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 $9.7B

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 MYRG $4B

Monte Investments Market Brief Vol. CXXXII

Monte Independent Investment Research 8 clicks

From X

@LittleOwlRes Nov 10

Little Owl Research on X

In September I had the pleasure of attending the Howard Hughes $HHH annual shareholder meeting. I met the man himself! @BillAckman Not to get ahead of myself, but this could be the beginning of something very special. Today’s quarterly results help to reinforce my views on the quality of both the asset base and management. The company is firing on all cylinders. Management continues to execute on the MPC strategy, and an acquisition seems highly likely in the short term. However, the shares still trade at a deep discount to intrinsic value. Do I care? No—at least not yet. Pershing Square has a truly remarkable track record. Since adopting their “permanent capital” strategy they have done 23.5% net of fees annually since January of 2018. Not too shabby. I suspect they’ll be acquiring a small insurer in the 1.0x-1.4x P/B range, if that’s the case, and they continue to put up those returns, the acquisition will be monstrously accretive. When Buffett took control of Berkshire, it was a failing textile mill with a negative terminal value. Ackman is starting off with assets of much higher quality and that are beginning to generate a lot of excess cash. A lot of work has to be done, but I’m happy to hold my shares here. If you’re interested in learning more about the real estate operations, I’ve attached my $HHH report from November of 2023–obviously outdated, but should help get you up to speed on the history, RE strategy, and asset base—and I will be putting out an updated report after the details of the insurance acquisition are announced. https://t.co/ueKI0TWY9R

@HedgeyeRetail Nov 10

Brian McGough on X

Monster print by $REAL. Best Idea Long. We went long at $1 with a call for a $20 stock. Admittedly, this quarter was concerning me. If I was running a book I'd have peeled some off heading into this one. That would have been the wrong move. Lo and behold, it annihilated numbers and guided up materially. @KeithMcCullough -- score another one for The Signal.

@LaughingH20Cap Nov 10

Laughing Water Capital on X

below relates to how the extreme upside case for $NN spectrum could develop. Satellite direct to phone requires low band spectrum to be effective. $AAPL may want to control its own satellite destiny. There simply is not much low band to go around. https://t.co/Z2JM9yR7tk https://t.co/5NRaPZlWMI

@AltaFoxCapital Nov 6 2 clicks

Connor Haley on X

Numbers are not wrong-- this was a 1% change to Adj. EBITDA in 2024 and free cash flow was unchanged. This is a recent spin and there is a lot of noise below the line. This is a new CFO who flagged this and we think is doing a great job. FCF/share (ex-WC) should grow 30%+ next year (actual FCF much higher given normalization of WC). Big valuation discount vs $DBD despite much faster and higher-quality growth.

@AltaFoxCapital Nov 6 2 clicks

Connor Haley on X

Good quarter from $NATL and thesis on track. -The ATMaaS business continues to outperform... 37% y/y growth in Q3... and it's on track to be 40%+ in Q4, well ahead of our expectations -SSB delivered >50% incremental EBITDA margins in Q3, fueling 21% EBITDA growth for the segment

@MultiplesCap Oct 31

Multiples Capital on X

Copper Reality Check. The no BS CEO of Amerigo Resources on copper's supply deficit and elevated volatility on Q3 earnings call. The company just went debt free and raised dividends. I am long $ARREF $ARG, not NFA. #copper https://t.co/UExXFZEg5S

@LaughingH20Cap Oct 31

Laughing Water Capital on X

@MGardnerDA1235 @yummyCenturyEgg @dylan55917 $NN has wanted to collaborate with the opposition for ~18 months. They repeatedly talk about how they want "engineer to engineer conversations", but the opposition will not engage. 1 explanation is b/c the opposition knows what the tests will say, but yes real tests are possible

@LaughingH20Cap Oct 31

Laughing Water Capital on X

@yummyCenturyEgg @MGardnerDA1235 @dylan55917 4/x) for tolls, why slightly moving part of 2 of the 3 technologies by a few mhz crazy? $NN has said this would cost "tens of millions." no big deal. Not to mention that half of toll reading is already done by camera an AI. Why use limited spectrum when better tech is available? https://t.co/75Yxn4PCu4

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

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 $7.5B

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

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 $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 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

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 15 clicks

CHGG · long

Chegg Inc

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

CHGG $78M

Value Investors Club Jul 22 15 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 $6.2BIOVA $6.6B

The Undercovered Dozen Oct 18 16 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 60 clicks

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

MTH $4.1B

Tim Travis Oct 17 12 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 18 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

Tuya: A Global Smart-Home Platform Priced Like a Cash Box

Tuya’s $976 million cash pile equals 94% of its $1.04 billion market cap as its smart-home platform returned to 16% revenue growth in Q2…

TUYA $1B

Substack von Philipp Oct 16 44 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 $7.2B

Atrium Research - Equity Research Oct 15 7 clicks

Publications we follow

Every publication on this site, hand-picked.

129 publications

YouTube 4

Blogs 15

Seeking Alpha 55 of 247

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

90 accounts

Nominate an account

Investor letters we follow

190 firms

Sectors

Ordered by how often our editor reaches for them.

Tuesday, October 20, 2026

Little Owl Research on X

Brian McGough on X

Laughing Water Capital on X

Connor Haley on X

Connor Haley on X

Multiples Capital on X

Laughing Water Capital on X

Laughing Water Capital on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 55 of 247

X accounts we follow

Investor letters we follow

Sectors