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 $598MMAGN $402M
- 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…
QTWO · long Q2 Holdings INC (qtwo)
Q2 Holdings sells banking software to more than 1,200 financial institutions and 27.8 million registered users, after selling off with…
AXT’s Tongmei Problem: Great Asset, Fragile Economics
AXT’s 85.5%-owned Tongmei depends on offshore pricing, export approvals and transfer-pricing economics despite AI-optics demand.
Portfolio Update March 2026
Portfolio adds Nomad Foods and Judges Scientific, increases Constellation Software, trims Roper, and exits UnitedHealth after a 4.57% March…
AI turned my Report into a Video
Google’s NotebookLM turned a 30-page Douglas Dynamics report into an 8-minute video, while Custom GPTs screen earnings transcripts for…
Alta Fox PBH CN Presentation
Premium Brands Holdings faces margin expansion and free-cash-flow growth as a six-year investment cycle ends, while Alta Fox says its…
Water and Power: The Dual Engines Driving LandBridge’s Explosive Growth
LandBridge outlined $300 million in pore-space free cash flow within five years; its Permian data-center project remains proof of concept.
Global Spirits: Q425 Earnings Update
Campari posts three consecutive quarters of accelerating organic sales growth while Diageo and Pernod face deleveraging pressure, with…
Single Stock Spotlight #5: Core Natural Resources (CNR)
Core Natural Resources (CNR) trades at 6 times normalized free cash flow, with export thermal coal exposure positioned for LNG disruption…
Douglas Dynamics (PLOW): 50% Market Share, Earnings Rebound, Clear Catalyst | Special Report
Douglas Dynamics controls over 50% of North American professional snowplows; a strong 2025/26 winter and replacement demand are projected…
Nomad Foods - The Yield Machine
Nomad Foods combines leading European frozen-food brands with a high dividend yield, buybacks and decade-low valuation, while private-label…
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