Saturday, October 31, 2026

Verra veerer

Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance points to a sharp slowdown.

VRRM $505M

The Oak Bloke Oct 31 2 clicks

Oct 30 BBW $327M

TSOH Weekly Roundup (10/30/2026)

TSOH Investment Research 1 click

Oct 29 OSS $129M

OSS Q3 FY12/26 Earnings Analysis

Cestrian Capital Research 1 click

From X

@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

@SowingAlphaSeed Oct 23

Farmer on X

@Finumus1 $IMF is long https://t.co/H8tr94BO0a

@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

@DeepSailCapital Oct 23

Deep Sail Capital on X

$HTZ - Borrow rate above 125%. Keeps going up everyday. https://t.co/OkipaSr1dH

@gnoble79 Oct 23 1 click

George Noble on X

BRIAN SHANNON ON $BTC IN JULY: THE LOW MAY BE IN July 6, Bitcoin around $60K. @alphatrends anchored VWAP to the prior major lows and said BTC and ETH may have put in meaningful lows. He was long both. Bitcoin is above $80K. Brian wrote the book on anchored VWAP, literally. And he brings 3 ideas to our Best Technical Ideas Online Summit, Oct 27-28. He knows what he's doing. Grab a seat below: https://t.co/Ah4ySJGvg3

Smart Fit: Global Fitness Ambitions (Ticker: SMFT3)

Smart Fit, Brazil’s SMFT3, is expanding its low-cost gym network across Latin America, with corporate-wellness platform TotalPass adding to…

ESMR $1.9M

Emerging Moats Research Oct 30 2 clicks

Build-A-Bear (BBW) Part II: The Scion Capital Analyst Tempate and the All Map

Build-A-Bear’s lease overhaul, off-mall expansion and partner-led wholesale growth reshaped a debt-free retailer with $80 million EBITDA,…

BBW $327M

Cassandra Unchained Oct 29 1 click

This Week in Special Situations: Mattel, Winnebago, PayPal

Mattel, Winnebago and PayPal lead 37 special situations spanning activist campaigns, buybacks, M&A and strategic alternatives.

WGO $842M

Latticework by MOI Global Oct 29 2 clicks

Duos Technologies Pivot To Data Center Pods Is Gaining Traction

Duos Technologies, DUOT, has shifted to modular edge data center pods, with Q2 revenue up 30% to $6.18 million and FY27 revenue guided…

DUOT $192M

Shareholders Unite Oct 29 2 clicks

Daktronics (DAKT): Dominant Leader | Deep Dive

Daktronics, the leader in U.S. sports video boards, targets 10-12% EBIT margins after shifting production to China and Mexico and exiting…

DAKT $913M

Hidden Gems Investing Oct 28 6 clicks

Build-A-Bear Workshop: The Price Assumes Its Worst Quarter Lasts Forever

Build-A-Bear Workshop’s failed pre-made toy line compressed margins, but resilient children’s sales support a $39.39 fair value estimate…

BBW $327M

Rafa F. Oliver, CFA Oct 26 4 clicks

How to Read a 10-K Like a Short Seller

A four-layer 10-K framework tests revenue timing, receivables, reserves and depreciation against cash flow, using Hertz’s 2012-14…

HTZ $684M

Jimmy's Journal Oct 26 69 clicks

Namib Minerals: Research Flash

Namib Minerals’ How Mine mill reached 55,000 tonnes per month, 36% above prior capacity, while a proposed $30 million Ecobank facility…

NAMM $43M

Atrium Research - Equity Research Oct 25 2 clicks

Bimergen Energy: Research Flash

Bimergen Energy filed for a Texas retail-power license to supply data centers directly and gained eligibility for federal contracts through…

BESS $15M

Atrium Research - Equity Research Oct 25 3 clicks

💥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 $8MSSTK $160M

PETITION Oct 25 4 clicks

SAMG · long

Silvercrest Asset Mgt

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

SAMG $82M

Value Investors Club Jul 29

HUYA Q3 2026 Preview: Game-Related Services And Advertising Take The Wheel

HUYA’s Q3 consensus calls for $268 million in revenue as game-related services and advertising offset live-streaming pressure; its buyback…

HUYA $470M

Astrada Advisors Oct 26

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…

RNGR $357M

Calvin Blissett Oct 24 81 clicks

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

ERock’s modular microgrids bridge data-center power gaps years before grid interconnects, with Meta and Anthropic projects filling capacity…

EROC $402M

Monte Independent Investment Research Oct 23 10 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

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

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 $832M

Multiplo Invest Oct 20 14 clicks

Saturday, October 31, 2026

Timyan Bank Alert on X

Timyan Bank Alert on X

Timyan Bank Alert on X

Farmer on X

marginofdanger on X

marginofdanger on X

Deep Sail Capital on X

George Noble on X

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