LXS.DE: a 2028 sale it can force
Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.
Monday, October 19, 2026
Back to today 
From X
SG on X
On the daily chart, $SB #sugar looks like it ran too far too fast. Zoom out though and you get a better picture of exactly how far the commodity can move in an uptrend. Staying long. https://t.co/31XQLMRcCZ
David Orr on X
$SOXX $NVDA down since the big beat... sure looks like a news failure event. I think it'll be electricity bottlenecks that kill the AI hardware bubble. The hyperscalers controlling that bottleneck should be the biggest winner.
DOMO Capital Management, LLC on X
Based on today's $GPRE trading it looks like someone has leaked and is illegally trading imminent government action on SRE's that is likely not the worst case scenario. I'd expect $ALTO to rally (and $GPRE to rally more) once the news is actually public for everyone to know...
John_Hempton on X
@420yooper69AMC Agree. Apes should buy more $AMC
SG on X
$MNTN long here. Thanks to @hedgeye for sharing this presentation and deck. https://t.co/fXrKWKpryo
A Capital on X
@EventDrivenEddy Ok so what’s is steady state multiple for $VISN
A Capital on X
At ~$6.35 $VISN is trading at an implied distribution adjusted EV/EBITDA of 3.8x vs. 9.8x for $HLIT 🤷♂️ https://t.co/ioQKep7JzG
SG on X
$FLR share count reduction is impressive. Another year or two at this clip could really transform the capital structure. https://t.co/H0a7syQHHb
Investor Letters
All letters- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 AGX $4.9BTWST $9.9B
- Artisan Partners Q3 2026 CGNX $9.6BCOMP $7B
- White Brook Capital Third Quarter 2026 FUBO $914M
- Davenport Asset Management Q3 2026 ACM $7.6BBEPC $4.3B
- Ariel Investments Quarter Ended September 30, 2026 BIO $9.5BNCLH $7B
- Rewey Asset Management 3Q26 MEC $362MUCTT $2.3B
- Hosking Partners Q3 2026 DHT $3.7BHAFN $5.4B
- Patient Capital Management 3Q26 NCLH $7BPGEN $2.3B
LendingTree (NASDAQ: $TREE) – A Cyclical Comeback Story Priced as if the Cycle Never Turns
LendingTree derives roughly two-thirds of revenue from insurance and trades near 4 times expected adjusted earnings despite record revenue,…
Our Q3 2026 Update: Our Companies (OXY, RIG, VAL)
Occidental Petroleum’s debt should fall further after Q3 oil prices averaged $85 per barrel WTI and $91 Brent.
Undercovered Dozen: Hess Midstream, Iovance Biotherapeutics, Netlist, And More
Hess Midstream, Iovance Biotherapeutics, Netlist and nine other lesser-covered stocks make this week’s Undercovered Dozen.
The Undercovered Dozen 15 clicks
SiriusXM: Dirt Cheap, Looming Catalysts, Short Squeeze Candidate
SiriusXM trades at 6.5 times free cash flow, a 15% yield, with high short interest and catalysts that could drive a short squeeze.
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.
Dorchester Minerals: Variable Royalty Income Without Enough Valuation Discount
Dorchester Minerals' 9.5% normalized yield and debt-free royalty model are offset by limited upside at $29.71, as extraordinary…
Atlas Diary 3 clicks
Tuya: A Global Smart-Home Platform Priced Like a Cash Box
Tuya’s $976 million cash pile equals 94% of its $1.04 billion market cap as its smart-home platform returned to 16% revenue growth in Q2…
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…
Glen Bradford 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…
FINV · long Finvolution Group
FinVolution, a China and ASEAN unsecured consumer lender, trades at 4x earnings and 0.5x book value.
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…
Bhavneesh Sharma 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…
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…
GitLab Will Finally Break GitHub's Monopoly In 2027
GitLab targets a 2027 inflection as agentic AI, software sovereignty demand and GitHub reliability issues lift win rates, first orders and…
Ignacio Planas Gonzalez 1 clickPublications we follow
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