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.
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From X
SG on X
$GPRK GeoPark breaking out after news it is expanding into Venezuela. Sin of omission for me: I sold my position in 2025 and never re-entered. https://t.co/aR4XtkYvHX
Odd Diligence on X
$CCXI Jeff Bezos follows only 611 people, starts to follow Agility Robotics employee Probably nothing https://t.co/wQQ7G4Zp7L
kab60 on X
IF YOU ALLOCATE CAPITAL PROCYCLICALLY, YOU SHOULDN'T RUN A YUUUUGELY CYCLICAL BUSINESS $BLDR - Can anyone name a good (counter-cyclical) mngmt team that isn't named Lundin? https://t.co/yHn2kFBkuP
Dalius - Special Sits on X
Yet another merger arb win for SSI. $LPSN played out just as predicted. Merger approved, closing tomorrow. Couldn’t have timed it much better. Nice +18% in just 3 days. Full pitch on SSI 👇 https://t.co/BxCJxOKcx7
John_Hempton on X
@DroneAdvocate @exckman agree, I am old and stupid. And you are young and clever and hence you bought $AMC stock. What price did you pay?
Nat Stewart on X
$GSM Ferroglobe up today on announcement of a European review of antidumping measures on Chinese silicon metal Has been in a volatile trading range for years, but potential bull points appear be stacking up. (I own long dated calls, watchlist stock)
⚽️📡 on X
$NTSK strong double beat and double raise Here are some lines on the call that stood out to me https://t.co/7HeDkbVHHp
Investor Letters
All letters- Artisan Partners Q3 2026 GRAL $6BOVZON $377M
- White Brook Capital Third Quarter 2026 ACNT $123MCCLD $79M
- Davenport Asset Management Q3 2026 ACM $7.6BBEPC $4.3B
- Ariel Investments Quarter Ended September 30, 2026 BIO $9.7BLESL $1.6M
- Rewey Asset Management 3Q26 MEC $362MUCTT $2.5B
- Hosking Partners Q3 2026 DHT $4.1BHAFN $5.4B
- Patient Capital Management 3Q26 NCLH $6.8BPGEN $2.7B
- Frank Capital Partners Q3 2026 SPB $1.8BHRB $6B
Free Recaps of the best new stock ideas, delivered every morning.
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.
40 Stock Pitches (12th-18th October) 🖨️
Elutia’s antibiotic-eluting surgical matrices target breast-surgery infections, with Minot Light valuing $100 million in sales at a…
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.
The Undercovered Dozen 3 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.
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…
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…
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.
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…
Atlas Diary 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…
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…
Glen Bradford 5 clicks
FINV · long Finvolution Group
FinVolution, a China and ASEAN unsecured consumer lender, trades at 4x earnings and 0.5x book value.
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…
Laurentian Research 2 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…
Modine Deep Dive
Modine, soon Modexus Solutions, has a $4 billion hyperscaler cooling contract but must ramp factory output and restore margins as data…
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…
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…
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…
Bhavneesh Sharma 16 clicks
Breaking: The Offshore Monopoly Is Legal Now!
Transocean’s Valaris merger clears regulators, creating a 68-rig offshore driller controlling four in 10 global drillships.
October 2026 Random Ramblings
October 2026 market commentary covers SOLS’s cancelled merger, a hypothetical Starbucks-Chipotle deal, Russell 2000 weakness and AI…
Private Equity Prints Multibaggers With This Pattern. No One is Talking About It.
Shenandoah Telecommunications’ Glo Fiber buildout ends this year, and private infrastructure investors’ repeated fiber deals frame a…
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