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 28h 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

@TimyanBankAlert Jul 22 1 click

Timyan Bank Alert on X

$NRIM- Northrim BanCorp, Inc. Signs Definitive Agreement to Acquire $PBCO Financial Corporation https://t.co/XtscRHtpqE

@DOMOCAPITAL Jul 22

DOMO Capital Management, LLC on X

#E15 👀 "Current reporting indicates a compromise could be reached between the House-passed version of the E15 bill and the Fischer-Capito bill introduced in the Senate in February 2025 by Sens. Deb Fischer, R-Neb., and Shelley Moore Capito, R - W. Va." $ALTO $GPRE

@TimyanBankAlert Jul 21

Timyan Bank Alert on X

Independent Bank, Simmons address credit quality; South Plains $SPFI interested in M&A | S&P Global Market Intelligence https://t.co/TWGUKwHaIL

@catechwilliams Jul 21 4 clicks

catechwilliams on X

$SWIM. Stock has barely budged over the last 2 weeks despite: 1) $PNR pre-announcing pool pump sales -17% and 2) $LESL filing for BK citing slowing new pool demand. Expectation of HSD growth this year are disconnected from reality. Earnings miss and guidance cut likely coming.

@DOMOCAPITAL Jul 21

DOMO Capital Management, LLC on X

Might be one of those days again.... $ALTO $GPRE https://t.co/JDe6p8IL4U

@mavix_leon Jul 21 2 clicks

mavix on X

Evolution $EVO announced the termination of the merger agreement between Evolution & Galaxy Gaming. Evolution is required to pay Galaxy Gaming a termination fee of USD 5,234,678, but they expect to continue working with Galaxy Gaming. https://t.co/rdhNO86tEL

@catechwilliams Jul 20 2 clicks

catechwilliams on X

@SILVERGOLDBTC28 @GalianoTiramani @Xectron You guys will probably be eating at Golden Corral when $BXBL is below $5 in a few weeks.

@mavix_leon Jul 20 2 clicks

mavix on X

I just published my Earnings Update about the Q2 2026 results of Evolution $EVO $EVVTY https://t.co/O2CGJCWGJK

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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

Timyan Bank Alert on X

DOMO Capital Management, LLC on X

Timyan Bank Alert on X

catechwilliams on X

DOMO Capital Management, LLC on X

mavix on X

catechwilliams on X

mavix on X

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