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 43h 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 46h ago 1 click

Edwin Dorsey on X

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

@aleabitoreddit 47h 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 Oct 13

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 Oct 13

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 Oct 13 1 click

Calvin Blissett on X

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

@stockgutter Oct 13

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 Oct 13

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 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

NINE · long

Nine Energy Service

Nine Energy Service (NINE) is a domestic onshore oilfield-services consolidation play as U.S. rig counts show early signs of recovery.

NINE $112M

Value Investors Club Jun 22 1 click

The Green Dot Breakup: Grocery Money, Not Coffee Money

Green Dot’s breakup offers $8.11 cash plus 0.2215 BankCo shares, while GDOT’s $11.50 price implies a 0.55x tangible-book valuation for the…

GDOT $707M

Rod’s Ruminations Mar 5

ELME Communities (NYSE:ELME)

ELME Communities’ liquidation gained clearer value markers with $112.75 million of Atlanta apartment sales and a Watergate 600 contract,…

ELME $156M

Real Assets, Real Value Mar 3

Updates: TerraVest, Seaport Entertainment, XPEL (TVK.TO, SEG, XPEL)

Seaport Entertainment sold 250 Water St for $142 million and leased the loss-making Tin Building, while TerraVest’s Q1 cash EBIT margin…

SEG $286M

Hidden Gems Investing Mar 3

Hydreight Technologies Inc. (NURS.V)

Hydreight Technologies (NURS.V) is a digital-health business with growing revenue, partners and customers, positioned as an acquisition…

HYDTF $138M

Byron Street Research Mar 2

Coffee Money From the CaSaaStrophe: DCBO and YEXT Odd-Lot Tenders

Docebo and Yext odd-lot tenders prioritize holders under 100 shares; DCBO offers $20.40 per share, though Canadian deemed-dividend…

DCBO $669MYEXT $679M

Rod’s Ruminations Feb 26

2025 Bilbel Capital Annual Letter

Bilbel Capital’s 2025 letter details CareCloud’s $16.5M Medsphere acquisition, targeting $35–40M EBITDA in 2026, and recounts losses from…

CCLD $80M

Bilbel's Substack Feb 25 2 clicks

Braemar Hotels & Resorts: HST Four Seasons Sale, Updated Thoughts

Braemar Hotels & Resorts’ Four Seasons sale prompts updated views on HST.

BHR $85M

Clark Street Value Feb 19 2 clicks

GCI Liberty (GLIBK) Podcast & Presentation

GCI Liberty, Alaska’s dominant telecom operator, trades at 10x free cash flow after its Liberty Broadband spinout and has roughly $2…

GLIBA $806M

Hidden Gems Investing Feb 17

InMode (INMD): Low-risk Take-Private Opportunity Exited

InMode faces $1 billion to $1.1 billion take-private bids, including Centroid and a management-led group, while Steel Partners offers $18…

INMD $826MSOFWF $384M

Underlying Value Feb 2

Tuesday, October 13, 2026

Raging Capital Ventures on X

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