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
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Barbarian Capital on X
Disney Boosts Prices on Several Streaming Subscriptions $DIS https://t.co/X7Mv5pl7kh
Barbarian Capital on X
$PM $BTI $MO U.S. Regulators Plan Major Move to Speed Authorizations of Vapes, Tobacco Pouches https://t.co/aaQ7DSzIvP
Barbarian Capital on X
Grail’s Multi-Cancer Blood Test Gets FDA Committee Vote for Premarket Approval $GRAL https://t.co/bdcNEQtgT5
Barbarian Capital on X
Activist Starboard Urges Construction Company to Explore Sale $KNF https://t.co/SaDmClimTV
Barbarian Capital on X
Barry Diller Withdraws Bid for MGM Resorts $MGM https://t.co/2iXlXJ49gY
Barbarian Capital on X
$CROX is the footwear for historic moments https://t.co/BWIcDcD92J
junkbondinvestor on X
Update on Loparex, the loan Blue Owl marked from 88 to 5 cents in just 8 months. The restructuring is now set. $OWL's entire ~$160mm 2L gets wiped out for a small piece of equity. Monarch and General Atlantic take control after buying the 1L at distressed prices earlier this year. Looks like the 5 cent mark in June was close to right. The question was always why it was 88 six months earlier...
Red Dog Capital on X
@dalibali2 Same for $AMZN. Controlling the front end isn’t going to replace low prices (scale) and fast delivery speeds (unmatched physical network).
Investor Letters
All letters- FPA Crescent Fund 3Q26 028260 $35BADI $192B
- Mar Vista Investment Partners third quarter 2026 GEV $251BMSFT $4T
- Kingdom Capital Advisors Q3 2026 UNFI $2.9B
- Vltava Fund 3/2026 AMZN $2.7TATDRF $3.9B
- 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
Deep Dive: Inter & Co
Inter & Co, Brazil’s second-largest neobank, grew over 20% with controlled delinquencies and 15% book-value compounding while trading at…
A temporary glitch?
Coupang’s November 2025 cybersecurity breach tests whether a selloff is temporary despite its 28% Korean e-commerce share, 14 million-plus…
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
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…
Advanced Micro Devices (NASDAQ: AMD) Stock Rating: Hold Into Q3 FY12/26 Earnings
AMD is rated Hold ahead of Q3 FY2026 earnings after Q2 revenue rose 50% to $11.5 billion, led by 107% Data Center growth.
BREAKING: Muse Growth Slows as Downloads Fall
Meta’s Muse saw downloads fall 8.1% week over week, while daily user additions slowed 62.4% to about 74,000 in early October.
Deckers: A 9% Earnings Yield With Q2 Approaching
Deckers trades at 11x forward earnings with $1.6 billion cash, no debt and aggressive buybacks, as HOKA growth and UGG profitability…
TQP Research 5 clicks
Synopsys (NASDAQ: SNPS) Stock Rating: DISTRIBUTE Ahead Of Q4 FY10/26 Earnings
Synopsys moved to Distribute after Q3 revenue rose 42% on Ansys, while organic growth was 7% and the stock traded at 11.1 times trailing…
TSOH Weekly Roundup (10/09/2026)
Paramount Skydance’s debt-heavy Warner Bros. Discovery acquisition, streaming bundle pricing and alcohol-industry diversification anchor…
Blackstone Secured Lending: A Solid Balance Sheet But About To Cut Its Dividend - HOLD
Blackstone Secured Lending Fund faces a likely dividend cut after its first shortfall in 28 quarters, despite 1.8% non-accruals, $2.8…
Rubicon Associates 1 click
G · long Genpact LTD
Genpact operates workflows AI is designed to automate and can deploy AI across its existing operations.
Consumer agents: an ethics race, a prisoner’s dilemma, and the obvious OTA short
Consumer agents create an ethics race among AI labs and a prisoner’s dilemma for retailers, with online travel agencies framed as an…
Alphabet: The Search Engine Everyone Wrote Off Is Now Building the AI Economy and takes the lead in LLM´s again?
Alphabet pairs 17% Search growth, 82% Cloud growth and 500,000 weekly Waymo rides with a $195–205 billion AI capex plan.
AppLovin: Why I'm Upgrading To Buy Following The Recent Pullback
AppLovin's Ads Manager targets middle-market e-commerce advertisers as Q3 guidance calls for 47% sales growth, while legal and compute-cost…
Jack Elias 3 clicks
Research & Analysis: Legence Corp. (NASDAQ: LGN)
Legence trades at 10.4x EV/aEBITDA with a $5.7 billion backlog, as AI data center installations drive growth and expand its maintenance…
GoDaddy: The AI Transition Is Messy, But I'm Still Buying
GoDaddy’s Airo bookings run-rate rose from $10 million to $50 million in one quarter, but legacy Applications & Commerce declines still…
Fernanda Galvez Jalil 2 clicks
What If Pabrai Had Just Sat on His Ass? Every Idea He Ever Bought, Held Forever.
Mohnish Pabrai’s 69 quarterly filings are rebuilt into a never-sell portfolio, including Horsehead, Berkshire, Alphabet, Ferrari and…
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%…
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…
Lowe's: Patience Can Be Rewarded With Environment Unlikely To Worsen (Upgrade)
Lowe’s trades at 15x earnings after a 23% decline, with weak housing and high rates pressuring growth while inventory discipline supports…
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Fierce_beast
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George Noble
Hunterbrook
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JabroniCoin.USD
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junkbondinvestor
kab60
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Kuppy
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- Aegis Value Fund
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- Akre Capital Management, LLC
- Alluvial Capital Management
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- Vltava Fund
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Sectors
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