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Why I sold OB pick for 26 SVM

Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite higher silver prices.

SVM $2.1B

The Oak Bloke 2h ago 6 clicks

12h ago MANE $4.8B

From Fat to Follicles - Is Hair Loss the Next Blockbuster?

Cestrian Capital Research 7 clicks

21h ago MYRG $4.4B

Monte Investments Market Brief Vol. CXXXII

Monte Independent Investment Research 2 clicks

From X

@catechwilliams Feb 11

catechwilliams on X

$NX Outlandishly guiding to flat 2025 sales, customers and channel -DD. Commodity window and door components facing pricing pressure from larger customers ($JELD, $OC). Now levered 4x, trading at a premium to higher value-add building products peers. Guide cut inevitable.

@catechwilliams Feb 5

catechwilliams on X

$J Beat earnings yesterday. Holding back detailed guidance for Investor Day (2/18)—likely raise ’25 #s, 4-year financial targets w significant upside on margins ($ACM and other peers +15% EBITDA margins). Record backlog and multi-year growth runway.

@CapitalVoss Jan 29 1 click

Voss Capital on X

The industrial logic for the $UNF and $CTAS merger captured in one picture. Both have been going to the Chipotle (or same strip center) near our office in Houston on the same days at the same time (the store was closed at the time this pic was taken). https://t.co/zxTIFVgn1s

@AlphaVulture Jan 23

Alpha Vulture on X

@olvehe That’s why I use $XPEL paint protection film on all my cars 😉

@HedgeyeRetail Jan 8

Brian McGough on X

Really, this Q is just $HELE being HELE. The company is structurally broken. Not investing enough to prevent a melt down in the core, while it overpays for 'average' assets, and tries to make up for it with creative accounting. Best Idea Short -- the gift that will forever give back... That does not mean it's a perma-short. The price at any given point in time matters. But right now, it's still a Short. @HedgeyeRetailJM @HedgeyeRetailRW

@AlphaVulture Dec 20

Alpha Vulture on X

Tough end of the year in merger arb land $BATL, $RVNC, $X, $ACI, $CPRI

@catechwilliams Dec 19

catechwilliams on X

$NX Rapidly declining levered (4x) commodity biz. Q1’25 guide -12% sales, mgmt hoping for 2H’25 recovery. End-mkts deteriorating ($OC -20% Q4 guide, $JELD), customer losses, internal controls issues, integrating a large acq, 0 prior M&A experience. +30x P/E on best case 2025 #s

@HedgeyeRetail Dec 18

Brian McGough on X

We went Long $BIRK this past weekend. The call was timed ahead of this print, which we thought would be well ahead. But the call is much bigger than beating the qtr. No reason why this won't compound to a double+ over TAIL duration.

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Read past recaps

Group 1 Automotive: The Debt Stress Test

Group 1 Automotive’s $1.25 billion Atlanta borrowing lifts net corporate debt to about $4.4 billion; a 2009-style downturn leaves it near…

GPI $2.9B

Cannibal Stocks 23h ago 6 clicks

NioCorp: The Market Is Paying About 50 Cents Above Cash For Elk Creek

NioCorp values Elk Creek at $72 million against a $3.44 billion after-tax NPV, with $1.849 billion of financing and execution risk still…

NB $448M

GT Research 26h ago

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 $525M

Trade Ideas Flow 43h ago 18 clicks

Sell Eagle Point Credit Now - Match The Loss With Portfolio Gains To Lower Income Taxes

Eagle Point Credit's NAV is down 25% YTD and shares nearly 50%, while its expense ratio climbed to 9.21% despite a 25% yield.

ECC $379M

Anthony Cataldo 45h ago 5 clicks

Build-A-Bear: A Narrower Path

Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.

BBW $303M

TSOH Investment Research 45h ago 16 clicks

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

Lennar’s land-bank costs pressure homebuilding margins, while Flowers Foods weighs a Tastykake sale after falling branded-bread share,…

FLO $1.3B

Latticework by MOI Global 47h ago 32 clicks

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 Oct 19 9 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.

RIG $6.5BVAL $5.8B

Open Insights Oct 19 13 clicks

Undercovered Dozen: Hess Midstream, Iovance Biotherapeutics, Netlist, And More

Hess Midstream, Iovance Biotherapeutics, Netlist and nine other lesser-covered stocks make this week’s Undercovered Dozen.

HESM $6.3BIOVA $6.7B

The Undercovered Dozen Oct 18 15 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 59 clicks

FINV · long

Finvolution Group

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

FINV $698M

Value Investors Club Jul 20 4 clicks

Aya Gold & Silver Stock: The Story Just Got Better

Aya Gold & Silver quadrupled Zgounder production, lifting shares 331% since early 2025, while Boumadine targets another fourfold increase…

AYA $3.8B

Laurentian Research Oct 17 2 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 12 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

PesoRama: Research Flash

PesoRama will reach 54 JOi Dollar Plus stores by November after raising C$28.4 million, funding more than 50 additional Mexican store…

TBBB $6.8B

Atrium Research - Equity Research Oct 15 7 clicks

Modine Deep Dive

Modine, soon Modexus Solutions, has a $4 billion hyperscaler cooling contract but must ramp factory output and restore margins as data…

MOD $7.9B

CV's Substack Oct 15 19 clicks

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…

DFH $764M

Hunterbrook Oct 15 14 clicks

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

Park Aerospace’s 11% Q2’27 sell-off overlooks sole-source PAC-3 rocket-motor materials and A320neo engine composites, with missile capacity…

PKE $571M

Monte Independent Investment Research Oct 15 13 clicks

uniQure: The Market Graded The Wrong Exam

UniQure's Huntington's gene therapy faces an FDA accelerated-approval decision around November 1 after three-year data met both agency…

QURE $1.5B

Bhavneesh Sharma Oct 15 16 clicks

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