PesoRama: Research Flash
PesoRama will reach 54 JOi Dollar Plus stores by November after raising C$28.4 million, funding more than 50 additional Mexican store openings.
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Market cap$2B–$10B
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From X
PAA Research on X
@StockJabber @hntrbrkmedia I saw your email on for-profit education names that could be exposed to AI. We have written extensively on the bear case for $LOPE $CVSA $STRA $PRDO and others. AI is only ONE OF MANY ISSUES the industry now faces, in my view.
Lee Roach on X
Me buying $HOG at $18 because Wall Street said it was going to zero. https://t.co/nGdqlBiwY2
Negligible Capital on X
*CPB: SNACK CONSUMPTION TRENDS NOT WHERE THEY NEED TO BE *CPB: 1Q FY27 GOING TO BE A VERY CHALLENGING QUARTER FOR SNACKS Ozempic is wild. $CPB down 10% on the day, and down over 60% since the 2023 high https://t.co/JR6WmAFjCt
Colin King on X
@kab604 $CALM is excellent at managing a (very) cyclical business
kab60 on X
IF YOU ALLOCATE CAPITAL PROCYCLICALLY, YOU SHOULDN'T RUN A YUUUUGELY CYCLICAL BUSINESS $BLDR - Can anyone name a good (counter-cyclical) mngmt team that isn't named Lundin? https://t.co/yHn2kFBkuP
John_Hempton on X
@DroneAdvocate @exckman agree, I am old and stupid. And you are young and clever and hence you bought $AMC stock. What price did you pay?
⚽️📡 on X
$NTSK strong double beat and double raise Here are some lines on the call that stood out to me https://t.co/7HeDkbVHHp
Investor Letters
All letters- Ariel Investments Quarter Ended September 30, 2026 BIO $9.7BNCLH $6.8B
- Rewey Asset Management 3Q26 UCTT $2.5BWDOFF $3.3B
- Hosking Partners Q3 2026 DHT $4.1BHAFN $5.4B
- Patient Capital Management 3Q26 NCLH $6.8BPGEN $2.7B
- Artisan Partners Q3 2026 SPIIY $7.2B
- Frank Capital Partners Q3 2026 HRB $5.4B
- Jemekk Capital Management Q3 2026 MDA $4.7B
- Southeastern Asset Management 3Q26 ACI $6.3BFBIN $4.7B
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