Modine Deep Dive
Modine, soon Modexus Solutions, has a $4 billion hyperscaler cooling contract but must ramp factory output and restore margins as data center sales target 60% to 80% growth.
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From X
Deep Sail Capital on X
@HiddenGemsInves $CLPT - I just think over 10 years they get at very least a handful of partners to commercialization and it’s 10x higher.
Tim Eriksen on X
Another excellent quarter from River Financial $RVRF EPS of $1.93. Trading at 6x growing run rate. https://t.co/MKvOlibndK Can be hard to buy at some brokers. Fund bought a year ago at ~$33.
Maj Soueidan on X
@SowingAlphaSeed @LogicalThesis @KyleAdamsStocks @pernasresearch . @LogicalThesis - this should help you with some of the research in $PPIH. Breakdown of their last Q. https://t.co/Y758cuYpIx
Farmer on X
@LogicalThesis @KyleAdamsStocks I think @pernasresearch and @majgeoinvesting are long $PPIH
Farmer on X
@LogicalThesis @KyleAdamsStocks $PSIX is one of the ones I don't own. Saw some positive mentions on X though including from @GuastyWinds
marginofdanger on X
$BWEL annual meeting is next week in Pasadena. Since the last meeting, the company raised dividend back to $5/quarter and did the largest buyback in recent memory. Additionally, there is some new blood in the C-suite (although Jim Boswell is still there). Will be interesting!
Investor Letters
All letters- Artisan Partners Q3 2026 SPIIY $7.2B
- Frank Capital Partners Q3 2026 SPB $1.8BHRB $5.4B
- Asset Value Investors Ltd September 2026 SIEVF $9.9B
- Jemekk Capital Management Q3 2026 MDA $4.6B
- Southeastern Asset Management 3Q26 ACI $6.3BFBIN $4.7B
- Asset Value Investors Ltd Q3 2026 BSRT $179MCHRY $424M
- Fenimore Asset Management Q3 2026 MBGL $5.3BNOVT $5.3B
- Diranko Capital Q3 2026 AT $572MLFCR $244M
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