)

Cerebras, a wafer-scale AI chipmaker, is forecast to nearly 10x sales by 2028 as capacity expands, while its shares have fallen on capacity…

CBRS $33B

Stone Fox Capital 24h ago 5 clicks

Semtech Analyst Day Review

Semtech raised Q3 guidance and targets $3.2 billion of fiscal 2030 revenue, excluding upside from its AI data-center optical and copper…

SMTC $16B

CV's Substack 35h ago 11 clicks

DigitalOcean CEO: ‘We are not going to be extraordinarily leveraged like some others’

DigitalOcean’s CEO says the cloud company will not take on extraordinary leverage to fund its AI push.

DOCN $13B

The Technology Letter 38h ago 19 clicks

Expert Call | Q3 2026 Optical Components Market Dynamics, Vendor Market Share, & 2027 Growth Outlook

Optical-component vendor call covers 800G and 1.6T demand, AI cluster optical density, market share, pricing and 2027 growth for Coherent,…

COHR $52BLITE $77B

P Equity Research 40h ago 12 clicks

PayPal: Market's Extreme Mispricing Is Starting To Unwind

PayPal’s 10.3x forward earnings multiple and more than $6 billion in free cash flow frame a turnaround driven by cost cuts, Venmo and BNPL…

PYPL $48B

JR Research Oct 17 9 clicks

SiriusXM: Dirt Cheap, Looming Catalysts, Short Squeeze Candidate

SiriusXM trades at 6.5 times free cash flow, a 15% yield, with high short interest and catalysts that could drive a short squeeze.

SIRI $9B

Eagle Point Capital Oct 17 52 clicks

Meritage Homes: Cheaper On Book Than Any Year-End In A Decade

MTH $3.7B

Tim Travis Oct 17 10 clicks

FINV · long

Finvolution Group

FinVolution, a China and ASEAN unsecured consumer lender, trades at 4x earnings and 0.5x book value.

FINV $711M

Value Investors Club Jul 20 3 clicks

DexCom: The 15-Day Sensor Lowered The Cost Curve Before The Type 2 Wave Arrives

DexCom’s 15-day G7 sensor lifted Q2 2026 gross margin 400 basis points to 64.1%, lowering CGM costs ahead of broader Type 2 diabetes…

DXCM $33B

Equity Eagle 34h ago 6 clicks

Market Cracks Under AI Debt Burden | The Weekly Wrap

Steve Eisman examines AI data-center debt, CoreWeave's tech correction and agentic AI's effect on banks as earnings season begins.

CRWV $34B

Steve Eisman Oct 16 21 clicks

GLOO: Gloo's own filings make the short case

Gloo's $3.25 follow-on, going-concern warning and $28.0 million first-half cash burn frame the short case against its acquisition-driven…

GLOO $298M

Guardian Research Oct 16 16 clicks

Twenty Years in the Dark

Tower Properties, $TPRP, went dark after a 2006 squeeze-out cut holders below 300, leaving a Kemper-controlled apartment and office…

TPRP $128M

Orphan REITs Oct 16 4 clicks

TSOH Weekly Roundup (10/16/2026)

Bumble agreed to a $1.3 billion take-private deal, while Netflix cut about 1,000 jobs and Meta discussed its Muse superintelligence models.

BMBL $783M

TSOH Investment Research Oct 16 11 clicks

Dorchester Minerals: Variable Royalty Income Without Enough Valuation Discount

Dorchester Minerals' 9.5% normalized yield and debt-free royalty model are offset by limited upside at $29.71, as extraordinary…

DMLP $1.5B

Atlas Diary Oct 16 3 clicks

Tuya: A Global Smart-Home Platform Priced Like a Cash Box

Tuya’s $976 million cash pile equals 94% of its $1.04 billion market cap as its smart-home platform returned to 16% revenue growth in Q2…

TUYA $1.1B

Substack von Philipp Oct 16 43 clicks

Fannie Mae Preferreds For Post-Midterm IPO Announcement

Fannie Mae and Freddie Mac could leave conservatorship through a 2026 restructuring and IPO, monetizing the government’s equity stake while…

FNMA $4.2B

Glen Bradford Oct 16 5 clicks

Is The Market Turning The Page?

CoreWeave’s debt and equity price action is framed as a wake-up call for investors amid a broader market discussion.

CRWV $34B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 15 52 clicks

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