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 39h ago 8 clicks

41h ago GLOO $291M

GLOO, part two

Guardian Research 4 clicks

Oct 19 LPTH $492M

LXS.DE: a 2028 sale it can force

Trade Ideas Flow 21 clicks

From X

@natstewart5 Jul 16 1 click

Nat Stewart on X

Funny to look back and see that my initial take on the $NLOP spinoff was negative. If anything, initial revulsion indicates that a spin might have a substantial edge - particularly if lots of stock is put in the hands of weak holders and forced sellers, as occurred with NLOP.

@BlueDuckCap Jul 15

BDC on X

Forget AI. Big Pharma is telling us where the next mega theme is. As some have postulated, health care is undergoing extraordinary change. From GLP1s to Peptides to value based Oncology care ($TOI) and of course - the emerging frontier of Psychedelics. $STIM owns the clinical distribution infrastructure for this new space. And the current stock price embeds zero (or negative) equity value for their asset. h/t: @QTRResearch

@RagingVentures Jul 15

Raging Capital Ventures on X

Rick Rubin interviews Angel Studio’s $ANGX founder Jeff Harmon. Angel has a fascinating crowd-sourced business model focused on creating family friendly content. I haven’t looked at the stock yet, but I’m rooting for their mission - there is a huge, wide open market! https://t.co/qUAfZit1fR

@OddDiligence Jul 15

Odd Diligence on X

$ASTS holders should take those spacemob profits and rotate over to $CCXI .... there's room for you

@BlueDuckCap Jul 15

BDC on X

$toi https://t.co/9pfaLXskXk

@BlueDuckCap Jul 15

BDC on X

$STIM owns the largest Spravato clinic footprint in the country. FWIW. Greenbrook TMS— it operates ~95 company-run "Treatment Centers" across the US that administer both NeuroStar TMS and Spravato directly to patients, and it explicitly markets itself as the nation's leading provider of these treatments, with over 60,000 patients treated and 2 million+ treatments delivered. That's the closest thing to a "largest clinical distributor of Spravato" in the public markets

@mavix_leon Jul 15 1 click

mavix on X

Evolution $EVO has agreed a GBP 4.75 million settlement with the UK Gambling Commission, concluding the licence review initiated in December 2024. The settlement primarily relates to the finding that Evolution game content was available via two operators on six websites. https://t.co/Q2pVlKKgjd

@marginofdanger Jul 14 2 clicks

marginofdanger on X

If a company is OTC listed and consistently reducing its share count, it seems like a high percentage of the time, it works out well... $MCEM $WEBC $APTL $FMBL $BWEL(?)

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

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

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

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

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

flyExclusive: Sell Despite Strong Turnaround

FlyExclusive posted 22% Q2 revenue growth and a 20.4% gross margin, but negative free cash flow, net debt and preferred capital leave…

FLYX $59M

Dhierin Bechai Oct 15 1 click

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

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

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

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

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 $812M

Petri Dish Reports Oct 11 3 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 $521M

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

Wednesday, October 21, 2026

Nat Stewart on X

BDC on X

Raging Capital Ventures on X

Odd Diligence on X

BDC on X

BDC on X

mavix on X

marginofdanger on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 54 of 247

X accounts we follow

Investor letters we follow

Sectors