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 30h ago 4 clicks

47h ago BMBL $783M

Bumble is being taken private

Modern Value Investing 8 clicks

Oct 21 GLOO $291M

GLOO, part two

Guardian Research 4 clicks

From X

@BarbarianCap 18h ago

Barbarian Capital on X

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

@Mr_Neutral_Man 19h 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 23h 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 24h ago

Tim Eriksen on X

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

@DOMOCAPITAL 25h 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 25h 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 26h ago 1 click

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 26h 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 42h 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

SCEYF · long

Source Energy Services LTD

Source Energy Services is Western Canada’s dominant integrated frac-sand producer and logistics provider, supplied by three Wisconsin…

SCEYF $90M

Value Investors Club Jun 16 1 click

SCIA- SCI Engineered Materials

SCIA generates $28 million of revenue from thin-film materials, with 78% of sales tied to one customer, while expanding into defense…

SCIA $45M

Sylence Capital Aug 15

ALTO- ALTO ingredients

ALTO Ingredients trades near half of book value after plant upgrades and lower corn prices set up a recovery in crush margins and cash flow.

ALTO $271M

Sylence Capital Aug 15 1 click

Cronos Group Update: A multi-bagger in the making?

Cronos Group's Q2 net revenue rose 46% to $27.8 million as Canadian cannabis volumes and market share grew, while its cash balance remained…

OGI $135M

Raging Bull Investments Aug 14

Notes and Updates

ECIP recipient banks could repurchase Treasury preferred shares at steep discounts, potentially lifting book value, while Hawaiian Electric…

UBAB $184M

Exploring with Alluvial Capital Aug 14

Intriguing Patent Litigation Situation ($FNCH)

Finch Therapeutics faces a jury verdict on FMT patent claims against Ferring’s Rebyota; a win could bring damages and royalties, while a…

FNCHQ $17M

Multibagger Monitor Aug 8 2 clicks

[$QRHC] Quest Resource Holding Corp

Quest Resource, a $200 million asset-light waste broker, manages 100-plus waste streams through 3,500 vendors and derives more than 90% of…

QRHC $24M

Lewistown Capital Aug 6

Mereo Biopharma

Mereo Biopharma has two late-stage assets, seeks non-dilutive financing for alvelestat Phase 3 trials, and reports cash runway through 2027.

MREO $48M

Raging Bull Investments Jul 23

Revisiting An Old Idea

Instil Bio leased its 128,000-square-foot Tarzana life-sciences building to AstraZeneca for 15 years at $7.52 million annual rent,…

TIL $39M

Raging Bull Investments Jul 13

Inflecting Drone Company w/ Near-Term (+300% vs. -30%) Binary Event ($RCAT)

Red Cat’s Teal Drones is one of two remaining candidates for a $600 million to $1 billion-plus U.S.

RCAT $696M

Multibagger Monitor Jul 10 3 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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