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 $498M

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 Oct 13

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 Oct 13

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 Oct 13 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 Oct 13

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 Oct 13

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 Oct 13

Barbarian Capital on X

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

@BarbarianCap Oct 13

Barbarian Capital on X

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

@BarbarianCap Oct 13

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 $6.5B

The Monetary Matters Network Oct 12 7 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 $6BMBC $1.4B

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

Jumping On The Robotics Train: Initiating Buy On Cognex

Cognex expects 15% revenue growth this year as its RealSense acquisition expands machine-vision exposure to robotic perception, logistics,…

CGNX $9.6B

Fountainhead Oct 12 2 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 $4.2B

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 $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

MBGL · long

Mobility Global INC -spn

Mobility Global Inc. will become a standalone public company through S&P Global’s spin-off of its Mobility division.

MBGL $5.3B

Value Investors Club Jun 25 2 clicks

Churchill Downs: Doubling Down

Churchill Downs is selling regional casinos to focus on horse racing and historical racing machines, where Exacta software and racetrack…

CHDN $5.6B

Eagle Point Capital Aug 22

NEXT 2026-08-22

NextDecade: The Ownership Staircase Is The Real Bull Case

NextDecade’s Rio Grande LNG ownership rises from 20.8% in Phase 1 to 60% in Train 4 and 70% in Train 5, increasing cash flow exposure as…

NEXT $1.8B

Capital Connoisseur Aug 22

Updating The Real Brokerage And Re/Max Numbers

Re/Max’s outstanding share count is revised after previously omitted shares under its holding-company structure, alongside updated Real…

RMAX $263MREAX $577M

Emerging Moats Research Aug 21

SOXX 2026-08-21

SOXX: Growth And Profitability May Be Peaking

SOXX holdings Nvidia, AMD and Broadcom signal slowing growth and peak-margin risk after the sector’s steep July selloff.

SOXX $1.4B

Mauro Caversazzi Aug 21 1 click

BREAKING: Modine's Anchor Multi-Billion-Dollar Customers Are Google and Amazon

Modine's leaked database identifies Google behind a $4 billion agreement and $4.5 billion of additional demand, with nearly $15 billion of…

MOD $9.2B

Hunterbrook Aug 21

IRTC 2026-08-21

iRhythm: The Algorithmic Margin Inflection Changes The Story

IRhythm’s ZEUS clearance cuts clinician review time 50%, targeting $100 million in five-year savings as cardiac monitoring margins expand…

IRTC $3.5B

Equity Eagle Aug 21

Research & Analysis: Stabilis Solutions (NASDAQ: SLNG)

Stabilis Solutions lost its Galveston LNG offtake anchor, revenue fell 36% in 1H’26, and limited liquidity leaves its data-center power…

SLNG $88M

Monte Independent Investment Research Aug 21

The Real Brokerage: Transformation (Ticker: REAX)

Real Brokerage’s RE/MAX acquisition would triple its agent count, diversify revenue with franchise fees and expand share during a weak U.S.

REAX $577MRMAX $263M

Emerging Moats Research Aug 21

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…

ELALF $3.6B

Yet Another Value Podcast Aug 20 13 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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