Friday, October 23, 2026

Research & Analysis: ERock, Inc. (NYSE: EROC)

ERock’s modular microgrids bridge data-center power gaps years before grid interconnects, with Meta and Anthropic projects filling capacity through early 2028.

EROC $444M

Monte Independent Investment Research Oct 23 9 clicks

Oct 23 OSCR $9.7B

Oscar Health: Up Over 200% From The March Lows, Still Room To Run (Ticker: OSCR)

Emerging Moats Research 5 clicks

Oct 22 RIG $7.2B

Trade Alert - Long RIG

HFI Research 10 clicks

From X

@mavix_leon Aug 14 2 clicks

mavix on X

Leatt $LEAT Q2 '26 results: ▫️Revenues +1% *Consumer Direct +68% *Dealer Direct -2% *Distributor -6% ▫️EBIT -17.7% ▫️Net income -20% ▫️Cash of $19.5 million (+48%) ▫️Temporary supply chain timing challenges (now resolved) ▫️Consumer demand remains strong https://t.co/z8aStbpiKa

@leevalueroach Aug 14

Lee Roach on X

My take from the $PUBM call is that TradeDesk disrupted their business and now other DSPs are taking share on their platform. If you dig through TradeDesk results, they really messed up. I think there is significant amount of white space for other DSPs to take share from there. https://t.co/5eYrLcwNft

@leevalueroach Aug 14

Lee Roach on X

I posted this mental model of $EVC in May when the stock was in high $7s. My price target for the company is $10 billion equity value or around $100 per share. Apparently some funds bought into Entravision based on this and didn’t do much of their own homework. I didn’t think I needed to say this but do your own homework if you buy a stock. I’m just some dude in rural America. I never went to college. Worked third shift in a factory all my adult life. Now I talk about stocks I like, invest my money and tweet jokes. That being said, nothing has changed with my thesis on Entravision being a potential multi-bagger. Q2 was an amazing quarter. Q3 will be an amazing quarter. You don’t measure a businesses success over a quarter, which it seems like many are doing. The best investing is done over long periods of time. Patience is the best tool for the best success. Tell me, has anything changed with the thesis? The industry is growing at a 30-50% annual rate. As long as Entravision can keep improving their models they will likely continue to grow at the industry rate. And over the past few years they have smoked the industry. One quarter of deceleration? Who cares. They probably had a model breakthrough in Q2 that accelerated revenues and I’m sure the World Cup also helped their CTV business. And to be frank, this management team is one of the most conservative teams I know. They literally start every call talking about the dying media business. Do the math on what Q4 implies if you think it’s over. Just do it. The DSP business model is one of the best I’ve ever seen. Low capital costs. Extremely high incremental margins. Scalable. Negative working capital. Back out of the media business and the spectrum assets - which are looking like they could get bid over near-term (near term is way different for me than Wall Street’s two second of pleasure btw) and you are buying Ad-Tech for an extremely low multiple, or close to nothing. I could be wrong. I don’t think there’s crazy downside here. But just remember, I’m not from the industry. I made bathtubs for a living until I started blogging. So definitely do you own research before buying blindly based on my thoughts. It is hilarious though that hedge funds were buying because of my research. Can’t wait to tell some of the guys at the shop I worked at about that. Over some Steel Reserve and Lucky Strike smokes, of course.

@majgeoinvesting Aug 13 1 click

Maj Soueidan on X

If you ever owned recently acquired $CRAWA, you might also follow $PKOH (family ties). It’s is up 138% this year. Logistics and supply chain solutions is a great trend to follow. So many stocks have seen their valuation re-rate, in what’s typically been a low P/E industry https://t.co/6xaCGQf5nF

@KEDM_COM Aug 13

KEDM.com on X

Long Cast Advisers is pitching Pro-Dex $PDEX, saying Zimmer’s mBos robot launch and the contingent value rights from its Monogram acquisition could drive an exceptional transformation in operating cash flow, justifying a substantially higher corporate value. https://t.co/eiJmjA9OKP

@DOMOCAPITAL Aug 13

DOMO Capital Management, LLC on X

@Junior102515457 Not really. $PBI shifted the volume to an upgraded facility. PCI is abandoning the region.

@eriksen_tim Aug 13 1 click

Tim Eriksen on X

@ShmuelLon Good. That was my intention. It was less about the merits of $EVC in the future and more about recognizing that 1) we have to think about growth properly; and 2)we have to guard against thesis drift.

@DOMOCAPITAL Aug 13

DOMO Capital Management, LLC on X

Agreed, this was PCIs largest market.... this is an enormous win for $PBI ... I think PCI was might be the one's that were targeting Pitneys customers. Definitely didn't work out the way they thought it would. PBI should get a lot of customers back. PCI handles over a billion pieces nationally...

MYR Group q3’26 Earnings Preview

MYR Group’s Q3 2026 preview cites data-center and power transmission demand, with long-term service agreements supporting margin growth and…

MYRG $4.2B

Monte Independent Investment Research Oct 22 6 clicks

Mosaic: Cash from Potash Now, a Recovery in Phosphates Later

Mosaic’s potash business generated $930 million after capital spending and closure cash in 2025, while phosphate operations consumed $207…

MOS $5.8B

Latticework by MOI Global Oct 22 13 clicks

Mosaic, Part One: The Story

Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.

MOS $5.8B

Latticework by MOI Global Oct 22 34 clicks

Mosaic, Part Two: The Deep Dive

Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.

MOS $5.8B

Latticework by MOI Global Oct 22 5 clicks

Undercovered Dozen: Western Digital, Penguin Solutions, Millrose Properties And More

Western Digital, Penguin Solutions and Millrose Properties lead a roundup of 12 lesser-followed stocks featured from Oct. 10 to Oct. 16.

PENG $3.6BMRP $4B

The Undercovered Dozen Oct 22 17 clicks

Unicycive (UNCY):

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

UNCY $98M

Triple S Special Situations Investing Oct 22 4 clicks

Group 1 Automotive (GPI) vs Lithia Motors (LAD)

Group 1 Automotive and Lithia Motors divide two longtime value investors: David Abrams switched to Lithia in 2018, while Greg Alexander…

GPI $2.9BLAD $6.3B

Cannibal Stocks Oct 22 6 clicks

Atour Lifestyle ($ATAT): The Hotel Chain That Is Secretly a (Sleep) DTC E-Commerce Brand

Atour Lifestyle combines an asset-light Chinese hotel franchise network with Atour Planet sleep-product sales, using guest rooms as product…

ATAT $4.5B

Substack von Philipp Oct 22 8 clicks

Bumble is being taken private

Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.

BMBL $787M

Modern Value Investing Oct 21 8 clicks

GLOO, part two

Gloo faces related-party deals, insider-heavy IPO ownership, acquisition losses and $84.5 million of CEO-backed puts as it burns cash and…

GLOO $269M

Guardian Research Oct 21 4 clicks

PYPD · long

Polypid LTD

PolyPid, an $80 million Israeli biotech, fell nearly 30% despite solving a clinical problem.

PYPD $106M

Value Investors Club Jul 25

This Week in Special Situations: Solstice, Albertsons, Brockhaus, GM

Solstice, Albertsons, Brockhaus and GM anchor a 34-case survey of activism, buybacks, M&A and strategic reviews, led by Starboard’s…

ACI $6.6B

Latticework by MOI Global Oct 22 42 clicks

Webull: A 30% Annual Return Setup As Perpetual Futures Go Live

Webull expects perpetual futures and operating leverage to lift operating income from $114 million to nearly $400 million by 2030.

BULL $3B

PropNotes Oct 21 3 clicks

Why I sold OB pick for 26 SVM

Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite…

SVM $1.9B

The Oak Bloke Oct 21 27 clicks

Vicor Update, Part Three

Vicor’s $66.6 million in AI power-delivery royalties generated about $50 million of operating profit, eclipsing its module business as…

VICR $8.1B

CV's Substack Oct 20 28 clicks

Inogen: Cheap Enough To Take A Chance On

Inogen's $45 million buyback, debt-free balance sheet and cash equal to 61% of market value support a Buy case despite 3% 2026 growth…

INGN $189M

Intrinsic Analysis Oct 20 9 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

From Fat to Follicles - Is Hair Loss the Next Blockbuster?

Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.

MANE $5.8B

Cestrian Capital Research Oct 20 41 clicks

Monte Investments Market Brief Vol. CXXXII

CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…

MYRG $4.2B

Monte Independent Investment Research Oct 20 8 clicks

Urban Outfitters: Nuuly Is More Valuable Than Its Margins Suggest

Urban Outfitters' Nuuly subscription service grew sales 28.6% and reached a 10.1% operating margin, with management targeting $700 million…

URBN $7.4B

IWA Research Oct 20 4 clicks

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Friday, October 23, 2026

mavix on X

Lee Roach on X

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Maj Soueidan on X

KEDM.com on X

DOMO Capital Management, LLC on X

Tim Eriksen on X

DOMO Capital Management, LLC on X

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