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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 10h ago 8 clicks

10h ago PKE $592M

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

Monte Independent Investment Research 5 clicks

27h ago SHEN $556M

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

Phynvesting 16 clicks

From X

@DeepSailCapital 53m ago

Deep Sail Capital on X

@HiddenGemsInves $CLPT - I just think over 10 years they get at very least a handful of partners to commercialization and it’s 10x higher.

@eriksen_tim 1h ago

Tim Eriksen on X

Another excellent quarter from River Financial $RVRF EPS of $1.93. Trading at 6x growing run rate. https://t.co/MKvOlibndK Can be hard to buy at some brokers. Fund bought a year ago at ~$33.

@majgeoinvesting 2h ago

Maj Soueidan on X

@SowingAlphaSeed @LogicalThesis @KyleAdamsStocks @pernasresearch . @LogicalThesis - this should help you with some of the research in $PPIH. Breakdown of their last Q. https://t.co/Y758cuYpIx

@SowingAlphaSeed 2h ago

Farmer on X

@LogicalThesis @KyleAdamsStocks I think @pernasresearch and @majgeoinvesting are long $PPIH

@marginofdanger 3h ago

marginofdanger on X

$BWEL annual meeting is next week in Pasadena. Since the last meeting, the company raised dividend back to $5/quarter and did the largest buyback in recent memory. Additionally, there is some new blood in the C-suite (although Jim Boswell is still there). Will be interesting!

@stockgutter 4h ago 1 click

SG on X

I had someone pull the audio and had it electronically transcribed. There was one sentence that was along the lines you describe: "Papaya respectfully disagrees with the judgment rendered in that SDNY case. It's appealing that judgment while at the same time planning to find a way to pay in full whatever the final amount may be." To me that is hardly an assurance. I think they pay a good part of it eventually, but only with their feet to the fire. $FIRY

@StableBread 5h ago

Fajasy on X

$DGXX 👀👍🏽 https://t.co/lMgmE36ds0

@AsifSuria 7h ago

Asif Suria on X

@sunmoonbuffalo @grok You are right and I should have said "recent" investors/traders. I was looking at $BMBL from the lens of someone participating in a potential deal or merger arbitrage situation. There is no denying that long-term shareholders lost a lot on money on this company.

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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…

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Pedro Goulart 32h 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…

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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…

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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.

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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…

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Nugget Capital Partner's Substack Oct 12 2 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…

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Substack von Philipp Oct 10 8 clicks

Brazil Potash: Bull Case Is Starting To (Slowly) Bloom

Brazil Potash has secured court support and a power agreement, but financing, dilution and potash-price-sensitive EBITDA remain central…

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Wolf Report Oct 10 3 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

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NAMM $55M

Atrium Research - Equity Research Oct 8 2 clicks

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

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PESI · long

Perma-fix Environmental Svcs

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JBG Smith

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(I)nbound (M)igrants (X)panding (I)nternational Remittances

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IOFNF- Iofina (buy)

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IOFNF $107M

Sylence Capital Apr 28

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TSSI $249M

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A Mexican Blue Chip Bargain

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Dave & Buster’s Entertainment ($PLAY) Management Sees Potentially $1B+ in Incremental EBITDA in 2025, Will Investors? One Hour Analysis

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