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 12 GONYF $499M

H&R REIT, an opportunity in a corrupt process

Nugget Capital Partner's Substack 2 clicks

From X

@RagingVentures 39h 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.

@StockJabber 42h ago 1 click

Edwin Dorsey on X

@jeremie0117 $DKNG and $SERV are my two favorite ideas!

@aleabitoreddit 43h 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!

@TimyanBankAlert 45h ago

Timyan Bank Alert on X

$BAFN shareholders did not exercise their free rights to buy more shares at $3.50 when it was trading at $7. 749,535 shares worth. It never ceases to amaze me when this free money is passed up but it happens every time. https://t.co/I9GNvgF7gk

@eriksen_tim 45h ago

Tim Eriksen on X

Solitron Devices $SODI fiscal Q2 results filed today. Sales up 42%. Bookings 48%. Backlog 29%. Net income up! https://t.co/RgcaxzboQs

@calvinblissett 45h ago 1 click

Calvin Blissett on X

If anyone has the capital this is free money $CCLD https://t.co/r2t4EVE2P7

@stockgutter 46h ago

SG on X

$OGI has pulled back most of this move. I had been out since May but started to buy again today just above $.90. https://t.co/heLqrVDERr

@AsifSuria 46h ago

Asif Suria on X

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

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

Brazil Potash: Bull Case Is Starting To (Slowly) Bloom

Brazil Potash has secured court support and a power agreement, but financing, dilution and potash-price-sensitive EBITDA remain central…

GRO $130M

Wolf Report Oct 10 3 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

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 Oct 8 2 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

GLIBA · long

Liberty Capital CORP

Liberty Capital Corp, GLIBA, is pitched long following its July 2025 spinoff from Liberty Broadband.

GLIBA $806M

Value Investors Club Jun 26 2 clicks

A cheap stock hidden on the OTC

Vaso Corporation’s $33 million market cap is 65% cash, and its GE HealthCare imaging-sales unit generates $6.6–7 million in operating…

VASO $51M

Deep Value Insights Jul 4

PesoRama ($PESO.V) FINS Review

PesoRama’s 0.64 current ratio, operating cash burn and 111% annual dilution offset 36% Q1 revenue growth, despite replacing an 18.5% loan…

PSSOF $88M

Wolf's Substack Jul 2 3 clicks

A Growing Business at a Discount to Its Own Cash

GrabAGun’s $68 million market capitalization sits below $98.5 million net cash, while PEW Logistics and ammunition subscriptions target…

PEW $54M

XIX Value Jun 28

The Biggest Bull Signal On Entravision

Entravision’s lost Meta relationship reset its business model, setting up a bullish case for the company’s recovery.

EVC $598M

The Value Road Jun 26 5 clicks

Aimia. Allocator Takeover, Trading Below Book Value. A war-chest of cash ready to deploy

Aimia trades at 0.75 times pro forma book value, with C$163 million to C$192 million of cash after the Bozzetto sale and Rhys Summerton…

AIMFF $161M

Kairos Research Jun 23

Deep Fission (FISN): A Mile Deep, and Already Underwater

Deep Fission’s Blue Owl backing is a $20 million minority investment tied to a nonbinding MOU, while its June IPO raised $40 million at $16…

FISN $225M

Mispriced Assets Jun 22

Single Stock Spotlight #10: Mammoth Energy Services (TUSK)

Mammoth Energy Services rose above $3 after trading below net cash, aided by divestments, first-quarter adjusted EBITDA profitability and a…

TUSK $135M

Hidden Rock Capital's Newsletter Jun 18

The Arithmetic: How a $9 Spanish-Language Broadcaster Becomes a $100 AdTech Stock

Entravision’s path from a $9 Spanish-language broadcaster to a $100 adtech stock rests on an adtech-driven valuation model.

EVC $598M

The Value Road Jun 15 4 clicks

Dance with the Devil (Nasdaq: ILPT)

ILPT’s Hawaii ground leases and US warehouse portfolio are improving, while five-year fixed-rate refinancing eases the debt burden created…

ILPT $416M

Real Assets, Real Value Jun 15

Tuesday, October 13, 2026

Raging Capital Ventures on X

Edwin Dorsey on X

Serenity on X

Timyan Bank Alert on X

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Calvin Blissett on X

SG on X

Asif Suria on X

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