GLOO: Gloo's own filings make the short case
Gloo's $3.25 follow-on, going-concern warning and $28.0 million first-half cash burn frame the short case against its acquisition-driven growth.
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.
Myles on X
Had a 2.7% up day today, which is my best day since starting to manage money last year. Back to all time highs courtesy of $SITC, plus everything else lining up nicely today. Feels good after an absolute grind of a month.
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.
BDC on X
$XGN on sale here. $STIM also. IMHO. Not advice - as always.
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
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PesoRama: Research Flash
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Modine Deep Dive
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Breaking: The Offshore Monopoly Is Legal Now!
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Private Equity Prints Multibaggers With This Pattern. No One is Talking About It.
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SFIX · long Stitch Fix INC
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TFX 2026-08-22 Teleflex: Portfolio Surgery Creates A Better Medtech Compounder
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Equity Eagle 1 click
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Joseph L. Shaefer 1 click
Guest Post: Eton Pharmaceuticals (ETON)
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Churchill Downs: Doubling Down
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NEXT 2026-08-22 NextDecade: The Ownership Staircase Is The Real Bull Case
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Capital Connoisseur 
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Seeking Alpha 52 of 236
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Mike Zaccardi, CFA, CMT
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Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PV Research
Quantryon Capital
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The Alpha Analyst
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The Bullionaire
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The J Thesis
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The Undercovered Dozen
Tim Travis
Value Capital Research
Vishal Jadaun
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A Capital
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BDC
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Broken Moats
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Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
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Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
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Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
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marginofdanger
mavix
Mike
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Myles
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Negligible Capital
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SG
Sheel Mohnot
Steve Eisman
The Friendly Bear
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Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Undiscovered Compounders
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Investor letters we follow
- 1 Main Capital
- 1851 Capital
- Advisory Research
- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpine Capital Research
- Alpinum Investment Management AG
- Andrew Hill Investment Advisors
- Andvari Associates
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- Ariel Investments
- Aristotle Funds
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- Markel Group
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- Merion Road Capital
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- Moon Capital Management
- Muhlenkamp & Company
- Myrmikan Capital, LLC
- Nelnet
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- Oldfield Partners
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- Optimist Fund
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- Palm Harbour Capital
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- Patient Capital Management
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- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Pittenger & Anderson
- Polaris Capital Management
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- Quercus Fund
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- Rewey Asset Management
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- Robinson Capital Management
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- Vision Capital Fund
- Vltava Fund
- Vulcan Value Partners
- Warden Capital
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- White Brook Capital
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
