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GLOO: Gloo's own filings make the short case

Gloo's $3.25 follow-on, going-concern warning and $28.0 million first-half cash burn frame the short case against its acquisition-driven growth.

GLOO $298M

Guardian Research 39h ago 11 clicks

40h ago BMBL $783M

TSOH Weekly Roundup (10/16/2026)

TSOH Investment Research 9 clicks

Oct 15 DFH $764M

Problems at Dream Finders Homes (DFH)

Hunterbrook 13 clicks

From X

@stockgutter Aug 10 1 click

SG on X

$CHMI to be acquired by $MITT in cash + stock deal. https://t.co/OX3l8bgvDj

@majgeoinvesting Aug 10

Maj Soueidan on X

Here’s the facts on $SIF: •Sales up 18% on volume + pricing power •Backlog up YoY & sequentially •Adjusted EPS was 51c vs 2c, not a 1c loss vs 54c! •Mgmt EBITDA calc even includes a one-time gain! Wouldn’t be surprised if SIF recoups the entire pullback, pretty swiftly. https://t.co/JTnYurzxzT

@majgeoinvesting Aug 10

Maj Soueidan on X

$SIF 35% pullback is going to be glorious. 🤣was their best qtr, yet. “This is a lesson on why you need to read press releases and filings, thoroughly, not just relying on headlines or even AI for your investment decisions. The manual process is your edge in smaller cap land.” https://t.co/iXr8inbjpr

@ActAccordingly Aug 10

PAA Research on X

I still own $AIRS and think it will work. The company is in a much better financial and operational position than it was a year ago. Heading into the quarter, I thought they would post 3-5% same center comps, instead we got a 1% and they stated June/July was "soft". Guidance came down $1.0-$1.5MM for EBITDA, probably not the stuff (-40%+) declines are made of, but you have a ton of fast money and retail here. Brutal. However, the company spent a fair amount on top of the funnel brand marketing the past 3-6 months, the returns on that spend are longer tail in nature. Leverage is <2.0x now. They keep adding to the "menu" for procedures, which should drive significant improvements in site utilization and incremental margins that could approach 40-50%. This business has the potential to reach 150-200 units at 20-25% EBITDA margins. That would represent $1.0B in topline and $200MM+ of EBITDA. Obviously that doesn't happen anytime soon, but they can get back to de novo site expansion of 2-4 units a year starting in 2027 to get the growth flywheel going. The industry remains incredibly fragmented and the GLP-1 tailwinds for aesthetics are quite real. It's kind of remarkable the stock trades like this given the size of the float, which is probably only 12-13MM shares. Hopefully we'll see some insider buying in the coming days. At these levels, this would be an attractive asset for quite a few potential buyers IMO.

@TimyanBankAlert Aug 10 2 clicks

Timyan Bank Alert on X

HBT Financial to acquire Tri-County Financial in $204.6M deal $HBT $TYFG https://t.co/27xbZI2Ai5

@majgeoinvesting Aug 10

Maj Soueidan on X

$MPAA - Dud Q1, but reaffirmed guidance. Most interested in seeing how long it will take to realize benefits from comp bankruptcy. The call might give clues. I’m still on the fence given mgmt. spotty track record. Worth noting that they’re buying stock. https://t.co/JYNccc6yM5 https://t.co/mwNrHQkxkT

@stockgutter Aug 10 1 click

SG on X

$JRSH reports record sales, some margin compression. Overall positive imo. https://t.co/VeHMq7Lo7F https://t.co/hqRrqoGRaP

@majgeoinvesting Aug 9

Maj Soueidan on X

~50 microcap earnings calls tomorrow. I'm most interested in: $HQI: Tough industry & EPS estimates are eh, but big share buyback in place & last call hinted the industry is bottoming. $MPAA: Propensity for missing guidance, but comp went bankrupt. Source: @InfoArbMonitor https://t.co/75Ia9CQzSh

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