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Tuesday, October 20, 2026· 8332 stock ideas· 220 writers·
20,471 views· 9,513 clicks

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@AsifSuria

Asif Suria on X

Given what is happening with most housing related stocks including Floor & Decor $FND and $QXO, I would have expected to see more insider buying at these companies but that is yet to materialize. We did see the home builder D.R. Horton $DHI increase its stock buyback authorization by an additional $5 billion yesterday (nearly 13% of market cap). The last insider purchase at the company was in 2014. With mortgage rates going up, it might be too early to get into this industry but I am starting to get interested.
@AsifSuria

Asif Suria on X

Waystar $WAY putting itself up for sale just a little over two years after it went public at $21.50 is surprising to me. I used their product when I used to work in healthcare services. As most startups in healthcare services eventually realize, the money is often made on the backend RCM (revenue cycle management) side of things. Waystar is an essential link between hospitals/clinics and insurance companies helping with claims processing and rejections. Think of them like a midstream oil pipeline company connecting the independent oil & gas producers with refiners. They have hired Evercore $EVR and Barclays $BCS is also advising. The stock is down more than 30% over the last year even after accounting for the pop after this sale announcement. Feels like the baby being thrown out with the SaaS bathwater. The financials however look strong to me whether you consider improving gross margin, free cash flow that is better than net income most quarters or stable debt on the balance sheet. Revenue grew 18% year-over-year last quarters and net margin was nearly 13%. So not a GAAP unprofitable SaaS company that is giving way most of the value to employees through stock-based compensation. I'll have to dig into competitive dynamics and understand the business better. What am I missing?

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