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

Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.

MANE $4.8B

Cestrian Capital Research 41m ago

9h ago MYRG $4.4B

Monte Investments Market Brief Vol. CXXXII

Monte Independent Investment Research 2 clicks

11h ago GPI $2.9B

Group 1 Automotive: The Debt Stress Test

Cannibal Stocks 4 clicks

From X

@irbezek Aug 19 2 clicks

Ian Bezek on X

@LocalHero55 @OtterMarket @gatorcapital Post on an even more obscure MHC bank. And yes, $TFSL is a great income instrument, with (eventually) a chunky cap gain exit when they finally convert.

@AsifSuria Aug 19

Asif Suria on X

We track insider buying in spinoff or their parents in a custom screen on InsideArbitrage that we like to call the Spinsider. There were three companies (spinoffs or parents of spinoffs) that saw insider buying based on Form 4s filed recently. 1. The home safety and security solutions provider Resideo $RESI completed the spinoff of ADI Global Distribution $ADGI just two weeks ago. This week we saw three different insiders of $RESI buy stock on the open market including the CEO and the General Counsel. $RESI was spun out of Honeywell $HON in 2018, making $ADGI Honeywell's grandchild. 2. Enviri $NVRI was less of a spinoff and more of a breakup. It sold its Clean Earth division to to Veolia Environnement S.A. and paid out $15 per share to shareholders from the proceeds of the sale. It then spun out its Harsco Environmental and Rail divisions and renamed them as Enviri just to confuse us a little. This new Enviri saw insider buying by two insiders including the CEO this week. @valuedontlie especially likes these "stubs" as he likes to call them and has done well with stubs like Starz Entertainment $STRZ Much to my detriment, I kept Lions Gate Studios $LION after the spinoff and sold Starz. 3. The building materials company Amrize $AMRZ, which was spun out of Holcim AG in June 2025 continues to see significant insider buying activity. This month six different insiders including the CFO and the Chief Strategy & M&A Officer purchased shares.

@mavix_leon Aug 19 3 clicks

mavix on X

I just published the Earnings Update about the Q2 2026 results of Leatt $LEAT. You can find it in the Portfolio section of the blog :) https://t.co/HSSFsXmH3R

@stockgutter Aug 19 1 click

SG on X

$ADMQ ceo buying more. He owns just under 40% and adds often but in small increments. https://t.co/B0ZWI30u9y

@stockgutter Aug 19 1 click

SG on X

Covered my short of $AZ today at a slight loss. I still am skeptical but have to admit that the company has been executing better the last two quarters.

@irbezek Aug 19 2 clicks

Ian Bezek on X

@OtterMarket @gatorcapital $tfsl is just under a billion when you exclude the phantom shares. I've owned it a long time and very few people care about it either. That said, this NY one is even more obscure

@irbezek Aug 19 1 click

Ian Bezek on X

@stoked_on_waves @CapitalShipyard $open's backers also claim it is profitable. Apparently you can just say stuff now

@KEDM_COM Aug 19

KEDM.com on X

Quite a few directors at Bath & Body Works $BBWI are buying the dip on poor earnings, with the shares dropping to multi-year lows. With negative sentiment pressuring the topline and margins and quite a bit of leverage, we’re not surprised to see this share price action. That said, the company is refocusing on key franchises, improving its product offering, and cutting costs heavily. It's too early to touch this one, but it's certainly interesting to keep on the watchlist on a potential inflection of the fundamentals (while the market continues to puke the shares).

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💥Hain Celestial: Earthly Issues💥

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Substack von Philipp 36h ago 8 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.

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Open Insights 37h ago 12 clicks

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SiriusXM: Dirt Cheap, Looming Catalysts, Short Squeeze Candidate

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Tim Travis Oct 17 10 clicks

CHGG · long

Chegg Inc

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Value Investors Club Jul 22 1 click

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

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Anthony Cataldo 33h ago 3 clicks

GLOO: Gloo's own filings make the short case

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Guardian Research Oct 16 17 clicks

Twenty Years in the Dark

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Orphan REITs Oct 16 5 clicks

TSOH Weekly Roundup (10/16/2026)

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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…

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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

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Glen Bradford Oct 16 5 clicks

PesoRama: Research Flash

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