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 33h ago 7 clicks

Oct 22 UNCY $108M

Unicycive (UNCY):

Triple S Special Situations Investing 4 clicks

Oct 21 BMBL $783M

Bumble is being taken private

Modern Value Investing 8 clicks

From X

@BrokenMoats Oct 6

Broken Moats on X

Secondaries more likely with the reversal in bio discovery names this morning not less, they are coming --- almost all need money to fund their cash burning businesses $DNA $TXG $TWST $GRAL you are their liquidity if you want to fund them at 20-30x sales

@ACapitalLP Oct 6

A Capital on X

Hi 👋 $GLND https://t.co/l2WQWIHyBk

@calvinblissett Oct 6

Calvin Blissett on X

$HHS spread kind of wide again. STARR CEO reaffirmed target of YE 2026, and said working on S-4. Gross 12.71%. Annualized 66%. A few other parties got pretty far in the go shop period providing to me a nice Margin of Safety. I sold a chunk at $4.63. Am buying back here. Writeup: https://t.co/dxoWyjD3SE

@leevalueroach Oct 6 2 clicks

Lee Roach on X

Entravision $EVC down on the Univision deal as investors have completely forgot about the growing ad-tech business and are underwriting for a dying media company that plays non-stop Taco Bell ads.

@DOMOCAPITAL Oct 6

DOMO Capital Management, LLC on X

Thanks for the shout-out @KEDM_COM @hkuppy $MNRO https://t.co/EE5lEMjRdb https://t.co/m3jR6Bm42S

@stockgutter Oct 6

SG on X

$FIRY repaying debt https://t.co/mlKFny8LOV

@majgeoinvesting Oct 6

Maj Soueidan on X

Here’s a good one 🤣 $GRML “Following the recent raise of more than $59 million, the Board has authorized a $20 million share repurchase program as part of an updated capital allocation strategy.” I can’t stop laughing..

@leevalueroach Oct 6 1 click

Lee Roach on X

This is the next step for $EVC to unlock value with their media portfolio. I bet a deal is coming. https://t.co/cXREkE5Jhf

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

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

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 10 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

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

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

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

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 $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

Friday, October 23, 2026

Broken Moats on X

A Capital on X

Calvin Blissett on X

Lee Roach on X

DOMO Capital Management, LLC on X

SG on X

Maj Soueidan on X

Lee Roach on X

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