Wednesday, October 21, 2026

Bumble is being taken private

Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.

BMBL $783M

Modern Value Investing 25h ago 8 clicks

Oct 19 LPTH $525M

LXS.DE: a 2028 sale it can force

Trade Ideas Flow 21 clicks

Oct 19 BBW $303M

Build-A-Bear: A Narrower Path

TSOH Investment Research 18 clicks

From X

@leevalueroach Sep 3

Lee Roach on X

"But my quarterly deceleration" the Wall Street idiot cries out as his wife leaves him for a cashier at the local grocery store. $EVC https://t.co/9Z5qvFrCCh

@stockgutter Sep 3

SG on X

$GPRK GeoPark breaking out after news it is expanding into Venezuela. Sin of omission for me: I sold my position in 2025 and never re-entered. https://t.co/aR4XtkYvHX

@OddDiligence Sep 3

Odd Diligence on X

$CCXI Jeff Bezos follows only 611 people, starts to follow Agility Robotics employee Probably nothing https://t.co/wQQ7G4Zp7L

@natstewart5 Sep 2

Nat Stewart on X

$GSM Ferroglobe up today on announcement of a European review of antidumping measures on Chinese silicon metal Has been in a volatile trading range for years, but potential bull points appear be stacking up. (I own long dated calls, watchlist stock)

@majgeoinvesting Sep 2

Maj Soueidan on X

@RodrigoLezama7 @ALDeAng08 @Mike10947310 @MicrocapDr Yeah, liquidity excuse is bogus. Being right fixes everything. Big caps have fallen 50% in one day on earnings misses. Remember when illiquid $MUEL was $45 with a P/E of 4x in 2024. Pessimists said it wouldn’t get much higher. P/E got as high as 15x as the stock went to $500.

@DOMOCAPITAL Sep 2

DOMO Capital Management, LLC on X

Yes, those two. They are willing to sell the entire company, but the value of those two plants, specifically, are now much higher. I expect significant consolidation within the industry and that everyone is just waiting to see what happens with not only E15 in California, but year-round nationwide. If the Senate passes something in September/October then the odds that both $ALTO and $GPRE get sold skyrocket.

@TimyanBankAlert Sep 1 1 click

Timyan Bank Alert on X

Community Corner: Active Indiana bank buyer heads to Illinois for latest deal $THFF | S&P Global Market Intelligence https://t.co/nrMSXAi9Vo

@DOMOCAPITAL Sep 1 1 click

DOMO Capital Management, LLC on X

Huge overnight news for #E15 / $ALTO $GPRE in a vote that HAD to be approved before midnight and made it by seconds.... year-round E15 (from NO E15) will now begin in CA beginning 1/1/2027!! This is 600M+ gallons of ethanol demand that will lead to very strong 2027 crush margins while also significantly increasing the value of $ALTO's western ethanol plants. The bill approved E10 vapor recovery systems for E15 use: https://t.co/7gr7rtBX7t

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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

First Financial: Acquisitions Drive 2027 Growth

First Financial’s merger with First Illinois Financial is expected to lift net interest income and ROE from 2027 after Q2 net income rose…

THFF $887M

Sorrento Research Oct 18 2 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

Problems at Dream Finders Homes (DFH)

Dream Finders Homes’ controlling owner borrowed against DFH stock before the homebuilder agreed to finance an acquisition with costly…

DFH $839M

Hunterbrook Oct 15 15 clicks

Park Aerospace: The Q2'27 Sell-Off Misreads a Sole-Source Defense Supplier

Park Aerospace’s 11% Q2’27 sell-off overlooks sole-source PAC-3 rocket-motor materials and A320neo engine composites, with missile capacity…

PKE $558M

Monte Independent Investment Research Oct 15 14 clicks

Private Equity Prints Multibaggers With This Pattern. No One is Talking About It.

Shenandoah Telecommunications’ Glo Fiber buildout ends this year, and private infrastructure investors’ repeated fiber deals frame a…

SHEN $544M

Phynvesting Oct 14 22 clicks

SED Energy: The 40% Dividend. Signal or Noise?

SED Energy's proposed Ventura merger projects a 22% to 40% dividend yield, but idle tender barges, debt and repayments materially reduce…

SBDXF $509M

Cannibal Stocks Oct 13 8 clicks

Monte Investments Market Brief Vol. CXXXI

Park Aerospace reported 27% revenue growth and 72% EPS growth, supported by composite materials for Airbus engines and PAC-3 rocket motors.

PKE $558M

Monte Independent Investment Research Oct 13 5 clicks

H&R REIT, an opportunity in a corrupt process

H&R REIT's proposed GO Residential transaction faces investor opposition over rejected $12.50 cash bids, insider benefits and tax…

GONYF $499M

Nugget Capital Partner's Substack Oct 12 2 clicks

Helus Pharma: A Buy Ahead Of The HLP003 Phase 3 Readout

Helus Pharma's HLP003 Phase 3 depression data is due in 4Q26, with $166.4 million in cash and dilution risk from a $100 million ATM…

HELP $826M

Petri Dish Reports Oct 11 3 clicks

FINV · long

Finvolution Group

FinVolution, a China and ASEAN unsecured consumer lender, trades at 4x earnings and 0.5x book value.

FINV $698M

Value Investors Club Jul 20 5 clicks

El Pollo Loco: New York State Of Mind

El Pollo Loco plans 18 to 20 FY26 openings, including 15 franchised New York stores over five years, as asset-light expansion and…

LOCO $458M

Pedro Goulart Oct 14 1 click

Hippo Holdings ($HIPO): The Insurtech That Stopped Chasing Hype and Started Making Money

Hippo’s insurance platform posted 61% premium growth, a 95.8% combined ratio and a fifth profitable quarter as it shifted toward carrier…

HIPO $931M

Substack von Philipp Oct 10 8 clicks

Hyster Yale (HY) Multibagger potential as confluence of negatives subside. Attractive after markets part services model

Hyster-Yale trades at 0.16 times sales as lift-truck bookings rebound and restructuring targets $85 million to $100 million in annual…

HY $524M

Calvin Blissett Oct 9 4 clicks

Lesaka: A $4.69 Stock With a $20–30 Case

Lesaka CEO Ali Mazanderani has bought more than $10 million of stock while pursuing a $20 to $30 valuation case through targeted…

LSAK $374M

Mispriced Assets Oct 8 5 clicks

What I’ve Been Up To

Cogent Communications and AI data-center bottlenecks feature in a newsletter update on recruiting, financial media and conference takeaways.

CCOI $378M

Stock Thoughts Oct 7 6 clicks

Lesaka: Why He's Betting Big | Ali Mazanderani | Ep. 5

Lesaka’s executive chairman has invested more than $10 million personally and targets EPS compounding above 40% through consumer, merchant…

LSAK $374M

Mispriced Assets Oct 7 2 clicks

VersaBank: Expensive, But Growth Still Justifies A Buy

VersaBank's Q3 revenue rose 23% and adjusted net income 27%, while a 2.19% net interest margin and 19.15x forward earnings temper its 2027…

VBNK $727M

Grassroots Trading Oct 6 2 clicks

MGP Ingredients (MGPI) - The Hangover After the Whiskey Boom

MGP Ingredients trades at 0.74 times tangible book after whiskey oversupply drove sales declines and more than $400 million of impairments.

MGPI $322M

Dismissed & Asset-Backed Oct 6 1 click

Solid Power Still Has Promise

Solid Power reported a $0.11 Q2 loss and $419.3 million of cash, with its electrolyte pilot line and BMW and SK On validation central to…

SLDP $461M

Quad 7 Capital Oct 5 2 clicks

Wednesday, October 21, 2026

Lee Roach on X

SG on X

Odd Diligence on X

Nat Stewart on X

Maj Soueidan on X

DOMO Capital Management, LLC on X

Timyan Bank Alert on X

DOMO Capital Management, LLC on X

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