PesoRama: Research Flash
PesoRama will reach 54 JOi Dollar Plus stores by November after raising C$28.4 million, funding more than 50 additional Mexican store openings.
Friday, October 16, 2026
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From X
Colin King on X
$APTV This RemainCo looks cheap, but ugly looking chart... https://t.co/GTJKSyt0ew
Adam D. Wyden on X
$DRVN.. The Company is likely trading at 6x EBIT(DA) and ~14 pct FCF yield and ~20 pct on maintenance in 2027. 8 mm shares are short and the de facto float is 32 mm (backing out large long term owners).. Can basically buyback the entire float with one year of FCF. Not $VVV
Lee Roach on X
@sophieanalytics Sweet thanks. Haven't dug much in $WY yet. Just been doing $RYN. So WY doesn't do much HBU?
Lee Roach on X
Timber companies are a hard asset and low risk way to play the datacenter boom. $RYN $WY https://t.co/YElT0VT8R9
Broken Moats on X
Why is $GTLB up ah? Expense dollar growth far outstripped revenue dollar growth? and 117 NR at this valuation is not impressive, let alone the 50% increase in SBC yoy.....
DOMO Capital Management, LLC on X
@GoodHouseCap Maybe the bigger question is.... if PCI went bankrupt so suddenly.... what about the other competitors? Maybe $PBI doesn't need to acquire anyone. It's increasingly becoming a "K" business. Those with scale are killing it and those without are (or soon will be) bankrupt.
DOMO Capital Management, LLC on X
@GoodHouseCap Yes and will almost purely be incremental profit. $PBI has all the fixed costs and plenty of capacity - the incremental variable costs to take on the volume will be miniscule.
Myles on X
@DeepSailCapital $ASAN has been caught up in the software bounce despite being a pretty obvious AI loser and having none of the qualities that make the other software companies good.
Investor Letters
All letters- Ariel Investments Quarter Ended September 30, 2026 BIO $9.7BNCLH $6.8B
- Rewey Asset Management 3Q26 UCTT $2.5BWDOFF $3.3B
- Hosking Partners Q3 2026 DHT $4.1BHAFN $5.4B
- Patient Capital Management 3Q26 NCLH $6.8BPGEN $2.7B
- Artisan Partners Q3 2026 SPIIY $7.2B
- Frank Capital Partners Q3 2026 HRB $6B
- Jemekk Capital Management Q3 2026 MDA $4.7B
- Southeastern Asset Management 3Q26 ACI $6.3BFBIN $4.8B
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