Problems at Dream Finders Homes (DFH)
Dream Finders Homes’ controlling owner borrowed against DFH stock before the homebuilder agreed to finance an acquisition with costly preferred stock and debt.
Thursday, October 15, 2026
Back to today 
From X
Lee Roach on X
Real value investors own four annual reports for $MCCK. https://t.co/7Di8p87MX7
Deep Sail Capital on X
@HiddenGemsInves $CLPT - I just think over 10 years they get at very least a handful of partners to commercialization and it’s 10x higher.
Tim Eriksen on X
Another excellent quarter from River Financial $RVRF EPS of $1.93. Trading at 6x growing run rate. https://t.co/MKvOlibndK Can be hard to buy at some brokers. Fund bought a year ago at ~$33.
Maj Soueidan on X
@SowingAlphaSeed @LogicalThesis @KyleAdamsStocks @pernasresearch . @LogicalThesis - this should help you with some of the research in $PPIH. Breakdown of their last Q. https://t.co/Y758cuYpIx
Farmer on X
@LogicalThesis @KyleAdamsStocks I think @pernasresearch and @majgeoinvesting are long $PPIH
marginofdanger on X
$BWEL annual meeting is next week in Pasadena. Since the last meeting, the company raised dividend back to $5/quarter and did the largest buyback in recent memory. Additionally, there is some new blood in the C-suite (although Jim Boswell is still there). Will be interesting!
Fajasy on X
$DGXX 👀👍🏽 https://t.co/lMgmE36ds0
Investor Letters
All letters- Southeastern Asset Management 3Q26 IDPUF $618M
- Asset Value Investors Ltd Q3 2026 BSRT $179MCHRY $424M
- Asset Value Investors Ltd September 2026 3989 $234M4347 $83M
- Diranko Capital Q3 2026 AT $557MLFCR $244M
- Stone Sentinel Capital Q326 5515 $320M3565 $140M
- Kingdom Capital Advisors Q3 2026 EVC $606MMAGN $393M
- Cedar Grove Capital Management Q3 2026 EVLV $753MCBWTF $240M
- Protean Funds September 2026 DVYSR $85MREJL-B $290M
El Pollo Loco: New York State Of Mind
El Pollo Loco plans 18 to 20 FY26 openings, including 15 franchised New York stores over five years, as asset-light expansion and…
Pedro Goulart 1 click
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…
Cabaletta Bio: 40% Sell-Off Creates An Opportunity Despite Cash Concerns
Cabaletta Bio's 40% sell-off leaves CABA below its $2.41 pipeline value ahead of pivotal rese-cel autoimmune data in 2027, despite dilution…
Cypriot Invests 2 clicks
Monte Investments Market Brief Vol. CXXXI
Park Aerospace reported 27% revenue growth and 72% EPS growth, supported by composite materials for Airbus engines and PAC-3 rocket motors.
H&R REIT, an opportunity in a corrupt process
H&R REIT's proposed GO Residential transaction faces investor opposition over rejected $12.50 cash bids, insider benefits and tax…
Hippo Holdings ($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…
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…
Wolf Report 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…
Namib Minerals: Research Note
Namib Minerals posted H1 adjusted EBITDA of $19.0 million, up 76%, as higher gold prices offset lower production.
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…
OPI · long Office Properties Income Tr
Office Properties Income Trust emerged from Chapter 11 on June 17, 2026, with a $2 billion enterprise value and a 12.0% cap rate at $16.60.
Single Stock Spotlight #13: Entravision (EVC)
Entravision’s Smadex ad-tech unit grew Q2 revenue 230% year over year, underpinning a re-rating thesis despite its legacy Spanish-language…
The Entity That Bought Jinko’s Florida Plant Is Run by the Family of China’s “Sun King”
JinkoSolar sold control of its Florida solar plant to a Delaware entity run by China’s “Sun King” family, potentially sidestepping new…
H&R REIT & GO Residential deal, some thoughts
H&R REIT’s C$12 GO Residential deal gives unitholders 67% of the combined company, while CEO Thomas Hofstedter’s family affiliates cash out…
Entravision Q2 Notes
Entravision’s ATS revenue rose 230% to $182.8 million in Q2, but shares fell from above $14 to about $8 after management forecast…
Weekly Stock GEMs #8: August 11, 2026
KIYO Learning’s net-cash balance and potential first dividend lead a four-stock roundup spanning a Treasury-linked bank merger, horror…
Emergency Press Conference: FRMI & GRPN
Groupon reported accelerating organic revenue and record July traffic, while Fermi signed a $6.5 billion, 222 MW TensorWave data-center…
40 Stock Pitches (3rd-9th August)
Navient trades near 40% of tangible book as Gator Financial Partners argues private student-loan growth and restructuring can reverse its…
2026 Q2 Earnings Updates: WeightWatchers, Shift4, Bumble
Bumble fell, Shift4 dropped 23% and WeightWatchers rose 18% after earnings, prompting added Shift4 exposure and a sharp WeightWatchers…
Weight Watchers: Update Post Earnings
WeightWatchers reaffirmed 2026 guidance after Q2 beats, while clinical revenue rose 30% and debt fell $42 million through discounted…
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Seeking Alpha 52 of 235
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Conor Maguire | Value Situations
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DOMO Capital Management, LLC
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Fierce_beast
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Hunterbrook
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Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
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Kuppy
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Undiscovered Compounders
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Sectors
Ordered by how often our editor reaches for them.
