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AppLovin Deep Dive

AppLovin rebuilt its ad model with AXON 2.0, lifting LTM revenue to about $7 billion and margins to 77% as Unity competition threatens auction take rates.

APP $88B

Speedwell Research 2h ago 7 clicks

4h ago DFH $808M

Problems at Dream Finders Homes (DFH)

Hunterbrook 7 clicks

5h ago PKE $592M

Park Aerospace: The Q2'27 Sell-Off Misreads a Sole-Source Defense Supplier

Monte Independent Investment Research 2 clicks

From X

@StableBread 28m ago

Fajasy on X

Energy Fuels $UUUU, the largest U.S. uranium producer, fell 10% to $8.34 on October 14, a new 52-week low, the day after it filed to sell another $500M of stock through its at-the-market offering (ATM). Energy Fuels had already sold ~$300M of stock through the program, and at $8.34, another $500M would be ~60M more shares, or ~22.6% of the 264.8M outstanding. On October 13, Energy Fuels also amended its deal for VAC, the German magnet maker it agreed to buy in June, over a dispute at VAC's U.S. plant. VAC's Sumter, South Carolina plant "was constructed in connection with an offtake agreement," and that customer sent a termination notice on July 1, eight days after Energy Fuels signed the deal. VAC started arbitration on July 7, arguing the termination was wrongful and seeking the payments left on the contract. Energy Fuels says it knew about the dispute during negotiations and built in a purchase price adjustment. VAC itself lost €87.9M (~$99M) in 2025 and €57.4M (~$67M) in H1 2026, even as H1 revenue rose 34.8%. In June, my bear case was $8-10/share: The ATM keeps diluting and the rare earth premium drains out. At $8.34, the stock already sits in that range, while Energy Fuels still plans to pay $718M of cash, 65.9M shares, and up to $135M of preferred stock for a magnet maker in arbitration with the customer its U.S. plant was built for.

@junkbondinvest 52m ago 1 click

junkbondinvestor on X

Six Flags' stock is trading at its LOWEST level since the GFC...and its bonds are yielding as much as 13%. We're approaching $CRWV territory This is all on the back of the fatal coaster accident in Georgia in what was an already fragile situation. Don’t forget, legacy Six Flags filed for bankruptcy during the last financial crisis in 2009 My thoughts on how this situation could play out, what the docs allow, and cross cap stack rel val $FUN https://t.co/iIISfHsXSg

@negligible_cap 1h ago 1 click

Negligible Capital on X

$CRWV CDS spreads hit new highs today, pricing in over a 60% chance of default within the next 5 years per bbg https://t.co/ABpSnUk8az

@AsifSuria 1h ago

Asif Suria on X

For a minute today, I was excited that Mattel $MAT was up today because of the potential acquisition by Authentic Brands or the toy company Zuru. But then I looked over at Hasbro $HAS and it was also up nearly 4%. Feels like everything non-AI is up 4% to 5% today. Part of my Mattel article from last night:

@BrokenMoats 2h ago

Broken Moats on X

$Z nearing a 20% reversal from yesterday's low around midday to now.....

@stockgutter 2h ago

SG on X

Reminder: $KSPI has nothing to do with KOSPI https://t.co/E9XdtsYHS5

@AsifSuria 2h ago

Asif Suria on X

@sunmoonbuffalo @grok You are right and I should have said "recent" investors/traders. I was looking at $BMBL from the lens of someone participating in a potential deal or merger arbitrage situation. There is no denying that long-term shareholders lost a lot on money on this company.

@marginofdanger 2h ago 1 click

marginofdanger on X

$TIPT is trading at 70% of cash value. Has traded off ~10% for no good reason, probably because its a source of funds for investors who want to redeploy given the revaluation of small caps.

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uniQure: The Market Graded The Wrong Exam

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Bhavneesh Sharma 5h ago 2 clicks

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TSOH Investment Research 9h ago 16 clicks

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Cannibal Stocks 10h ago 16 clicks

October 2026 Random Ramblings

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Yet Another Value Podcast 27h ago 83 clicks

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Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 19h ago 4 clicks

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Phynvesting 21h ago 16 clicks

El Pollo Loco: New York State Of Mind

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Pedro Goulart 26h ago

Coherent | Management Call

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P Equity Research 26h ago 17 clicks

Morgan Stanley Direct Lending: Discount Is Attractive, But Credit Has Not Stabilized; Hold

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Rubicon Associates 28h ago 1 click

Research Roundup Vol. LVI

Howmet Aerospace is framed as a beneficiary of turbine and aircraft-engine demand, while J.B.

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Monte Independent Investment Research 32h ago 12 clicks

Lennar: The Misstep Is Temporary, the Operating Machine Is Not

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Latticework by MOI Global 33h ago 11 clicks

Lennar, Part One: The Story

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Latticework by MOI Global 33h ago 10 clicks

Lennar, Part Two: The Deep Dive

Lennar’s second audio program examines the homebuilder’s business for professional investors and housing analysts.

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Latticework by MOI Global 33h ago 11 clicks

Insider activity September 2026

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Asian Century Stocks 39h ago 6 clicks

SRTA · long

Strata Critical Medical INC

Strata Critical Medical, SRTA, supplies organ-transport products tied to U.S. transplant growth.

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Value Investors Club Jul 16 3 clicks

Rollins (ROL), Verisure (VSURE), and the cost of standing still (Part 2, Verisure)

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Best Anchor Stocks Oct 13 23 clicks

SED Energy: The 40% Dividend. Signal or Noise?

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Cannibal Stocks Oct 13 7 clicks

BridgeBio: Maintaining 'Strong Buy' Additional Encaleret Data ADH1 And Three Expected FDA Reviews

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Terry Chrisomalis Oct 13 2 clicks

Monte Investments Market Brief Vol. CXXXI

Park Aerospace reported 27% revenue growth and 72% EPS growth, supported by composite materials for Airbus engines and PAC-3 rocket motors.

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Monte Independent Investment Research Oct 13 4 clicks

CarGurus ($CARG): The Auto Trader of America, Priced Like a Used Car

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Substack von Philipp Oct 13 9 clicks

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