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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Lee Roach on X
Real value investors own four annual reports for $MCCK. https://t.co/7Di8p87MX7
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
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
Investor Letters
All letters- Southeastern Asset Management 3Q26 IDPUF $612M
- Asset Value Investors Ltd Q3 2026 BSRT $179MCHRY $424M
- Asset Value Investors Ltd September 2026 3989 $234M4347 $82M
- Diranko Capital Q3 2026 AT $572MLFCR $244M
- Stone Sentinel Capital Q326 5515 $328M3565 $144M
- Kingdom Capital Advisors Q3 2026 EVC $598MMAGN $402M
- Cedar Grove Capital Management Q3 2026 EVLV $773MCBWTF $240M
- Protean Funds September 2026 DVYSR $86MREJL-B $285M
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TOYO · short Toyo CO LTD
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