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.
Friday, October 16, 2026
Back to today 
From X
Farmer on X
@Biohazard3737 $ZURA price action makes me think retail accounts getting margin called. Unless pods are yolo'ing into @A_May_MD pitches too.
Myles on X
Shorting a tiny bit of $RGR here on a post tender slide.
Calvin Blissett on X
I kind of love this, sets up the capital slosh effect that happened in 2000s with the great rotation from tech to value. I think something similar happens here eventually and offers uncorrelated returns which will be more valuable. I will be eating dirt on value until then, clipping my coupons and buybacks. $KSPI $BOC $SLM $HHS $ZIM $CCLD $WU $HY $AMR $CNR $METC $HCC $FISV $YB $BTU $CNRD
Deep Sail Capital on X
$HTZ Squeeze just doesn't want to give up. Now IBKR is completely out of borrow and borrow rate has ticked up to 24.8% https://t.co/GjLOXFCwA3
kab60 on X
$FOXF such a cluster-fuck... Levers up to the tits to buy Marucci at the top (someone plz educate me on synergies between MTB shocks and baseball bats...), now cans CEO and looking to divest Marucci after stock is off 90%
Timyan Bank Alert on X
@charrisinvest @netnethunter I don’t think there is any. @The_Bank_Slate had any interview with him a couple years ago. Best is to dig up old 13d filings. $BRBS is a good proxy. https://t.co/7oB9174W5Y
Farmer on X
@finphysnerd I don't think that's short breadth unless your longs are mega caps. Short breadth would be like long $SPY short $RSP.
Lee Roach on X
Real value investors own four annual reports for $MCCK. https://t.co/7Di8p87MX7
Investor Letters
All letters- Rewey Asset Management 3Q26 MEC $362M
- Southeastern Asset Management 3Q26 IDPUF $618M
- Asset Value Investors Ltd Q3 2026 CHRY $424MENRG $347M
- Asset Value Investors Ltd September 2026 6794 $469M
- Diranko Capital Q3 2026 AT $557M
- Stone Sentinel Capital Q326 5515 $320M
- Kingdom Capital Advisors Q3 2026 EVC $606MMAGN $393M
- Cedar Grove Capital Management Q3 2026 EVLV $753MMTY $515M
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…
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…
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…
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 $100 million ATM…
Petri Dish Reports 3 clicks
Hippo Holdings ($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…
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…
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…
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.
NRGV · long Energy Vault Holdings INC
Energy Vault (NRGV) is pitched as a long at about $4 per share, with contracted owned-and-operated projects supporting a $10 to $15 target.
Emergency Press Conference: FRMI & GRPN
Groupon reported accelerating organic revenue and record July traffic, while Fermi signed a $6.5 billion, 222 MW TensorWave data-center…
40 Stock Pitches (3rd-9th August)
Navient trades near 40% of tangible book as Gator Financial Partners argues private student-loan growth and restructuring can reverse its…
2026 Q2 Earnings Updates: WeightWatchers, Shift4, Bumble
Bumble fell, Shift4 dropped 23% and WeightWatchers rose 18% after earnings, prompting added Shift4 exposure and a sharp WeightWatchers…
Noah Holdings ($NOAH): A Chinese Wealth Manager Trading at Its Cash Pile
Noah Holdings trades near the value of its RMB 5.1 billion cash and short-term investments, while earning recurring fees on roughly RMB 140…
BREAKING: Kawhi Leonard's Other Undisclosed "Sponsorship" Deal
Daktronics allegedly paid Kawhi Leonard millions in a hidden sponsorship deal tied to the Clippers’ Intuit Dome, raising fresh questions…
My Pitch Deck Slide Show from the MS Microcaps Summer Virtual Conference
Butler National Corporation is the subject of a stock pitch presented at the MS Microcaps Summer Virtual Conference.
The Mispriced Assets Super Bowl
Groupon, Corsair and StepStone report within 15 minutes, setting up volatility between Groupon’s after-hours release and its Friday morning…
Watches of Switzerland's Investor Day (WOSG), Earnings at Judges Scientific (JDG) and Douglas Dynamics (PLOW)
Watches of Switzerland says Roberto Coin, e-commerce and pre-owned watches generate 24% of revenue, as private equity interest follows its…
Single Stock Spotlight #12: X Marks the Spot
Xerox is pitched as a cash-generating managed-decline value play, with debt, activist interest and short interest setting up a potential…
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