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Sunday, November 1, 2026

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@majgeoinvesting 1 click

Maj Soueidan on X

Linda actually just bought a little not too long ago. So, not sure she’s a seller anytime soon. But, I need to be honest. I really liked Linda. I viewed her as one of those high quality CEOs you rarely see at the microcap level. I’m surprised/saddened she’s moved on from $KRMD, although she’s exiting at the top of some of her accomplishments at the company. •Pharma partner platform •Product innovation (high volume infusion, pre-filled syringes) •Reaching profitability, although minor. This is where I was hoping to see better traction (been a while since i looked, but not sure if they hit original timeline on gross margin target). All and all, KRMD is a recurring revenue machine. I’m surprised no one has bought them yet. The new CEO looks legit, but I would have loved to have seen Thomas Patton involved in the company, at least at the Board level. He never seemed interested whenever I brought it up - when the founder and Board were battling. So much of what he has touched has turned into home runs and in exits… Although $ECOR didn’t quite workout, but to be fair, he was only on the Board. His CEO record is impeccable. @ipo_candy @MoneyMarkStocks @neilcataldi - Tom should be your next call.
@BlueDuckCap 1 click

BDC on X

Had to re-listen to $STLN (frmr $TOI) call this am. Outstanding results, execution, and overall outlook. Numbers going way higher. The multiple should too. Dan and Rob turned this from a distressed equity to a best in class growth story with ripping revenues, positive FCF and ebitda, a debt refi, rebrand, and multiple market launches on the come. Just incredible execution. Well done! FWIW - and this is not advice, but we think $STLN headed to mid teens in the next 6-12 months....150-250% upside based on our math, which is just an opinion.

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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

OSS Q3 FY12/26 Earnings Analysis

One Stop Systems grew Q3 continuing-operations revenue 36% to $12.6 million, raised FY2026 revenue guidance to $45 million, and used $11.8…

OSS $129M
Cestrian Capital Research 1 click
VITL · long

Vital Farms INC

Vital Farms is a long idea after bird flu-driven egg supply losses coincided with a structural shift.

VITL $459M
Value Investors Club

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
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 $790M
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 $268M
Guardian Research 4 clicks

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