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 $108M

Triple S Special Situations Investing Oct 22 4 clicks

Oct 21 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

@marginofdanger Jul 23 1 click

marginofdanger on X

@blondesnmoney $OPBK solid

@irbezek Jul 23 1 click

Ian Bezek on X

Nice and steady bull advance in Colombia $COLO ahead of the new government taking office next month. https://t.co/U3KyV8SBrD

@Fierce__beast Jul 23 1 click

Fierce_beast on X

$SSTK -- this stock was often trading below 8x p/e throughout the last 3 years and even lower on a net cash basis. At the start of this year it was trading around 4.5x p/e. It's down 70% YTD https://t.co/aRCDW2mTMu

@irbezek Jul 23

Ian Bezek on X

@SowingAlphaSeed @orrdavid Number 3 is an excellent point. I own a bunch of zero duration bonds, rather than TIPS. Aiming for maximum price appreciation during the next recession/return to ZIRP. $EDV (or $TLT) was much more monetizable than long-term TIPS in March 2020 when you needed liquidity most. https://t.co/RHEWLObo4J

@TimyanBankAlert Jul 22 1 click

Timyan Bank Alert on X

$NRIM- Northrim BanCorp, Inc. Signs Definitive Agreement to Acquire $PBCO Financial Corporation https://t.co/XtscRHtpqE

@eriksen_tim Jul 22 2 clicks

Tim Eriksen on X

@ValueHunter7 @youngermunger7 @dirtcheapstocks $MFBP

@TimyanBankAlert Jul 22 1 click

Timyan Bank Alert on X

M&F Bancorp, Inc. Announces First Quarter 2026 Results and Merger w/ Optus. It couldn’t happen to a nicer guy than James Sills. And a great steward of the bank as well. $MFBP https://t.co/Mp66Lwl0KJ

@DOMOCAPITAL Jul 22

DOMO Capital Management, LLC on X

#E15 👀 "Current reporting indicates a compromise could be reached between the House-passed version of the E15 bill and the Fischer-Capito bill introduced in the Senate in February 2025 by Sens. Deb Fischer, R-Neb., and Shelley Moore Capito, R - W. Va." $ALTO $GPRE

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 Oct 21 4 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 $676M

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 11 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 $292M

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 $37M

Capital Employed Oct 19 71 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 $108M

Value Investors Club Jul 24

Gladstone Investment: High Dividend Increases And NAV Gains, But Very Risky

Gladstone Investment's 50% equity portfolio drove NAV and dividend gains, but five holdings make up 44.5% of fair value and heighten Level…

GAIN $584M

Stephen Nemo Oct 21 4 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

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 $552M

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

Thursday, October 22, 2026

marginofdanger on X

Ian Bezek on X

Fierce_beast on X

Ian Bezek on X

Timyan Bank Alert on X

Tim Eriksen on X

Timyan Bank Alert on X

DOMO Capital Management, LLC on X

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