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 $2B

Calvin Blissett 32h ago 60 clicks

Oct 23 EROC $453M

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

Monte Independent Investment Research 7 clicks

Oct 22 RIG $7.2B

Trade Alert - Long RIG

HFI Research 7 clicks

From X

@TheBenSchmark Oct 23

JabroniCoin.USD on X

BMO on $CENX: “Discussions centered on tariff uncertainty, Oklahoma smelter progress, current operations, improving free cash flow conversion & Hawesville monetization. Meanwhile, with CENX trading at 2.5x current spot-based EBITDA, valuation is compelling in our view.” 2.5X! https://t.co/3jKwcyjheE

@TimyanBankAlert Oct 23

Timyan Bank Alert on X

@trades021 I think Curtis at $BHB would like to be an acquirer. $LFGP is a logical target but Josephine will only sell if she can run a combined bank. Curtis has other targets. I’ve been a small holder only from back when Joe Murphy more thoughtfully ran this bank. He retired in 2013.

@TimyanBankAlert Oct 23

Timyan Bank Alert on X

Adams owns more stock than any board member than Robinson. The $CIBN board largely are not owners and their interests are not aligned with ours. Gary Frankhouse doesn’t own a single share.

@TimyanBankAlert Oct 23

Timyan Bank Alert on X

Like last year, I will get my brokerage firms to assign me the proxy voting rights and then I will assign them to Mr Robinson who will vote them at the meeting. Since Ohio has cumulative voting, I’m confident Mr Adams will soon be rightfully seated on the board of $CIBN

@TimyanBankAlert Oct 23

Timyan Bank Alert on X

Upcoming proxy event in Bucyrus at $CIBN Last year, in spite of the board’s wasting shareholder 💰 on lawyers to keep Mark Robinson off the board he was overwhelmingly elected. This year, $CIBN is again spending our cash to keep John Adams off our board. https://t.co/Xj637bWkOX

@marginofdanger Oct 23 2 clicks

marginofdanger on X

$FPH guidance revision, as a result of a timing issue at the Great Park, should come as no surprise to anyone. Rates have moved materially higher.

@marginofdanger Oct 23 1 click

marginofdanger on X

$CBBI increases dividend by 20% cc: @Ron284Ron

@calvinblissett Oct 23

Calvin Blissett on X

Low liquidity is often seen as an absolute disadvantage in investing, like most things it is more nuanced than that. What if it can actually become an independent driver of returns, creating a Lollapalooza affect for the company who's value of float is increasing due to fundamentals: On liquidity and float: The users are buyers and sellers, and a connection is a possible trade between them. As the float's value rises, more people can take part: bigger funds, index trackers and market makers. Each newcomer adds a possible counterparty for everyone already trading. So, the number of possible trades, which is what liquidity really is, grows roughly with the square of the participants, not in a straight line. It also feeds itself, like any network. Liquidity attracts traders, because they can get in and out cheaply. Those traders add more liquidity, which pulls in more traders. Bid-ask spreads narrow, which lowers trading costs and brings in more volume. The majority of this was eloquently articulated by one of the most formidable minds I am aware of @sammutgabi. Our investment strategy leads us into a fair amount of low liquidity names, where the dynamic mentioned above can spark tantalizing returns such as $RYSAS $RYGO $RYSKF $RYSAS.IS

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 $4B

Monte Independent Investment Research Oct 22 5 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 $5.5B

Latticework by MOI Global Oct 22 11 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 33 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

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

PENG $3.2BMRP $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 $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 8 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

SLND · long

Southland Holdings INC

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

SLND $42M

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 $9.5BACI $6.5B

Latticework by MOI Global Oct 22 41 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

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

AGI Inc: The Bargain Is Even More Attractive

AGI Inc trades at 5.6x earnings after a 35% post-IPO decline, despite roughly 30% ROE and resilient INSS payroll-loan growth.

AGBK $1.2B

Multiplo Invest Oct 20 14 clicks

Saturday, October 24, 2026

JabroniCoin.USD on X

Timyan Bank Alert on X

Timyan Bank Alert on X

Timyan Bank Alert on X

Timyan Bank Alert on X

marginofdanger on X

marginofdanger on X

Calvin Blissett on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 61 of 249

X accounts we follow

Investor letters we follow

Sectors