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I went through all 142 companies in Value Line this morning. Here are the 6 that made it

Six Value Line small caps including Blackbaud, Marqeta, Ranger Energy and Definitive Healthcare trade on net cash, buybacks, low multiples or a takeover bid.

BLKB $2.4BMQ $2B

Calvin Blissett 5h ago 7 clicks

5h ago ASML $616B

Deep Dive: $ASML

Rebound Capital 1 click

11h ago PBR $96B

Margin Call

Doomberg 3 clicks

From X

@catechwilliams Feb 11

catechwilliams on X

$NX Outlandishly guiding to flat 2025 sales, customers and channel -DD. Commodity window and door components facing pricing pressure from larger customers ($JELD, $OC). Now levered 4x, trading at a premium to higher value-add building products peers. Guide cut inevitable.

@catechwilliams Feb 5

catechwilliams on X

$J Beat earnings yesterday. Holding back detailed guidance for Investor Day (2/18)—likely raise ’25 #s, 4-year financial targets w significant upside on margins ($ACM and other peers +15% EBITDA margins). Record backlog and multi-year growth runway.

@CapitalVoss Jan 29 1 click

Voss Capital on X

The industrial logic for the $UNF and $CTAS merger captured in one picture. Both have been going to the Chipotle (or same strip center) near our office in Houston on the same days at the same time (the store was closed at the time this pic was taken). https://t.co/zxTIFVgn1s

@AlphaVulture Jan 23

Alpha Vulture on X

@olvehe That’s why I use $XPEL paint protection film on all my cars 😉

@HedgeyeRetail Jan 8

Brian McGough on X

Really, this Q is just $HELE being HELE. The company is structurally broken. Not investing enough to prevent a melt down in the core, while it overpays for 'average' assets, and tries to make up for it with creative accounting. Best Idea Short -- the gift that will forever give back... That does not mean it's a perma-short. The price at any given point in time matters. But right now, it's still a Short. @HedgeyeRetailJM @HedgeyeRetailRW

@AlphaVulture Dec 20

Alpha Vulture on X

Tough end of the year in merger arb land $BATL, $RVNC, $X, $ACI, $CPRI

@catechwilliams Dec 19

catechwilliams on X

$NX Rapidly declining levered (4x) commodity biz. Q1’25 guide -12% sales, mgmt hoping for 2H’25 recovery. End-mkts deteriorating ($OC -20% Q4 guide, $JELD), customer losses, internal controls issues, integrating a large acq, 0 prior M&A experience. +30x P/E on best case 2025 #s

@HedgeyeRetail Dec 18

Brian McGough on X

We went Long $BIRK this past weekend. The call was timed ahead of this print, which we thought would be well ahead. But the call is much bigger than beating the qtr. No reason why this won't compound to a double+ over TAIL duration.

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Read past recaps

Applied Materials: Buy The Engineering Powerhouse Behind AI

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Dhierin Bechai 12h ago 1 click

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Cestrian Capital Research 24h ago 5 clicks

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Librarian Capital's Research Library 24h ago 1 click

Amazon’s Trainium Takes a Strike at the Training King

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SemiAnalysis 25h ago 6 clicks

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GOOGL $3.9T

Dustin Quasney 28h ago 2 clicks

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Ezra's Notes 28h ago 3 clicks

TSOH Weekly Roundup (10/23/2026)

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TSOH Investment Research 29h ago 3 clicks

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Cestrian Capital Research 29h ago 5 clicks

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TEM $11BMRNA $98B

Edmund Ingham 32h ago 3 clicks

Research & Analysis: ERock, Inc. (NYSE: EROC)

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Monte Independent Investment Research 33h ago 7 clicks

Putting bear cases to rest

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MEDP $18B

Best Anchor Stocks 33h ago 11 clicks

Lockheed Martin Q3 FY12/26 Earnings Review

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Cestrian Capital Research 34h ago 4 clicks

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Latticework by MOI Global 35h ago 3 clicks

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Emerging Moats Research 37h ago 4 clicks

PYPD · long

Polypid LTD

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Value Investors Club Jul 25

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