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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 33h ago 7 clicks

Oct 15 DFH $764M

Problems at Dream Finders Homes (DFH)

Hunterbrook 13 clicks

Oct 15 PKE $571M

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

Monte Independent Investment Research 12 clicks

From X

@CapitalVoss Mar 4

Voss Capital on X

Voss Capital Issues Open Letter to the Board of PAR Technology $PAR https://t.co/rxKYFAfK5C

@Adam_Wyden Feb 25

Adam D. Wyden on X

Been awhile since we found some Of the deep value we built ADW Capital around… should be interesting. https://t.co/E2eHeIKQDO $CODI

@HedgeyeRetail Jan 8

Brian McGough on X

$HELE Helen Of Destroy out with another punk quarter. Organic sales down 10%. Trouble brewing in China. Cut guidance again. We shorted this at $120 with a $5 price target. Stock struggling to hold $20 this a.m. Sticking with this one...

@catechwilliams Dec 4

catechwilliams on X

@TonyTony9999991 There is a massive shortage of capacity industrywide. AI DC vacancy rates running 2-3%. Tenants are scrambling for access to computing power. The customer loss was referenced as it would strongly signal that $WYFI won't get a new one (ie. likely performance issues at NC-1).

@catechwilliams Dec 4

catechwilliams on X

The $WYFI data center which was formerly a food distribution center. https://t.co/t2cpUNZXqp

@catechwilliams Dec 4

catechwilliams on X

$WYFI Retrofitted a food distro warehouse into a NC-1 DC. Lost anchor tenant ($20M rev), promising a new large customer since 10/27. CEO claiming “very very soon” for last 20 days. Increasingly evident will not happen. Sell-side & stock prices assume huge rev ramp. Burning cash.

@MultiplesCap Oct 31

Multiples Capital on X

Copper Reality Check. The no BS CEO of Amerigo Resources on copper's supply deficit and elevated volatility on Q3 earnings call. The company just went debt free and raised dividends. I am long $ARREF $ARG, not NFA. #copper https://t.co/UExXFZEg5S

@Adam_Wyden Aug 9

Adam D. Wyden on X

@sidecarcap $par

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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…

SHEN $556M

Phynvesting Oct 14 18 clicks

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 $499M

Pedro Goulart Oct 14 1 click

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 $498M

Cannibal Stocks Oct 13 7 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 $571M

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 $781M

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 $931M

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 $524M

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 $384M

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 $428M

Stock Thoughts Oct 7 4 clicks

KMBIF · long

Kambi Group PLC

Kambi’s B2B sportsbook platform thesis centers on four major customers: DraftKings, Penn, 888 and Kindred.

KMBIF $416M

Value Investors Club Jul 19

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 $384M

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 2 clicks

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 $606M

The Mikro Kap Oct 1 6 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 $531M

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 $311M

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 $828M

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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