Friday, October 16, 2026

TSOH Weekly Roundup (10/16/2026)

Bumble agreed to a $1.3 billion take-private deal, while Netflix cut about 1,000 jobs and Meta discussed its Muse superintelligence models.

BMBL $783M

TSOH Investment Research 26h ago 6 clicks

34h ago TUYA $1.1B

Tuya: A Global Smart-Home Platform Priced Like a Cash Box

Substack von Philipp 25 clicks

41h ago TBBB $6.8B

PesoRama: Research Flash

Atrium Research - Equity Research 5 clicks

From X

@ACapitalLP Oct 15 1 click

A Capital on X

$VSAT < $60 👀

@junkbondinvest Oct 15

junkbondinvestor on X

GTCR and Elliott are buying $CCC at ~5.3x fwd revenue and ~12.5x EBITDA. This is a uppier-tier vertical SaaS w/ ~42% EBITDA margins, ~98% gross retention, and network effects If the best assets are clearing at 5-6x, think about what that means for software lenders on everything else.

@valuedontlie Oct 15 2 clicks

Colin King on X

September 2026 write-ups: 1) $THRM RMT transaction (sort of a spin) 2) $CTVA $VYLR spin-off 3) Guide to M&A situations 4) $DECK beaten down (busted GARP) 5) $RAVE transitioning from turnaround to growth story https://t.co/fKWlrWNy4S

@gnoble79 Oct 15

George Noble on X

Thank you @ericjackson for making our 75% return on our $OPEN short position possible. https://t.co/nYkwFmfGHw

@gnoble79 Oct 15

George Noble on X

Attention $OPEN army. I could not have been any more explicit and persistent in urging you to sell your $OPEN at 8 one year ago. You did not listen. Instead I was met with profane invective. They say revenge is a dish best served cold. It is indeed. The ridicule was loud. The analysis was weak. The result was decisive. Some arguments are best settled by the scoreboard. The media is complicit for promoting this garbage. The Noble Update has generated a long/short spread of 63% from selecting longs and shorts over the last year. I Check it out. You want performance? We got this. @natbrunell @philrosenn @APompliano @ericjackson @rabois @MebFaber @dayetweets @MarkNeuman18 @nejatian @piovincenzo_ @MollySOShea @shaneparrish @JonErlichman @Mindset4Money_X @cvpayne @SaraEisen @carlquintanilla @michaelsantoli @jonathanrstern

@irbezek Oct 15 3 clicks

Ian Bezek on X

If you're wondering why half of FinTwit is going nuts while everyone else is chilling, it's because some of the momo stuff is down 30% this week. $AAOI https://t.co/2s7dBv2qgq

@DeepSailCapital Oct 15 2 clicks

Deep Sail Capital on X

I’d throw out $JOBY, it’s still a legit company and leader in the EVTOL space with real catalyst ahead with Dubai commercial service is targeted for the end of 2026

@valuedontlie Oct 15

Colin King on X

@junkbondinvest CSWC spun off control stake in what is now $CSW Solid operators in an otherwise tough space

Modine Deep Dive

Modine, soon Modexus Solutions, has a $4 billion hyperscaler cooling contract but must ramp factory output and restore margins as data…

MOD $9.2B

CV's Substack 45h ago 14 clicks

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…

DFH $764M

Hunterbrook Oct 15 12 clicks

Park Aerospace: The Q2'27 Sell-Off Misreads a Sole-Source Defense Supplier

Park Aerospace’s 11% Q2’27 sell-off overlooks sole-source PAC-3 rocket-motor materials and A320neo engine composites, with missile capacity…

PKE $571M

Monte Independent Investment Research Oct 15 12 clicks

uniQure: The Market Graded The Wrong Exam

UniQure's Huntington's gene therapy faces an FDA accelerated-approval decision around November 1 after three-year data met both agency…

QURE $1.5B

Bhavneesh Sharma Oct 15 11 clicks

Breaking: The Offshore Monopoly Is Legal Now!

Transocean’s Valaris merger clears regulators, creating a 68-rig offshore driller controlling four in 10 global drillships.

RIG $6.2BVAL $5.8B

Cannibal Stocks Oct 15 39 clicks

October 2026 Random Ramblings

October 2026 market commentary covers SOLS’s cancelled merger, a hypothetical Starbucks-Chipotle deal, Russell 2000 weakness and AI…

SOLS $9.7B

Yet Another Value Podcast Oct 14 86 clicks

Private Equity Prints Multibaggers With This Pattern. No One is Talking About It.

Shenandoah Telecommunications’ Glo Fiber buildout ends this year, and private infrastructure investors’ repeated fiber deals frame a…

SHEN $556M

Phynvesting Oct 14 18 clicks

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…

LOCO $499M

Pedro Goulart Oct 14 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…

SBDXF $498M

Cannibal Stocks Oct 13 7 clicks

GitLab Will Finally Break GitHub's Monopoly In 2027

GitLab targets a 2027 inflection as agentic AI, software sovereignty demand and GitHub reliability issues lift win rates, first orders and…

GTLB $8.9B

Ignacio Planas Gonzalez Oct 13 1 click

TY · long

Tri-continental CORP

Tri-Continental Corp is presented as a long investment-grade fixed-income idea for portfolios with limited liquidity and diversification.

TY $1.8B

Value Investors Club Jul 18 2 clicks

AeroVironment: The Value Is There, Growth Will Force The Market To Notice

AeroVironment's $465M LOCUST laser award and earnings beat support its 2027 growth outlook despite government budget uncertainty.

AVAV $6.2B

Melissa Tucker Oct 15 6 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.

PKE $571M

Monte Independent Investment Research Oct 13 4 clicks

CarGurus ($CARG): The Auto Trader of America, Priced Like a Used Car

CarGurus, the largest U.S. auto-shopping marketplace, trades near $29 despite roughly $1 billion in expected revenue, $300 million in free…

CARG $2.7B

Substack von Philipp Oct 13 9 clicks

The Final Phase of This Bull Market Will Be Massive | Charles Lemonides

Charles Lemonides argues the 18-year bull market has not reached its late-stage liftoff, pairing value-oriented semiconductor longs with…

LYFT $6.5B

The Monetary Matters Network Oct 12 8 clicks

Bristlemoon September 2026 Quarterly Letter

Bristlemoon Global Fund lost 8.4% in the September quarter and added shorts in Campbell’s, REA Group, MasterBrand and Polaris amid narrow…

CPB $6BMBC $1.4B

Bristlemoon Capital Oct 12 9 clicks

Quick Value #334 - Flowers Foods (FLO)

Flowers Foods trades at 7.5x earnings after an 80% decline, as a 50% dividend cut and potential asset sale aim to reduce leverage following…

FLO $1.3B

Value Don't Lie Oct 12 8 clicks

LQDA: finer powder, higher doses

Liquidia’s Yutrepia sales reached $170.4 million in Q2 2026, while a patent ruling threatens its PH-ILD label but leaves PAH sales and a…

LQDA $3.1B

Trade Ideas Flow Oct 12 4 clicks

Jumping On The Robotics Train: Initiating Buy On Cognex

Cognex expects 15% revenue growth this year as its RealSense acquisition expands machine-vision exposure to robotic perception, logistics,…

CGNX $9.6B

Fountainhead Oct 12 2 clicks

Global-e: The Invisible Engine Behind the Brands You Buy From Directly Online! $GLBE

Global-e provides cross-border merchant-of-record, payments, tax and fulfillment services to more than 1,500 brands, including Shopify…

GLBE $6.4B

Substack von Philipp Oct 12 6 clicks

Friday, October 16, 2026

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