Friday, September 25, 2026

Updates

FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.

FGPR $254MPRTH $642M

Nat Stewart - Stock Picking Newsletter Sep 25 12 clicks

Sep 24 IEHC $73M

IEH Corporation: Research Note

Atrium Research - Equity Research 12 clicks

Sep 21 ARKO $453M

ARKO. 3x Owner’s Earnings multiple, 21% ROCE, Founders involved and large shareholders, Stake in a public company>market cap. Superb Capital Allocators

Calvin Blissett 4 clicks

From X

@ClarkSquareCap Sep 25 4 clicks

Clark Square Capital on X

@27XVII $CSHR for bitcoin etfs

@valuedontlie Sep 25

Colin King on X

$GDOT selling off past few days... Looks like deal will get delayed (again) from Q3 close to Q4 close Waiting on UT/AL/Fed approval... consent order likely making it longer than expected Perhaps some investors puking on delayed timeline + stub shares situation I'm still long https://t.co/Ik5zuRAAPG

@leevalueroach Sep 25

Lee Roach on X

$IEHC continuing to expand into new markets and earn new customers. https://t.co/mAoKYoXKwz

@majgeoinvesting Sep 25 2 clicks

Maj Soueidan on X

Why $RFIL today is not the same RFIL of a few years ago… https://t.co/gklf6zbNOF

@Adam_Wyden Sep 25 5 clicks

Adam D. Wyden on X

@ACapitalLP $CODI ?

@ACapitalLP Sep 25 1 click

A Capital on X

What are the most interesting “rumored deal” or “strategic alternatives” trades today? I’ll start: $FUN - 9/22, Jana pushing for sale $ONT - 8/5, strategic review $VITL - 9/17, rumored take private $CGX.CN - 9/23, strategic review/advisors hired $NFG - 9/16, strategic review (Seneca E&P assets)

@leevalueroach Sep 25 1 click

Lee Roach on X

$EVC https://t.co/OzRDf5rSVJ

@junkbondinvest Sep 25 1 click

junkbondinvestor on X

Remember during COVID, everyone upgraded their backyards and built pools and Leslie's decided to expand past 1,000 stores like this was all permanent? Well, it wasn't. And now now they're preparing to file for Chapter 11. Its lenders are equitizing and taking control of the business. The pandemic literally pulled forward years of pool spending. $LESL

Bumble, 2x Owner’s Earnings. Sentiment is abysmal, the founder is back. The stock could easily be a multibagger.

Bumble trades at roughly 2x owner’s earnings and 4.76x enterprise value, with Whitney Wolfe Herd’s return central to a rerating case.

BMBL $335M

Calvin Blissett Sep 20 4 clicks

Pacific Health Care Organization - OTC:PFHO

Pacific Health Care trades below its more than $1 per-share net cash despite profitable workers’ compensation claims services, California…

PFHO $13M

Obscure Stocks Sep 19 3 clicks

DeFi Development: The Clarity Act Failure Tests The Solana Treasury Thesis

DeFi Development’s Solana treasury strategy faces dilution, preferred dividends and tight liquidity after a 50% rally, with $4.3 million of…

DFDV $175M

Dorine Cherop Sep 18

This Week in Special Situations: Cooper Companies, Sturm Ruger, Grab Holdings, Boston Omaha

Special-situations survey flags Cooper’s $3 billion buyback, Grab’s $900 million repurchase, and Beretta’s $44.80 partial tender for Sturm…

RGR $699M

Latticework by MOI Global Sep 18 1 click

Pioneer Bancorp Has One Too Many Red Flags

Pioneer Bancorp’s acquisitions lifted loans 13.6% and Q2 net interest margin to 4.30%, but expenses, weaker profitability ratios and a…

PBFS $446M

Crimson And Gold Research Sep 17 4 clicks

A special situation bet on the power of incentives with 10x upside in a mandated year timeframe.

Beasley Broadcast Group's equity hinges on repaying or arranging sales for roughly $115.5 million of debt by September 2027, before PIK…

BBGI $21M

Calvin Blissett Sep 17 1 click

LifeMD: Still Undervalued Despite Earnings Miss

LifeMD cut 2026 revenue and EBITDA guidance as subscribers fell and customer acquisition costs reached 59% of revenue, prompting a shift…

LFMD $142M

Eli Gooch Sep 16

Initiation Report

Zentek initiation report.

ZTEKF $63M

Atrium Research - Equity Research Sep 13 5 clicks

CVD Equipment Corporation (NASDAQ:CVV)

CVD Equipment is winding down manufacturing, cutting half its staff and weighing liquidation, with $23.5 million of cash and a…

CVV $31M

Obscure Stocks Sep 13 3 clicks

The Groupon Turnaround — Dušan Šenkypl & Rana Kashyap | Ep. 3

Groupon CEO Dušan Šenkypl and CFO Rana Kashyap discuss rebuilding the local-experiences marketplace with AI infrastructure, better…

GRPN $815M

Mispriced Assets Sep 11 5 clicks

OFRM · long

Once Upon A Farm Pbc

Once Upon a Farm (OFRM) makes organic baby food, smoothies and kid snacks using high-pressure processing instead of heat pasteurization.

OFRM $674M

Value Investors Club May 27

NFE Bond Update

New Fortress Energy’s restructuring cancels its 12% 2029 notes for 94.3% of BrazilCo, $974 million of New NFE preferred and 25.8% of New…

NFE $36M

Triple S Special Situations Investing Mar 18 2 clicks

Lands’ End Into Next Week: A Re-Rate Catalyst Hiding Behind Tender Noise

Lands’ End’s March 19 results could clarify the WHP IP joint venture, debt paydown and retained stake, supporting a rerating beyond the…

LE $300M

Rod’s Ruminations Mar 13

MAPS: Fortifying the Record Before the Bid

MAPS reported $39.8 million of FY25 adjusted EBITDA and $62.4 million of cash as a holder builds a record around a possible affiliated bid.

MAPS $56M

Rod’s Ruminations Mar 13

Mount Logan's Run: When the Board Pays $9.43 and Mr. Market Hands You a Mulligan at $5.00

Mount Logan Capital repurchased shares at $9.43 before an oversubscribed tender and forced selling drove them to $5.00, below $10.39 book…

MLCI $38M

Rod’s Ruminations Mar 6

Hallador Pt. 2 — "Massive" Data Center Incoming in Sullivan, IN? ($HNRG)

Hallador’s 1 GW Merom plant could supply a proposed 1,000-acre Sullivan County data center, with local filings and Stantec references tying…

HNRG $644M

Multibagger Monitor Mar 5 9 clicks

Theravance Biopharma: Failed Phase 3 Trial, Strategic Review

Theravance Biopharma began a strategic review after a failed Phase 3 trial.

TBPH $884M

Clark Street Value Mar 5 2 clicks

Updates: TerraVest, Seaport Entertainment, XPEL (TVK.TO, SEG, XPEL)

Seaport Entertainment sold 250 Water St for $142 million and leased the loss-making Tin Building, while TerraVest’s Q1 cash EBIT margin…

SEG $291M

Hidden Gems Investing Mar 3

Hydreight Technologies Inc. (NURS.V)

Hydreight Technologies (NURS.V) is a digital-health business with growing revenue, partners and customers, positioned as an acquisition…

HYDTF $120M

Byron Street Research Mar 2

2025 Bilbel Capital Annual Letter

Bilbel Capital’s 2025 letter details CareCloud’s $16.5M Medsphere acquisition, targeting $35–40M EBITDA in 2026, and recounts losses from…

CCLD $87M

Bilbel's Substack Feb 25 1 click

Friday, September 25, 2026

Clark Square Capital on X

Colin King on X

Lee Roach on X

Maj Soueidan on X

Adam D. Wyden on X

A Capital on X

Lee Roach on X

junkbondinvestor on X

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