Friday, October 9, 2026

You Understand Now, Why You Came This Way

Brazil’s October 25 runoff puts Bolsonaro’s likely victory at the center of a bullish regional-stock case; Golar LNG (GLNG) also reports fresh news.

GLNG $4.9B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 9 3 clicks

Oct 9 HY $582M

Hyster Yale (HY) Multibagger potential as confluence of negatives subside. Attractive after markets part services model

Calvin Blissett 1 click

Oct 9 LGN $5.8B

Research & Analysis: Legence Corp. (NASDAQ: LGN)

Monte Independent Investment Research 1 click

From X

@Adam_Wyden Oct 9 2 clicks

Adam D. Wyden on X

@DivinelyLevered They rug pulled them twice. Car wash and then restatement…bigger issue is that mgmt clearly has no agency here. They often just read off a script. If mgmt could speak freely and convince holders they r in control would also help. $DRVN

@Adam_Wyden Oct 9

Adam D. Wyden on X

@DivinelyLevered The market is apathetic to apathy. If Roark starts actioning value creation activity, I doubt the stock will be here. The buyback is a start. The money is in selling collision and glass. $DRVN

@Adam_Wyden Oct 9

Adam D. Wyden on X

Yes they can…. But they said it was substantially undervalued at 18. $drvn https://t.co/zi6dKZflsf

@ACapitalLP Oct 9 1 click

A Capital on X

$FUBO asymmetric @ $8.85

@ACapitalLP Oct 9

A Capital on X

I wonder if Russia/Ukraine will come to some sort of agreement soon? 🤷‍♂️ $KYIV https://t.co/kkm1TDJbPf

@TidefallCapital Oct 9

Trevor Scott on X

Software working again? $IGV https://t.co/Qz4bQg7qjI

@blondesnmoney Oct 9

Cluseau Investments on X

How is $PSTL trading at 16x FFO with rates rising? The valuation seems entirely detached from reality. If it was a big growth name I'd understand it somewhat, but they've raised the dividend 22.5% over the course of 6 years, really not so special. https://t.co/0NmNKFNBxd

@DOMOCAPITAL Oct 9

DOMO Capital Management, LLC on X

Wow! $ALTO $GPRE https://t.co/Hj3xWMAbMH https://t.co/H0Giupx0ym

OceanaGold: A Debt-Free Gold Miner Priced Below Its Mines, With Its Best One Still Being Dug

OceanaGold trades below its mine value despite US$655 million of cash and no debt, with production set to dip before Wharekirauponga begins…

OGC $5.9B

The Bullionaire Oct 9

Cava Group: Buying The (Feta) Dip? (Ticker: CAVA)

Cava’s $3 million AUVs, 25.1% restaurant margins and sector-leading same-store sales support its expansion case as awareness rose from 40%…

CAVA $6.1B

Emerging Moats Research Oct 9 5 clicks

This Week in Special Situations: Constellation Brands, GEO Group, Under Armour, CITIC Resources

Special-situations survey profiles 26 activist, capital-return, M&A and strategic-alternative catalysts, led by buybacks at Under Armour,…

GEO $4.1BUAA $2.1B

Latticework by MOI Global Oct 8 2 clicks

The Story Millrose Told Wall Street About Lennar Purchases Doesn’t Match The Evidence

Millrose told Goldman its Lennar purchases had rent-to-own tenants lined up, but most analyzed homes were advertised for rent and showed…

MRP $3.8B

Hunterbrook Oct 8 4 clicks

Golar LNG q2’26 Operational Update

Golar LNG ordered a $2.45 billion fourth FLNG vessel, targeting 3.5MTPA of capacity and $400 million in annual EBITDA under a 20-year…

GLNG $4.9B

Monte Independent Investment Research Oct 8

Lesaka: A $4.69 Stock With a $20–30 Case

Lesaka CEO Ali Mazanderani has bought more than $10 million of stock while pursuing a $20 to $30 valuation case through targeted…

LSAK $405M

Mispriced Assets Oct 8 5 clicks

Alamar: The Consumables Flywheel Is Just Getting Started

Alamar Biosciences' consumables revenue rose 147% in 2Q26, lifting gross margin to 60% as the company expands into clinical diagnostics.

ALMR $1.9B

Petri Dish Reports Oct 8

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 $515M

Stock Thoughts Oct 7 2 clicks

Undercovered Dozen: Brookfield Renewable, Annaly Capital, Seagate, And More

Undercovered Dozen spotlights 12 lesser-covered stocks, including Brookfield Renewable, Annaly Capital and Seagate.

BEP $8.8B

The Undercovered Dozen Oct 7

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

Lesaka’s executive chairman has invested more than $10 million personally and targets EPS compounding above 40% through consumer, merchant…

LSAK $405M

Mispriced Assets Oct 7 2 clicks

FBRT · long

Franklin Bsp Realty Trust In

Franklin BSP Realty Trust, a commercial mortgage REIT, is presented as a long at $8.20 per share and a $757 million market capitalization.

FBRT $940M

Value Investors Club Jun 19 2 clicks

Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge

DoorDash’s integrated autonomous-delivery strategy contrasts with Uber’s 2026 divestment of Serve Robotics, its former delivery-robot…

SERV $378M

MBI Deep Dives Aug 17 4 clicks

Stock Trade Compilation Diez

E.W. Scripps, Team Internet, Monro, doValue and Inter & Co feature as special-situation trades involving mergers, asset sales, leverage and…

MNRO $421M

Triple S Special Situations Investing Aug 17 9 clicks

Single Stock Spotlight #13: Entravision (EVC)

Entravision’s Smadex ad-tech unit grew Q2 revenue 230% year over year, underpinning a re-rating thesis despite its legacy Spanish-language…

EVC $634M

Hidden Rock Capital's Newsletter Aug 17

WD #354: Colombia Earthquake, Software, CIB/AVAL/NU Earnings

Colombia’s earthquake frames risks for Tecnoglass as Grupo Aval, Bancolombia and Nu report strong earnings, including Nu’s 67% EPS growth.

AVAL $5.9B

Ian’s Insider Corner Aug 16

ZhongAn Online (6060.HK): The Insurtech Everyone Gave Up On

ZhongAn Online trades at 0.57 times book after five profitable underwriting years, with a 95.8% combined ratio and ZA Bank’s first…

ZZHGF $2.1B

Substack von Philipp Aug 15

$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management

DNOW’s MRC Global merger targets $75 million of synergies, with a 2029 bull case of $30 to $32 per share driven by cash flow and rerating.

DNOW $2.8B

Yet Another Value Podcast Aug 14 9 clicks

Cellebrite (CLBT) Q2'26 - Execution wobble, Forecast question mark

Cellebrite cut 2026 ARR guidance by $15 million, replaced its CEO and saw shares fall 30% as elongated sales cycles raise execution…

CLBT $2.9B

Sleep Well Investments Aug 14

Update on NRP, Variable Dividends, Buybacks and Soda Ash

NRP has retired debt and preferred stock, leaving 13 million acres of mineral rights to fund higher cash distributions, buybacks and soda…

NRP $1.5B

Base Hit Investing Aug 14

Research & Analysis: Riot Platforms (NASDAQ: RIOT)

Riot Platforms has 241MW of contracted data center capacity, including a 191MW, 20-year $9.8 billion frontier AI lab deal, as it shifts…

RIOT $6.8B

Monte Independent Investment Research Aug 13 1 click

Adam D. Wyden on X

Adam D. Wyden on X

Adam D. Wyden on X

A Capital on X

A Capital on X

Trevor Scott on X

Cluseau Investments on X

DOMO Capital Management, LLC on X

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