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
Deep Sail Capital on X
@upand_right A lot of $WOLF calls. I mean they have a unique asset that they spent $7b on, you would think eventually they get the volumes to make it viable.
JabroniCoin.USD on X
Bad home in a troubled neighborhood? $DFH @BearCaveEmail https://t.co/ia5jNdAZ79 https://t.co/3vE2Slewdx
Calvin Blissett on X
A really good $CCLD pitch that I think is very conservative with their PT. Street 12-month analyst PT is $7.33 versus circa $1.8 stock today. LINC.CareCloud.pdf
SG on X
contrarian in me could not resist. Sold a few Jun27 17C against $SKHN the 2x daily short ETF for $SKHY https://t.co/S1eYAvyno5
Farmer on X
I'm very tempted to short $MRNA and $BSP, but I've never made money shorting tickers that are popular on Twitter. https://t.co/pVH61V6HTm
A Capital on X
$VSAT < $60 👀
junkbondinvestor on X
GTCR and Elliott are buying $CCC at ~5.3x fwd revenue and ~12.5x EBITDA. This is a uppier-tier vertical SaaS w/ ~42% EBITDA margins, ~98% gross retention, and network effects If the best assets are clearing at 5-6x, think about what that means for software lenders on everything else.
Investor Letters
All letters- Wedgewood Partners Third Quarter 2026 MSI $74BAAPL $5T
- Artisan Partners Q3 2026 CYATY $1.6TENB $106B
- Frank Capital Partners Q3 2026 SPB $1.8BHRB $5.4B
- Asset Value Investors Ltd September 2026 CHDRF $84BSIEVF $9.9B
- Smead Capital Management 3Q26 CVE $61BUCG $29B
- Jemekk Capital Management Q3 2026 MDA $4.6BWSP $15B
- Nixon Capital Third Quarter 2026 BRK.A $1.1TPYPL $48B
- Southeastern Asset Management 3Q26 ACI $6.3BFBIN $4.7B
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