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

@negligible_cap Sep 11

Negligible Capital on X

I simply refuse to believe that $ADBE has over 1 billion monthly active users https://t.co/U7tgBRDhM2

@kab604 Sep 11

kab60 on X

@MananaInvesting @AKWilk I'd love for you to lay out the math. Only expensive if you don't understand where Blackrod takes the company (or think it's a dud). It's cheaper than the financially engineered hodgepodge of assets Adam has assembled. $GFR obviously a magnet to value bois/generalists.

@StockJabber Sep 11

Edwin Dorsey on X

@Mike10947310 What do you think of Edenbrook selling off some of its $FEIM position in August? https://t.co/YOsXfjCnr4

@KEDM_COM Sep 11 2 clicks

KEDM.com on X

Deckers Outdoor $DECK increased its buyback authorization by $3.5bn to $5bn. Not bad for a ~$11bn market cap. And it makes sense: msd-hsd topline growth, >20% EBITDA margins, over 70% FCF conversion, strong and rapidly increasing net cash position. They bought back ~6.5% of s/o last year. 10x EV/EBITDA seems too low.

@TidefallCapital Sep 11

Trevor Scott on X

The VMS thesis: "AI is actually a tailwind" "I think most people -this is not a fact in dispute that AI is TAM expanding for software. The debate is who's going to be the claim that TAM expansion. We have a strong thesis that incumbents have a high, high, high right to win." $ROP

@TidefallCapital Sep 11 1 click

Trevor Scott on X

"I've never been more excited than I have in my career about the opportunity in front of us with AI. We are literally delivering a button when you press it magic happens. And I've always been in like the boring part of software and all of a sudden, software is not boring." $ROP https://t.co/AIQZYxhy8R

@TidefallCapital Sep 11

Trevor Scott on X

"Product velocity through agentic use cases has increased. We're going through a massive amount of commercial learnings right now. Agentic AI products are hitting the market... The surface area software has just expanded massively because of AI." - $ROP (Citi 2026 TMT)

@TidefallCapital Sep 11

Trevor Scott on X

"We have a business in pharmacy automation. Every prescription today has to be manually verified by a pharmacist today, it costs $1-$2. Our first agentic tool does that at a quality level that's higher than a human and we charge about $0.30. So very tangible ROI from day 1." $ROP

Investor Letters

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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

Negligible Capital on X

kab60 on X

Edwin Dorsey on X

KEDM.com on X

Trevor Scott on X

Trevor Scott on X

Trevor Scott on X

Trevor Scott on X

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