Sunday, October 18, 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 Oct 16 17 clicks

Oct 16 TPRP $128M

Twenty Years in the Dark

Orphan REITs 5 clicks

Oct 16 BMBL $783M

TSOH Weekly Roundup (10/16/2026)

TSOH Investment Research 12 clicks

From X

@leevalueroach Sep 3

Lee Roach on X

"But my quarterly deceleration" the Wall Street idiot cries out as his wife leaves him for a cashier at the local grocery store. $EVC https://t.co/9Z5qvFrCCh

@stockgutter Sep 3 1 click

SG on X

$DLTH Duluth report better than I expected, but mostly tariff refunds. - Net income of $18.4 million compared to net income of $1.3 million last year. This year includes $16.3 million in tariff refunds. - Inventory down $22.9 million or 15.5% vs. last year - Net sales decreased by 7.8% to $121.4 million

@stockgutter Sep 3

SG on X

$ADMQ new orders for this nanocap (mkt cap 6.55m) https://t.co/67gBW9Me5k

@stockgutter Sep 3

SG on X

If we go above $2-3 in $GPRO today I will be very tempted to sell '28 calls

@stockgutter Sep 3

SG on X

$GPRK GeoPark breaking out after news it is expanding into Venezuela. Sin of omission for me: I sold my position in 2025 and never re-entered. https://t.co/aR4XtkYvHX

@OddDiligence Sep 3

Odd Diligence on X

$CCXI Jeff Bezos follows only 611 people, starts to follow Agility Robotics employee Probably nothing https://t.co/wQQ7G4Zp7L

@InvestSpecial Sep 3

Dalius - Special Sits on X

Yet another merger arb win for SSI. $LPSN played out just as predicted. Merger approved, closing tomorrow. Couldn’t have timed it much better. Nice +18% in just 3 days. Full pitch on SSI 👇 https://t.co/BxCJxOKcx7

@natstewart5 Sep 2

Nat Stewart on X

$GSM Ferroglobe up today on announcement of a European review of antidumping measures on Chinese silicon metal Has been in a volatile trading range for years, but potential bull points appear be stacking up. (I own long dated calls, watchlist stock)

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 14 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 13 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 $58M

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 $544M

Phynvesting Oct 14 22 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 8 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 $125M

Wolf Report Oct 10 3 clicks

FINV · long

Finvolution Group

FinVolution, a China and ASEAN unsecured consumer lender, trades at 4x earnings and 0.5x book value.

FINV $698M

Value Investors Club Jul 20 4 clicks

Femasys: Launch Is Funded. If The Sales Force Delivers, Then The Company Is In Tall Cotton.

Femasys' $30 million PIPE funds its fertility and birth-control launch, with upside tied to OB/GYN sales execution and health-system wins.

FEMY $14M

Daron Evans Oct 14

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 4 clicks

Namib Minerals: Research Note

Namib Minerals posted H1 adjusted EBITDA of $19.0 million, up 76%, as higher gold prices offset lower production.

NAMM $54M

Atrium Research - Equity Research Oct 8 3 clicks

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…

LSAK $374M

Mispriced Assets Oct 8 5 clicks

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.

CCOI $428M

Stock Thoughts Oct 7 4 clicks

Lesaka: Why He's Betting Big | Ali Mazanderani | Ep. 5

Lesaka’s executive chairman has invested more than $10 million personally and targets EPS compounding above 40% through consumer, merchant…

LSAK $374M

Mispriced Assets Oct 7 2 clicks

MGP Ingredients (MGPI) - The Hangover After the Whiskey Boom

MGP Ingredients trades at 0.74 times tangible book after whiskey oversupply drove sales declines and more than $400 million of impairments.

MGPI $322M

Dismissed & Asset-Backed Oct 6 1 click

DMRC: 31 retailers in line, up from one

Digimarc’s gift-card watermark pilot found zero fraud at Schnucks, while its retailer pipeline rose to 31 from one in 2025 despite…

DMRC $181M

Trade Ideas Flow Oct 5

Nyxoah: Label Expansion Set To Unlock A Monopoly In A Billion Dollar Market.

Nyxoah's Genio implant could reach CCC patients after an FDA label expansion, targeting 30% of the obstructive sleep apnea device market by…

NYXH $112M

Stephen Tobin Oct 5 3 clicks

Sunday, October 18, 2026

Lee Roach on X

SG on X

SG on X

SG on X

SG on X

Odd Diligence on X

Dalius - Special Sits on X

Nat Stewart on X

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