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Monday, October 12, 2026

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@KEDM_COM

KEDM.com on X

Voss Capital has been increasing its position in Euronet Worldwide $EEFT and sending angry letters, pushing the company to review strategic alternatives. Despite almost all fundamentals moving in the right direction, Euronet's share price had a horrible 2025, mostly on (fears of) increasing competition from digital-first rivals such as Wise and Remitly. Voss argues that parts like payment processing and money transfer could be valued more highly on their own. A full sale could deliver even more (100%+ potential), as it will also monetize Euronet's global licenses and cash generation. Also, it is worth noting that Euronet has been (and continues to be) a true share cannibal.
@OddDiligence

Odd Diligence on X

$HQ so as many know, QTUM ETF owns 6,565,887 HQ shares (by far the majority of float). The QTUM ETF reviews weightings semi-annually per ETF documentation. This would mean next weighting change is not until December Surprisingly, they published a file Friday night that included changed ETF weightings, against the ETF's rules. This would mean ~3M HQ shares would have needed to be sold by Friday. As a result, index arbs on Monday knocked the stock down 32% on 3X average volume. Selling was massive from open to close Through a few conversations, the index provider corrected the error. Announcement just came out from index provider - Weightings will NOT be changed, other than extremely minor (pro rata) to allow QNT to enter the index ~3M HQ shares will not be sold now by the index. All the index arbs who sold the stock off 32% yesterday will need to decide on what to do Or they can pay 101% overnight rate

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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 7 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” 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 1 click

Namib Minerals: Research Note

Namib Minerals posted H1 adjusted EBITDA of $19.0 million, up 76%, as higher gold prices offset lower production.

NAMM $55M
Atrium Research - Equity Research 3 clicks

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…

GLNG $4.7B
Monte Independent Investment Research

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