Friday, October 16, 2026

Fannie Mae Preferreds For Post-Midterm IPO Announcement

Fannie Mae and Freddie Mac could leave conservatorship through a 2026 restructuring and IPO, monetizing the government’s equity stake while…

FNMA $4.2B

SA Glen Bradford Oct 16 5 clicks

PesoRama: Research Flash

PesoRama will reach 54 JOi Dollar Plus stores by November after raising C$28.4 million, funding more than 50 additional Mexican store…

Modine Deep Dive

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

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…

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…

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

SA Bhavneesh Sharma Oct 15 16 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.

October 2026 Random Ramblings

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

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…

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

SA Pedro Goulart Oct 14 1 click

ALLT · long

Allot LTD

ServiceTitan ($TTAN): The IPO Hangover Has Only Just Begun

ServiceTitan faces slowing growth, a rich valuation, accounting concerns, executive turnover and stock sales by management and legacy…

Global Spirits: Q425 Earnings Update

Campari posts three consecutive quarters of accelerating organic sales growth while Diageo and Pernod face deleveraging pressure, with…

Short CNM

Core & Main faces a short thesis centered on the risks in its roll-up strategy.

Short LUMN

Lumen Technologies faces a fading boost from its PCF-related sugar high.

Single Stock Spotlight #5: Core Natural Resources (CNR)

Core Natural Resources (CNR) trades at 6 times normalized free cash flow, with export thermal coal exposure positioned for LNG disruption…

An OTC Liquidation With 24% IRR

Golden Growers Cooperative's $81 million sale of its corn mill stake to Cargill is set to fund a roughly $6.20-per-unit liquidation…

Douglas Dynamics (PLOW): 50% Market Share, Earnings Rebound, Clear Catalyst | Special Report

Douglas Dynamics controls over 50% of North American professional snowplows; a strong 2025/26 winter and replacement demand are projected…

Nomad Foods - The Yield Machine

Nomad Foods combines leading European frozen-food brands with a high dividend yield, buybacks and decade-low valuation, while private-label…

Federal BEAD Billions to Fuel Demand for Westell Broadband Equipment

Westell’s high-margin segment is positioned to benefit from Verizon 5G upgrades and state broadband deployments funded by the $42.45…