Thursday, October 22, 2026

Trade Alert - Long RIG

HFI Portfolio bought 94,214 shares of Transocean, RIG, for $570,000 at $6.05 per share.

RIG $6.5B

HFI Research 27h ago 7 clicks

31h ago MYRG $4B

MYR Group q3’26 Earnings Preview

Monte Independent Investment Research 5 clicks

31h ago MOS $5.5B

Mosaic: Cash from Potash Now, a Recovery in Phosphates Later

Latticework by MOI Global 9 clicks

From X

@calvinblissett 20h ago 2 clicks

Calvin Blissett on X

Quoted that stuck out to me from $SLM earnings call Still in peak season, stronger than normal volume continue into 4Q We believe the customers charging off today have an enhanced ability to repay compared with customers in history Length of deposits up to 37 months from 24. What mean and why good Loan sales in this environment would be below minimum acceptable threshold Not executing planned October loan sale. Sacrificing the short term for the long term. (5% NIM on retaining loans)

@cfrischer1 20h ago

Charles Frischer on X

@Denton234 I strongly believe that $NN will end up generating significant capital gains for shareholders, but I will feel better once we have the NPRM. I also have confidence in CEO and the Board. The ride might be bumpy, but the destination should be worth it in the end. Millionaire acres.

@irbezek 20h ago

Ian Bezek on X

@SnorlaxCapital @InvestsCletus @WaterworldCapi1 My largest position in housing is in $TGLS which is unique in that it is a Colombian manufacturer that sells to Florida. Was double punched this year by overvalued Col Peso and tariffs, both should reverse in 27. Still growing top-line nicely despite dour macro. https://t.co/0IP6bW3W7U

@BarbarianCap 21h ago

Barbarian Capital on X

Exclusive | Optimum Communications Prepares for Bankruptcy to Implement Deal $OPTU https://t.co/wfoCFtGGCP

@Mr_Neutral_Man 21h ago 1 click

Mr Neutral Man aka "Howard Marks of REITs” on X

@seanpatward Sean Buying $REXR at $230/sqft solves this problem But many won't do it

@Mr_Neutral_Man 22h ago

Mr Neutral Man aka "Howard Marks of REITs” on X

@aussieflya @grok @Bkclaims I wrote this article on $SITC last week Published at 2PM and by 5PM they announced the sale of the JV interest. Stock went from $3.01 to $3.60 after markets @grok assume whats IRR on $3.01 to $3.50 in 3 hours and 1 day? https://t.co/JvEwSZadFz

@calvinblissett 23h ago

Calvin Blissett on X

I love management, cannibalizing itself, good ROE, TAM expansion. I do believe $SLM is pretty macro sensitive, I don't think now is the best time to have a full position, but I don't mind accumulating slowly. Q3 was strange, mentioning the upfront provisions as a reason for earnings miss but volume stayed in range

@cfrischer1 23h ago

Charles Frischer on X

$NN The news that SpaceX is building out their terrestrial network is another great indication for the value of the NN low band spectrum. If and when we get good news on the tape for NN it will appear obvious in hindsight.

Mosaic, Part One: The Story

Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.

MOS $5.5B

Latticework by MOI Global 32h ago 18 clicks

Mosaic, Part Two: The Deep Dive

Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.

MOS $5.5B

Latticework by MOI Global 32h ago 4 clicks

Undercovered Dozen: Western Digital, Penguin Solutions, Millrose Properties And More

PENG $3BMRP $3.6B

The Undercovered Dozen 32h ago 11 clicks

Unicycive (UNCY):

Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…

UNCY $110M

Triple S Special Situations Investing 33h ago 4 clicks

Group 1 Automotive (GPI) vs Lithia Motors (LAD)

Group 1 Automotive and Lithia Motors divide two longtime value investors: David Abrams switched to Lithia in 2018, while Greg Alexander…

GPI $2.7BLAD $6.6B

Cannibal Stocks 35h ago 3 clicks

Atour Lifestyle ($ATAT): The Hotel Chain That Is Secretly a (Sleep) DTC E-Commerce Brand

Atour Lifestyle combines an asset-light Chinese hotel franchise network with Atour Planet sleep-product sales, using guest rooms as product…

ATAT $4.5B

Substack von Philipp 37h ago 4 clicks

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 Oct 21 8 clicks

GLOO, part two

Gloo faces related-party deals, insider-heavy IPO ownership, acquisition losses and $84.5 million of CEO-backed puts as it burns cash and…

GLOO $291M

Guardian Research Oct 21 4 clicks

Webull: A 30% Annual Return Setup As Perpetual Futures Go Live

BULL $3.3B

PropNotes Oct 21 3 clicks

Why I sold OB pick for 26 SVM

Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite…

SVM $2B

The Oak Bloke Oct 21 27 clicks

MBGL · long

Mobility Global INC -spn

Mobility Global Inc. will become a standalone public company through S&P Global’s spin-off of its Mobility division.

MBGL $5.6B

Value Investors Club Jun 25 2 clicks

Portfolio Update June 2026

Portfolio added Zoetis, Pool Corp and Tractor Supply in June, lifting holdings to 13.

POOL $6.2B

D Invests Jul 6

Is insider buying a signal if the insiders are always wrong? $LILAK

LILAK’s canceled GCI Liberty deal, preferred-stock distribution, and $1.7 million of insider buying revive governance concerns around John…

LILA $1.6B

Yet Another Value Blog Jul 6

Blackstone's Subs - Inside the Jersey Mike's IPO.

Jersey Mike’s IPO filing shows 47% adjusted EBITDA margin after Blackstone cut founder spending, ad subsidies and Area Director fees, while…

JMKE $5.6B

First Strike Research Jul 5 1 click

Corporacion America Airports: Out Of The Ashes (Ticker: CAAP)

Corporacion America Airports has stayed operating-profitable through Argentina’s inflation and is diversifying airport assets beyond its…

CAAP $4.2B

Emerging Moats Research Jul 3 1 click

Adding a beer stock in size

Molson Coors, a 7% portfolio position, is the world’s fourth-largest brewer with leading beer shares in Canada and the US through Coors and…

TAP $7.3B

Nugget Capital Partner's Substack Jul 3

Single Stock Spotlight #11: Pitney Bowes (PBI)

Pitney Bowes has returned 60% in 2026 after divestitures, cost cuts, debt repayment and buybacks; its strategic review includes selling…

PBI $2.3B

Hidden Rock Capital's Newsletter Jul 2

PesoRama ($PESO.V) FINS Review

PesoRama’s 0.64 current ratio, operating cash burn and 111% annual dilution offset 36% Q1 revenue growth, despite replacing an 18.5% loan…

PSSOF $112M

Wolf's Substack Jul 2 3 clicks

$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds

VEON’s 84% Kyivstar stake and JazzCash underpin a sum-of-the-parts case for 4x upside, despite its sanctioned shareholder, capital…

VEON $5.5B

Yet Another Value Blog Jul 1 1 click

The $34 Stock Inside a $2.4 Trillion Rocket

Constellium supplies aluminum-lithium alloy 2195 for Falcon 9 tanks and aerospace programs, with qualification barriers supporting…

CSTM $3.2B

Phynvesting Jun 30

Thursday, October 22, 2026

Calvin Blissett on X

Charles Frischer on X

Ian Bezek on X

Barbarian Capital on X

Mr Neutral Man aka "Howard Marks of REITs” on X

Mr Neutral Man aka "Howard Marks of REITs” on X

Calvin Blissett on X

Charles Frischer on X

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