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 MTCH $9.7B

TSOH Weekly Roundup (10/23/2026)

TSOH Investment Research 5 clicks

Oct 23 EROC $402M

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

Monte Independent Investment Research 11 clicks

From X

@HedgeyeRetail Jun 23

Brian McGough on X

$WRBY is bank here. Catalyst calendar is ripe for literally the next 18 months. Numbers are going up, and the multiple with it. https://t.co/4XFZ4oe241

@ActAccordingly Jun 23

PAA Research on X

FWIW, I'm pretty sure Doug Lebda of $TREE experienced a (-95%)-(-99%) drawdown in 2000, 2008, and again post COVID-19. The company was purchased by $IAC and then spun out again after the dotcom bubble burst. Of course that implies that $TREE was a 10+ bagger on two separate occasions. RIP Mr. Lebda.

@ActAccordingly Jun 22

PAA Research on X

$PRIM printed above $200 just six weeks ago. This is one violent tape.

@HedgeyeRetail Jun 22 3 clicks

Brian McGough on X

Could #MarcJacobs save $GIII? What say you @HedgeyeRetail_2

@HedgeyeRetail Jun 22 1 click

Brian McGough on X

A few weeks back, I said something to the effect of "who could be stupid enough to short $CHWY at $25." Lo and behold, the stock is now ticking at $17.50. My statement was wrong. We're not Long CHWY -- yet -- but this company has a solid moat in a duopoly with $AMZN and it's kind of mind numbing to see it trade at 6.8x EBITDA. Valuation is not a catalyst, but we're definitely doing the deep dive on whether going all in on CHWY sub $20 is the right call. Over a TAIL duration, I don't see how you lose. But over TREND, not so sure. Stay tuned...

@BrokenMoats Jun 22

Broken Moats on X

Almost a 40% spread opened up since the beginning of June (3 weeks ago!) between $MSFT and $SOXX Nearly 60% on $CRM and $SOXX... Buckle up

@LaughingH20Cap Jun 22 2 clicks

Laughing Water Capital on X

@snack8812 @CalgaryLeveen Hi - could you explain why you think the "admin in office" is against $NN? Is this just because of the OIRA delay? Or are there other reasons? TYIA

@cfrischer1 Jun 20

Charles Frischer on X

@ACapitalLP Our improved balance sheet, no debt and $250 million in cash, will reflect in $NN 2nd quarter Q. It may take until August 15th until the quants fully factor in this dramatic improvement. NN could potentially see meaningful short covering due to this transformation.

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

Oscar Health raised 2026 operating earnings guidance to $600 million-$800 million after ACA-marketplace expansion drove 60% membership and…

OSCR $9.4B

Emerging Moats Research Oct 23 5 clicks

Trade Alert - Long RIG

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

RIG $6.6B

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 $2.9BMRP $4.5B

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

SLND · long

Southland Holdings INC

Southland Holdings, a $34 million construction contractor, specializes in water and marine infrastructure and carries significant debt.

SLND $44M

Value Investors Club Jul 26

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 $9.4BACI $6B

Latticework by MOI Global Oct 22 43 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 $22M

Atrium Research - Equity Research Oct 21 4 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

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 $2.8B

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 $8.3B

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

Saturday, October 24, 2026

Brian McGough on X

PAA Research on X

PAA Research on X

Brian McGough on X

Brian McGough on X

Broken Moats on X

Laughing Water Capital on X

Charles Frischer on X

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