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Problems at Dream Finders Homes (DFH)

Dream Finders Homes’ controlling owner borrowed against DFH stock before the homebuilder agreed to finance an acquisition with costly preferred stock and debt.

DFH $808M

Hunterbrook 3h ago 6 clicks

3h ago PKE $592M

Park Aerospace: The Q2'27 Sell-Off Misreads a Sole-Source Defense Supplier

Monte Independent Investment Research

8h ago RIG $6.3B

Breaking: The Offshore Monopoly Is Legal Now!

Cannibal Stocks 16 clicks

From X

@AsifSuria 5m ago

Asif Suria on X

For a minute today, I was excited that Mattel $MAT was up today because of the potential acquisition by Authentic Brands or the toy company Zuru. But then I looked over at Hasbro $HAS and it was also up nearly 4%. Feels like everything non-AI is up 4% to 5% today. Part of my Mattel article from last night:

@BrokenMoats 20m ago

Broken Moats on X

$Z nearing a 20% reversal from yesterday's low around midday to now.....

@AsifSuria 33m ago

Asif Suria on X

@sunmoonbuffalo @grok You are right and I should have said "recent" investors/traders. I was looking at $BMBL from the lens of someone participating in a potential deal or merger arbitrage situation. There is no denying that long-term shareholders lost a lot on money on this company.

@marginofdanger 59m ago 1 click

marginofdanger on X

$TIPT is trading at 70% of cash value. Has traded off ~10% for no good reason, probably because its a source of funds for investors who want to redeploy given the revaluation of small caps.

@UCompounders 1h ago

Undiscovered Compounders on X

Boost Run said it all in its name: first the boost, then the shareholders ran. $BRUN https://t.co/7cLfHmwlQP

@BrokenMoats 2h ago 1 click

Broken Moats on X

Have to at least acknowledge rate reversal and move into low quality and retail/software today...... But oil/diesel/soft commodities/transportation all staying bid, find this more positioning over extended om rates then durable change (especially with the data and the still unresolved issues causing the inflation) AI sold off I think is what is driving both moves in rates (more out needs a home) and retail/rate sensitive/software were the funding shorts (see sectors and components today) ......but geez at these prices an easier trade I think is to fade software/retail then guess next stop on AI and funding.....the are correlated (for now) anyways. Go through the sectors and components and sort by % gain today almost stacked ranked from worst business (biggest intraday gain) to quality at the bottom.....tells you whats going on. Some might say low quality always leads on a reversal.....this is not a start this is after a stealth sharp move higher for $ARHS $ETSY $EBAY $KSS $SHAK $WMT $CBRL $APPN $DOCU $IT $FRSH $BSP etc.

@DeepSailCapital 3h ago

Deep Sail Capital on X

@upand_right A lot of $WOLF calls. I mean they have a unique asset that they spent $7b on, you would think eventually they get the volumes to make it viable.

@TheBenSchmark 3h ago

JabroniCoin.USD on X

Bad home in a troubled neighborhood? $DFH @BearCaveEmail https://t.co/ia5jNdAZ79 https://t.co/3vE2Slewdx

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October 2026 Random Ramblings

October 2026 market commentary covers SOLS’s cancelled merger, a hypothetical Starbucks-Chipotle deal, Russell 2000 weakness and AI…

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Yet Another Value Podcast 26h ago 82 clicks

Private Equity Prints Multibaggers With This Pattern. No One is Talking About It.

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Phynvesting 20h ago 16 clicks

El Pollo Loco: New York State Of Mind

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Cannibal Stocks Oct 13 7 clicks

GitLab Will Finally Break GitHub's Monopoly In 2027

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Monte Investments Market Brief Vol. CXXXI

Park Aerospace reported 27% revenue growth and 72% EPS growth, supported by composite materials for Airbus engines and PAC-3 rocket motors.

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Monte Independent Investment Research Oct 13 4 clicks

CarGurus ($CARG): The Auto Trader of America, Priced Like a Used Car

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CARG $2.6B

Substack von Philipp Oct 13 9 clicks

The Final Phase of This Bull Market Will Be Massive | Charles Lemonides

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The Monetary Matters Network Oct 12 6 clicks

Bristlemoon September 2026 Quarterly Letter

Bristlemoon Global Fund lost 8.4% in the September quarter and added shorts in Campbell’s, REA Group, MasterBrand and Polaris amid narrow…

CPB $5.7BMBC $1.3B

Bristlemoon Capital Oct 12 8 clicks

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SHLS · long

Shoals Technologies Group Inc

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SHLS $1.4B

Value Investors Club Jul 5 3 clicks

Unpolished Thoughts on Stocks #1

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Sylence Capital Sep 13 2 clicks

A compounding Toll Bridge at a 7x multiple, 4% dividend yield, 31 year average concession life, 12% of shares bought back, 12% current authorization with secular trends. Founder CEO

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PUODY $6.7B

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Stocks on My Radar - Consumer Edition

Crocs’ core brand surpassed $1 billion in quarterly revenue, while HEYDUDE weakness, tariffs and 2025 impairments weigh on shares trading…

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Flyover Stocks Sep 13 4 clicks

The Groupon Turnaround — Dušan Šenkypl & Rana Kashyap | Ep. 3

Groupon CEO Dušan Šenkypl and CFO Rana Kashyap discuss rebuilding the local-experiences marketplace with AI infrastructure, better…

GRPN $751M

Mispriced Assets Sep 11 5 clicks

TSOH Weekly Roundup (09/11/2026)

TSOH weekly roundup covers Meta’s child-safety settlement, Markel’s leadership transition, Peloton’s gym strategy and an upcoming Alarm.com…

PTON $2.2B

TSOH Investment Research Sep 11 2 clicks

Independence Realty Buying Centerspace: Opportunity And Implications

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Cestrian Capital Research Sep 11 1 click

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