Friday, October 16, 2026

GLOO: Gloo's own filings make the short case

Gloo's $3.25 follow-on, going-concern warning and $28.0 million first-half cash burn frame the short case against its acquisition-driven growth.

GLOO $298M

Guardian Research 27h ago 8 clicks

28h ago BMBL $783M

TSOH Weekly Roundup (10/16/2026)

TSOH Investment Research 6 clicks

Oct 15 DFH $764M

Problems at Dream Finders Homes (DFH)

Hunterbrook 12 clicks

From X

@finphysnerd 21h ago 2 clicks

Myles on X

Had a 2.7% up day today, which is my best day since starting to manage money last year. Back to all time highs courtesy of $SITC, plus everything else lining up nicely today. Feels good after an absolute grind of a month.

@SowingAlphaSeed 25h ago 3 clicks

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.

@BlueDuckCap 26h ago 1 click

BDC on X

$XGN on sale here. $STIM also. IMHO. Not advice - as always.

@finphysnerd 27h ago

Myles on X

Shorting a tiny bit of $RGR here on a post tender slide.

@calvinblissett 28h ago 2 clicks

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

@DeepSailCapital 28h ago 1 click

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

@calvinblissett 30h ago

Calvin Blissett on X

Not purely academic $CCLD shareholders what price would you sell at and why? Does anyone know any large holders, if so please reach out. The ownership structure is pretty fragmented and made up of passive funds I have to believe anything to managements liking above $5 would get the job done, if not less as management doesn’t have a dominant say (~15%)

@kab604 30h ago 1 click

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%

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

flyExclusive: Sell Despite Strong Turnaround

FlyExclusive posted 22% Q2 revenue growth and a 20.4% gross margin, but negative free cash flow, net debt and preferred capital leave…

FLYX $65M

Dhierin Bechai Oct 15 1 click

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

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

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…

CABA $263M

Cypriot Invests Oct 13 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.

PKE $571M

Monte Independent Investment Research Oct 13 4 clicks

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…

GONYF $499M

Nugget Capital Partner's Substack Oct 12 2 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 $931M

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 $524M

Calvin Blissett Oct 9 3 clicks

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.

OPI $61M

Value Investors Club Jul 6 3 clicks

Stock Trade Compilation Diez

E.W. Scripps, Team Internet, Monro, doValue and Inter & Co feature as special-situation trades involving mergers, asset sales, leverage and…

SSP $249MMNRO $422M

Triple S Special Situations Investing Aug 17 9 clicks

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…

EVC $606M

Hidden Rock Capital's Newsletter Aug 17 2 clicks

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…

JKS $438M

Hunterbrook Aug 13

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…

GONYF $499M

Nugget Capital Partner's Substack Aug 12

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…

EVC $606M

The Value Road Aug 11 13 clicks

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…

MFBP $95M

Trade Ideas Flow Aug 11

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…

GRPN $674M

Mispriced Assets Aug 11

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…

NAVI $857M

Capital Employed Aug 10 9 clicks

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…

BMBL $783M

Modern Value Investing Aug 9 1 click

Friday, October 16, 2026

Myles on X

Farmer on X

BDC on X

Myles on X

Calvin Blissett on X

Deep Sail Capital on X

Calvin Blissett on X

kab60 on X

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