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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

4h ago PKE $592M

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

Monte Independent Investment Research 2 clicks

20h ago SHEN $556M

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

Phynvesting 16 clicks

From X

@ACapitalLP Sep 30

A Capital on X

Obvious shitcos: $RR $ASPI $TMC $GLND $ALOY $EOSE

@BarbarianCap Sep 29

Barbarian Capital on X

El Pollo Loco to open first New York restaurant as it aims to become national chicken chain $LOCO https://t.co/eNyH3J68ZR

@BrokenMoats Sep 29

Broken Moats on X

@buysidedigest @GHadjia The market has destroyed high leverage type businesses as rates have escalated. $PAR besides its business challenges staying relevant in a new AI world (still to be seen) is caught in the basket with names like XRAY, FOUR, CCOI, PZZA they have all been rapidly sold this month

@calvinblissett Sep 29

Calvin Blissett on X

@DeepValueStonks Hey, love your content have followed you for a while! Here is what I am using on $BMBL Owner's Earnings: https://t.co/i97SM6XWPs

@DOMOCAPITAL Sep 29

DOMO Capital Management, LLC on X

Why a $MNRO sale is likely imminent: The quarter after the Chairman, Solomon,received millions of shares in exchange for giving up his right to veto a sale of the company - the company initiated a strategic review that was in "preliminary stages." Last quarter that changed to "well underway" and the "financial and legal advisors" became "independent financial advisors Bank of America and Solomon Partners." In regards to valuation. The CEO has a comp package that essentially doubles his outstanding shares if the stock hits $25 and triples them if the stock hits $30. An announcement of a sale of $MNRO appears to be imminent (before year end) especially since Icahn just closed on Pep Boys sale to Mavis and a sale price of $MNRO of at least $25 but possibly $30+ seems probable.

@InvestSpecial Sep 29

Dalius - Special Sits on X

@lazereater You can read about $LWAY drama here: https://t.co/gEWWLrfgXV

@BarbarianCap Sep 28 3 clicks

Barbarian Capital on X

Burford Capital to gain up to $1.4 bn from Apple patent defeat $BUR https://t.co/FijYGEP3fo

@leevalueroach Sep 28

Lee Roach on X

Gray Media $GTN just lifted their political revenue guidance for Q3. The prior political guide was $165-185 million of political revenue. The current guide is $188-195 million of political revenue. Market sleeping on how big midterms will be for media companies. $EVC should do well here.

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El Pollo Loco: New York State Of Mind

El Pollo Loco plans 18 to 20 FY26 openings, including 15 franchised New York stores over five years, as asset-light expansion and…

LOCO $480M

Pedro Goulart 26h ago

SED Energy: The 40% Dividend. Signal or Noise?

SED Energy's proposed Ventura merger projects a 22% to 40% dividend yield, but idle tender barges, debt and repayments materially reduce…

SBDXF $497M

Cannibal Stocks Oct 13 7 clicks

Cabaletta Bio: 40% Sell-Off Creates An Opportunity Despite Cash Concerns

Cabaletta Bio's 40% sell-off leaves CABA below its $2.41 pipeline value ahead of pivotal rese-cel autoimmune data in 2027, despite dilution…

CABA $303M

Cypriot Invests Oct 13 2 clicks

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.

PKE $592M

Monte Independent Investment Research Oct 13 4 clicks

H&R REIT, an opportunity in a corrupt process

H&R REIT's proposed GO Residential transaction faces investor opposition over rejected $12.50 cash bids, insider benefits and tax…

GONYF $499M

Nugget Capital Partner's Substack Oct 12 2 clicks

Helus Pharma: A Buy Ahead Of The HLP003 Phase 3 Readout

Helus Pharma's HLP003 Phase 3 depression data is due in 4Q26, with $166.4 million in cash and dilution risk from a $100 million ATM…

HELP $767M

Petri Dish Reports Oct 11 3 clicks

Hippo Holdings ($HIPO): The Insurtech That Stopped Chasing Hype and Started Making Money

Hippo’s insurance platform posted 61% premium growth, a 95.8% combined ratio and a fifth profitable quarter as it shifted toward carrier…

HIPO $906M

Substack von Philipp Oct 10 8 clicks

Hyster Yale (HY) Multibagger potential as confluence of negatives subside. Attractive after markets part services model

Hyster-Yale trades at 0.16 times sales as lift-truck bookings rebound and restructuring targets $85 million to $100 million in annual…

HY $573M

Calvin Blissett Oct 9 3 clicks

Lesaka: A $4.69 Stock With a $20–30 Case

Lesaka CEO Ali Mazanderani has bought more than $10 million of stock while pursuing a $20 to $30 valuation case through targeted…

LSAK $405M

Mispriced Assets Oct 8 5 clicks

What I’ve Been Up To

Cogent Communications and AI data-center bottlenecks feature in a newsletter update on recruiting, financial media and conference takeaways.

CCOI $430M

Stock Thoughts Oct 7 3 clicks

SRTA · long

Strata Critical Medical INC

Strata Critical Medical, SRTA, supplies organ-transport products tied to U.S. transplant growth.

SRTA $404M

Value Investors Club Jul 16 3 clicks

Lesaka: Why He's Betting Big | Ali Mazanderani | Ep. 5

Lesaka’s executive chairman has invested more than $10 million personally and targets EPS compounding above 40% through consumer, merchant…

LSAK $405M

Mispriced Assets Oct 7 2 clicks

VersaBank: Expensive, But Growth Still Justifies A Buy

VersaBank's Q3 revenue rose 23% and adjusted net income 27%, while a 2.19% net interest margin and 19.15x forward earnings temper its 2027…

VBNK $707M

Grassroots Trading Oct 6 1 click

MGP Ingredients (MGPI) - The Hangover After the Whiskey Boom

MGP Ingredients trades at 0.74 times tangible book after whiskey oversupply drove sales declines and more than $400 million of impairments.

MGPI $308M

Dismissed & Asset-Backed Oct 6 1 click

Not So Fast

Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.

EVC $598M

The Mikro Kap Oct 1 3 clicks

Washington Trust Bancorp: 100-Year Track Record Of Dividends Supports A 6% Yield

Washington Trust Bancorp offers a 5.8% dividend yield, with C&I loan growth supporting ROE despite 40% commercial real estate loan…

WASH $560M

Sorrento Research Oct 1

NASDAQ:YB 10% dividend, 2x P/E, 30% growth, AI beneficiary, secular tailwinds, founder CEO I think is as good as Bezos/Walton

Yuanbao pairs a 10.2% dividend and cash exceeding its market value with 33.5% first-half profit growth from AI-enabled Chinese insurance…

YB $526M

Calvin Blissett Sep 30 4 clicks

3 Mergers and 1 Liquidation in the Danger Zone

Stratus Properties liquidates Austin real estate below projected distributions, while Atlantic Lithium and Intermex await approvals for…

IMXI $327M

Triple S Special Situations Investing Sep 30

Cullinan Therapeutics: Compelling Pullback For CLN-978's Potential In Autoimmune Diseases

Cullinan Therapeutics plans December 2026 autoimmune updates for CLN-978, while zipalertinib awaits an FDA decision in previously treated…

CGEM $907M

Myriam Alvarez Sep 29 2 clicks

VersaBank: The Bank Behind the Bank – How a Canadian Branchless Pioneer Wants to Make Asset-Backed Securities Obsolete

VersaBank uses cash holdbacks and put-backs to buy point-of-sale loan cash flows, with C$7 billion in assets and AI-enabled real-time…

VBNK $707M

Substack von Philipp Sep 26 7 clicks

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