Monday, October 19, 2026

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.

LPTH $525M

Trade Ideas Flow Oct 19 21 clicks

Oct 19 BBW $303M

Build-A-Bear: A Narrower Path

TSOH Investment Research 18 clicks

Oct 19 FLO $1.3B

The Monday Morning Briefing: Meta, Tesla, Netflix, P&G on Deck

Latticework by MOI Global 34 clicks

From X

@John_Hempton Aug 27

John_Hempton on X

@AMCOracle I get it. Apes think I am stupid. Buy more $AMC. It is good to trade against stupid people.

@finphysnerd Aug 27

Myles on X

$IGV up 7% today. My short book (which as of the last couple weeks has become reasonably software heavy) is in painnnn. Hate that these things all just trade as a basket now.

@TidefallCapital Aug 27

Trevor Scott on X

$IGV +7% $CSU.to $TOI.v $LMN.V +1% TSX operates on a delay

@negligible_cap Aug 27

Negligible Capital on X

Not only are $IGV and $SOXX both green today, but $IGV just flipped positive YTD, led higher by $CRM up 20%, and cybersecurity names ripping after $CRWD and $OKTA Software and Semis are friends again https://t.co/pYgkP9Rtsw

@KEDM_COM Aug 27

KEDM.com on X

Versant $VSNT, a recent Comcast spin now seems to have found its way up. Weak price action though since the spin on classic spin dynamics, a ‘melting ice-cube’ narrative, and (we think) mainly index selling (it isn’t in the S&P500). A reminder that Versant owns CNBC and some other networks. With a $5.3bn market cap, roughly $2bn net debt, and $1.0-1.5bn free cash flow generation per year, the ‘bet’ here is that you will get your money back in 5-6 years. Imagine if FCF stabilizes. And Versant seems confident, launching a $1bn share buyback, almost 20% of the current market cap.

@valuedontlie Aug 27

Colin King on X

Mean reversion idea: $CALM 1) consistently trades at ~2x BV vs. ~1.5x today 2) consistent BV compounding (~18% CAGR since '06) 3) mid-teens ROEs justify 2x BV 4) net cash >30% BV / >20% market cap (fortress B/S) Cyclical but very short cycle time (supply driven) I own some

@OddDiligence Aug 26

Odd Diligence on X

“SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation” SoftBank also has position in Agility Robotics $CCXI … maybe throw them some more $$ someday? https://t.co/kC4EZPENaD

@TheBenSchmark Aug 26 1 click

JabroniCoin.USD on X

How many times will Peltz rug $WEN with totally not-fake bids? https://t.co/7YmTsnbaZy

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,…

TREE $373M

Substack von Philipp Oct 19 10 clicks

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.

RIG $6.5BVAL $6.2B

Open Insights Oct 19 15 clicks

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.

HESM $6.3BIOVA $6.7B

The Undercovered Dozen Oct 18 16 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.

SIRI $9B

Eagle Point Capital Oct 17 60 clicks

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.

BMBL $783M

TSOH Investment Research Oct 16 12 clicks

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…

DMLP $1.5B

Atlas Diary Oct 16 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…

TUYA $1B

Substack von Philipp Oct 16 44 clicks

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…

FNMA $4.4B

Glen Bradford Oct 16 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…

TBBB $7.2B

Atrium Research - Equity Research Oct 15 7 clicks

Modine Deep Dive

Modine, soon Modexus Solutions, has a $4 billion hyperscaler cooling contract but must ramp factory output and restore margins as data…

MOD $7.9B

CV's Substack Oct 15 20 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 5 clicks

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 $839M

Hunterbrook Oct 15 15 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 $558M

Monte Independent Investment Research Oct 15 14 clicks

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…

QURE $1.5B

Bhavneesh Sharma Oct 15 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.

RIG $6.5BVAL $6.2B

Cannibal Stocks Oct 15 45 clicks

October 2026 Random Ramblings

October 2026 market commentary covers SOLS’s cancelled merger, a hypothetical Starbucks-Chipotle deal, Russell 2000 weakness and AI…

SOLS $9.6B

Yet Another Value Podcast Oct 14 87 clicks

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 $458M

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 $509M

Cannibal Stocks Oct 13 8 clicks

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…

GTLB $9.2B

Ignacio Planas Gonzalez Oct 13 1 click

Monday, October 19, 2026

John_Hempton on X

Myles on X

Trevor Scott on X

Negligible Capital on X

KEDM.com on X

Colin King on X

Odd Diligence on X

JabroniCoin.USD on X

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