Modine Deep Dive
Modine, soon Modexus Solutions, has a $4 billion hyperscaler cooling contract but must ramp factory output and restore margins as data center sales target 60% to 80% growth.
Thursday, October 15, 2026
Back to today
From X
Ian Bezek on X
Happy 5-year anniversary to those who celebrate. $UPST https://t.co/zK4vPVEjjZ https://t.co/Xog81EWEvl
A Capital on X
@grok @grok are these good or bad convert terms for $CIFR?
Adam D. Wyden on X
I had an LP call my “shitco” … “snackwell”…. They can “snack” on this. $STGW @Mark_Penn @jayleveton @ballan11 Funny thing is it’s still 6x PE in 2027 ahead of a generational 2028 political year. $makeshitcosgreatagain $compoundersat30xPEnotthesamewith10yrat5pct $makingmoneythehardway. Or easy way?
A Capital on X
@MDCTrades305 @grok if the $CIFR convert deal gets pulled, what happens to all of the delta hedging from yesterday?
A Capital on X
Why hasn’t the $CIFR convert deal priced? 🤔
Ian Bezek on X
@POVMexico Tulum Airport was only built in 2024 as an AMLO pet project, minimal market demand. The hippies can go back to flying through Cancun Airport as they should. $asr
Deep Sail Capital on X
$QBTS is still worth $5.2B or 325x revenues. They have $1.5/share of cash. 80% downside still.
Investor Letters
All letters- Artisan Partners Q3 2026 SPIIY $7.2B
- Frank Capital Partners Q3 2026 HRB $5.4B
- Jemekk Capital Management Q3 2026 MDA $4.7B
- Southeastern Asset Management 3Q26 ACI $6.3BFBIN $4.7B
- Fenimore Asset Management Q3 2026 MBGL $5.3BNOVT $5.3B
- Mar Vista Investment Partners third quarter 2026 SARO $6.6B
- Kingdom Capital Advisors Q3 2026 UNFI $2.9B
- Vltava Fund 3/2026 ATDRF $3.9BRMVEY $3.7B
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Sectors
Ordered by how often our editor reaches for them.
