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

@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

FOUR · long

Shift4 Payments INC

Shift4 Payments trades at roughly 5 times a $7.50 2029 free-cash-flow-per-share estimate after stock compensation.

FOUR $3.1B

Value Investors Club Jun 18 2 clicks

[OTCM] Listings for the rest of us

OTC Markets gives smaller, distressed, and lightly disclosed companies a trading venue outside NYSE and Nasdaq, with lower listing barriers…

OTCM $645M

scuttleblurb Jul 31 3 clicks

BBB Foods: A Proven Discount Grocery Model With Ample Runway Ahead (Ticker: TBBB)

BBB Foods, Mexico’s discount grocer, is building a hard-discount model with room to expand across Mexico and beyond.

TBBB $6.8B

Emerging Moats Research Jul 31

This Stock Just Got Cheaper on Better Numbers

A debt-free American manufacturer now trades at roughly 7x annualized Q2 EBITDA, with $7.35 per share in net cash and a tender floor 18.5%…

RGR $702M

The Value Road Jul 30 4 clicks

Investment idea: Flowers Foods (FLO)

Flowers Foods cut its dividend to fund $300 million of debt reduction by 2027 after the $795 million Simple Mills acquisition lifted…

FLO $1.2B

Nugget Capital Partner's Substack Jul 30

Hermès, EXLService, Sika - Q2'26 Earnings

Hermès faces leather-volume and margin risk, EXLService beats and raises despite AI concerns, and Sika gains share while trading at 22…

EXLS $5.5B

Sector Stories Jul 29

Entravision: Another Whale Has Emerged

Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer,…

EVC $598M

The Value Road Jul 28 11 clicks

Seer

Seer trades at $2.04 against $3.90 per share of net cash as activists press a board that rejected five buyout proposals and won reelection.

SEER $119M

Triple S Special Situations Investing Jul 28 4 clicks

Biorem Inc. ($BRM.V) FINS Review

Biorem reported 66% revenue growth and over 260% profit growth after trading at 11.3 times earnings and 5.9 times EV/EBITDA.

BIRMF $43M

Wolf's Substack Jul 28 1 click

Quick Value #324 - Resideo + ADI Global

Resideo will spin off lower-margin ADI Global distribution after ending its $1.59 billion Honeywell indemnity, separating manufacturing and…

REZI $2.6BADIG $1.3B

Value Don't Lie Jul 27

Adam D. Wyden on X

Adam D. Wyden on X

Adam D. Wyden on X

A Capital on X

A Capital on X

Calvin Blissett on X

Trevor Scott on X

Cluseau Investments on X

Investor Letters

Publications we follow

Newsletters 92

YouTube 4

Blogs 12

Seeking Alpha 46 of 219

X accounts we follow

Investor letters we follow

Sectors