TSOH Weekly Roundup (10/16/2026)
Bumble agreed to a $1.3 billion take-private deal, while Netflix cut about 1,000 jobs and Meta discussed its Muse superintelligence models.
Friday, October 16, 2026
Back to today 
From X
Barbarian Capital on X
E.l.f. Beauty CFO Mandy Fields on consumers, pricing and building a foundation in cosmetics $ELF https://t.co/VYtj1rP3T7
Myles on X
Continuing to add Biotech long short exposure aggressively here. Just longing anything smart people/funds are long and shorting anything with high short interest that's a bit squeezy as a basket, plus shorting some $XBI. Nearing 10% gross exposure.
A Capital on X
@edge_of_power Sounds like cope. Smart money says $CIFR is a 🍩
Ian Bezek on X
@valuedrift Without naming that which should not be named, it is interesting Mexico $EWW is up 1.3% today.
Farmer on X
Bought some $ABVX calls instead.
Farmer on X
@Biohazard3737 $ZURA price action makes me think retail accounts getting margin called. Unless pods are yolo'ing into @A_May_MD pitches too.
Colin King on X
Anyone have access to BofA downgrade on $DCH? I'm long and this is a pretty steep cut lol https://t.co/6mhk6JRqA8
Myles on X
Shorting a tiny bit of $RGR here on a post tender slide.
Investor Letters
All letters- Ariel Investments Quarter Ended September 30, 2026 BIO $9.7BNCLH $6.8B
- Rewey Asset Management 3Q26 MEC $362MUCTT $2.5B
- 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 SPB $1.8BHRB $6B
- Jemekk Capital Management Q3 2026 MDA $4.7B
- Southeastern Asset Management 3Q26 ACI $6.3BFBIN $4.8B
Modine Deep Dive
Modine, soon Modexus Solutions, has a $4 billion hyperscaler cooling contract but must ramp factory output and restore margins as data…
Problems at Dream Finders Homes (DFH)
Dream Finders Homes’ controlling owner borrowed against DFH stock before the homebuilder agreed to finance an acquisition with costly…
Park Aerospace: The Q2'27 Sell-Off Misreads a Sole-Source Defense Supplier
Park Aerospace’s 11% Q2’27 sell-off overlooks sole-source PAC-3 rocket-motor materials and A320neo engine composites, with missile capacity…
uniQure: The Market Graded The Wrong Exam
UniQure's Huntington's gene therapy faces an FDA accelerated-approval decision around November 1 after three-year data met both agency…
Bhavneesh Sharma 11 clicks
Breaking: The Offshore Monopoly Is Legal Now!
Transocean’s Valaris merger clears regulators, creating a 68-rig offshore driller controlling four in 10 global drillships.
October 2026 Random Ramblings
October 2026 market commentary covers SOLS’s cancelled merger, a hypothetical Starbucks-Chipotle deal, Russell 2000 weakness and AI…
Private Equity Prints Multibaggers With This Pattern. No One is Talking About It.
Shenandoah Telecommunications’ Glo Fiber buildout ends this year, and private infrastructure investors’ repeated fiber deals frame a…
El Pollo Loco: New York State Of Mind
El Pollo Loco plans 18 to 20 FY26 openings, including 15 franchised New York stores over five years, as asset-light expansion and…
Pedro Goulart 1 click
SED Energy: The 40% Dividend. Signal or Noise?
SED Energy's proposed Ventura merger projects a 22% to 40% dividend yield, but idle tender barges, debt and repayments materially reduce…
GitLab Will Finally Break GitHub's Monopoly In 2027
GitLab targets a 2027 inflection as agentic AI, software sovereignty demand and GitHub reliability issues lift win rates, first orders and…
Ignacio Planas Gonzalez 
PTRN · short Pattern Group INC
Pattern Group is a fragile consumer business targeted on the short side.
Crocs: Double-Digit Buyback Yield (Ticker: CROX)
Crocs has $2 billion of buyback authorization, more than a third of its market cap, as North American sales stabilize and HeyDude drags on…
$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital
Turning Point Brands' FRE and Alp nicotine pouches aim to become a third C-store brand behind ZYN and Velo as PMTA rules limit new entrants.
Mattel: M&A Buzz And A CEO Change Create Substantial Uncertainty
Mattel rose 19% on takeover speculation, but a potential $20-per-share bid, margin pressure and CEO transition leave its standalone…
Seeking Profits 
How Ethos Sold Wall Street on AI While Powering an Analog Boiler Room
Ethos Technologies ($LIFE) sells AI-driven life insurance while relying heavily on multilevel marketing agencies using aggressive cold…
Karman Holdings q2’26 Earnings Update
Karman Holdings reported 58% Q2 revenue growth, $1.3 billion backlog and margin expansion while replacing leadership and remediating…
Innodata: The 45% Pullback Has Changed My View (Rating Upgrade)
Innodata's 45% pullback resets its valuation after two quarters of 50% revenue growth, though two customers still supply 71% of revenue and…
Kurt Christensen 
Thursday Tailwinds #9: 1 October 2026
Indian bearing suppliers gain a US tariff advantage as SKF, Schaeffler and Timken build export capacity and source local rings, cages and…
This Week in Special Situations: Pearson, CarMax, Talen Energy, KBR, Apollo Commercial Real Estate
Pearson, CarMax, Talen Energy, KBR and Apollo Commercial Real Estate lead a 33-company survey of activist campaigns, buybacks, M&A and…
Ladder Capital: Grab This Diversified, Investment-Grade Mortgage REIT At Below Book Value
Ladder Capital trades below book value with high yield, but faces margin pressure and office-loan exposure despite diversified funding and…
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Ordered by how often our editor reaches for them.
