Rubrik (NYSE: RBRK) Stock Rating: DISTRIBUTE After Q2 FY1/27 Earnings
Rubrik posted 38% Q2 revenue growth to $427.3 million, but Cloud ARR growth slowed to 39% and its enterprise value reached 15.7 times trailing revenue.
Monday, October 12, 2026
Back to today 
From X
SG on X
likely to return to $3 imo $CD https://t.co/0ff0aX4f7D
SG on X
@Imperium1136 @DeepSailCapital agree, though think $MRNX is the better vehicle
Ian Bezek on X
@finphysnerd Ackman's been on a real heater lately with his smallcap pumps. Remember $HTZ?
Myles on X
@stone_maison_ @SowingAlphaSeed Bulls compare $SNAP to social media apps like $META, $RDDT, $PINS and others. However, those all have content as a significant part of the app, which Snap (in spite of their claims) doesn't. It's a simple difference but is the key to 5 years of underperformance.
Myles on X
@amootpoint Lmao, I've made more money shorting $SNAP over the last 4 years than any other short. What's the lesson? Short crappy, unprofitable shitcos. I see you've been holding for a while. https://t.co/zbmu85WArC
Barbarian Capital on X
A Credit-Score Shift at Fannie and Freddie Is Shaking Up the Mortgage Market $FICO https://t.co/lqXRQVDFAT
Investor Letters
All letters- FPA Crescent Fund 3Q26 028260 $36BCHTR $13B
- Diranko Capital Q3 2026 AT $561MLFCR $244M
- Stone Sentinel Capital Q326 5515 $315M3565 $141M
- Hood River Capital Management Q3 2026 EOPSF $1.5BEQR $1B
- Mar Vista Investment Partners third quarter 2026 MTD $32BSARO $7B
- Kingdom Capital Advisors Q3 2026 BBGI $18MEVC $606M
- Vltava Fund 3/2026 ATDRF $3.9BJFBHF $1.6B
- Cedar Grove Capital Management Q3 2026 EVLV $753MABVX $7.5B
Quick Value #334 - Flowers Foods (FLO)
Flowers Foods trades at 7.5x earnings after an 80% decline, as a 50% dividend cut and potential asset sale aim to reduce leverage following…
Q3 2026 Jenga IP Quarterly Letter
Jenga Global Master Fund returned 8.10% in Q3 2026, added Adobe and Mexican airports, and later initiated S&P Global.
Howmet Aerospace: Strong Q2, But The Valuation Is Too Rich
Howmet Aerospace posted 24% Q2 revenue growth and 46% adjusted EPS growth, but HWM trades about 87% above a $120.69 DCF fair-value estimate.
Alexander I. Velasquez 2 clicks
Global-e: The Invisible Engine Behind the Brands You Buy From Directly Online! $GLBE
Global-e provides cross-border merchant-of-record, payments, tax and fulfillment services to more than 1,500 brands, including Shopify…
some thoughts on FICO
FICO’s mortgage credit-score monopoly sits at the center of a GSE-dominated U.S.
Penguin Solutions: Explosive AI Growth At A Surprisingly Low Valuation
Penguin Solutions grew FY2026 revenue 26% as AI data-center and memory demand expanded, while negative free cash flow and cyclical memory…
Investor Overview 5 clicks
“Is Ralph Lauren Still Relevant?”
Ralph Lauren’s 2017 CEO change put Patrice Louvet in charge of reversing nine quarters of same-store sales declines and restoring the…
H&R REIT, an opportunity in a corrupt process
H&R REIT's proposed GO Residential transaction faces investor opposition over rejected $12.50 cash bids, insider benefits and tax…
53 Quality Stock Pitches (5th-11th October) 🖨️
Dassault Aviation leads a 53-pitch roundup with a €45 billion order book against €7.4 billion of sales and a 26.6% Thales stake.
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…
PERF · long Perfect CORP
Perfect Corp., a Taiwan-based beauty-tech microcap SPAC, trades below net cash despite sales growth after falling from a brief $2 billion…
Letters, Presentations, and More!
Alluvial Capital’s Q3 update values We.Connect at a mid-single-digit earnings multiple, flags LICT’s $128 million rural-broadband grant,…
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Newsletters 107
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Seeking Alpha 52 of 238
Albert Anthony
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Petri Dish Reports
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The J Thesis
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Value Capital Research
Vishal Jadaun
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Every account on this site, hand-picked.
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💥PETITION💥
A Capital
absreturnchaser
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BDC
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Broken Moats
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Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
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Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
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
Laughing Water Capital
Lee Roach
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marginofdanger
mavix
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Myles
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SG
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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
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- Broadleaf Partners
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- ByteTree
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- Cedar Creek Partners
- Cedar Grove Capital Management
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- Chilton Capital Management
- Choice Equities
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- Conestoga Capital Advisors
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- Curreen Capital
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- Diranko Capital
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- Dodge & Cox Stock Fund
- DoubleLine
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- FPA Crescent Fund
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- Gabelli Funds
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- GreensKeeper Asset Management
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- Miller Value Partners
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- Muhlenkamp & Company
- Myrmikan Capital, LLC
- Nelnet
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- Nightview Capital
- Nixon Capital
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- Oakmark Funds
- Oldfield Partners
- Ophir Asset Management
- Optimist Fund
- Orange Investment Advisors
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- Peapack Private
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Pittenger & Anderson
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Protean Funds
- QuantStreet Capital
- Quercus Fund
- RF Capital Management
- RGA Investment Advisors
- Regency Wealth Management
- Rewey Asset Management
- Right Tail Capital
- RiverPark Funds
- Riverwater Partners
- Robinson Capital Management
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- Royce Investment Partners
- Saga Partners
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- Sequoia Fund
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- Stone Sentinel Capital
- Stonehearth Capital Management
- Summers Value Partners
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- TIFF Investment Management
- The London Company
- Third Avenue Management
- Troy Asset Management
- Tweedy, Browne
- Upslope Capital Management
- Vision Capital Fund
- Vltava Fund
- Vulcan Value Partners
- Warden Capital
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- White Brook Capital
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
