Figma (NYSE: FIG) Stock Rating: Accumulate After Q2 FY12/26 Earnings
Figma’s Q2 revenue rose 48% to $370.1 million as AI credit adoption lifted retention to 136%; FY2026 revenue guidance increased to $1.463 billion to $1.467 billion.
Sunday, October 11, 2026
Back to today 
From X
⚽️📡 on X
$SAIL also with news out today on expanding their partnership w/ $CRWD things need to move fast .... https://t.co/YICsfVXAPX https://t.co/sT950PQ0mu
⚽️📡 on X
$NTSK + $CRWD News out today. $NTSK is currently one of my top holdings in cyber along with sail and silc https://t.co/KlY5gNBw5V
A Capital on X
If you liked $FTAI at $209, you’re going to love it $186… https://t.co/J40mboCyG8
Lee Roach on X
Rayonier’s $1.86B debt costs 2.29% after swaps and Farm Credit patronage refunds, giving its four million timber acres a cheap fixed-rate funding edge through 2028-29.
JabroniCoin.USD on X
$ACMR https://t.co/gzKlQTn1pF
Lee Roach on X
@SovietInvestor ok well $RYN sells for $1,800 per acre...
Myles on X
A fun trade I've had in is arbing convertible preferreds. Long $PCGPRX short $PCG, long $QXOPRB short $QXO. Trading below the convertible price while pocketing a nice dividend with cheap financing.
Investor Letters
All letters- FPA Crescent Fund 3Q26 028260 $36BCHTR $13B
- Mar Vista Investment Partners third quarter 2026 MTD $32BSARO $7B
- Kingdom Capital Advisors Q3 2026 UNFI $2.9B
- Vltava Fund 3/2026 ATDRF $3.9BRMVEY $3.7B
- Cedar Grove Capital Management Q3 2026 ABVX $7.5BAXON $33B
- Protean Funds September 2026 DSV $42BNTOIF $28B
- Quercus Fund 2026 (Jan-Aug) FCODF $4.8B
- Asset Value Investors Ltd August 2026 MSLOF $17B
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TSOH Weekly Roundup (10/09/2026)
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Blackstone Secured Lending: A Solid Balance Sheet But About To Cut Its Dividend - HOLD
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Consumer agents: an ethics race, a prisoner’s dilemma, and the obvious OTA short
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AppLovin: Why I'm Upgrading To Buy Following The Recent Pullback
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G · long Genpact LTD
Genpact operates workflows AI is designed to automate and can deploy AI across its existing operations.
DHT Holdings: Cheap While Earning A Million+ Dollars A Day And Paying It All To Shareholders
DHT Holdings earns more than $1 million daily from VLCC tankers, with Q3 EPS near $1.25 and a 20% annualized yield as spot rates outpace…
Melissa Tucker 4 clicks
Boyz in the Hood
Robinhood’s AI agents, 24/7 equity trading and 10:1 crypto perpetual futures encourage higher retail trading velocity, leverage and…
The Uranium Cycle Is Turning Up: In Conversation with YCA & Cameco
Yellow Cake and Cameco say U.S. utilities have contracted only 40% of 2030 uranium needs, setting up a new contracting cycle as…
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…
Credo: The Market Is Wrong About Optics, And That's Creating A Buying Opportunity
Credo expects optical revenue to reach $600 million in FY27 after Q1 revenue grew 114.7% year over year, expanding from AEC cables into AI…
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Vertiv Holdings Co. (VRT)
Vertiv's 33% stock decline followed a 2026 forecast increase, despite a $15 billion backlog and rising AI data-center demand for power and…
Maase: The Math And The Valuation Don't Add Up To Me
Maase, a $5B AI infrastructure company with sub-$50M annualized revenue and persistent losses, faces governance concerns over super-voting…
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Petri Dish Reports
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Conor Maguire | Value Situations
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Dalius - Special Sits
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Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
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Fajasy
Farmer
Fierce_beast
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George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
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Kuppy
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Lee Roach
Little Owl Research
Maius
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marginofdanger
mavix
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SG
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Timyan Bank Alert
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ToffCap
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Undiscovered Compounders
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Investor letters we follow
- 1 Main Capital
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- Advisory Research
- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpine Capital Research
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- Frank Capital Partners
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- Gabelli Funds
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- Nelnet
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- Vision Capital Fund
- Vltava Fund
- Vulcan Value Partners
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- Wedgewood Partners
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- White Brook Capital
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Sectors
Ordered by how often our editor reaches for them.
