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 3 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

@calvinblissett Oct 9 1 click

Calvin Blissett on X

This is a piece by @MagicCompounds $PAL. Quick Glance 4x LTM FCF with synergies coming from March acquisition. PAL consolidated at bottom of cycle (now largest player) and cycle is showing tell-tale signs of rationalization (bankruptcy of 2nd largest player) Positives and Negatives: Highly regarded CEO in the industry who has done this before with high returns (+), getting hurt by diesel (-), should catch up due to mechanism and incentives to continue providing service, current Q may be ugly especially GAAP. Consolidated at bottom of cycle (+). Lots of leverage provides torque and risk (+/-), double the insider sales to purchases (-). 15% market cap buyback with barely any used (-).

@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

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

Namib Minerals: Research Note

Namib Minerals posted H1 adjusted EBITDA of $19.0 million, up 76%, as higher gold prices offset lower production.

NAMM $62M

Atrium Research - Equity Research Oct 8

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 $430M

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

LWAY · long

Lifeway Foods INC

Lifeway Foods holds 95% market share in kefir, is growing 20% to 35%, and trades at 12 times projected 2027 earnings as its capex cycle…

LWAY $320M

Value Investors Club Jun 3

GAMCO Investors, Inc. - GAMI

GAMCO Investors trades OTC at a $550 million market cap, with $150 million in excess cash and a 5.2-5.7x operating-income valuation despite…

GAMI $553M

Exploring with Alluvial Capital Aug 21

RH - the Universe Intervenes?

RH’s debt-funded luxury expansion faces weakening demand, deeper member discounts and a balance sheet strained by $2.4 billion of net debt.

RH $2.2B

Brevarthan Research Aug 20 1 click

Acuren Q2 Earnings review

Acuren's Q2 revenue rose 1.5% to $313.9 million before its NV5 merger; post-close selling drove TIC down 21% as management targets $20…

TIC $1.9B

Kairos Research Aug 19

[P] NSP: Inspirational or Attainable Goals?

Insperity's special equity awards raise questions about the goals and incentives behind the grants.

NSP $1.9B

Nongaap Investing Aug 18

[P] TENB: Tenable Reasons to Sell

Tenable Holdings faces a potential sale, with attention on M&A signals around the cybersecurity software company.

TENB $4.5B

Nongaap Investing Aug 17

Pebblebrook Hotel Trust ($PEB) One Hour Analysis: Trophy Assets at Fire-Sale Prices – A Compelling Value Opportunity Hidden in Plain Sight for Preferred Stock Investors.

Pebblebrook Hotel Trust preferreds yield 8.2% to 8.4%, supported by a hotel portfolio trading at a claimed 40% to 55% NAV discount and…

PEB $1.4B

Investing 501 Aug 14

DDI Double Down Interactive (Brief writeup)

DoubleDown Interactive trades near its $485 million cash balance while generating $150 million of annual free cash flow, with acquisitions…

DDI $681M

Sylence Capital Aug 4

Net Lease Office Properties: Office Basket, REIT Spin/Liquidation

Net Lease Office Properties is a REIT office basket pursuing a spin-off and liquidation.

NLOP $144M

Clark Street Value Jul 29 2 clicks

Global Spirits Part III: Distilling Value - to Age or Not to Age?

Campari and Diageo outperformed spirits peers by turning working capital faster, while Rémy Cointreau's aged-cognac inventory constrained…

DVDCF $8.2BREMYF $2.5B

Sector Stories Jul 28

Adam D. Wyden on X

Adam D. Wyden on X

Adam D. Wyden on X

A Capital on X

A Capital on X

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