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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From X
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!
Fajasy on X
$DGXX 👀👍🏽 https://t.co/lMgmE36ds0
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
Investor Letters
All letters- Southeastern Asset Management 3Q26 IDPUF $612M
- Asset Value Investors Ltd Q3 2026 CHRY $424MENRG $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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QDEL · long Quidelortho CORP
QuidelOrtho is presented as a long idea after falling to 52-week lows, with the thesis centered on misvaluation.
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