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Friday, October 30, 2026

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TSOH Weekly Roundup (10/30/2026)

Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.

BBW $363M
TSOH Investment Research 1 click

From X

@AsifSuria

Asif Suria on X

We track insider buying in spinoff or their parents in a custom screen on InsideArbitrage that we like to call the Spinsider. There were three companies (spinoffs or parents of spinoffs) that saw insider buying based on Form 4s filed recently. 1. The home safety and security solutions provider Resideo $RESI completed the spinoff of ADI Global Distribution $ADGI just two weeks ago. This week we saw three different insiders of $RESI buy stock on the open market including the CEO and the General Counsel. $RESI was spun out of Honeywell $HON in 2018, making $ADGI Honeywell's grandchild. 2. Enviri $NVRI was less of a spinoff and more of a breakup. It sold its Clean Earth division to to Veolia Environnement S.A. and paid out $15 per share to shareholders from the proceeds of the sale. It then spun out its Harsco Environmental and Rail divisions and renamed them as Enviri just to confuse us a little. This new Enviri saw insider buying by two insiders including the CEO this week. @valuedontlie especially likes these "stubs" as he likes to call them and has done well with stubs like Starz Entertainment $STRZ Much to my detriment, I kept Lions Gate Studios $LION after the spinoff and sold Starz. 3. The building materials company Amrize $AMRZ, which was spun out of Holcim AG in June 2025 continues to see significant insider buying activity. This month six different insiders including the CFO and the Chief Strategy & M&A Officer purchased shares.

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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 4 clicks
SAMG · long

Silvercrest Asset Mgt

Silvercrest Asset Management is framed as undervalued while funding an ambitious investment cycle.

SAMG $85M
Value Investors Club
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 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 4 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 12 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 $537M
Trade Ideas Flow 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 $363M
TSOH Investment Research 18 clicks

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