Lesaka: A $4.69 Stock With a $20–30 Case
Lesaka CEO Ali Mazanderani has bought more than $10 million of stock while pursuing a $20 to $30 valuation case through targeted market-share gains in South Africa.
Thursday, October 8, 2026
Back to today
From X
DOMO Capital Management, LLC on X
Might be one of those days again.... $ALTO $GPRE https://t.co/JDe6p8IL4U
mavix on X
Evolution $EVO announced the termination of the merger agreement between Evolution & Galaxy Gaming. Evolution is required to pay Galaxy Gaming a termination fee of USD 5,234,678, but they expect to continue working with Galaxy Gaming. https://t.co/rdhNO86tEL
catechwilliams on X
@SILVERGOLDBTC28 @GalianoTiramani @Xectron You guys will probably be eating at Golden Corral when $BXBL is below $5 in a few weeks.
BDC on X
$STIM https://t.co/OQ9UgUPoo4
mavix on X
I just published my Earnings Update about the Q2 2026 results of Evolution $EVO $EVVTY https://t.co/O2CGJCWGJK
Odd Diligence on X
This most recent $FGMC merger $BXBL will go just like the last FGMC merger ($ICCT). $BXBL is a 0. It will prob squeeze a little today - don't bother on "that aged well" comments. Incentives are so misaligned that i actually think it will get some action early. But it's a 0 / garbage / grift
Timyan Bank Alert on X
The Activist at the Gate: Cashmere Valley Bank Faces a Modern Reckoning - https://t.co/yNUYdB8euM $CSHX https://t.co/YcYtPPAYzX
DOMO Capital Management, LLC on X
$ALTO 🤷♂️ https://t.co/67lkE1qWvP https://t.co/JDe6p8IL4U
Investor Letters
All letters- Stone Sentinel Capital Q326 5515 $328M3565 $144M
- Kingdom Capital Advisors Q3 2026 EVC $598MMAGN $402M
- Cedar Grove Capital Management Q3 2026 EVLV $773MCBWTF $234M
- Protean Funds September 2026 DVYSR $86MREJL-B $285M
- PenderFund Capital Management Ltd. August 2026 TGMPF $184MVHI $320M
- Forager Funds Management August 2026 BVSFF $971MEMCHF $61M
- Protean Funds August 2026 SUSRF $265M
- Forager Funds Management July 2026 BVS $978MOFX $94M
VersaBank: Expensive, But Growth Still Justifies A Buy
VersaBank's Q3 revenue rose 23% and adjusted net income 27%, while a 2.19% net interest margin and 19.15x forward earnings temper its 2027…
Grassroots Trading 1 clickThe Monday Morning Briefing: AI Drives Everything, Yet ROI on Massive Capex Remains Uncertain
Latticework’s briefing questions AI capex returns while featuring Close Brothers, Green Landscaping and OMS Energy Technologies.
Pyxis Oncology: Better Runway Is Bullish For MICVO's Remaining R&D
Pyxis Oncology's recent financing extends MICVO's runway to clinical milestones as the oncology candidate works to establish a safe,…
Myriam Alvarez 2 clicks
EVI Industries. Margin inflection or fake out?
EVI Industries says its ERP and service-platform build is largely complete, testing whether 10.8% revenue growth can finally outpace…
Single Stock Spotlight #16: Huckleberry.AI (HUCK)
Huckleberry.AI trades near $3.30 against $221 million of cash and $900 million-plus of NOLs after selling its operating business, creating…
Not So Fast
Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.
Washington Trust Bancorp: 100-Year Track Record Of Dividends Supports A 6% Yield
Washington Trust Bancorp offers a 5.8% dividend yield, with C&I loan growth supporting ROE despite 40% commercial real estate loan…
Sorrento Research 
Zentek Research Note
Zentek shipped its first ZenGUARD air-filter order to a Canadian federal facility as its Albany graphite PEA confirmed a US$3.85 billion…
NASDAQ:YB 10% dividend, 2x P/E, 30% growth, AI beneficiary, secular tailwinds, founder CEO I think is as good as Bezos/Walton
Yuanbao pairs a 10.2% dividend and cash exceeding its market value with 33.5% first-half profit growth from AI-enabled Chinese insurance…
3 Mergers and 1 Liquidation in the Danger Zone
Stratus Properties liquidates Austin real estate below projected distributions, while Atlantic Lithium and Intermex await approvals for…
ZOOZ · long Zooz Strategy LTD
ZOOZ Strategy trades at a roughly 37% discount to the market value of its Bitcoin holdings and cash on a fully diluted basis.
Solid Power Still Has Promise
Solid Power reported a $0.11 Q2 loss and $419.3 million of cash, with its electrolyte pilot line and BMW and SK On validation central to…
Quad 7 Capital 2 clicks
💥Yield!💥
Beyond Meat’s Q2 2026 revenue fell 8.2% as U.S. retail and foodservice volumes declined, while a flatter, not inverted, Treasury curve…
Cullinan Therapeutics: Compelling Pullback For CLN-978's Potential In Autoimmune Diseases
Cullinan Therapeutics plans December 2026 autoimmune updates for CLN-978, while zipalertinib awaits an FDA decision in previously treated…
Myriam Alvarez 2 clicks
VersaBank: The Bank Behind the Bank – How a Canadian Branchless Pioneer Wants to Make Asset-Backed Securities Obsolete
VersaBank uses cash holdbacks and put-backs to buy point-of-sale loan cash flows, with C$7 billion in assets and AI-enabled real-time…
Updates
FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.
Is The Bond Market Running On Empty?
U.S. Treasury yields are testing credit and equity markets, while the discussion also targets recent changes at Glass House (GLAS).
IEH Corporation: Research Note
IEH booked $3.6 million in mobile-defibrillator connector orders, lifting its medical revenue outlook and diversifying beyond aerospace and…
EuroDry: Strong Prospects But Downgrading On Valuation Concerns - Hold
EuroDry shares rose more than 300% year to date as dry bulk markets strengthened, but an aging fleet, no dividend and a $20 million equity…
Henrik Alex 4 clicks
ARKO. 3x Owner’s Earnings multiple, 21% ROCE, Founders involved and large shareholders, Stake in a public company>market cap. Superb Capital Allocators
ARKO trades at 3 times estimated 2025 owner’s earnings, while its 73.6% APC stake exceeds its $473 million market cap.
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The Alpha Analyst
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Every account on this site, hand-picked.
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BDC
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Broken Moats
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Conor Maguire | Value Situations
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Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
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Fajasy
Farmer
Fierce_beast
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Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Multiples Capital
Myles
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Negligible Capital
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SG
Sheel Mohnot
Steve Eisman
The Friendly Bear
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Timyan Bank Alert
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ToffCap
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Undiscovered Compounders
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Yaron Naymark
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- 1 Main Capital
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- Advisory Research
- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpine Capital Research
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Sectors
Ordered by how often our editor reaches for them.
