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.
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Market cap$50M–$1B
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From X
Deep Sail Capital on X
$HTZ Squeeze just doesn't want to give up. Now IBKR is completely out of borrow and borrow rate has ticked up to 24.8% https://t.co/GjLOXFCwA3
kab60 on X
$FOXF such a cluster-fuck... Levers up to the tits to buy Marucci at the top (someone plz educate me on synergies between MTB shocks and baseball bats...), now cans CEO and looking to divest Marucci after stock is off 90%
Timyan Bank Alert on X
@charrisinvest @netnethunter I don’t think there is any. @The_Bank_Slate had any interview with him a couple years ago. Best is to dig up old 13d filings. $BRBS is a good proxy. https://t.co/7oB9174W5Y
Farmer on X
@finphysnerd I don't think that's short breadth unless your longs are mega caps. Short breadth would be like long $SPY short $RSP.
Myles on X
One of my largest positions $SITC rewarding me with a big pop after a few months of brutal trading and a double down from me. Nice after a tough last month for the portfolio. Have completely bounced back in the last week back near all time highs.
Lee Roach on X
Real value investors own four annual reports for $MCCK. https://t.co/7Di8p87MX7
Investor Letters
All letters- Southeastern Asset Management 3Q26 IDPUF $618M
- Asset Value Investors Ltd Q3 2026 BSRT $179MCHRY $424M
- Asset Value Investors Ltd September 2026 3989 $234M4347 $83M
- Diranko Capital Q3 2026 AT $572MLFCR $244M
- Stone Sentinel Capital Q326 5515 $328M3565 $140M
- Kingdom Capital Advisors Q3 2026 EVC $606MMAGN $393M
- Cedar Grove Capital Management Q3 2026 EVLV $773MCBWTF $240M
- Protean Funds September 2026 DVYSR $86MREJL-B $290M
Free Recaps of the best new stock ideas, delivered every morning.
flyExclusive: Sell Despite Strong Turnaround
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Dhierin Bechai 1 click
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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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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…
Cypriot Invests 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.
H&R REIT, an opportunity in a corrupt process
H&R REIT's proposed GO Residential transaction faces investor opposition over rejected $12.50 cash bids, insider benefits and tax…
Hippo Holdings ($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…
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…
Wolf Report 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…
Namib Minerals: Research Note
Namib Minerals posted H1 adjusted EBITDA of $19.0 million, up 76%, as higher gold prices offset lower production.
MPTI · long M-tron
M-Tron Industries is pitched as a long on its sole-source role across more than 40 missile, radar and aerospace programs.
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