Tuesday, October 13, 2026

SED Energy: The 40% Dividend. Signal or Noise?

SED Energy's proposed Ventura merger projects a 22% to 40% dividend yield, but idle tender barges, debt and repayments materially reduce distributable cash flow.

SBDXF $497M

Cannibal Stocks Oct 13 7 clicks

Oct 13 PKE $592M

Monte Investments Market Brief Vol. CXXXI

Monte Independent Investment Research 4 clicks

Oct 13 CARG $2.6B

CarGurus ($CARG): The Auto Trader of America, Priced Like a Used Car

Substack von Philipp 9 clicks

From X

@RagingVentures 37h ago

Raging Capital Ventures on X

Trump’s new Press Secretary is married to a producer who has handled many films for $ANGX, probably not a coincidence.

@irbezek 38h ago

Ian Bezek on X

@POVMexico Tulum Airport was only built in 2024 as an AMLO pet project, minimal market demand. The hippies can go back to flying through Cancun Airport as they should. $asr

@DeepSailCapital 38h ago 1 click

Deep Sail Capital on X

$QBTS is still worth $5.2B or 325x revenues. They have $1.5/share of cash. 80% downside still.

@MaiusPartners 39h ago

Maius on X

$PSIX recent price action is behaving very differently to the entire global AIDC power peer set, which begs the question, what has $PSIX told its bankers and how much of that is beginning to leak into the public markets?🧐 https://t.co/o5Aw7xRrp9 https://t.co/zB72Z02Zpk

@majgeoinvesting 40h ago

Maj Soueidan on X

It's on my list of things to do. I would like to know how much of that $2.3M Solano is requesting is cash/base vs bonus. Was it disclosed somewhere? Need to see the entire terms. His base is currently $370K and $500 in bonuses, split evenly between cash and stock. My feeling is that Solano made his request since he believes $RAVE "Pizza Inn is aiming for more significant growth this fiscal year." "Mr. Schwarz initiated a phone conversation with Mr. Solano the next day, August 27, 2026 where Mr. Schwarz indicated to Solano that his Requested Compensation Increase beginning Fiscal Year 2027 and increasing 2.5 times to $2.3 million annually for Fiscal Year 2029 could be discussed at the Board’s upcoming meeting, but that for Mr. Schwarz such a request was a “non-starter”. Four days later, the Solano Correspondence was delivered to the Company."

@BarbarianCap 40h ago

Barbarian Capital on X

Sweetgreen’s Plan to Shed Its Expensive Salad Image $SG https://t.co/3IxCL40Caw

@BarbarianCap 40h ago

Barbarian Capital on X

Albertsons Pulls Full-Year Guidance, Plans Business Review $ACI https://t.co/FkxxQbgEQt

@BarbarianCap 41h ago

Barbarian Capital on X

Six Flags Closes Several Rides After Georgia Roller-Coaster Death $FUN stock did not like this https://t.co/JjSK2Xu12d

The Final Phase of This Bull Market Will Be Massive | Charles Lemonides

Charles Lemonides argues the 18-year bull market has not reached its late-stage liftoff, pairing value-oriented semiconductor longs with…

LYFT $6.2B

The Monetary Matters Network Oct 12 6 clicks

Bristlemoon September 2026 Quarterly Letter

Bristlemoon Global Fund lost 8.4% in the September quarter and added shorts in Campbell’s, REA Group, MasterBrand and Polaris amid narrow…

CPB $5.7BMBC $1.3B

Bristlemoon Capital Oct 12 8 clicks

Quick Value #334 - Flowers Foods (FLO)

Flowers Foods trades at 7.5x earnings after an 80% decline, as a 50% dividend cut and potential asset sale aim to reduce leverage following…

FLO $1.3B

Value Don't Lie Oct 12 8 clicks

LQDA: finer powder, higher doses

Liquidia’s Yutrepia sales reached $170.4 million in Q2 2026, while a patent ruling threatens its PH-ILD label but leaves PAH sales and a…

LQDA $2.4B

Trade Ideas Flow Oct 12 4 clicks

Global-e: The Invisible Engine Behind the Brands You Buy From Directly Online! $GLBE

Global-e provides cross-border merchant-of-record, payments, tax and fulfillment services to more than 1,500 brands, including Shopify…

GLBE $6.4B

Substack von Philipp Oct 12 6 clicks

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…

GONYF $499M

Nugget Capital Partner's Substack Oct 12 2 clicks

Fannie Mae, Freddie Mac, Hong Kong stocks Value Stocks late in a Bull Market, and Consolidating a Big Short

Fannie Mae and Freddie Mac common shareholders face at least 90% dilution if Treasury converts its growing senior preferred stakes into…

FNMA $4B

Cassandra Unchained Oct 11 5 clicks

Deep Dive: Inter & Co

Inter & Co, Brazil’s second-largest neobank, grew over 20% with controlled delinquencies and 15% book-value compounding while trading at…

INTR $3.3B

Capitalist Letters Oct 11 7 clicks

Glaukos: Steep Premium For New Therapies And Growth

Glaukos is expanding from glaucoma devices into sustained drug delivery and corneal cross-linking, but GKOS's premium valuation leaves…

GKOS $9.8B

Myriam Alvarez Oct 11 4 clicks

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

Hippo’s insurance platform posted 61% premium growth, a 95.8% combined ratio and a fifth profitable quarter as it shifted toward carrier…

HIPO $906M

Substack von Philipp Oct 10 8 clicks

HRVFF · long

Harvia Oyj

HRVFF $927M

Value Investors Club Jul 7 2 clicks

Planet's Next Constellation Is Bigger Than Just An Upgrade

Planet Labs’ $116.1 million second-quarter revenue, 70% defense mix and planned Owl constellation position satellite imagery and AI data as…

PL $5.1B

Petri Dish Reports Sep 18 2 clicks

QNT: The 100× Question

Quantinuum's improving logical-qubit error correction, 1,504 successful-circuit benchmark score and paid deployments at RIKEN, BMW and…

QNT $1.4B

Mispriced Assets Sep 18 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 $141M

Dorine Cherop Sep 18

Research & Analysis: Ultra Clean Holdings (NASDAQ: UCTT)

Ultra Clean Holdings targets a $4 billion annualized revenue run rate by H2 2027 through manufacturing expansion and a broader…

UCTT $2.9B

Monte Independent Investment Research Sep 18 1 click

Anterix: The Spectrum Case Is Real, But The Chart And The Insiders Say Wait

Anterix’s 900 MHz spectrum could be worth $2.5–$7 billion, versus a $1.41 billion enterprise value, but insider selling and lumpy…

ATEX $1.5B

The Market Auditor Sep 18 2 clicks

Evolus: Aesthetic Spending Bounceback (Ticker: EOLS)

Evolus posted 21% quarterly revenue growth as U.S. facial-injectable spending bottoms, while making progress toward GAAP profitability.

EOLS $515M

Emerging Moats Research Sep 18 1 click

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 $702M

Latticework by MOI Global Sep 18 1 click

House of Weichai

Weichai Power built a global engine group through Baudouin and a 46% stake in PSIX, positioning both for large-bore generator demand from…

PSIX $1.2B

Maius Partners Sep 17 3 clicks

Power Semiconductors: The Follow-Up

STMicroelectronics, Navitas and Wolfspeed offer contrasting power-semiconductor cases tied to NVIDIA’s 800V AI data-center architecture,…

NVTS $2.7BWOLF $1.5B

SixSigmaCapital: Navigating the Financial Markets Sep 17 4 clicks

Tuesday, October 13, 2026

Raging Capital Ventures on X

Ian Bezek on X

Deep Sail Capital on X

Maius on X

Maj Soueidan on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

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