GLOO: Gloo's own filings make the short case
Gloo's $3.25 follow-on, going-concern warning and $28.0 million first-half cash burn frame the short case against its acquisition-driven growth.
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Maj Soueidan on X
Putting this out there: I’m betting that $OCC will go green today. If it doesn’t, a top shelf shot is on me for everybody who comes to the next @GeoInvesting / @MSmicrocaps in-person Conference. Hopefully low attendance or lots of “thanks, I’m on a drinking hiatus.” 🤣
Maj Soueidan on X
OH nooo. $OCC .. flat backlog. It will never keep growing. Backlog cadence: •Oct. 2025: $7.3M •Jan. 2026: $10.4M •Apr. 2026: $13.3M •Jul. 2026: $13.5M Half glass full: they maintained record backlog levels. Can’t believe I’m actually defending OCC, now.🤣
Maj Soueidan on X
$PPIH is building something special :) https://t.co/6Up5g7be96
Odd Diligence on X
$BNC crypto side was rugged wen equity rug https://t.co/38ZNEfzTCJ https://t.co/DgGTja8pKb
John_Hempton on X
@Benthom41722354 $NWBO needs no introduction. Such a bozo operation. Never heard of $AABB
Lee Roach on X
Once again an awful day to be a 200-IQ $BUR holder
A Capital on X
$VRRM *
Timyan Bank Alert on X
The Pipeline: Blue Ridge $BRBS worked to shore up its business between two sale offers | S&P Global Market Intelligence https://t.co/nfapDdBkkI
Investor Letters
All letters- Rewey Asset Management 3Q26 MEC $384M
- Southeastern Asset Management 3Q26 IDPUF $618M
- Asset Value Investors Ltd Q3 2026 BSRT $179MCHRY $424M
- Asset Value Investors Ltd September 2026 3989 $234M4347 $83M
- Diranko Capital Q3 2026 AT $572MLFCR $244M
- Stone Sentinel Capital Q326 5515 $328M3565 $140M
- Kingdom Capital Advisors Q3 2026 EVC $606MMAGN $393M
- Cedar Grove Capital Management Q3 2026 EVLV $773MCBWTF $240M
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Stephen Tobin 3 clicksHave a source we’re missing? Send your pick
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