Wednesday, October 7, 2026

What I’ve Been Up To

Cogent Communications and AI data-center bottlenecks feature in a newsletter update on recruiting, financial media and conference takeaways.

CCOI $428M

Stock Thoughts Oct 7 4 clicks

Oct 7 LSAK $384M

Lesaka: Why He's Betting Big | Ali Mazanderani | Ep. 5

Mispriced Assets 2 clicks

Oct 7 BROS $5.2B

💥New Chapter 11 Bankruptcy Filing - And Go Concepts, LLC (Salad and Go)💥

PETITION 3 clicks

From X

@IdeaBrunchEmail Aug 6

Idea Brunch on X

.@ClarkSquareCap on $GRVY Read more in their Idea Brunch interview out today! https://t.co/v7Y3r1OmBm

@IdeaBrunchEmail Jul 30

Idea Brunch on X

We interviewed Michael Melby, one of the most talented microcap investors of our generation Michael shares his approach to interviewing management teams, his research process, and some top ideas $UNTC $ALCO Read on! https://t.co/TGUA9dCa4Y

@IdeaBrunchEmail Jul 30

Idea Brunch on X

New Idea Brunch with Theo Rosenthal of TMR Capital, a long/short equity fund he launched in October 2019 after graduating from Johns Hopkins We discuss his approach to inflection investing, shorting, and more! $IAC $BJ $SII https://t.co/DEmsYmqki0

@CapitalVoss May 18

Voss Capital on X

Our Q2 letter can be found here: https://t.co/o5utXBMM7n Updates on $PLYA, $ASO, $ECN

@CapitalVoss Apr 20

Voss Capital on X

While I joined the $GFF Board late in the strategic review process, I was pleased w/ the extent of it. There were many parties involved, unfortunately the timing of a transaction didn't work out right now due to unique circumstances & valuations that didn't appropriately reflect

@CapitalVoss Apr 20

Voss Capital on X

the ongoing business strength. We still have many opportunities to unlock value & I will remain deeply engaged on the Board. We love the r/r of the stock here & believe the undervaluation will get rectified. In the meantime, $GFF will repurchase shares at very attractive levels.

@IdeaBrunchEmail Apr 16

Idea Brunch on X

Check out our latest interview with Brian Finn of @fin_capital Brian discusses his recent activist letter at $OPRT and shares some other ideas! https://t.co/sgPhNzCg77

@IdeaBrunchEmail Apr 2 1 click

Idea Brunch on X

Had a blast publishing this interview with @aaronjsallen. Aaron is a phenomenal small/mid-cap investor and shares his research process and some ideas in this Idea Brunch interview Tickers mentioned: $UBAB, $RCKY, $WHG, and $RFIL https://t.co/fgvQX74K8m

Astronics: Marked Down After A Record Quarter - Buy

Astronics targets $1.02 to $1.04 billion in 2026 revenue after adjusted operating margin reached 20.3%, with Boeing representing 12% of…

ATRO $2.6B

Jordan Aquilina Oct 6

Monte Investments Market Brief Vol. CXXX

Golar LNG’s fourth FLNG vessel targets 3.5MTPA capacity and a 2029 delivery, supporting projected adjusted EBITDA above $1 billion in…

GLNG $4.7B

Monte Independent Investment Research Oct 6 1 click

Group 1 Automotive (GPI): The CEO Takes a Driving Test

Group 1 Automotive CEO Daryl Kenningham’s Toyota ties, capital-allocation decisions, compensation and stock sales face scrutiny after the…

GPI $2.9B

Cannibal Stocks Oct 6 3 clicks

Portfolio Update September 2026

Portfolio added Otis Worldwide in the mid-$60s, increased Pool, Copart and Floor & Decor, and sold Berkshire Hathaway.

POOL $5.7B

D Invests Oct 5 1 click

Brazil could be the Q4 Macro Play – My stock ideas: $NU, $INTR, $PICS and maybe $STNE, $PAGS, $DLO and $MELI

Brazilian fintechs NU, INTR and PICS stand to benefit from a Bolsonaro-led runoff surprise that lowers fiscal risk premiums, rates and the…

INTR $3BPICS $1.7B

Substack von Philipp Oct 5 6 clicks

Alliance Resource Partners: A ~10% Yield Backed By Contracted Coal And Growing Royalties

Alliance Resource Partners has 2026 coal sales fully contracted and is expanding oil and gas royalties through AllDale, supporting its 9.8%…

ARLP $3.2B

Timur Mekhantev Oct 5 4 clicks

Did Group 1 Overpay for Hennessy? The Seller’s Own Banker Says It Was a Record.

Group 1 paid $1 billion of goodwill for Hennessy’s 10 dealerships, a record $100 million per store, financed largely with $1.25 billion of…

GPI $2.9B

Cannibal Stocks Oct 4 4 clicks

Howard Hughes: Still Attractive Despite Risks Of Rapid Transition

Howard Hughes plans to raise nearly $4 billion by selling real estate assets and condos, accelerating Vantage’s insurance expansion while…

HHH $4.1B

Gary Gambino Oct 3 3 clicks

EXCLUSIVE: Lennar’s Big New Customer Is Its Own Spinoff, Millrose

Lennar is selling homes to former spinoff Millrose, whose revenue largely comes from Lennar and whose largest voting shareholder is…

MRP $3.7B

Hunterbrook Oct 2 2 clicks

Rocket Lab (NASDAQ: RKLB) Stock Rating: Accumulate After Q2 FY12/26 Earnings

Rocket Lab reported Q2 revenue up 62% to $234.1 million and backlog up 137% to $2.36 billion, while operating losses and cash burn…

IRDM $4.9B

Cestrian Capital Research Oct 2

ABG · long

Asbury Automotive Group INC

Asbury Automotive Group's changed setup and underperformance versus other public dealers form the basis for a renewed long thesis.

ABG $3B

Value Investors Club Jul 9

RLJ Lodging Trust: Opportunity To Own A Quality Hotel Portfolio At Discount While Earning Dividends

RLJ Lodging Trust trades below book value, with positive FY26 FFO guidance and property conversions offset by elevated leverage risk.

RLJ $1.1B

Albert Anthony Oct 6 2 clicks

Research & Analysis | AAR Corp. (NYSE: AIR): MRO Holdings Reshapes the Margin Profile

AAR’s $1.8 billion acquisition of a 65% stake in MRO Holdings adds widebody aircraft maintenance and targets a 19% to 20% EBITDA margin by…

AIR $3.9B

Monte Independent Investment Research Oct 2 4 clicks

The Trade Desk (NASDAQ: TTD) Stock Rating: Do Nothing After Q2 FY12/26 Earnings

The Trade Desk's Q2 revenue grew 3% to $715 million as Q3 guidance called for a year-over-year decline; TTD has fallen over 90% from its…

TTD $5.8B

Cestrian Capital Research Oct 2 1 click

Crocs: Double-Digit Buyback Yield (Ticker: CROX)

Crocs has $2 billion of buyback authorization, more than a third of its market cap, as North American sales stabilize and HeyDude drags on…

CROX $6B

Emerging Moats Research Oct 2 4 clicks

$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital

Turning Point Brands' FRE and Alp nicotine pouches aim to become a third C-store brand behind ZYN and Velo as PMTA rules limit new entrants.

TPB $1.3B

Yet Another Value Podcast Oct 1 2 clicks

Mattel: M&A Buzz And A CEO Change Create Substantial Uncertainty

Mattel rose 19% on takeover speculation, but a potential $20-per-share bid, margin pressure and CEO transition leave its standalone…

MAT $4.8B

Seeking Profits Oct 1

How Ethos Sold Wall Street on AI While Powering an Analog Boiler Room

Ethos Technologies ($LIFE) sells AI-driven life insurance while relying heavily on multilevel marketing agencies using aggressive cold…

LIFE $2.5B

Hunterbrook Oct 1 1 click

Karman Holdings q2’26 Earnings Update

Karman Holdings reported 58% Q2 revenue growth, $1.3 billion backlog and margin expansion while replacing leadership and remediating…

KRMN $4B

Monte Independent Investment Research Oct 1

Innodata: The 45% Pullback Has Changed My View (Rating Upgrade)

Innodata's 45% pullback resets its valuation after two quarters of 50% revenue growth, though two customers still supply 71% of revenue and…

INOD $1.9B

Kurt Christensen Oct 1

Wednesday, October 7, 2026

Idea Brunch on X

Idea Brunch on X

Idea Brunch on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Idea Brunch on X

Idea Brunch on X

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