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.

RNGR $357M

Calvin Blissett Oct 24 79 clicks

Oct 23 EROC $444M

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

Monte Independent Investment Research 9 clicks

Oct 22 UNCY $104M

Unicycive (UNCY):

Triple S Special Situations Investing 4 clicks

From X

@Adam_Wyden Jun 8

Adam D. Wyden on X

@OtterMarket $rick is more cyclical than I expected. Definitely can’t open new ones. Weak capacity closes/comes out for sure… and ideally shares get bought out and so do other assets on cyclical lows. The assymetry here is actually pretty after a 3 yr tailspin.

@Adam_Wyden Jun 8

Adam D. Wyden on X

@OtterMarket Exactly like $rick

@Adam_Wyden Jun 8

Adam D. Wyden on X

@OtterMarket This is great. Reminds me a little of $rick. In the investing “business “… sometimes distribution of return matters more than the actual return. Wonder what the drivers of economic return were here. Inflation? M&a?…. Eggs were never going away….

@HaydenCapital Jun 3

Fred Liu on X

We put out our Q1 2025 letter a few days ago. This quarter, we discuss: - Why "Only The End-State Matters" - An update on Shopee Brazil, and their overseas expansion $SE - Our internship program, and a $WISE memo Letter is on our site here: https://t.co/ZvQvketYjL

@Adam_Wyden May 13

Adam D. Wyden on X

@RicksCEO I’ll take your deal if we can add a zero to your 6 mm of ebitda added a year. 60 sounds a lot better ! $rick

@gatorcapital May 13

Derek Pilecki on X

I sent out my Q1 investor letter this morning, sharing my investment thesis on $VRTS. If you didn't see a copy and are an accredited investor, DM me your email address, and I'll send it to you.

@catechwilliams Apr 23

catechwilliams on X

$DAKT Just won the massive jumbotron project for the new Titans stadium. Estimated to be $180M. Will be the largest set of displays in the NFL. Bills, Browns stadiums to be announced soon. Wouldn’t be surprised if Mitsubishi acquires them given interest in the category.

@LittleOwlRes Apr 21

Little Owl Research on X

With contract disputes and litigation set to surge, I believe Burford is well positioned to benefit. Struggling firms will increasingly look to shore up capital—Many cannot afford to wait 2+ years to see the case through. $BUR

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

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 $741M

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 $75M

Calvin Blissett Oct 20 11 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 $790M

Multiplo Invest Oct 20 14 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 $11M

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 $283M

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 $578M

Trade Ideas Flow Oct 19 21 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 $327M

TSOH Investment Research Oct 19 18 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

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 $394M

Substack von Philipp Oct 19 11 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 $914M

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 $274M

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 6 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 $788M

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 $909M

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 $585M

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 $63M

Dhierin Bechai Oct 15 2 clicks

Saturday, October 24, 2026

Adam D. Wyden on X

Adam D. Wyden on X

Adam D. Wyden on X

Fred Liu on X

Adam D. Wyden on X

Derek Pilecki on X

catechwilliams on X

Little Owl Research on X

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