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 6 clicks

Oct 13 PKE $592M

Monte Investments Market Brief Vol. CXXXI

Monte Independent Investment Research 4 clicks

Oct 12 GONYF $499M

H&R REIT, an opportunity in a corrupt process

Nugget Capital Partner's Substack 2 clicks

From X

@RagingVentures 34h 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.

@aleabitoreddit 38h ago 1 click

Serenity on X

$AGLT (Agility Robotics) has cleared SEC review for public listing through $CCXI If you want an estimate timeline: ~Oct 13 (today): SEC S-4 declared effective ~Nov 2nd (shareholder vote): for merger approval ~November: Merger closing and ticker goes live for trading. Company’s official statement was: “The business combination remains subject to approval by Churchill XI shareholders and other customary closing conditions, and is expected to close in November 2026.” So likely less than a month away for the first pure play US humanoid company to go live!

@AsifSuria 42h ago

Asif Suria on X

@GuptaRK22 Congratulations Ravi! There is so much potential you can unlock at Bumble $BMBL

@BlueDuckCap 43h ago

BDC on X

Agree here. The specialty pharma side of the biz will keep growing fast. Hugh margin revenue. $stln team continues to execute and take share. https://t.co/BOzHVsavOi

@AsifSuria 46h ago

Asif Suria on X

Congratulations to the Bumble $BMBL shareholders! I am glad the $1 billion number we heard yesterday was the equity value and not the enterprise value like so many of us who follow M&A closely had assumed. We added the deal to our Merger Arbitrage Tool this morning and as I had expected, the spread on the deal is about 2%.

@DOMOCAPITAL 46h ago

DOMO Capital Management, LLC on X

Earlier this year, $CBIZ reported they were being purchased on the day of their earnings report. Will be interesting to see if $MNRO follows suit...

@calvinblissett 47h ago 1 click

Calvin Blissett on X

My message to someone Saturday September 26th. AI is powerful and this wasn’t my whole thesis but this is a bit of alpha I got from listening to all the Whitney Wolfe Herd Interviews and hearing someone usually so polished unusually stutter and fumble around, could also be a coincidence. $BMBL. AI can’t do it all

@aleabitoreddit Oct 13

Serenity on X

I'm just tracking technological inflection points, not making an argument for stock prices right now like $CCXI (Agility). But if people are long term investors in humanoids + their supply chains like actuators, feels more like a matter of when. Since mass commercialization seems inevitable if humanoids are able to do 80%+ of tasks in unfamiliar environments... for such a cheap cost

Helus Pharma: A Buy Ahead Of The HLP003 Phase 3 Readout

Helus Pharma's HLP003 Phase 3 depression data is due in 4Q26, with $166.4 million in cash and dilution risk from a $100 million ATM…

HELP $767M

Petri Dish Reports Oct 11 3 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

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

Hyster-Yale trades at 0.16 times sales as lift-truck bookings rebound and restructuring targets $85 million to $100 million in annual…

HY $573M

Calvin Blissett Oct 9 3 clicks

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

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…

VBNK $707M

Grassroots Trading Oct 6 1 click

MGP Ingredients (MGPI) - The Hangover After the Whiskey Boom

MGP Ingredients trades at 0.74 times tangible book after whiskey oversupply drove sales declines and more than $400 million of impairments.

MGPI $308M

Dismissed & Asset-Backed Oct 6 1 click

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…

SLDP $518M

Quad 7 Capital Oct 5 2 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

BUR · long

Burford Capital Limited

Burford Capital is presented as a long investment idea.

BUR $764M

Value Investors Club Jun 26 5 clicks

Single Stock Spotlight #12: X Marks the Spot

Xerox is pitched as a cash-generating managed-decline value play, with debt, activist interest and short interest setting up a potential…

XRX $365M

Hidden Rock Capital's Newsletter Aug 4

[OTCM] Listings for the rest of us

OTC Markets gives smaller, distressed, and lightly disclosed companies a trading venue outside NYSE and Nasdaq, with lower listing barriers…

OTCM $645M

scuttleblurb Jul 31 3 clicks

This Stock Just Got Cheaper on Better Numbers

A debt-free American manufacturer now trades at roughly 7x annualized Q2 EBITDA, with $7.35 per share in net cash and a tender floor 18.5%…

RGR $702M

The Value Road Jul 30 5 clicks

Entravision: Another Whale Has Emerged

Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer,…

EVC $598M

The Value Road Jul 28 11 clicks

Stranded Indium-Phosphide

Aeva’s high-power InP SOA design could supply NPO/CPO optical modules at roughly 17% gross margins, versus 51% for eight discrete DFB…

AEVA $848M

Irrational Analysis Jul 25

Practical Semiconductor Optical Amplifiers (SOA)

Semiconductor optical amplifiers offer compact, low-cost gain for LiDAR, long-haul links and ultra-high-power co-packaged optics, trading…

AEVA $848M

Irrational Analysis Jul 18

Clear the DEC?

Diversified Energy (DEC) has paid $21.84 per share in dividends since June 2017 and trades at $13.35 amid a bullish U.S.

DEC $979M

The Oak Bloke Jul 18 3 clicks

Groupon Built a Brain

Groupon is building an AI “Brain” to personalize its app for each user, turning its turnaround plan into a product initiative.

GRPN $751M

Mispriced Assets Jul 16

Quick Value #322 - FuboTV (FUBO)

Fubo's Hulu Live merger leaves Disney with 70% ownership and resets its 2028 EBITDA target to $300 million; at $10, it trades at 4.2 times…

FUBO $902M

Value Don't Lie Jul 13

Tuesday, October 13, 2026

Raging Capital Ventures on X

Serenity on X

Asif Suria on X

BDC on X

Asif Suria on X

DOMO Capital Management, LLC on X

Calvin Blissett on X

Serenity on X

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