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 20h ago 32 clicks

29h ago MYRG $4.4B

Monte Investments Market Brief Vol. CXXXII

Monte Independent Investment Research 7 clicks

31h ago GPI $2.9B

Group 1 Automotive: The Debt Stress Test

Cannibal Stocks 11 clicks

From X

@finphysnerd 14h 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 14h 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 15h ago 5 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 15h 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 15h 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 16h ago

Barbarian Capital on X

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

@aleabitoreddit 17h 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 17h 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 18h ago 7 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 $26M

PETITION 28h ago 4 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 33h ago 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 $525M

Trade Ideas Flow Oct 19 20 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 17 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 $5.8B

Open Insights Oct 19 14 clicks

40 Stock Pitches (12th-18th October) 🖨️

Elutia’s antibiotic-eluting surgical matrices target breast-surgery infections, with Minot Light valuing $100 million in sales at a…

ELUT $36M

Capital Employed Oct 19 66 clicks

POST · long

Post Holdings INC

Post Holdings remains a large position after the stock's recent decline.

POST $3.5B

Value Investors Club Jul 10

Sleep Well Portfolio (Aug 2026) - Recovery continues, Cyber Security roared back.

Sleep Well Portfolio’s August gains were led by Veeva, CrowdStrike and cybersecurity, while Cellebrite and WiseTech reported early AI…

CLBT $2.9B

Sleep Well Investments Sep 3

MiniMed Group: Recurring Revenues And Fresh Product Cycle

MiniMed Group's pumps, sensors and dosing algorithm expand recurring CGM and consumables revenue as separation costs roll off and cash flow…

MMED $5.1B

Myriam Alvarez Sep 3 1 click

This Week in Special Situations: Abercrombie, PagSeguro, Vodafone

Special-situations survey profiles 31 activist, buyback, M&A and strategic-review cases, including Abercrombie, PagSeguro and Vodafone.

ANF $6.4BPAGS $3.1B

Latticework by MOI Global Sep 3

💥Out of their depth💥

Leslie’s Q3 sales fell 8%, adjusted EBITDA dropped 32%, and withdrawn guidance left its 2028 term loan trading at 20 cents on the dollar.

LESL $1.6M

PETITION Sep 3 1 click

A Busted Businesses or a Cyclical Bottom?

Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…

SMPL $977MBRBR $1.1B

The Value Road Sep 2 12 clicks

Enlight Renewable Energy: Impressive Growth Has Cast Its Shadow Too Far

Enlight Renewable Energy’s debt- and tax-equity-funded expansion cannot justify the growth embedded in its valuation, yielding a $60.17 DCF…

ENLT $9.8B

Sorin Muraru Sep 2

An ATM that starts to spit out cash

Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…

ATMTF $198M

The Oak Bloke Sep 2 7 clicks

Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case

Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…

TECX $404M

Equity Eagle Sep 2 2 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $584M

Nat Stewart - Stock Picking Newsletter Sep 1 16 clicks

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

Investor Letters

Publications we follow

Newsletters 108

YouTube 4

Blogs 15

Seeking Alpha 52 of 245

X accounts we follow

Investor letters we follow

Sectors