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 37h ago 10 clicks

38h ago BMBL $783M

TSOH Weekly Roundup (10/16/2026)

TSOH Investment Research 9 clicks

Oct 15 DFH $764M

Problems at Dream Finders Homes (DFH)

Hunterbrook 13 clicks

From X

@finphysnerd 31h 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 35h 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 36h ago 1 click

BDC on X

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

@finphysnerd 37h ago

Myles on X

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

@calvinblissett 38h 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 38h 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 40h 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 40h 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 5 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

FBRT · long

Franklin Bsp Realty Trust In

Franklin BSP Realty Trust, a commercial mortgage REIT, is presented as a long at $8.20 per share and a $757 million market capitalization.

FBRT $940M

Value Investors Club Jun 19 2 clicks

Golden Dome, Quantum, Next-Gen GPS, Oh My... ($FEIM)

Frequency Electronics ($FEIM) trades at its lowest EV/EBITDA multiple since 2016 despite satellite-timing exposure to Golden Dome spending…

FEIM $789M

Multibagger Monitor Jun 16 8 clicks

NSTS Bancorp: Post 3-Year Thrift Conversion, Possible Sale

NSTS Bancorp’s three-year thrift-conversion anniversary could clear the way for a potential sale.

NSTS $75M

Clark Street Value May 22 1 click

Net Lease Office Properties (NYSE: NLOP)

NLOP repaid 10% and 14.5% debt, leaving most properties unencumbered as office sales support a roughly $38.20 NAV per share.

NLOP $143M

Real Assets, Real Value May 21

Hallador's "Beautiful, Clean Coal": Near Term Catalyst w/ 200% Upside ($HNRG)

Hallador Energy's Merom plant cleared a MISO review, setting up a potential data-center PPA that could transform the coal miner into a…

HNRG $599M

Multibagger Monitor Apr 22 8 clicks

Comeback Season: Evolv Eyes Positive FCF, 40% ARR Growth, and Reputational Revival in '25 ($EVLV)

Evolv ($EVLV) targets positive free cash flow and 40% ARR growth in 2025 as delayed filings, an FTC resolution, and leadership changes seek…

EVLV $753M

Multibagger Monitor Apr 7 8 clicks

FrontView REIT (NYSE: FVR)

FrontView REIT’s 35% selloff after tenant credit problems and a lock-up expiry leaves its net-lease portfolio at a 9.5% cap rate and 10.5x…

FVR $419M

Real Assets, Real Value Apr 7

Townsquare Media ($TSQ) One Hour Analysis: High Yielding Radio Company with Differentiated Digital Strategy Provides Stability and Opportunity for Investors

Townsquare Media generates 55% of revenue from digital advertising and marketing services while refinancing its 2026 debt into a 2030 term…

TSQ $75M

Investing 501 Mar 26

CNK Buyback, Special Situation Review, and Some Thoughts on Theaters

Cinemark’s $200 million buyback anchors a review of theater cost structures, MCS and a completed Fairfax preferred-share special situation.

MCS $887M

Base Hit Investing Mar 7

[P] VYX: Checking Out in 2025? (Part 4)

VYX appointed Executive Chair James Kelly as CEO.

VYX $950M

Nongaap Investing Feb 20

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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