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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 12h ago 4 clicks

35h ago DFH $764M

Problems at Dream Finders Homes (DFH)

Hunterbrook 12 clicks

36h ago PKE $592M

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

Monte Independent Investment Research 11 clicks

From X

@calvinblissett Sep 19

Calvin Blissett on X

$BMBL looking past GAAP accounting like a 1x Owner's Earnings multiple, not shrinking fast, executing turnaround strategy and optimizing for quality over quantity. Founder back, paying off debt more than doubles the equity. Which the FCF says they can do. https://t.co/6byxo2vb8s

@calvinblissett Sep 19

Calvin Blissett on X

$ARKO Trading below the value of it's stake in $APC, transferring to asset light business model, targeting 10% dividend https://t.co/kDZ2zPoIkm

@orrdavid Sep 18 2 clicks

David Orr on X

I see this a lot in the investing business. For example, the young fiery aggressive fund managers of the 1990s, who called out dishonest bad management, are now behaving like the companies they used to vicisouly attack. Stuff like $GLRE or $HHH.

@BrokenMoats Sep 18 1 click

Broken Moats on X

Could see $JACK, $WEN, $PZZA all go bankrupt. Probably others across the QSR space (subway, Pizza Hut some of the more challenged private operators) -- to be fair some of these could get acquired too but interesting how that would play through commercial real estate and impact the non distressed survivors -- very challenging space with prices having soared (affordability) and consumers pushing back or finding better/comparable value at a Chili's etc. Freight costs (diesel and trucker shortage from policy moves) and food costs that are/will escalate (freight and commodities) is going to bring new challenges to margins. Menu prices likely need to reset lower across many of these chains but that is a very difficult process for owners and franchises to accomplish especially while input costs continue to rise. GLP1s hurt overall volume trends as well but......look out to automation/robotics in store and how trends tend to switch back to QSR/fast food in a more stressed economic condition there might be select opportunities in the coming months for a few players as prices have/are resetting fast across tis space

@leevalueroach Sep 18 1 click

Lee Roach on X

I continue to view $EVC as severely mispriced here. Market is completely missing the big picture. https://t.co/T1vGykkx1F

@majgeoinvesting Sep 18

Maj Soueidan on X

Well, I guess $MG won’t be buying $ACFN. $MG gets acquired by H.I.G. Capital (investment firm). Next step, let HIG know about this little unknown company called Acorn Financial… and that it didn’t show up on their screens because it’s not a bank, as the name would imply🥹 https://t.co/zgmKJt0EiN

@ACapitalLP Sep 18

A Capital on X

@BetterIRR $FUBO 🎯 https://t.co/aufg1PiWaF

@kab604 Sep 18 1 click

kab60 on X

$CCOI DAVE HAS SOMETHING TO SELL https://t.co/Spe7p6acF3

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

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Monte Investments Market Brief Vol. CXXXI

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Monte Independent Investment Research Oct 13 4 clicks

H&R REIT, an opportunity in a corrupt process

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Nugget Capital Partner's Substack Oct 12 2 clicks

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

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Petri Dish Reports Oct 11 3 clicks

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

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Substack von Philipp Oct 10 8 clicks

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

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HY $573M

Calvin Blissett Oct 9 3 clicks

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

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What I’ve Been Up To

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Stock Thoughts Oct 7 4 clicks

SRTA · long

Strata Critical Medical INC

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SRTA $382M

Value Investors Club Jul 16 3 clicks

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

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Mispriced Assets Oct 7 2 clicks

VersaBank: Expensive, But Growth Still Justifies A Buy

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Grassroots Trading Oct 6 2 clicks

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

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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 $606M

The Mikro Kap Oct 1 5 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

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YB $526M

Calvin Blissett Sep 30 4 clicks

3 Mergers and 1 Liquidation in the Danger Zone

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Myriam Alvarez Sep 29 2 clicks

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

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Substack von Philipp Sep 26 7 clicks

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