Sunday, October 25, 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 21 BMBL $788M

Bumble is being taken private

Modern Value Investing 8 clicks

From X

@TimyanBankAlert Aug 20 1 click

Timyan Bank Alert on X

@Ron284Ron At 35% of what $CNAF book value used to be…☠️

@david_katunaric Aug 20

Mikro Kap David on X

$SGA "the best media company on the planet" And they keep saying that after failing to deliver quarter in, quarter out... https://t.co/gxeMvEC7OM https://t.co/NPOOWjERL4

@cfrischer1 Aug 20

Charles Frischer on X

@oscarazocar50 $KWY KSX EBITDA of $4.3 million and warranty modified cash EBITDA of $2.9 million. The modified cash number for warranty is really the proper metric. Those numbers were in press release.

@natstewart5 Aug 20 5 clicks

Nat Stewart on X

@ragingbullcap $PBT interesting here to. Merging with royalty acres/surface interests owned by affiliate of the operator, converting to a C-Corp. Softvest is once again the architect as with $TPL https://t.co/acWX95uQQI

@ActAccordingly Aug 20 1 click

PAA Research on X

$ETD announces a $3.00/share special dividend to quell shareholders while Doug Bergeron's activist efforts escalate. As a reminder, $ETD made the strategic decision to pay almost all of its free cash flow out in dividends (regular + special) over the past few years. The company has no debt and still generates strong FCF despite overall weakness in the housing market and what I would call lackluster execution on its growth plans. Seems like there's still a lot of ways to win here as a shareholder.

@majgeoinvesting Aug 20

Maj Soueidan on X

Can finally believe that $BOSC will make an acquisition? https://t.co/iMwgVmJvux

@blondesnmoney Aug 20

Cluseau Investments on X

$IESC is buying DBM Global from $VATE for $650 Million. Not sure if I am missing something, but DBM's backlog is up 50% year over year, revenue up 25%, and they agreed to sell it for 11x earnings. What?

@KEDM_COM Aug 20

KEDM.com on X

McIntyre Partnerships @Mc_Partnerships considers QuidelOrtho $QDEL a once-in-a-decade opportunity, as the company is reportedly selling its Point-of-Care division to deleverage and fund a share buyback. Note this was written before a potentially thesis-changing Q2. Previously flagged in KEDM Vol. 281.

💥Is Getty a Prepack in Name Only?💥

Getty Images' 2026 Chapter 11 filing is challenged as a prepack after warrant litigation, a failed Shutterstock merger and AI pressure.

GETY $13MSSTK $162M

PETITION Oct 25 4 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 $98M

Triple S Special Situations Investing Oct 22 4 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 $23M

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 $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 $74M

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

EVC · long

Entravision Communications

Entravision Communications, up fourfold year to date, is pitched as an undervalued growth business emerging from a troubled parent…

EVC $588M

Value Investors Club Jul 27

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 $603M

Stephen Nemo Oct 21 4 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

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 $937M

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

Sunday, October 25, 2026

Timyan Bank Alert on X

Mikro Kap David on X

Charles Frischer on X

Nat Stewart on X

PAA Research on X

Maj Soueidan on X

Cluseau Investments on X

KEDM.com on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 66 of 259

X accounts we follow

Investor letters we follow

Sectors