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
SG on X
On the daily chart, $SB #sugar looks like it ran too far too fast. Zoom out though and you get a better picture of exactly how far the commodity can move in an uptrend. Staying long. https://t.co/31XQLMRcCZ
David Orr on X
$SOXX $NVDA down since the big beat... sure looks like a news failure event. I think it'll be electricity bottlenecks that kill the AI hardware bubble. The hyperscalers controlling that bottleneck should be the biggest winner.
DOMO Capital Management, LLC on X
Based on today's $GPRE trading it looks like someone has leaked and is illegally trading imminent government action on SRE's that is likely not the worst case scenario. I'd expect $ALTO to rally (and $GPRE to rally more) once the news is actually public for everyone to know...
John_Hempton on X
@420yooper69AMC Agree. Apes should buy more $AMC
SG on X
$MNTN long here. Thanks to @hedgeye for sharing this presentation and deck. https://t.co/fXrKWKpryo
A Capital on X
@EventDrivenEddy Ok so what’s is steady state multiple for $VISN
A Capital on X
At ~$6.35 $VISN is trading at an implied distribution adjusted EV/EBITDA of 3.8x vs. 9.8x for $HLIT 🤷♂️ https://t.co/ioQKep7JzG
SG on X
$FLR share count reduction is impressive. Another year or two at this clip could really transform the capital structure. https://t.co/H0a7syQHHb
Investor Letters
All letters- Artisan Partners Q3 2026 SPIIY $6.8B
- Frank Capital Partners Q3 2026 SPB $1.8BHRB $6B
- Jemekk Capital Management Q3 2026 MDA $4.7B
- Southeastern Asset Management 3Q26 ACI $6.3BFBIN $4.8B
- Asset Value Investors Ltd September 2026 VVVNF $1.7B
- Asset Value Investors Ltd Q3 2026 CHRY $427MENRG $349M
- Fenimore Asset Management Q3 2026 MBGL $5.5BNOVT $5B
- Diranko Capital Q3 2026 AT $561M
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Breaking: The Offshore Monopoly Is Legal Now!
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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.
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Rubicon Associates 1 click
Bristlemoon September 2026 Quarterly Letter
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Quick Value #334 - Flowers Foods (FLO)
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Fountainhead 2 clicks
Global-e: The Invisible Engine Behind the Brands You Buy From Directly Online! $GLBE
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Penguin Solutions: Explosive AI Growth At A Surprisingly Low Valuation
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Investor Overview 5 clicks
H&R REIT, an opportunity in a corrupt process
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