Sunday, October 11, 2026

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.

FIG $12B

Cestrian Capital Research Oct 11 2 clicks

Oct 11 INTC $504B

The Tragedy of 3D XPoint (AKA Intel Optane AKA Micron QuantX)

Irrational Analysis 1 click

Oct 11 FNMA $4.2B

Fannie Mae, Freddie Mac, Hong Kong stocks Value Stocks late in a Bull Market, and Consolidating a Big Short

Cassandra Unchained 5 clicks

From X

@majgeoinvesting Sep 21

Maj Soueidan on X

This thread on $RFIL should help you understand their turnaround journey. It’s not really a data center cooling play. It’s much more: •Diversification of legacy telecom biz, so it’s less cyclical •Cooling solution at the edge for anything that houses electronics & components https://t.co/hj0TNHzR1P

@TheBenSchmark Sep 21 1 click

JabroniCoin.USD on X

Weird $HPQ 8-K dropped on assuming MSD PC unit declines in 2027 https://t.co/3FmtjYyqnv

@John_Hempton Sep 21

John_Hempton on X

@Wayne_Chien1 @AMCOracle It is one of 500 plus shorts. I am having a good day today. $AMC is however a loser for me

@ACapitalLP Sep 21 1 click

A Capital on X

@RitzerAdam @valuedontlie $KBR stupid cheap

@TheBenSchmark Sep 21

JabroniCoin.USD on X

Feels like $NKE has lost its sole https://t.co/RUaFiVjpG1

@KEDM_COM Sep 21

KEDM.com on X

ADW Capital continues to increase its stake in Compass Diversified $CODI, now already reflecting 14%. It's also good to see insiders buying shares on the open market. We flagged CODI a few weeks ago. ADW is pushing for a liquidation, stating that a wind‑down could unlock over $26 p/s, well above the current price. As a reminder, CODI’s share price collapsed last year on the accounting mess at its sub Lugano, forcing CODI to declare its 2022-24 financials unreliable. Lugano had hidden financing arrangements and misstated sales, inventory, and receivables. The fallout pushed CODI into forbearance, dividend suspension, reduced borrowing capacity, and eventually covenant breaches. The company has already questioned its ability to continue as a going concern; i.e., there is a good chance they'll liquidate.

@ACapitalLP Sep 21

A Capital on X

@RitzerAdam @valuedontlie Motion Spin o might trade at a persistent discount to $AIT and dividend focused $GPC funds will punt it as well. Maybe there is a run-up to $140 pre-spin, but I’d be more comfortable adding sub <$120 here.

@John_Hempton Sep 21

John_Hempton on X

Apes are having a good time. $AMC is up. Hooray

Investor Letters

All letters

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…

INTR $3B

Capitalist Letters Oct 11 7 clicks

Glaukos: Steep Premium For New Therapies And Growth

Glaukos is expanding from glaucoma devices into sustained drug delivery and corneal cross-linking, but GKOS's premium valuation leaves…

GKOS $9.7B

Myriam Alvarez Oct 11 4 clicks

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…

CPNG $27B

Asian Century Stocks Oct 11 9 clicks

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…

DHT $4.1B

Melissa Tucker Oct 10 4 clicks

Hippo Holdings ($HIPO): The Insurtech That Stopped Chasing Hype and Started Making Money

Hippo’s insurance platform posted 61% premium growth, a 95.8% combined ratio and a fifth profitable quarter as it shifted toward carrier…

HIPO $931M

Substack von Philipp Oct 10 8 clicks

Brazil Potash: Bull Case Is Starting To (Slowly) Bloom

Brazil Potash has secured court support and a power agreement, but financing, dilution and potash-price-sensitive EBITDA remain central…

GRO $130M

Wolf Report Oct 10 3 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…

GLNG $4.7B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 9 3 clicks

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.

AMD $887B

Cestrian Capital Research Oct 9 5 clicks

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.

META $1.9T

Hunterbrook Oct 9 3 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…

SNPS $90B

Cestrian Capital Research Oct 9 3 clicks

ABSSF · long

Airboss Of America CORP

AirBoss is a large North American rubber producer moving away from its existing business mix.

ABSSF $137M

Value Investors Club Jul 13 1 click

Bloom Energy: Oracle's Project Jupiter Is Not What Keeps Me Up At Night (Rating Downgrade)

Bloom Energy faces delay risk after AEP extended conditions on its $2.65 billion Wyoming hyperscaler fuel-cell project from June to…

BE $70B

Deep Value Investing Oct 10 3 clicks

TSOH Weekly Roundup (10/09/2026)

Paramount Skydance’s debt-heavy Warner Bros. Discovery acquisition, streaming bundle pricing and alcohol-industry diversification anchor…

SKYD $10BWBD $78B

TSOH Investment Research Oct 9

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…

BXSL $6.6B

Rubicon Associates Oct 9 1 click

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…

EXPE $36BBKNG $126B

Yet Another Value Blog Oct 9 4 clicks

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.

GOOGL $4.3T

Substack von Philipp Oct 9 2 clicks

Hyster Yale (HY) Multibagger potential as confluence of negatives subside. Attractive after markets part services model

Hyster-Yale trades at 0.16 times sales as lift-truck bookings rebound and restructuring targets $85 million to $100 million in annual…

HY $524M

Calvin Blissett Oct 9 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…

LGN $4.8B

Monte Independent Investment Research Oct 9 3 clicks

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…

GDDY $13B

Fernanda Galvez Jalil Oct 9 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…

MA $530B

Cannibal Stocks Oct 9 6 clicks

Sunday, October 11, 2026

Maj Soueidan on X

JabroniCoin.USD on X

John_Hempton on X

A Capital on X

JabroniCoin.USD on X

KEDM.com on X

A Capital on X

John_Hempton on X

Investor Letters

Publications we follow

Newsletters 107

YouTube 4

Blogs 17

Seeking Alpha 52 of 236

X accounts we follow

Investor letters we follow

Sectors