Saturday, October 24, 2026

I went through all 142 companies in Value Line this morning. Here are the 6 that made it

Six Value Line small caps including Blackbaud, Marqeta, Ranger Energy and Definitive Healthcare trade on net cash, buybacks, low multiples or a takeover bid.

BLKB $2.4BMQ $1.9B

Calvin Blissett Oct 24 81 clicks

Oct 23 EROC $402M

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

Monte Independent Investment Research 11 clicks

Oct 23 OSCR $9.4B

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

Emerging Moats Research 5 clicks

From X

@Adam_Wyden Jul 8

Adam D. Wyden on X

@KEDM_COM On 2027 numbers liquidation more mid 30s….$CODI

@jawagner92 Jul 8 1 click

Odd Lot Arbitrageur on X

Is $NRP a gift at <$100? Appears that way if you can own an MLP. A good/great royalty business that: became over-leveraged, rapidly paid down debt from CFFO, trades at a high teens FCF yield. Potentially feeding the soda ash JV for a bit longer…Long.

@natstewart5 Jul 7 1 click

Nat Stewart on X

@GardinerIsland $BSM has kinda muffled volatility relatively speaking if you don't mind a K-1, have a pretty good plan to grow production on their land next ~5 yrs (they own royalty interests), systematically hedge ~75% of production.

@Adam_Wyden Jul 7

Adam D. Wyden on X

Thanks @AndrewRangeley. Great time rapping! Love talking $stgw and $drvn !!! https://t.co/D0zxFP9esK

@Mike10947310 Jul 7 3 clicks

Mike on X

If you’ve been following the $PESI situation, this is important reading. Especially regarding grouting 200E waste. https://t.co/bsf03iTPKg

@Mike10947310 Jul 7 3 clicks

Mike on X

@DeepSailCapital $RDCM is interesting.

@TimyanBankAlert Jul 7 1 click

Timyan Bank Alert on X

Merion Road Capital Management and Blue Hill Advisors urge United Bancorporation of Alabama $UBAB to return excess capit... https://t.co/Ej02jreaap

@Mike10947310 Jul 6

Mike on X

They were! $WULF signed deal with Anthropic today https://t.co/82fVRUxJtN

Trade Alert - Long RIG

HFI Portfolio bought 94,214 shares of Transocean, RIG, for $570,000 at $6.05 per share.

RIG $7.4B

HFI Research Oct 22 10 clicks

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 $4.3B

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 $6B

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 $6B

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 $6B

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 $104M

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 $3.1BLAD $6.4B

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

BMBL 2026-10-21

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 $788M

Modern Value Investing Oct 21 8 clicks

PYPD · long

Polypid LTD

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

PYPD $114M

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 $6B

Latticework by MOI Global Oct 22 43 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 $274M

Guardian Research Oct 21 4 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 $1.8B

The Oak Bloke Oct 21 27 clicks

Onto Innovation: Fall Buyers Rewarded With 2027 Growth

Onto Innovation's metrology, advanced-packaging and x-ray tools are expected to lift revenue and margins through 2027 as Dragonfly G5 and…

ONTO $9.9B

Off His Game Oct 20 2 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 $9.6B

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 $182M

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 $75M

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 $6B

Cestrian Capital Research Oct 20 41 clicks

Saturday, October 24, 2026

Adam D. Wyden on X

Odd Lot Arbitrageur on X

Nat Stewart on X

Adam D. Wyden on X

Mike on X

Mike on X

Timyan Bank Alert on X

Mike on X

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