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 Oct 23 9 clicks

Oct 22 UNCY $104M

Unicycive (UNCY):

Triple S Special Situations Investing 4 clicks

Oct 21 BMBL $787M

Bumble is being taken private

Modern Value Investing 8 clicks

From X

@mavix_leon May 12 1 click

mavix on X

Leatt $LEAT Q1 '26 results: ▫️Revenues +27% *D2C +49% *Dealer direct +30% *Distributors +24% ▫️EBIT +62% ▫️Net income +58% ▫️OCF of $4.5m (vs. 0.8m) ▫️Growth in all major product categories ▫️robust ordering patterns driven by strong demand for Leatt products https://t.co/NlwbXU1PmX

@Adam_Wyden May 11

Adam D. Wyden on X

$codi … more as you roll fwd to 27 … https://t.co/Jgm0US4YZF

@ToffCap May 11 1 click

ToffCap on X

Whenever there's a very strong move on earnings, I always check it out and almost always add / buy. From experience I know that the market generally doesn't price strong news properly. At best, most often the share price will only reflect the earnings dynamics, but not any multiple rerating. And in case of VERY strong earnings (such as $EVC) the market will not even price those properly, leaving plenty to go for the price on both earnings and multiple rerating. People in it for a trade will sell down on the massive move. Those that made a bundle might also, as the position becomes too large. And others who missed it are biased in buying something that already ran so much. This often leads to a few days of 'pressure', and a good moment to add. And then the market does its work.

@marginofdanger May 9 1 click

marginofdanger on X

The SF housing market is on fire. Should bode very well for $FPH's Candlestick project, including finding financing partners. https://t.co/vFjXoS2coK

@TimyanBankAlert May 8

Timyan Bank Alert on X

@DrSichuan at this rate, a few more. I'm amazed people keep voting for Chevis' slate. He had ten years where he could have and should have sold to $FBMS for a large premium to today's price. The $PFBX over Chevis decades-long regime is anemic.

@jawagner92 May 8

Odd Lot Arbitrageur on X

Dominant local franchise: 5 branches and 56% deposit market share in Addison county. ~2/3 of loan book in resi mortgages. Owns most of its office locations and 50% of a $1.6b trust company in a JV with $CMTV.

@Adam_Wyden May 8

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

@TimyanBankAlert May 7

Timyan Bank Alert on X

Stilwell group nominee for $PFBX board inches closer every year. https://t.co/nT7keZuDLT

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

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

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 $350M

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 $362M

Substack von Philipp Oct 19 10 clicks

First Financial: Acquisitions Drive 2027 Growth

First Financial’s merger with First Illinois Financial is expected to lift net interest income and ROE from 2027 after Q2 net income rose…

THFF $887M

Sorrento Research Oct 18 2 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 $269M

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

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

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

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 $787M

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 $933M

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

SED Energy: The 40% Dividend. Signal or Noise?

SED Energy's proposed Ventura merger projects a 22% to 40% dividend yield, but idle tender barges, debt and repayments materially reduce…

SBDXF $528M

Cannibal Stocks Oct 13 8 clicks

Cabaletta Bio: 40% Sell-Off Creates An Opportunity Despite Cash Concerns

Cabaletta Bio's 40% sell-off leaves CABA below its $2.41 pipeline value ahead of pivotal rese-cel autoimmune data in 2027, despite dilution…

CABA $229M

Cypriot Invests Oct 13 2 clicks

Monte Investments Market Brief Vol. CXXXI

Park Aerospace reported 27% revenue growth and 72% EPS growth, supported by composite materials for Airbus engines and PAC-3 rocket motors.

PKE $558M

Monte Independent Investment Research Oct 13 5 clicks

Friday, October 23, 2026

mavix on X

Adam D. Wyden on X

ToffCap on X

marginofdanger on X

Timyan Bank Alert on X

Odd Lot Arbitrageur on X

Adam D. Wyden on X

Timyan Bank Alert on X

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