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.
Friday, October 9, 2026
Back to today 
From X
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 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 D. Wyden on X
Yes they can…. But they said it was substantially undervalued at 18. $drvn https://t.co/zi6dKZflsf
A Capital on X
$FUBO asymmetric @ $8.85
A Capital on X
I wonder if Russia/Ukraine will come to some sort of agreement soon? 🤷♂️ $KYIV https://t.co/kkm1TDJbPf
Trevor Scott on X
Software working again? $IGV https://t.co/Qz4bQg7qjI
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
DOMO Capital Management, LLC on X
Wow! $ALTO $GPRE https://t.co/Hj3xWMAbMH https://t.co/H0Giupx0ym
Investor Letters
All letters- Stone Sentinel Capital Q326 5515 $327M
- Hood River Capital Management Q3 2026 EOPSF $1.8BEQR $1.4B
- Mar Vista Investment Partners third quarter 2026 SARO $6.7B
- Kingdom Capital Advisors Q3 2026 EVC $634MMAGN $419M
- Vltava Fund 3/2026 ATDRF $3.7BJFBHF $1.6B
- Cedar Grove Capital Management Q3 2026 EVLV $852MABVX $7.6B
- Protean Funds September 2026 YUBCF $1B
- Quercus Fund 2026 (Jan-Aug) FCODF $4.7B
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…
The Bullionaire 
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%…
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,…
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…
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…
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…
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.
Petri Dish Reports 
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.
Undercovered Dozen: Brookfield Renewable, Annaly Capital, Seagate, And More
Undercovered Dozen spotlights 12 lesser-covered stocks, including Brookfield Renewable, Annaly Capital and Seagate.
The Undercovered Dozen 
Lesaka: Why He's Betting Big | Ali Mazanderani | Ep. 5
Lesaka’s executive chairman has invested more than $10 million personally and targets EPS compounding above 40% through consumer, merchant…
ABG · long Asbury Automotive Group INC
Asbury Automotive Group's changed setup and underperformance versus other public dealers form the basis for a renewed long thesis.
How Ethos Sold Wall Street on AI While Powering an Analog Boiler Room
Ethos Technologies ($LIFE) sells AI-driven life insurance while relying heavily on multilevel marketing agencies using aggressive cold…
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…
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…
Kurt Christensen 
This Week in Special Situations: Pearson, CarMax, Talen Energy, KBR, Apollo Commercial Real Estate
Pearson, CarMax, Talen Energy, KBR and Apollo Commercial Real Estate lead a 33-company survey of activist campaigns, buybacks, M&A and…
Ladder Capital: Grab This Diversified, Investment-Grade Mortgage REIT At Below Book Value
Ladder Capital trades below book value with high yield, but faces margin pressure and office-loan exposure despite diversified funding and…
Albert Anthony 
Group 1's CEO Said "Competitive Advantages and Opportunities." A Car Dealer? I Went Looking.
Group 1’s 19% ownership cap, tied to automaker franchise agreements, frames Conifer’s 1.9 million-share stake and potential buyback-driven…
Not So Fast
Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.
Q3 2026 Consolidated Holdings, Performance, and Ideas
Irrational Analysis reports 51.55% outperformance versus a semiconductor ETF, adding Credo for SerDes and QMCO for AI-driven tape storage…
LeMaitre Vascular: The Q2 Miss Hides A Stronger Acquisition Machine
LeMaitre Vascular’s shift to larger acquisitions lifted its success rate to 80% and gross margin to 72%, supported by $376 million of cash…
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