Problems at Dream Finders Homes (DFH)
Dream Finders Homes’ controlling owner borrowed against DFH stock before the homebuilder agreed to finance an acquisition with costly preferred stock and debt.
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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.
Undiscovered Compounders on X
Boost Run said it all in its name: first the boost, then the shareholders ran. $BRUN https://t.co/7cLfHmwlQP
JabroniCoin.USD on X
Bad home in a troubled neighborhood? $DFH @BearCaveEmail https://t.co/ia5jNdAZ79 https://t.co/3vE2Slewdx
Calvin Blissett on X
@valuedontlie Forgive me I haven’t done the work I may soon, isn’t the whole point of $VITL is having a brand and being specialized to insulate it from cyclicality to see degree? I’m one of those people who pay up for pasture raised no matter what
Deep Sail Capital on X
Tags: $JACK $GPRN $CRMT $HTZ $RTB $ARQQ $BTQ $MNRA $RUM $GPRO $SWMR $EQPT
Calvin Blissett on X
@valuedontlie Colin would you pick $CALM over $VITL and why? Thank you, love your research and opinions
Investor Letters
All letters- Southeastern Asset Management 3Q26 IDPUF $612M
- Asset Value Investors Ltd Q3 2026 CHRY $388MENRG $353M
- Asset Value Investors Ltd September 2026 6794 $509M
- Diranko Capital Q3 2026 AT $572M
- Stone Sentinel Capital Q326 5515 $328M
- Kingdom Capital Advisors Q3 2026 EVC $598MMAGN $402M
- Cedar Grove Capital Management Q3 2026 EVLV $773MMTY $490M
- PenderFund Capital Management Ltd. August 2026 VHI $324M
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Once Upon a Farm (OFRM) makes organic baby food, smoothies and kid snacks using high-pressure processing instead of heat pasteurization.
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