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 $453M

Monte Independent Investment Research 34h ago 7 clicks

Oct 22 RIG $7.2B

Trade Alert - Long RIG

HFI Research 7 clicks

Oct 22 MYRG $4B

MYR Group q3’26 Earnings Preview

Monte Independent Investment Research 5 clicks

From X

@AsifSuria Oct 13

Asif Suria on X

The CEO was also buying shares last month but we prefer buying by directors and that is why Tor Olav Troim's purchases were more interesting. From our Insider Weekends article about $BORR: https://t.co/RQlcc0qJqa

@DOMOCAPITAL Oct 13 2 clicks

DOMO Capital Management, LLC on X

I'm not publicly telling people that $FNMA and $FMCC are safe investments and then telling them I sold after the fact. I'm not charging people for ideas like the above. Any prospective client can request my audited performance and it'll be provided with the interaction memorialized for request and review by auditors.

@AsifSuria Oct 13 5 clicks

Asif Suria on X

Another large insider purchase by a director of Borr Drilling $BORR filed today (yesterday was a holiday for the SEC and so no Form 4 filings). This is his largest single day insider purchase coming in at $11.84 million. We had been watching him buy consistently for several weeks and decided to dive into the company in an Insider Weekends article last Sunday. As we did our research, we realized that he was the founder of the company. A couple of screenshots from that article in the next tweet.

@junkbondinvest Oct 13

junkbondinvestor on X

Six Flags / $FUN's bonds getting absolutely rocked following the recent accident Long end unsecureds now yielding 12%+ https://t.co/XTKgwhN92S

@TheBenSchmark Oct 13

JabroniCoin.USD on X

Bernstein today on accelerating localization at all levels in China including SCM, driving total localization and growth for WFE $ACMR https://t.co/kliKnVYQdy

@stockgutter Oct 13

SG on X

$AXTQ I'm a seller of the Mar27 85C. Pairs well imo with the calls I sold in the spring on $AXTI itself.

@gnoble79 Oct 13

George Noble on X

@MMTLP4ME88 @ericjackson @rabois @mikealfred @APompliano @philrosenn @dayetweets @nejatian Am still short as $OPEN is valued at over 2x book.

@AsifSuria Oct 13

Asif Suria on X

Congratulations to the Bumble $BMBL shareholders! I am glad the $1 billion number we heard yesterday was the equity value and not the enterprise value like so many of us who follow M&A closely had assumed. We added the deal to our Merger Arbitrage Tool this morning and as I had expected, the spread on the deal is about 2%.

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 $5.5B

Latticework by MOI Global Oct 22 9 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 $5.5B

Latticework by MOI Global Oct 22 28 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 $5.5B

Latticework by MOI Global Oct 22 4 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 $108M

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 $2.7BLAD $6.6B

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 5 clicks

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

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 $783M

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 $291M

Guardian Research Oct 21 4 clicks

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

BULL $3.3B

PropNotes Oct 21 3 clicks

PYPD · long

Polypid LTD

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

PYPD $103M

Value Investors Club Jul 25

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

PENG $3.2BMRP $4B

The Undercovered Dozen Oct 22 14 clicks

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…

SOLS $9.5BACI $6.5B

Latticework by MOI Global Oct 22 41 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

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 $2B

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 $187M

Intrinsic Analysis Oct 20 8 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

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 $5.3B

Cestrian Capital Research Oct 20 41 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

Friday, October 23, 2026

Asif Suria on X

DOMO Capital Management, LLC on X

Asif Suria on X

junkbondinvestor on X

JabroniCoin.USD on X

SG on X

George Noble on X

Asif Suria on X

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