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 17 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

@DeepSailCapital 39h ago

Deep Sail Capital on X

$ARKK is an excellent alternative hedge short IMO to QQQ. A bit of timing to avoid the massive bubbles but way more follow through to the downside. https://t.co/jyUYhlMit4

@DeepSailCapital 40h ago 5 clicks

Deep Sail Capital on X

$ARKK vs $SPY vs $QQQ by year. https://t.co/XEaaaCTQvL

@Mr_Neutral_Man 41h ago 2 clicks

Mr Neutral Man aka "Howard Marks of REITs” on X

@Menckenist @rippercatcher Very interesting. What's the typical mix of a $WD loan? Is it moslty fixed rate with 5-7 year maturity? How much of it is the type that finance the S2 and Tide capital where deals were done at 3% cap with floating rate debt greatly appreciate this!

@BarbarianCap 42h ago

Barbarian Capital on X

Silgan to Combine With Trivium Packaging in $3.4 Billion Deal $SLGN https://t.co/XWQSkZuUO5

@BarbarianCap 42h ago

Barbarian Capital on X

Germany’s Merck to Buy U.K. Biotech Silence Therapeutics for $1.3 Billion $SLN https://t.co/FXr0mtRMow

@BarbarianCap 42h ago 2 clicks

Barbarian Capital on X

H.B. Fuller Rejects Ancora’s Latest Acquisition Bid, Plans to Consider Selling Noncore Businesses $FUL https://t.co/L8b85qb666

@StableBread 42h ago

Fajasy on X

From June 1 to October 16, Boost Run $BRUN fell 77.3%, vs. 37.4-58.7% for CoreWeave $CRWV, Nebius $NBIS, and $IREN. That drop in AI infra stocks is tied to to rising bets on another Fed rate hike. Higher rates hurt GPU clouds in two ways, since they (1) raise the cost of the debt that pays for their GPUs and (2) lower what investors will pay today for profits that arrive years later. But all three peers kept or raised their 2026 targets: → $CRWV: Raised its 2026 revenue guidance to $12.4-13.2B on its Q2 call. → $IREN: Raised its year-end ARR target to more than $4B on July 20. → $NBIS: Reaffirmed its 2026 guidance with its Q2 results. The problem is that lenders are charging more now. CoreWeave’s 9.625% notes due 2032 yielded 14.74% on October 16, up from 13.19% on October 1, meaning CoreWeave would likely pay ~15%/year to borrow the same way today. So the selloff came from how investors now see the cost of funding the demand for GPU clouds, not from the demand itself.

@BarbarianCap 42h ago 5 clicks

Barbarian Capital on X

Avis Wipeout Erases Last Vestige of 600% Short Squeeze Rally $CAR https://t.co/5YhPTjmIi0

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 $362M

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 $5.8B

Open Insights Oct 19 14 clicks

40 Stock Pitches (12th-18th October) 🖨️

Elutia’s antibiotic-eluting surgical matrices target breast-surgery infections, with Minot Light valuing $100 million in sales at a…

ELUT $36M

Capital Employed Oct 19 67 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 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.

SIRI $9B

Eagle Point Capital Oct 17 59 clicks

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

MTH $3.8B

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…

GLOO $291M

Guardian Research Oct 16 17 clicks

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…

TPRP $128M

Orphan REITs Oct 16 5 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

CNR · long

Core Natural Resources INC

Core Natural Resources is a US metallurgical and thermal coal producer formed in January 2025 through the merger of CONSOL Energy and Arch…

CNR $4.4B

Value Investors Club Jun 1 1 click

Dave & Buster’s Entertainment ($PLAY) Management Sees Potentially $1B+ in Incremental EBITDA in 2025, Will Investors? One Hour Analysis

Dave & Buster’s targets $1 billion-plus of incremental EBITDA by 2025 through marketing, food-and-beverage attachment and game pricing,…

PLAY $269M

Investing 501 Sep 15 1 click

We can get some extra votes. Pity they are worthless and scumbags are in charge of governance.

Campari’s five-year loyalty plan grants five votes per share, letting its controlling shareholder sell stock while retaining control and…

DVCMY $8.9B

John Hempton's Newsletter Aug 7 1 click

Attention Hydromer HYDI Shareholders

HYDI $1M

NoNameStocks Jul 20

Value Roundup

Talen’s post-bankruptcy nuclear assets, FREIT’s $22 Kushner bid and Calithera’s failed liquidation vote illustrate unusual small-cap…

FREVS $118M

Exploring with Alluvial Capital Jul 5

Letters, Presentations, and More!

Alluvial Capital’s Q3 update values We.Connect at a mid-single-digit earnings multiple, flags LICT’s $128 million rural-broadband grant,…

LICT $199MMRTI $89M

Exploring with Alluvial Capital Nov 22 1 click

Monday, October 19, 2026

LXS.DE: a 2028 sale it can force

Build-A-Bear: A Narrower Path

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

From X

Deep Sail Capital on X

Deep Sail Capital on X

Mr Neutral Man aka "Howard Marks of REITs” on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Fajasy on X

Barbarian Capital on X

Investor Letters

LendingTree (NASDAQ: $TREE) – A Cyclical Comeback Story Priced as if the Cycle Never Turns

Our Q3 2026 Update: Our Companies (OXY, RIG, VAL)

40 Stock Pitches (12th-18th October) 🖨️

Undercovered Dozen: Hess Midstream, Iovance Biotherapeutics, Netlist, And More

SiriusXM: Dirt Cheap, Looming Catalysts, Short Squeeze Candidate

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

GLOO: Gloo's own filings make the short case

Twenty Years in the Dark

TSOH Weekly Roundup (10/16/2026)

Dorchester Minerals: Variable Royalty Income Without Enough Valuation Discount

Core Natural Resources INC

Dave & Buster’s Entertainment ($PLAY) Management Sees Potentially $1B+ in Incremental EBITDA in 2025, Will Investors? One Hour Analysis

We can get some extra votes. Pity they are worthless and scumbags are in charge of governance.

Attention Hydromer HYDI Shareholders

Value Roundup

Letters, Presentations, and More!

Publications we follow

YouTube 4

Blogs 15

Seeking Alpha 54 of 245

X accounts we follow

Investor letters we follow

Sectors

Monday, October 19, 2026

Deep Sail Capital on X

Deep Sail Capital on X

Mr Neutral Man aka "Howard Marks of REITs” on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Fajasy on X

Barbarian Capital on X

Investor Letters

Publications we follow

Newsletters 108

YouTube 4

Blogs 15

Seeking Alpha 54 of 245

X accounts we follow

Investor letters we follow

Sectors