Wednesday, October 14, 2026

GitLab Will Finally Break GitHub's Monopoly In 2027

GTLB $8.9B

SA Ignacio Planas Gonzalez Oct 13

Monte Investments Market Brief Vol. CXXXI

Park Aerospace reported 27% revenue growth and 72% EPS growth, supported by composite materials for Airbus engines and PAC-3 rocket motors.

CarGurus ($CARG): The Auto Trader of America, Priced Like a Used Car

CarGurus, the largest U.S. auto-shopping marketplace, trades near $29 despite roughly $1 billion in expected revenue, $300 million in free…

The Final Phase of This Bull Market Will Be Massive | Charles Lemonides

Charles Lemonides argues the 18-year bull market has not reached its late-stage liftoff, pairing value-oriented semiconductor longs with…

Bristlemoon September 2026 Quarterly Letter

Bristlemoon Global Fund lost 8.4% in the September quarter and added shorts in Campbell’s, REA Group, MasterBrand and Polaris amid narrow…

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…

LQDA: finer powder, higher doses

Liquidia’s Yutrepia sales reached $170.4 million in Q2 2026, while a patent ruling threatens its PH-ILD label but leaves PAH sales and a…

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…

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…

PENG $3.5B

SA Investor Overview Oct 12 4 clicks

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…

PTRN · short

Pattern Group INC

Pattern Group is a fragile consumer business targeted on the short side.

I Finally Proved That the Market Is Not Efficient

Bread Financial’s 10-year Signet card deal transfers an estimated $526.5 million in NPV to Signet and $1 billion in payments, while BFH…

💥New Chapter 11 Bankruptcy Filing - And Go Concepts, LLC (Salad and Go)💥

Salad and Go filed Chapter 11 after its Texas and Oklahoma expansion failed, seeking to sell 65 leases to Dutch Bros for $105 million as 7…

All That Glitters Is Gold: What's Really Holding Up Signet ($SIG)

Signet’s shrinking store base and unit volumes have been masked by gold prices, while declining service-plan sales threaten its main profit…

Astronics: Marked Down After A Record Quarter - Buy

Astronics targets $1.02 to $1.04 billion in 2026 revenue after adjusted operating margin reached 20.3%, with Boeing representing 12% of…

ATRO $2.7B

SA Jordan Aquilina Oct 6

MGP Ingredients (MGPI) - The Hangover After the Whiskey Boom

MGP Ingredients trades at 0.74 times tangible book after whiskey oversupply drove sales declines and more than $400 million of impairments.

Capitol Federal Financial: Margin Expansion Supports The Bull Case

Capitol Federal Financial's 2.31% net interest margin and $23.6 million Q3 profit support its shift toward higher-yield commercial lending,…

CFFN $1B

SA Growth Stock Hunter Oct 6

Monte Investments Market Brief Vol. CXXX

Golar LNG’s fourth FLNG vessel targets 3.5MTPA capacity and a 2029 delivery, supporting projected adjusted EBITDA above $1 billion in…

Group 1 Automotive (GPI): The CEO Takes a Driving Test

Group 1 Automotive CEO Daryl Kenningham’s Toyota ties, capital-allocation decisions, compensation and stock sales face scrutiny after the…

Solid Power Still Has Promise

Solid Power reported a $0.11 Q2 loss and $419.3 million of cash, with its electrolyte pilot line and BMW and SK On validation central to…

SLDP $518M

SA Quad 7 Capital Oct 5 2 clicks