Monday, October 12, 2026

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 allocation, with critics seeking to block the deal.

GONYF $499M

Nugget Capital Partner's Substack Oct 12 2 clicks

Oct 10 HIPO $906M

Hippo Holdings ($HIPO): The Insurtech That Stopped Chasing Hype and Started Making Money

Substack von Philipp 8 clicks

Oct 9 HY $573M

Hyster Yale (HY) Multibagger potential as confluence of negatives subside. Attractive after markets part services model

Calvin Blissett 3 clicks

From X

@calvinblissett Oct 12

Calvin Blissett on X

This one has been lurking on Joel Greenblatts magic formula for a while; I read this and am intrigued. Est 5x earnings with identifiable catalysts, pretty easy double using conservative multiples that don't credit growth. $TZOO https://t.co/mul6u2izKS

@calvinblissett Oct 12

Calvin Blissett on X

I listened to all Whitney Wolfe Heard interviews, that gave me a lot of confidence she would/will improve the consumer experience relentlessly, the business wasn’t/isn’t declining as much as perceived or sentiment makes it out to be. Even if it continued melting at the current pace and never growing the FCF would create immense value for equity holders. I don’t think it will continue melting though as they update and iterate on the experience and resume marketing spend. I think resuming marketing spend would be a big catalyst in terms of returning to growth that wasn’t reflected in the stock . $BMBL

@DeepSailCapital Oct 12

Deep Sail Capital on X

@stretchmikep I put on an industry short of genetic data companies early last week, $TEM, $CDNA, $DNA, and $ABSI Other than that a couple of stocks with good short activist write ups like $EQPT

@Fierce__beast Oct 12

Fierce_beast on X

@stoic_point $EVLV what you think the company actually earns LTM and NTM on a per share basis? Assuming SBC is a real expense, and replacing and growing their units as real costs.

@calvinblissett Oct 12 1 click

Calvin Blissett on X

@taobanker Man try $CCLD

@calvinblissett Oct 12

Calvin Blissett on X

@Cameron_Invest Thank you! I appreciate rebuttals always it tests conviction. I did do well as $BMBL is 5% of portfolio but I would not call that extreme conviction. I'm grateful for the luck

@junkbondinvest Oct 12

junkbondinvestor on X

Bumble is in "advanced talks" to go private at ~$1bn...for context, peak valuation after the IPO was about $14bn Didn't realize they refi'd their debt this April at S+800 (issued at 94)! If this deal takes the loan out at par, those lenders made ~12% in six months (20%+ IRR). Where do you think new debt on this would price? $BMBL

@calvinblissett Oct 12

Calvin Blissett on X

$BMBL. It seems gushing FCF and atrocious sentiment can work… https://t.co/4VQoqp2FPK

Namib Minerals: Research Note

Namib Minerals posted H1 adjusted EBITDA of $19.0 million, up 76%, as higher gold prices offset lower production.

NAMM $55M

Atrium Research - Equity Research Oct 8 1 click

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…

LSAK $405M

Mispriced Assets Oct 8 5 clicks

What I’ve Been Up To

Cogent Communications and AI data-center bottlenecks feature in a newsletter update on recruiting, financial media and conference takeaways.

CCOI $430M

Stock Thoughts Oct 7 3 clicks

Lesaka: Why He's Betting Big | Ali Mazanderani | Ep. 5

Lesaka’s executive chairman has invested more than $10 million personally and targets EPS compounding above 40% through consumer, merchant…

LSAK $405M

Mispriced Assets Oct 7 2 clicks

OMSE 2026-10-05

The 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.

OMSE $177M

Latticework by MOI Global Oct 5 2 clicks

40 Best Stock Pitches (28th-4th October) 🟢

Old Market Capital, a delisted holding company owning a rural fiber network, trades below comparable network valuations after institutional…

OMCC $27M

Capital Employed Oct 4 7 clicks

💥Leslies Term Lenders Toss a Life Preserver💥

Leslie’s and nine affiliates filed Chapter 11 in Texas on September 30, 2026, after 18 months of deteriorating performance.

LESL $1.6M

PETITION Oct 4 3 clicks

🤿New Chapter 11 Bankruptcy Filing - Leslie’s Inc.🤿

Leslie’s, the pool-supplies retailer, filed Chapter 11 after deteriorating operations, pricing and inventory missteps, and a burdensome…

LESL $1.6M

PETITION Oct 4 3 clicks

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,…

PYXS $168M

Myriam Alvarez Oct 4 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…

EVI $238M

Kairos Research Oct 2 2 clicks

ABSSF · long

Airboss Of America CORP

AirBoss is a large North American rubber producer moving away from its existing business mix.

ABSSF $132M

Value Investors Club Jul 13 1 click

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…

GRO $130M

Wolf Report Oct 10 3 clicks

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…

HUCK $147M

Hidden Rock Capital's Newsletter Oct 2 5 clicks

Not So Fast

Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.

EVC $598M

The Mikro Kap Oct 1 3 clicks

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…

ZTEKF $58M

Atrium Research - Equity Research Sep 30 1 click

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…

YB $526M

Calvin Blissett Sep 30 4 clicks

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…

STRS $143MIMXI $327M

Triple S Special Situations Investing Sep 30

💥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…

BYND $117M

PETITION Sep 30

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…

CGEM $907M

Myriam Alvarez Sep 29 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…

VBNK $707M

Substack von Philipp Sep 26 7 clicks

Monday, October 12, 2026

Calvin Blissett on X

Calvin Blissett on X

Deep Sail Capital on X

Fierce_beast on X

Calvin Blissett on X

Calvin Blissett on X

junkbondinvestor on X

Calvin Blissett on X

Investor Letters

Publications we follow

Newsletters 107

YouTube 4

Blogs 17

Seeking Alpha 49 of 225

X accounts we follow

Investor letters we follow

Sectors