Monday, October 19, 2026

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.

HESM $6.3BIOVA $6.7B

SA The Undercovered Dozen Oct 18 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.

Meritage Homes: Cheaper On Book Than Any Year-End In A Decade

MTH $3.8B

SA Tim Travis Oct 17 10 clicks

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…

Twenty Years in the Dark

Tower Properties, $TPRP, went dark after a 2006 squeeze-out cut holders below 300, leaving a Kemper-controlled apartment and office…

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…

DMLP $1.5B

SA 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…

ALLT · long

Allot LTD

Programmatic DSPs

Entravision’s Smadex AdTech unit generated 104% revenue growth and 378% EBIT growth, becoming the main upside driver after Meta ended its…

LandBridge: It’s the Pore Space Stupid!

LandBridge’s produced-water pore-space royalties, 69% of Q3 2025 revenue, offer durable value beyond its volatile Permian data-center…

Pool Corporation "Undisputed Industry Leader"

Pool Corporation derives 65% of sales from maintenance and repair, while scale and acquisitions support a 40-50% share of pool supplies.

Green Dot: Creating a Standalone BaaS Bank

Green Dot creates a standalone banking-as-a-service bank.

Telephone and Data Systems (TDS): The New TDS

Telephone and Data Systems, a $4.8 billion telecom holding company, is being reassessed after a decade of convoluted investor messaging.

Return of the Power King

China Yuchai (CYD) seeks a 2026 rerating as governance normalization, global expansion, AI data-center power demand, and green-powertrain…

Contrarian Low-Cost Producer at a 15% FCF Yield + Excess Real Estate

California Resources (CRC) trades at a 15% FCF yield, owns roughly $80 per share of proven reserves and acquired Berry Petroleum at a steep…

Haw Par Corporation Limited

Haw Par combines Tiger Balm’s stable cash flows with property, leisure and healthcare operations plus stakes in UOB and UOL.

The Costco of Flooring ($FND)

Floor & Decor operates 262 warehouse-format flooring stores, pairing broad in-stock hard-surface selection with design services as it gains…