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 $7.4B

HFI Research Oct 22 10 clicks

Oct 22 MYRG $4.2B

MYR Group q3’26 Earnings Preview

Monte Independent Investment Research 6 clicks

Oct 22 MOS $5.8B

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

Latticework by MOI Global 13 clicks

From X

@eriksen_tim Jul 13 1 click

Tim Eriksen on X

Solitron Devices $SODI reported fiscal Q1 results today. Revenue and earnings higher. Link to PR https://t.co/7dqZ6WwENP

@mavix_leon Jul 13 1 click

mavix on X

Shelly Group $SLYG published preliminary revenues for H1 2026 of EUR 68.3 million (+27% yoy). Cash increased by 62% qoq and by 72% yoy supported by continued normalization of trade receivables. Full results will be published on August 12. https://t.co/KSvQWpLZQd

@marginofdanger Jul 13 2 clicks

marginofdanger on X

I exited my $MLP. After spending a lot more time on this name, I no longer have confidence in the thesis. While I believe there is tremendous asset value, the time to monetize keeps getting pushed out, and the costs to achieve any reasonable realization could be large. I am also concerned that Steve Case doesn't have as much skin in the game as the market thinks, given that he has margin loans out on his position. https://t.co/TePual6ezP

@TimyanBankAlert Jul 13 1 click

Timyan Bank Alert on X

First Hawaiian, $FHB to Acquire TriCo Bancshares $TCBK and Provide Preliminary 2026 Second Quarter Results https://t.co/nZns7KFCWt

@natstewart5 Jul 10 2 clicks

Nat Stewart on X

@calleymeans @SecKennedy Seems like a tailwind for Lifeway $LWAY

@BrokenMoats Jul 9

Broken Moats on X

$WDFC results are staggering when you read through them....then you get to the guidance and it does not reflect the monstrous quarter they just posted (relatively the same as the guide from Q1)....something is off with this company, they are either one of the worst non micro cap companies at forecasting their business (not a great endorsement of management and their processes). AND/OR they are playing games with inventory to influence the stock. I will reserve my own comments for private, but if you look back in recent years there are some odd swings in Asian /Chinese inventories in given quarters. Fascinated how a product that has been around forever with wide distribution posts a +30% print in Americas, 24% company wide. And the guide moves from 5-9% to 6-9% growth for the year?? What is going on?

@RagingVentures Jul 9

Raging Capital Ventures on X

Excited to see Elroy Air going public via SPAC with $CMII / $IPXG… Elroy has developed a hybrid-electric, autonomous VTOL aircraft called Chaparral that has both military and defense applications. We have invested in multiple rounds at Elroy, starting with their seed in 2018. Here’s the deck on Elroy: https://t.co/iRRILU5JFk https://t.co/dUaH1EKf4K

@IdeaBrunchEmail Jul 9

Idea Brunch on X

Read Idea Brunch #2 with Brian A. Finn of Findell Capital Brian's last pick in April 2023, $LQDA, is up ~10x. Find out what he likes today and what went right with LQDA: https://t.co/Wfa1wrXloz https://t.co/KWErml5cke

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 $5.8B

Latticework by MOI Global Oct 22 34 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 $5.8B

Latticework by MOI Global Oct 22 5 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 $104M

Triple S Special Situations Investing Oct 22 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 $3.1BLAD $6.4B

Cannibal Stocks Oct 22 6 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 Oct 22 8 clicks

Moon River Moly: Research Note

Moon River Moly’s updated Davidson PEA lifts after-tax NPV to $1.24 billion as flotation raises tungsten output 350% and cuts molybdenum…

MRIVF $22M

Atrium Research - Equity Research Oct 21 4 clicks

BMBL 2026-10-21

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 $788M

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 $274M

Guardian Research Oct 21 4 clicks

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

Webull expects perpetual futures and operating leverage to lift operating income from $114 million to nearly $400 million by 2030.

BULL $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 $1.9B

The Oak Bloke Oct 21 27 clicks

This Week in Special Situations: Solstice, Albertsons, Brockhaus, GM

Solstice, Albertsons, Brockhaus and GM anchor a 34-case survey of activism, buybacks, M&A and strategic reviews, led by Starboard’s…

ACI $6B

Latticework by MOI Global Oct 22 43 clicks

UNCY · long

Unicycive Therapeutics INC

Unicycive Therapeutics fell nearly 50% after a second FDA Complete Response Letter tied to a third-party manufacturer for its primary…

UNCY $104M

Value Investors Club Jul 24

Sagimet Biosciences: The U.S. Acne Trial Is A Replication Exercise, Not A Discovery Bet

Sagimet Biosciences' denifanstat enters a fully funded U.S. acne registration trial after Phase 3 results, with SGMT trading below cash and…

SGMT $741M

Equity Eagle Oct 21 3 clicks

Vicor Update, Part Three

Vicor’s $66.6 million in AI power-delivery royalties generated about $50 million of operating profit, eclipsing its module business as…

VICR $9.6B

CV's Substack Oct 20 28 clicks

Inogen: Cheap Enough To Take A Chance On

Inogen's $45 million buyback, debt-free balance sheet and cash equal to 61% of market value support a Buy case despite 3% 2026 growth…

INGN $182M

Intrinsic Analysis Oct 20 9 clicks

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 $75M

Calvin Blissett Oct 20 11 clicks

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 $6B

Cestrian Capital Research Oct 20 41 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 $11M

PETITION Oct 20 6 clicks

Monte Investments Market Brief Vol. CXXXII

CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…

MYRG $4.2B

Monte Independent Investment Research Oct 20 8 clicks

Urban Outfitters: Nuuly Is More Valuable Than Its Margins Suggest

Urban Outfitters' Nuuly subscription service grew sales 28.6% and reached a 10.1% operating margin, with management targeting $700 million…

URBN $7.9B

IWA Research Oct 20 4 clicks

Thursday, October 22, 2026

Tim Eriksen on X

mavix on X

marginofdanger on X

Timyan Bank Alert on X

Nat Stewart on X

Broken Moats on X

Raging Capital Ventures on X

Idea Brunch on X

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