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 26h ago 4 clicks

44h ago BMBL $783M

Bumble is being taken private

Modern Value Investing 8 clicks

45h ago GLOO $291M

GLOO, part two

Guardian Research 4 clicks

From X

@BarbarianCap 15h ago

Barbarian Capital on X

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

@Mr_Neutral_Man 16h 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 19h 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 20h ago

Tim Eriksen on X

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

@DOMOCAPITAL 22h 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 22h 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 22h 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 23h 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 39h 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 71 clicks

OPI · long

Office Properties Income Tr

Office Properties Income Trust emerged from Chapter 11 on June 17, 2026, with a $2 billion enterprise value and a 12.0% cap rate at $16.60.

OPI $61M

Value Investors Club Jul 6 3 clicks

Koil Energy’s Record Steel Shipment Signals Larger-Than-Expected Order Scale

Koil Energy’s record 30.4-ton stainless-steel tubing shipment points to more than $10 million of raw materials for multinational umbilical…

KLNG $34M

Byron Street Research Jun 12

PUDO Inc. ($PDO.C) FINS Review

PUDO’s revenue rose 35% to $5.6 million, but losses quadrupled as administrative costs outpaced growth; $242,000 of cash and ongoing burn…

PDPTF $5.1M

Wolf's Substack Jun 10

ADF Group Inc. ($DRX.TO) FINS Review

ADF Group’s Q1 FY2026 revenue rose 78% to $99.3 million and net income 37%, aided by the LAR acquisition despite steel and aluminum tariff…

ADFJF $324M

Wolf's Substack Jun 9 1 click

Peru & Colombia Election Results & Investment Outlook

Keiko Fujimori’s expected Peru victory and Abelardo’s win in Colombia reduce regulatory risk for AUNA, whose operations generate roughly…

AUNA $402M

Ian’s Insider Corner Jun 8

The Bezzle in the Banana Stand

AZRH fell from $2.40 to about six cents after scrutiny of its $14.3 million inventory valuation and CEO Josh Cohen’s felony arrest.

AZRH $2.2M

Mispriced Assets Jun 7

Watches of Switzerland (WOSG), TerraVest (TVK) & ContextLogic (LOGC): Earnings Updates

Watches of Switzerland reported 15% constant-currency organic revenue growth and guided FY27 revenue growth of 5-10%, with adjusted EBIT…

LOGC $695M

Hidden Gems Investing Jun 2

Investcorp Credit Management BDC: Visiting the Private Credit Garbage Bin

Investcorp Credit Management BDC is framed as a troubled corner of private credit.

ICMB $9.6M

Clark Street Value Jun 1 3 clicks

A 2.2x Spread in a Telecom Train-wreck: Optimum’s Odd-Lot Tender

Optimum’s 99-share odd-lot tender offers $2.50 per share against a $1.16 market price, but a creditor restructuring could terminate the…

OPTU $193M

Rod’s Ruminations Jun 1

eDreams: Disproving the Bears and Regaining Credibility

EDreams cut FY26 Prime-member guidance to 600,000 after Ryanair blocks, while its subscription model lifted Prime to 7.25 million members…

EDDRF $553M

310 Value’s Newsletter May 30 2 clicks

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

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