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 28h ago 38 clicks

36h ago MYRG $4.4B

Monte Investments Market Brief Vol. CXXXII

Monte Independent Investment Research 8 clicks

39h ago GPI $2.9B

Group 1 Automotive: The Debt Stress Test

Cannibal Stocks 12 clicks

From X

@finphysnerd 21h ago

Myles on X

@LukeWolgram You don't own $XPEL anymore? I do feel like you were trading it a bit emotionally, which I think is a bad idea with any stock.

@gnoble79 23h ago 4 clicks

George Noble on X

Why would I care what you think? You are a financially illiterate $OPEN bag holder and I managed the #1 fund in the country. @shafeia https://t.co/3AOqjxpRMP https://t.co/xmO8QvUgG2

@aleabitoreddit 23h ago

Serenity on X

Yes I still have $AAOI and personally think the $6.6b valuation doesn’t price in next year’s inflection happening Q2 next year onward. I personally modeling somewhere around ~$1.9B quarterly revenue Q4 2027, ~40% gross margins. With another bump in blended gross margins as ELSFP comes online Q1 2028.

@BarbarianCap 24h ago

Barbarian Capital on X

Salesforce to Buy Customer-Engagement Platform for Nearly $5.7 Billion $BRZE https://t.co/9pBHhqK0GW

@aleabitoreddit 24h ago 3 clicks

Serenity on X

Divergence between fundamental demand and valuations are now at extreme levels. You're seeing accelerating procurement from $SMCI to $SPCX vs. collapsing equity prices on $AAOI to colo players. After ERs, I think Oct 2026 will be seen as a DeepSeek / April tariff opportunity https://t.co/RLw4nfI17x

@BrokenMoats 26h ago 1 click

Broken Moats on X

Direct negative read through for $APPN and stocks like $PATH

@BrokenMoats 26h ago 1 click

Broken Moats on X

$PEGA numbers begin the software back to earth story....expect sick to be down significantly tomorrow (it never trades true until the open). The backlog is down QoQ and we are talking 6% ACV now versus guide for 15% at the start of the year. Without a total break from recent trends they will need an absolute monstrous Q4 (comping against a very strong Q4 number yoy coming up) otherwise the backlog number will drop out and that will move from an inflated 15% yoy (from the Q4 25') probably to low single digits or worse..... Big portions of software is in trouble, this is the very beginning

@AsifSuria 27h ago

Asif Suria on X

On the public company side, I have been looking into the boring company Mueller Water Products $MWA that makes things like fire hydrants. Yes, there is a data center angle but that part of their business is currently small. It showed up on my radar because of insider buying by an independent board member though a 10b5-1 plan. This director previously spent nearly 24 years at Morgan Stanley rising up to the position of Managing Director and Co-Head of Mergers & Acquisitions (Americas). Has an MBA from @UChicago and currently teaches at University of Virginia.

NioCorp: The Market Is Paying About 50 Cents Above Cash For Elk Creek

NioCorp values Elk Creek at $72 million against a $3.44 billion after-tax NPV, with $1.849 billion of financing and execution risk still…

NB $448M

GT Research 42h ago

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

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 $379M

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 $303M

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,…

FLO $1.3B

Latticework by MOI Global Oct 19 34 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 $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 $6.2B

Open Insights Oct 19 14 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

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

YOU · short

Clear Secure INC

Clear Secure's Clear Plus subscription business is nearing maturity despite recent bookings strength, supporting a short thesis on YOU.

YOU $6.2B

Value Investors Club Jun 3

NL Industries

NL Industries’ $330 million market value is backed by $626 million of public stakes and cash, less estimated legal fees, creating a…

NL $325MCIX $460M

Sylence Capital Jun 20

Special Situation: Trading at Net Cash, 35% FCF Yield

DoubleDown Interactive (DDI) traded at net cash and a 35% free-cash-flow yield after a secondary offering, while its social casino business…

DDI $680M

Easy Value Jun 17

Golden Dome, Quantum, Next-Gen GPS, Oh My... ($FEIM)

Frequency Electronics ($FEIM) trades at its lowest EV/EBITDA multiple since 2016 despite satellite-timing exposure to Golden Dome spending…

FEIM $789M

Multibagger Monitor Jun 16 8 clicks

Envista (NVST)

Envista, Danaher’s dental spin-off, is pitched as a de-risked long-term opportunity after U.S.

NVST $3.7B

Healthy Stock Picks May 22

When extend and pretend is a virtue

Upstart says longer repayment terms lifted Q1 debt-settlement acceptances 50%, but does not disclose delinquency changes or the number of…

UPST $2.3B

John Hempton's Newsletter May 6 2 clicks

Hallador's "Beautiful, Clean Coal": Near Term Catalyst w/ 200% Upside ($HNRG)

Hallador Energy's Merom plant cleared a MISO review, setting up a potential data-center PPA that could transform the coal miner into a…

HNRG $599M

Multibagger Monitor Apr 22 8 clicks

Comeback Season: Evolv Eyes Positive FCF, 40% ARR Growth, and Reputational Revival in '25 ($EVLV)

Evolv ($EVLV) targets positive free cash flow and 40% ARR growth in 2025 as delayed filings, an FTC resolution, and leadership changes seek…

EVLV $753M

Multibagger Monitor Apr 7 8 clicks

FrontView REIT (NYSE: FVR)

FrontView REIT’s 35% selloff after tenant credit problems and a lock-up expiry leaves its net-lease portfolio at a 9.5% cap rate and 10.5x…

FVR $426MFCPT $2.7B

Real Assets, Real Value Apr 7

ILMN: Activism! Part Deux

Illumina appointed activist Keith Meister to its board as an SEC investigation into the Grail acquisition raises questions over 122.5…

GRAL $6B

Nongaap Investing Apr 2

Tuesday, October 20, 2026

Myles on X

George Noble on X

Serenity on X

Barbarian Capital on X

Serenity on X

Broken Moats on X

Broken Moats on X

Asif Suria on X

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