Tuesday, October 20, 2026

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

Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.

MANE $4.8B

Cestrian Capital Research 27h ago 37 clicks

36h ago MYRG $4.4B

Monte Investments Market Brief Vol. CXXXII

Monte Independent Investment Research 8 clicks

38h ago GPI $2.9B

Group 1 Automotive: The Debt Stress Test

Cannibal Stocks 12 clicks

From X

@DeepSailCapital Sep 10 1 click

Deep Sail Capital on X

The rest of the Sept '25 podium — a full year of holding: $EVTL +88% $SMR +77% $LVWR +76% $OKLO +73% $BTQ +73% $SOUN +69% $RGTI +67% 19 of the 20 names on that list fell. Nineteen.

@DeepSailCapital Sep 10

Deep Sail Capital on X

Biggest miss was $RUM. $RUM was my worst pick on four of five lists. Average: -23%. $PLTR: -13% average across four lists. Right on the multiple, wrong on the stock, repeatedly. $CVNA: -4% average — and I had it tagged Potential Fraud.

@valuedontlie Sep 10

Colin King on X

August quick value write-ups... 1) $CALM -- cheap P/B mean reversion idea 2) $MNRO -- strategic review + activist + CEO incentive 3) $FOUR -- beaten down roll-up 4) $MKTW -- fundamental inflection point https://t.co/RcptMg3HfE

@BlueDuckCap Sep 10

BDC on X

$BKD - accelerating occupancy on operational improvements. Red-hot August making up for a softer than expected June. New chief sales officer seems to be doing a solid job. Renovations also helping. Like this management team. It might be an obvious play on Boomers aging but just because its obvious doesn't mean it won't work. The supply/demand mismatch is just econ 101. Lots of room to go if they keep up this solid execution under new management. Higher rates for longer keeps deters new supply too.

@irbezek Sep 10

Ian Bezek on X

@dede_eyesan @shortbus_ace @QuietProsperity $ASR has lower cost of capital than Motiva, and Motiva had too many capital commitments to its CAPEX on other things like the toll roads. Logical transaction for both parties as Motiva didn't have the balance sheet for it, $ASR can pay off the high-interest debt quickly.

@irbezek Sep 10

Ian Bezek on X

Colombia is likely to be extended, especially with Abelardo admin as counterparty. $ASR already in talks to fund Medellin expansion which would lead to new contract. What's wrong with Motiva acquisition? Balance sheet should be levered more, especially when buying at such low multiple. I don't think Cancun has "peaked" quite yet, but it will come at some point probably within 5-10 years. Cabos/PV are decent competition.

@ACapitalLP Sep 10

A Capital on X

@matthew_sigel $CIFR https://t.co/YFrXSMIK8i

@stockgutter Sep 9

SG on X

$RGTI Rigetti CEO Subodh Kulkarni dumps $1.897m worth of shares per Form 144. Expect Form 4 by Monday. https://t.co/ZW8zjL4mZe

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 14 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

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 $6.8B

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

AeroVironment: The Value Is There, Growth Will Force The Market To Notice

AeroVironment's $465M LOCUST laser award and earnings beat support its 2027 growth outlook despite government budget uncertainty.

AVAV $6.2B

Melissa Tucker Oct 15 8 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

Peabody Energy: The Recovery Case Depends On Centurion

Peabody Energy’s recovery case hinges on Centurion, coal-market leverage, capital allocation and balance-sheet strength amid commodity…

BTU $2.9B

CAN Analyst Oct 14 1 click

CarGurus ($CARG): The Auto Trader of America, Priced Like a Used Car

CarGurus, the largest U.S. auto-shopping marketplace, trades near $29 despite roughly $1 billion in expected revenue, $300 million in free…

CARG $2.7B

Substack von Philipp Oct 13 11 clicks

SPHR · long

Sphere Entertainment CO

Sphere Entertainment is shifting from construction and startup spending to a high-margin, cash-generative venue-operator model, with…

SPHR $3.7B

Value Investors Club Jul 17 3 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

The Final Phase of This Bull Market Will Be Massive | Charles Lemonides

Charles Lemonides argues the 18-year bull market has not reached its late-stage liftoff, pairing value-oriented semiconductor longs with…

LYFT $6.5B

The Monetary Matters Network Oct 12 9 clicks

Bristlemoon September 2026 Quarterly Letter

Bristlemoon Global Fund lost 8.4% in the September quarter and added shorts in Campbell’s, REA Group, MasterBrand and Polaris amid narrow…

CPB $5.9B

Bristlemoon Capital Oct 12 11 clicks

LQDA: finer powder, higher doses

Liquidia’s Yutrepia sales reached $170.4 million in Q2 2026, while a patent ruling threatens its PH-ILD label but leaves PAH sales and a…

LQDA $3.1B

Trade Ideas Flow Oct 12 4 clicks

Jumping On The Robotics Train: Initiating Buy On Cognex

Cognex expects 15% revenue growth this year as its RealSense acquisition expands machine-vision exposure to robotic perception, logistics,…

CGNX $9.6B

Fountainhead Oct 12 2 clicks

Global-e: The Invisible Engine Behind the Brands You Buy From Directly Online! $GLBE

Global-e provides cross-border merchant-of-record, payments, tax and fulfillment services to more than 1,500 brands, including Shopify…

GLBE $6.7B

Substack von Philipp Oct 12 6 clicks

Penguin Solutions: Explosive AI Growth At A Surprisingly Low Valuation

Penguin Solutions grew FY2026 revenue 26% as AI data-center and memory demand expanded, while negative free cash flow and cyclical memory…

PENG $3B

Investor Overview Oct 12 5 clicks

Fannie Mae, Freddie Mac, Hong Kong stocks Value Stocks late in a Bull Market, and Consolidating a Big Short

Fannie Mae and Freddie Mac common shareholders face at least 90% dilution if Treasury converts its growing senior preferred stakes into…

FNMA $4.2B

Cassandra Unchained Oct 11 5 clicks

Deep Dive: Inter & Co

Inter & Co, Brazil’s second-largest neobank, grew over 20% with controlled delinquencies and 15% book-value compounding while trading at…

INTR $3B

Capitalist Letters Oct 11 7 clicks

Tuesday, October 20, 2026

Deep Sail Capital on X

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