Tuesday, October 20, 2026

Vicor Update, Part Three

Vicor’s $66.6 million in AI power-delivery royalties generated about $50 million of operating profit, eclipsing its module business as revenue reached $197.1 million.

VICR $8.1B

CV's Substack Oct 20 28 clicks

Oct 20 MANE $5.3B

From Fat to Follicles - Is Hair Loss the Next Blockbuster?

Cestrian Capital Research 41 clicks

Oct 20 HEI $42B

Heico Corporation

D Invests 13 clicks

From X

@HedgeyeRetail Apr 22

Brian McGough on X

Heidi O’Neill is literally the WORST choice to be the new $LULU CEO. She’s going to turn this company into an even hotter mess than it already is. So much talent out there and they picked the person that did nothing but fail at $NKE. The Board messed up big time here. I know me being loud on this ensures that I’ll be blocked from all access. I don’t care. This is laughable.

@LaughingH20Cap Apr 22 2 clicks

Laughing Water Capital on X

@CalgaryLeveen @cfrischer1 @sScCrRaAbBLLeE 4/x) i'd bet RFID would drop their objections to $NN's plan in exchange for licensed status in 907-918 (or 908-917Mhz). Seems like a fair compromise to provide terrestrial backup to GPS in the U.S. for free.

@LaughingH20Cap Apr 22

Laughing Water Capital on X

@CalgaryLeveen @cfrischer1 @sScCrRaAbBLLeE 2/x) remember $NN does not want 907-918 MHz. RFID signal is strongest at 915. Europe and China both use ~9 MHz for RFID, with restrictions on power and listen before talk. Why is 11 MHz that includes 915 (9 w/ blockers) not enough for RFID in the US? https://t.co/U9xEpNXW22

@LaughingH20Cap Apr 22 2 clicks

Laughing Water Capital on X

@CalgaryLeveen @cfrischer1 @sScCrRaAbBLLeE 1/x) agree- same objectors in different clothing. We need real world tests to prove/disprove interference - $NN has been calling for those tests for 2 years b/c they know the answer. An NPRM can force testing. The real question though is why does RFID need 902-928 MHz?

@MultiplesCap Apr 22

Multiples Capital on X

If a regional "racino" is worth 9.4x, what is Bellagio and MGM Macao worth? $MGM

@MultiplesCap Apr 22

Multiples Capital on X

Interesting to see the recent price action in $MGM, is the market finally waking up to the massive valuation gap? Trading at ~6.0x EV/EBITDAR (using standard rent multiples) Private Reality: The Northfield Park exit closed at a ~9.4x implied EBITDAR multiple Sector Anchor: Current buyout offers for $CZR setting a peer floor at ~9.5x. Management is effectively shorting this spread, divesting regional assets at 9x+ and buying back it's own shares, outstanding shares down 50% over last 5 years. #ubercannibal

@DOMOCAPITAL Apr 22

DOMO Capital Management, LLC on X

Sidoti raises $PBI price target to $20: https://t.co/d1B7rmSGYC

@mavix_leon Apr 22 2 clicks

mavix on X

Evolution $EVO Q1 '26 results: ▫️Revenues -1.5% *Live Casino -3.2% *RNG +8.2% ▫️EBITDA -1.9% ▫️EBITDA margin of 65.4% (vs. 65.6%) ▫️Profit -1.1% ▫️EPS +2.1% ▫️OCF -4.3% ▫️Europe decline continues die to regulation, while other regions show good progress https://t.co/0HkW1HexzA

Carecloud News

CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.

CCLD $74M

Calvin Blissett Oct 20 10 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Update - Accumulate, Record Backlog, Zones And Stop Inside

Northrop Grumman posted 7% Q3 sales growth to $11.1 billion, lifted profit guidance and reached a record $109.6 billion backlog, led by…

NOC $78B

Cestrian Capital Research Oct 20 4 clicks

AGI Inc: The Bargain Is Even More Attractive

AGI Inc trades at 5.6x earnings after a 35% post-IPO decline, despite roughly 30% ROE and resilient INSS payroll-loan growth.

AGBK $1.2B

Multiplo Invest Oct 20 14 clicks

💥Hain Celestial: Earthly Issues💥

Hain Celestial sold its North American snacks business for $115 million as declining sales and EBITDA left $558 million of secured debt…

HAIN $20M

PETITION Oct 20 6 clicks

Monte Investments Market Brief Vol. CXXXII

CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…

CRWV $34BMYRG $4B

Monte Independent Investment Research Oct 20 8 clicks

Urban Outfitters: Nuuly Is More Valuable Than Its Margins Suggest

Urban Outfitters' Nuuly subscription service grew sales 28.6% and reached a 10.1% operating margin, with management targeting $700 million…

URBN $7.4B

IWA Research Oct 20 4 clicks

Group 1 Automotive: The Debt Stress Test

Group 1 Automotive’s $1.25 billion Atlanta borrowing lifts net corporate debt to about $4.4 billion; a 2009-style downturn leaves it near…

GPI $2.7B

Cannibal Stocks Oct 20 12 clicks

LCNB: Solid Q3 2026 With A 4.7% Yield

LCNB’s Q3 2026 net interest income rose 8.6% year over year as the bank beat revenue and EPS estimates, while trading at a 27% discount to…

LCNB $268M

Sorrento Research Oct 20 2 clicks

Copper Fox Metals: Research Flash

Copper Fox’s C$9.1 million Schaft Creek program advances metallurgical, tailings, water and road studies toward a pre-feasibility study,…

TECK $29B

Atrium Research - Equity Research Oct 19 6 clicks

WD #360: New Trade, Recent Market Action, Brazil/Inter Update

Atlassian is sold after a 130% gain, while iShares MSCI Indonesia ETF is added following the market plunge; the update also assesses the…

TEAM $56B

Ian’s Insider Corner Oct 19 14 clicks

CHGG · long

Chegg Inc

Chegg is framed as a binary long with 500% upside against 20% downside.

CHGG $74M

Value Investors Club Jul 22 15 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Preview - Accumulate Rating, Zones And Stop Inside

Northrop Grumman reports Q3 2026 on October 20 with a $105 billion backlog, up 16% year over year, and trades at 23 times trailing…

NOC $78B

Cestrian Capital Research Oct 19 4 clicks

Nebius: The Pullback Strengthens The Case For An AI Infrastructure Champion

Nebius reported Q2 revenue growth of 454% and $3 billion ARR, targeting 5GW of AI capacity by 2030 after a Palantir partnership.

NBIS $43B

Salix Research Oct 19 16 clicks

AppLovin Deep Dive

AppLovin rebuilt its ad model with AXON 2.0, lifting LTM revenue to about $7 billion and margins to 77% as Unity competition threatens ad…

APP $88BU $18B

Speedwell Memos Oct 19 70 clicks

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 $492M

Trade Ideas Flow Oct 19 21 clicks

Sell Eagle Point Credit Now - Match The Loss With Portfolio Gains To Lower Income Taxes

Eagle Point Credit's NAV is down 25% YTD and shares nearly 50%, while its expense ratio climbed to 9.21% despite a 25% yield.

ECC $367M

Anthony Cataldo Oct 19 5 clicks

Build-A-Bear: A Narrower Path

Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.

BBW $292M

TSOH Investment Research Oct 19 18 clicks

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

Lennar’s land-bank costs pressure homebuilding margins, while Flowers Foods weighs a Tastykake sale after falling branded-bread share,…

LEN $20BFLO $1.3B

Latticework by MOI Global Oct 19 36 clicks

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

Exelon: Shelter From The Storm And Nice Yield As Utilities Catch A Bid

EXC $45B

Michael Fitzsimmons Oct 19 4 clicks

Tuesday, October 20, 2026

Brian McGough on X

Laughing Water Capital on X

Laughing Water Capital on X

Laughing Water Capital on X

Multiples Capital on X

Multiples Capital on X

DOMO Capital Management, LLC on X

mavix on X

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