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 $571M

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

@IdeaBrunchEmail Dec 4

Idea Brunch on X

Idea Brunch with Chris Hammond of @JaguarCapMgmt A masterclass in healthcare investing. Tickers mentioned: $DRIO, $ADMA, and $QDEL https://t.co/l1BHGMZkRG

@CapitalVoss Nov 30

Voss Capital on X

Voss's Q3 letter is out. We take a look at some macro fears that failed to materialize this year, comment on historically cheap small cap valuations, and provide brief updates on our top 4 longs ( $GFF $IMXI $EXTR $BXC) and one new core idea ( $CROX). https://t.co/qG5Mo94ORB

@CapitalVoss Nov 24

Voss Capital on X

@alluvialcapital Um, you don't need to go to Poland. Here are the US listed stocks that fit your criteria. $ABG, $BXC, $BLDR, $LPX, $RCII, $VSTO, $BKE to name a few. https://t.co/VLTbA5S9u8

@CapitalVoss Nov 2

Voss Capital on X

$WU calling out Latin America and Mexico as the brightest growth spots this Q. Great read through for $IMXI. "Latin America was probably the one brighter spot that continued to recover a little bit from last year because Latin America has less relative digital business growth"

@CapitalVoss Aug 9

Voss Capital on X

$IMXI is consistently outgrowing hedge fund favorite $MGI and $WU by about 20%. https://t.co/gzDwGH3TOU

@CapitalVoss Aug 9

Voss Capital on X

Jon's updated thoughts on $IMXI after the Q2 earnings report. https://t.co/uPSaHrI0Qi https://t.co/7sEXhAEMat

@CapitalVoss Feb 17

Voss Capital on X

We are still optimistic on the manufactured housing space given migration to rural areas and record low housing inventory, especially at the low end (<$250k). $LEGH is the by far the cheapest, highest margin and has the highest ROIC. https://t.co/IC8DCK65W8 https://t.co/EsoE61FCx6

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 $781M

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 $931M

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 $524M

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 $384M

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 $428M

Stock Thoughts Oct 7 4 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 $384M

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 2 clicks

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 $473M

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 $606M

The Mikro Kap Oct 1 5 clicks

BW · short

Babcock & Wilcox

Babcock & Wilcox is priced for AI power demand despite a one-time related-party project, with FY2028 EBITDA 35% below consensus implying…

BW $708M

Value Investors Club Jul 15 2 clicks

Washington Trust Bancorp: 100-Year Track Record Of Dividends Supports A 6% Yield

Washington Trust Bancorp offers a 5.8% dividend yield, with C&I loan growth supporting ROE despite 40% commercial real estate loan…

WASH $560M

Sorrento Research Oct 1

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 $531M

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…

IMXI $311M

Triple S Special Situations Investing 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 $828M

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

Updates

FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.

PRTH $645M

Nat Stewart - Stock Picking Newsletter Sep 25 9 clicks

Kronos Worldwide: Benefiting From Sulfur Shortage

Kronos Worldwide’s 27% inventory reduction added $120 million in cash inflows as chloride-based TiO₂ demand rises amid a sulfur shortage.

KRO $854M

Given Mahlangu Sep 23

ARKO. 3x Owner’s Earnings multiple, 21% ROCE, Founders involved and large shareholders, Stake in a public company>market cap. Superb Capital Allocators

ARKO trades at 3 times estimated 2025 owner’s earnings, while its 73.6% APC stake exceeds its $473 million market cap.

ARKO $460M

Calvin Blissett Sep 21 3 clicks

Bumble, 2x Owner’s Earnings. Sentiment is abysmal, the founder is back. The stock could easily be a multibagger.

Bumble trades at roughly 2x owner’s earnings and 4.76x enterprise value, with Whitney Wolfe Herd’s return central to a rerating case.

BMBL $783M

Calvin Blissett Sep 20 4 clicks

Tuesday, October 13, 2026

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

Monte Investments Market Brief Vol. CXXXI

H&R REIT, an opportunity in a corrupt process

From X

Idea Brunch on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Investor Letters

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

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

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

Lesaka: A $4.69 Stock With a $20–30 Case

What I’ve Been Up To

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

VersaBank: Expensive, But Growth Still Justifies A Buy

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

Solid Power Still Has Promise

Not So Fast

Babcock & Wilcox

Washington Trust Bancorp: 100-Year Track Record Of Dividends Supports A 6% Yield

NASDAQ:YB 10% dividend, 2x P/E, 30% growth, AI beneficiary, secular tailwinds, founder CEO I think is as good as Bezos/Walton

3 Mergers and 1 Liquidation in the Danger Zone

Cullinan Therapeutics: Compelling Pullback For CLN-978's Potential In Autoimmune Diseases

VersaBank: The Bank Behind the Bank – How a Canadian Branchless Pioneer Wants to Make Asset-Backed Securities Obsolete

Updates

Kronos Worldwide: Benefiting From Sulfur Shortage

ARKO. 3x Owner’s Earnings multiple, 21% ROCE, Founders involved and large shareholders, Stake in a public company>market cap. Superb Capital Allocators

Bumble, 2x Owner’s Earnings. Sentiment is abysmal, the founder is back. The stock could easily be a multibagger.

Publications we follow

YouTube 4

Blogs 17

Seeking Alpha 50 of 233

X accounts we follow

Investor letters we follow

Sectors

Tuesday, October 13, 2026

Idea Brunch on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Investor Letters

Publications we follow

Newsletters 107

YouTube 4

Blogs 17

Seeking Alpha 50 of 233

X accounts we follow

Investor letters we follow

Sectors