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 24h ago 4 clicks

42h ago BMBL $783M

Bumble is being taken private

Modern Value Investing 8 clicks

43h ago GLOO $291M

GLOO, part two

Guardian Research 4 clicks

From X

@BarbarianCap 12h ago

Barbarian Capital on X

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

@Mr_Neutral_Man 13h 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

@DeepSailCapital 17h ago

Deep Sail Capital on X

$HTZ - Borrow rates at 120% at IBKR, 60% at Schwab, 113% at Robinhood. https://t.co/8gfduKtZc9

@eriksen_tim 18h ago

Tim Eriksen on X

@Ron284Ron @James_Duade I think Lee Roach touted $DTRL today on his substack.

@DOMOCAPITAL 20h ago 1 click

DOMO Capital Management, LLC on X

Athletic shoe manufacturers are now being forced to discount. Very bullish $SHOE. Bearish $DECK. https://t.co/S9fv2tTAlv

@AsifSuria 20h ago

Asif Suria on X

Thanks for sharing regarding $STRZ When it comes to a poison pill, they can get rid of it at any time and I have seen both instances of it being removed as well as where the acquirer pushes through the poison pill and acquires the company (Oracle's acquisition of Peoplesoft). My broader point is that as separate companies with different business models, both deals don't have to happen simultaneously. I do recognize that they have content licensing agreements between them and probably strong ties in other areas. $LION

@irbezek 20h ago

Ian Bezek on X

$EDV (long-duration U.S. bonds) now up 11% from recent levels on a 2.5% decline in the S&P 500. Wonder what happens if $SPY drops 25%... https://t.co/qPbmH2tVba

@catechwilliams 20h ago

catechwilliams on X

$SHAZ Aussie speculative neocloud start-up ($3M LTM rev, >$1B mkt cap). 2H planned capex: $4B vs $800M net cash. Dubious capital & business plan. Yesterday large partner NextDC (ASX:NXT) halted all new projects amidst intensifying local opposition to AI DCs. IR deck slide below. https://t.co/OReSGF8Nh3

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 $16M

Atrium Research - Equity Research 37h ago 3 clicks

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 $695M

Equity Eagle Oct 21 3 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 $74M

Calvin Blissett Oct 20 10 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 $20M

PETITION Oct 20 6 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

40 Stock Pitches (12th-18th October) 🖨️

Elutia’s antibiotic-eluting surgical matrices target breast-surgery infections, with Minot Light valuing $100 million in sales at a…

ELUT $36M

Capital Employed Oct 19 70 clicks

FULC · long

Fulcrum Therapeutics INC

Fulcrum Therapeutics trades below cash as it pursues a likely reverse merger, creating a biotech shell opportunity.

FULC $284M

Value Investors Club Jul 19 1 click

The Verra Sneerer (NASDAQ:VRRM)

Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…

VRRM $442M

The Oak Bloke Aug 27 6 clicks

Domo (Arigato), for this potential multi-bagger options trade

Domo’s $400 million sale to Progress would leave a cash-rich public shell with $900 million of NOLs; January 2028 $5 calls cost 22 cents.

HUCK $141M

Triple S Special Situations Investing Aug 27 3 clicks

FUFU 2026-08-27

BitFuFu: A $93 Million Liability No One Can Explain

BitFuFu’s $93.4 million unexplained long-term payable equals 57% of liabilities, overshadowing sharply higher self-mining and hosting…

FUFU $177M

Dorine Cherop Aug 27

No Paywall: CDTi Advanced Materials: Two Supermajors and Twelve Months of Cash

CDTi Advanced Materials has $804,000 of cash, roughly 12 months of runway, and unproven maritime methane technology despite ExxonMobil and…

CDTI $6.6M

Guardian Research Aug 26 1 click

4x FCF, 95% retention, healthcare Constellation software at 100m m cap. Huge TAM of acquisitions

CareCloud trades at 4x free cash flow with 95% retention, a $100 million market cap and a large healthcare-software acquisition runway.

CCLD $74M

Calvin Blissett Aug 25

Atlas Engineered Products ($AEP.V) FINS Review

Atlas Engineered Products reported Q2 revenue up 19% to $16.2 million, but ended cashless on its credit line as inventory rose 47% and…

APEUF $30M

Wolf's Substack Aug 25 10 clicks

ARQQ 2026-08-25

Arqit Quantum: The Little Boat That Couldn't

Arqit Quantum trades at 397.6x FY26 EV/Sales while facing 5.44 million shares of dilution, cash burn and uncertain recurring revenue.

ARQQ $287M

Luis Cortes Dequidt Aug 25 1 click

US-Canada Tariffs: Finding Investment Opportunities

US-Canada tariffs impose 50% duties on $20 billion of Canadian goods, lifting US steel makers while pressuring Canadian exporters and…

ASTL $444M

Aurelion Research Aug 24

CDTi Advances Multi-Sector Catalyst Programs as Blue-Chip Partners Near Production

CDTi has doubled revenue since 2020 to $10 million and is moving catalyst programs for data centers, methane abatement and carbon capture…

CDTI $6.6M

Byron Street Research Aug 24

Thursday, October 22, 2026

Barbarian Capital on X

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

Deep Sail Capital on X

Tim Eriksen on X

DOMO Capital Management, LLC on X

Asif Suria on X

Ian Bezek on X

catechwilliams 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