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.
Friday, October 23, 2026
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Odd Lot Arbitrageur on X
National Bank of Middlebury $MDVT: one of the oldest community banks in the country; received its charter in 1831. Trades at +/- 7x ntm earnings. https://t.co/ZryrKkgLGm
ToffCap on X
I'm perfectly fine doing this EVERY quarter $MRX https://t.co/xMuf6mnfZZ https://t.co/Jb4Fy7UUyi
Adam D. Wyden on X
That feeling when the country’s top consumer small cap fund files in one of your biggest horses…. https://t.co/kIzir9QGPI On 27 numbers we can get to ~35.00 of NAV/share and that’s before buybacks! $codi
Timyan Bank Alert on X
Stilwell group nominee for $PFBX board inches closer every year. https://t.co/nT7keZuDLT
Little Owl Research on X
My report on $RAVE for anyone interested. https://t.co/heQF6riN6X
Psyop Capital on X
https://t.co/T8yX0dSc2e $OTCM rev +15% EBIT +19%
ToffCap on X
Marex $MRX Q1 rev +48% yoy, EPS +55% https://t.co/bYO0DYYPjF
Psyop Capital on X
@finphysnerd $cme and $otcm are in this category and are reasonable
Investor Letters
All letters- GreensKeeper Asset Management Q3 2026 ABANF $253MMBGL $5.6B
- Miller Value Partners third quarter 2026 CNXC $1.9BFOSL $392M
- Rowan Street Capital third quarter 2026 TTD $5.8B
- Artisan Partners Q3 2026 1286 $1.4B6287 $553M
- The London Company 3Q2026 NEU $8B
- Pzena Investment Management Third Quarter 2026 005830 $9.1BGCO $409M
- Vulcan Value Partners Third Quarter 2026 FBIN $5.3BISS $6.8B
- White Falcon Capital Management Q3 2026 CSIQ $643MGRFS $5.6B
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…
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 $207…
Mosaic, Part One: The Story
Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.
Mosaic, Part Two: The Deep Dive
Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.
Undercovered Dozen: Western Digital, Penguin Solutions, Millrose Properties And More
Western Digital, Penguin Solutions and Millrose Properties lead a roundup of 12 lesser-followed stocks featured from Oct. 10 to Oct. 16.
The Undercovered Dozen 17 clicks
Unicycive (UNCY):
Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…
Group 1 Automotive (GPI) vs Lithia Motors (LAD)
Group 1 Automotive and Lithia Motors divide two longtime value investors: David Abrams switched to Lithia in 2018, while Greg Alexander…
Atour Lifestyle ($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…
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…
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.
PYPD · long Polypid LTD
PolyPid, an $80 million Israeli biotech, fell nearly 30% despite solving a clinical problem.
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…
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…
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.
PropNotes 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…
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…
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…
Intrinsic Analysis 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.
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.
AGI Inc: The Bargain Is Even More Attractive
AGI Inc trades at 5.6x earnings after a 35% post-IPO decline, despite roughly 30% ROE and resilient INSS payroll-loan growth.
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DOMO Capital Management, LLC
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Fierce_beast
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Hunterbrook
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junkbondinvestor
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Kuppy
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