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.
A Capital on X
@anidesh7 Smart money says $MSOS is a 🍩
Farmer on X
Bought some $ABVX calls instead.
Farmer on X
Hardly any volume in $BBC options. Was considering buying some calls, but doesn't seem likely you'll get a reasonable fill price.
Investor Letters
All letters- Ariel Investments Quarter Ended September 30, 2026 BIO $9.7BLESL $1.6M
- 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
Fannie Mae Preferreds For Post-Midterm IPO Announcement
Fannie Mae and Freddie Mac could leave conservatorship through a 2026 restructuring and IPO, monetizing the government’s equity stake while…
Glen Bradford 5 clicks
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…
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 16 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
YSWY · long Yesway INC
Yesway is pitched as a high-quality convenience-store operator with growth runway, trading near 8.5 times EBITDA and targeting a…
Buzzi (BZU.IM): Make Italy Great Again
Buzzi SpA, an €8.9 billion Italian cement producer, is presented as the world’s best-managed cement company.
[P] ESTC: Elastic Vesting Goals
Elastic’s vesting goals reveal what management is incentivizing.
[P] BLND: Non-GAAP Research Hour
Blend Labs governance discussion focuses on reverse-engineering non-GAAP signals of upside.
Drilling Down on Disposal: Parallels Between Produced Water and Municipal Waste Disposal
WaterBridge and Secure trade at 10–11x 2025 EBITDA despite produced-water disposal economics resembling higher-multiple municipal waste…
Small Bank over 100 years old trading below cash 7x P/E buying back stock, increasing dividend, growing deposits
Citizens Bancshares (CZBS) trades below book and parent-level cash while buying back shares, raising its dividend and holding $95.7 million…
No Downside Merger Arbitrage with potential 58.7% IRR if deal closes
Evolution’s acquisition of Galaxy Gaming awaits regulatory approval, with a claimed 58.7% IRR if completed and a $5 million termination fee…
RKDA- Reverse Merger with Roosevelt Resources LP
Arcadia Biosciences plans to merge with Permian E&P Roosevelt Resources, which targets CO2-enhanced recovery from a 13,892-acre Texas field…
(MGGA) Make Guns Great Again
Ruger trades at a $468 million enterprise value, about 7 times normalized free cash flow, with $101 million cash and no debt as gun demand…
One-Hour Analysis: Canterbury Park (CPHC) Is Holding a Strong Hand — But Can Shareholders Cash In?
Canterbury Park’s 140-acre land bank and joint ventures could generate $3.50 to $11.50 per share in pre-tax proceeds, testing whether…
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Conor Maguire | Value Situations
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Deep Sail Capital
Derek Pilecki
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DOMO Capital Management, LLC
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Fierce_beast
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Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
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junkbondinvestor
kab60
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Kuppy
Laughing Water Capital
Lee Roach
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marginofdanger
mavix
Mike
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Myles
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Negligible Capital
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SG
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SouthernValue
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The Friendly Bear
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Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Undiscovered Compounders
Voss Capital
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- 1 Main Capital
- 1851 Capital
- Advisory Research
- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
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- Alpinum Investment Management AG
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Sectors
Ordered by how often our editor reaches for them.
