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 30h ago 39 clicks

38h ago MYRG $4.4B

Monte Investments Market Brief Vol. CXXXII

Monte Independent Investment Research 8 clicks

41h ago GPI $2.9B

Group 1 Automotive: The Debt Stress Test

Cannibal Stocks 12 clicks

From X

@finphysnerd 23h 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.

@junkbondinvest 24h ago 1 click

junkbondinvestor on X

Optimum (aka Altice USA), in the last year or so: > Sued its lenders for antitrust violations (great way to piss off just about everybody) > Moved Optimum East and its Lightpath stake into a new sub that doesn’t secure the debt (classic drop-down) > Issued $500mm of pref, $200mm of it Drahi swapping his own common (nice) > Got countersued for fraudulent transfers (saw that one coming) Now they’re nearing a deal to give the lenders the keys. Turns out, it was all just negotiation leverage. $OPTU $ATUS $CSCHLD

@RagingVentures 25h ago 8 clicks

Raging Capital Ventures on X

Bought a bunch of $SKIN into this 20-1 reverse split: the company now has only 6.5 mm shares outstanding. $SKIN has some debt and equipment sales are struggling with high interest rates, but their high margin consumable revenues are stable and the business is starting to generate meaningful cash: pre-tax cash flow could soon approach $4-5 per share. New mgmt is also promising a product upgrade cycle in 2028, which could serve as a catalyst. Have traded the name well in the past; we shall see.

@gnoble79 25h 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 25h 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 26h ago

Barbarian Capital on X

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

@aleabitoreddit 26h 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

@Mr_Neutral_Man 27h ago 2 clicks

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

Today, I had my assistant call the gas company bc the meters are having issues, schedule 3 termite inspections, had a plumber come fix a sink and the gas connection, and researched how to tow illegally parked cars In the last week, I bought millions of $SITC by clicking buttons

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 $79M

Calvin Blissett 28h ago 9 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 $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

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

LZ · long

Legalzoom.com INC

LegalZoom trades near all-time lows as AI adoption is positioned to accelerate growth.

LZ $1.1B

Value Investors Club Jun 9

CYD and H22 Results First Take:

CYD’s FY24 earnings miss reflected ¥200m of one-offs; adjusted net income reached roughly ¥430m and operating cash flow rose 40%.

CYD $976M

Maius Partners Feb 27 2 clicks

Insureco w/ Potential Strat Alts Announcement Soon + 100% Upside on Buyout ($TIPT)

Tiptree ($TIPT) is positioned around a potential Fortegra sale announcement; Fortegra generates substantially all revenue.

TIPT $619M

Multibagger Monitor Feb 25 7 clicks

Portfolio Updates

CYD was sold near $21 versus an $11 entry after exceeding a $19.50 target; proceeds moved to H22.SI, whose CYD stake implies $1.30 NAV and…

CYD $976M

Maius Partners Feb 24 4 clicks

[P] TENB: Tenable Governance

Tenable faces CEO succession under difficult circumstances, putting its governance and leadership transition in focus.

TENB $4.3B

Nongaap Investing Feb 24

[P] SPHR: Sphere-Priced Incentives

Sphere Entertainment’s incentives are priced around Sphere.

SPHR $3.7B

Nongaap Investing Feb 23 1 click

[P] VYX: Checking Out in 2025? (Part 4)

VYX appointed Executive Chair James Kelly as CEO.

VYX $1.1B

Nongaap Investing Feb 20

Fading a Myopic Sell-Off

Organigram’s shares fell 25% after Q1, despite Motif Labs making OGI Canada’s largest cannabis producer and a top-three player across major…

OGI $135M

Raging Bull Investments Feb 17 1 click

Hong Leong Asia: Unveiling Undervalued Gems in CYD’s Parent Company

Hong Leong Asia (SGX: H22) has 40% base-case upside, driven by its CYD stake’s data-center opportunity and Singapore-Malaysia…

CYD $976M

Maius Partners Feb 11 1 click

Unpacking eDreams' Capital Markets Day

EDreams nears 7.25 million Prime members and €180 million of Cash EBITDA, marking its shift from an online travel agency to a…

EDDRF $545M

310 Value’s Newsletter Feb 6 1 click

Tuesday, October 20, 2026

Myles on X

junkbondinvestor on X

Raging Capital Ventures on X

George Noble on X

Serenity on X

Barbarian Capital on X

Serenity on X

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

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