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
catechwilliams on X
$JELD 12x levered facing insurmountable near-term debt maturities. Engaged advisors to sell assets to stem insolvency. Longshot odds given accelerating deterioration in end-markets and rising input costs. Setting up for a Q4 bankruptcy.
DOMO Capital Management, LLC on X
@Mr_Derivatives Simple - $FNMA and $FMCC down 55%+ YTD
Lee Roach on X
I continue to view $EVC as severely mispriced here. Market is completely missing the big picture. https://t.co/T1vGykkx1F
Tim Eriksen on X
@majgeoinvesting $ACFN is Acorn Energy not Acorn Financial.
A Capital on X
$KYIV < $13 is a gift if Jared and Trump are going to push a Russia-Ukraine deal through, especially before the midterms. The equity is basically an option on normalization. It’s a great company, it just trades with a massive “Ukraine discount.”
SG on X
$FOA has lost about 50% in the past 2 months. I have not followed closely since selling (at a loss) a while ago. Any good writeups on the current situation? https://t.co/af4l42xmfd
Maj Soueidan on X
Well, I guess $MG won’t be buying $ACFN. $MG gets acquired by H.I.G. Capital (investment firm). Next step, let HIG know about this little unknown company called Acorn Financial… and that it didn’t show up on their screens because it’s not a bank, as the name would imply🥹 https://t.co/zgmKJt0EiN
A Capital on X
@BetterIRR $FUBO 🎯 https://t.co/aufg1PiWaF
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 $3.7BHAFN $5.4B
- Patient Capital Management 3Q26 NCLH $7BPGEN $2.3B
- 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
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
TY · long Tri-continental CORP
Tri-Continental Corp is presented as a long investment-grade fixed-income idea for portfolios with limited liquidity and diversification.
flyExclusive: Sell Despite Strong Turnaround
FlyExclusive posted 22% Q2 revenue growth and a 20.4% gross margin, but negative free cash flow, net debt and preferred capital leave…
Dhierin Bechai 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…
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.
CarGurus ($CARG): The Auto Trader of America, Priced Like a Used Car
CarGurus, the largest U.S. auto-shopping marketplace, trades near $29 despite roughly $1 billion in expected revenue, $300 million in free…
The Final Phase of This Bull Market Will Be Massive | Charles Lemonides
Charles Lemonides argues the 18-year bull market has not reached its late-stage liftoff, pairing value-oriented semiconductor longs with…
Bristlemoon September 2026 Quarterly Letter
Bristlemoon Global Fund lost 8.4% in the September quarter and added shorts in Campbell’s, REA Group, MasterBrand and Polaris amid narrow…
Quick Value #334 - Flowers Foods (FLO)
Flowers Foods trades at 7.5x earnings after an 80% decline, as a 50% dividend cut and potential asset sale aim to reduce leverage following…
LQDA: finer powder, higher doses
Liquidia’s Yutrepia sales reached $170.4 million in Q2 2026, while a patent ruling threatens its PH-ILD label but leaves PAH sales and a…
Jumping On The Robotics Train: Initiating Buy On Cognex
Cognex expects 15% revenue growth this year as its RealSense acquisition expands machine-vision exposure to robotic perception, logistics,…
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