Thursday, October 22, 2026

Unicycive (UNCY):

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

UNCY $110M

Triple S Special Situations Investing 28h ago 4 clicks

46h ago BMBL $783M

Bumble is being taken private

Modern Value Investing 8 clicks

47h ago GLOO $291M

GLOO, part two

Guardian Research 4 clicks

From X

@stockgutter Oct 8

SG on X

Can we officially crown $ARQQ as the shittiest quantum stock of the bunch? Guided today to a whopping $1m revenue for 2026. I'm short via naked calls.

@stockgutter Oct 8

SG on X

$CD here's what @grok found about Chaince Digital's marketing claims: https://t.co/ROiqZd4puO

@calvinblissett Oct 8

Calvin Blissett on X

@InverseMax @grok all management quotes on buybacks future and past for $YB

@SowingAlphaSeed Oct 8

Farmer on X

@ptuomov Are you talking about the NAV or what the vol would be if it were a publicly traded ticker? Things like $FPI and and $LAND could be a good guide if the latter.

@stockgutter Oct 8

SG on X

So many red flags with Chaince $CD. For example, - Chaince just increased its authorized share count 20-fold to 20 Billion!?! There is no reason whatsoever for a legitimate company with under $10m in revenue to have a share count like that. Think it will dilute? Me too. - Two months ago, Chaince did a registered direct offering at $0.53 per share. At the time the RDO price was about 1/6 its market price. Now Chaince shares fetch >20x that. This is not how normal companies, even microcaps, raise money.

@OddDiligence Oct 8

Odd Diligence on X

$CCXI i assume they didnt invite everybody to this https://t.co/e558Raj2Dc

@calvinblissett Oct 8

Calvin Blissett on X

$YB 5% of my portfolio. See writeup for evidence and anecdotes of the quality of the founder https://t.co/Uzt8MeGSPl

@stockgutter Oct 8

SG on X

A few nuts and bolts on $CD: - Chaince has a $300M atm in place - mkt cap is around $1.25B - ttm revenue is <$3M - used to be called Mercury Fintech - company is in all kinds of trendy fintech type businesses, from tokenization to stablecoins to digital custody - also invests in AI/HPC infra including plans to explore "space-based" AI. Don't hold your breath.

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

LCNB: Solid Q3 2026 With A 4.7% Yield

LCNB’s Q3 2026 net interest income rose 8.6% year over year as the bank beat revenue and EPS estimates, while trading at a 27% discount to…

LCNB $268M

Sorrento Research Oct 20 2 clicks

LXS.DE: a 2028 sale it can force

Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.

LPTH $492M

Trade Ideas Flow Oct 19 21 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

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

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

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 $110M

Value Investors Club Jul 24

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

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

Thursday, October 22, 2026

SG on X

SG on X

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Farmer on X

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Odd Diligence on X

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