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Monday, October 12, 2026

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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 2 clicks

From X

@ActAccordingly 2 clicks

PAA Research on X

All trading below their 200-day moving averages right now: - Dow transports ($DJT) - Industrials $XLI - Retail $XRT - $GS Right at the 200-day MA - $KRE. $RUT seems destined to test the 200-day. Normal late September action, but it doesn't feel good. I guess we're setting the state for some golden crosses come late October/November or we're going lower. $MAGS carrying the day like 2024 when we dreamed of lower deficits and lower rates....
@Fierce__beast 1 click

Fierce_beast on X

I am short $INMD. The stock will go lower i think if the business continues to deteriorate. Unfortunately, the guidance changes and results have caused me to essentially lose a lot of trust in anything the management says. I have been following this company for years. Sparing you the details, my view is not that I think fair value is significantly lower, but rather that there is just very small chances it recovers its core business. I think the most likely case is that it languishes and underperforms the market over time. Short interest collapsed to low single digits after the deal was announced and it remained low even after the deal ended last week.
@calvinblissett

Calvin Blissett on X

To me that is not true and one of the common misconceptions on $BMBL, like someone insightfully mentioned word of mouth is a powerful thing. Especially in today’s day and age. Here is a real world scuttle butt example: I was talking to a girl about here boyfriend and how they met and how she meets guys. She said hinge, instagram tinder. She said hinge for dating, tinder for hook ups. If she mentions Bumble for dating that is a huge endorsement and whoever hears it is virtually certain to try Bumbls. If $BMBL is continuously successful at providing quality matches (Whitney’s goal) it will gain new users->leading to potentially more subscribers->leading to potentially more lost subscribers due to success->who will spread the word and create more inflowing subscribers than out flowing. Word of mouth may be the most powerful advertising force

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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 3 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 $428M
Stock Thoughts 3 clicks
ABSSF · long

Airboss Of America CORP

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

ABSSF $137M
Value Investors Club 1 click

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 $606M
The Mikro Kap 5 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 1 click

💥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
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