Wednesday, October 21, 2026

BMBL 2026-10-21

Bumble is being taken private

Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.

BMBL $788M

Modern Value Investing Oct 21 8 clicks

Oct 21 GLOO $274M

GLOO, part two

Guardian Research 4 clicks

Oct 21 CRWV $34B

CoreWeave: It’s Not Dying, Not Anytime Soon

Capitalist Letters 42 clicks

From X

@catechwilliams Feb 11

catechwilliams on X

$NX Outlandishly guiding to flat 2025 sales, customers and channel -DD. Commodity window and door components facing pricing pressure from larger customers ($JELD, $OC). Now levered 4x, trading at a premium to higher value-add building products peers. Guide cut inevitable.

@catechwilliams Feb 5

catechwilliams on X

$J Beat earnings yesterday. Holding back detailed guidance for Investor Day (2/18)—likely raise ’25 #s, 4-year financial targets w significant upside on margins ($ACM and other peers +15% EBITDA margins). Record backlog and multi-year growth runway.

@CapitalVoss Jan 29 1 click

Voss Capital on X

The industrial logic for the $UNF and $CTAS merger captured in one picture. Both have been going to the Chipotle (or same strip center) near our office in Houston on the same days at the same time (the store was closed at the time this pic was taken). https://t.co/zxTIFVgn1s

@AlphaVulture Jan 23

Alpha Vulture on X

@olvehe That’s why I use $XPEL paint protection film on all my cars 😉

@HedgeyeRetail Jan 8

Brian McGough on X

Really, this Q is just $HELE being HELE. The company is structurally broken. Not investing enough to prevent a melt down in the core, while it overpays for 'average' assets, and tries to make up for it with creative accounting. Best Idea Short -- the gift that will forever give back... That does not mean it's a perma-short. The price at any given point in time matters. But right now, it's still a Short. @HedgeyeRetailJM @HedgeyeRetailRW

@AlphaVulture Dec 20

Alpha Vulture on X

Tough end of the year in merger arb land $BATL, $RVNC, $X, $ACI, $CPRI

@catechwilliams Dec 19

catechwilliams on X

$NX Rapidly declining levered (4x) commodity biz. Q1’25 guide -12% sales, mgmt hoping for 2H’25 recovery. End-mkts deteriorating ($OC -20% Q4 guide, $JELD), customer losses, internal controls issues, integrating a large acq, 0 prior M&A experience. +30x P/E on best case 2025 #s

@HedgeyeRetail Dec 18

Brian McGough on X

We went Long $BIRK this past weekend. The call was timed ahead of this print, which we thought would be well ahead. But the call is much bigger than beating the qtr. No reason why this won't compound to a double+ over TAIL duration.

Berkshire Put Bending Spoons On My Radar

Bending Spoons has spent about $10 billion on software acquisitions, including pending Miro, while Q2 organic growth was 3% and all…

BSP $30B

Jack Bowman Oct 21 10 clicks

Why I sold OB pick for 26 SVM

Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite…

SVM $1.9B

The Oak Bloke Oct 21 27 clicks

ServiceNow: The Shift From Seats To 'Assists' Uncaps Exponential Growth

ServiceNow is shifting from seat-based subscriptions to usage-based AI “Assists,” expanding revenue potential across its enterprise…

NOW $155B

Raul Shah Oct 21 11 clicks

Use of AI is boosting Snowflake’s revenue while mortal companies may take longer

Snowflake says internal AI use is lifting revenue and profit, while customers show early implementation success.

SNOW $120B

The Technology Letter Oct 20 11 clicks

Netflix Earnings, Business or Franchise, Disney’s Deal

Netflix’s earnings raise questions about whether its growth profile still merits a franchise valuation, alongside discussion of Disney’s…

DIS $188B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Oct 20 9 clicks

Vicor Update, Part Three

Vicor’s $66.6 million in AI power-delivery royalties generated about $50 million of operating profit, eclipsing its module business as…

VICR $9.6B

CV's Substack Oct 20 28 clicks

Inogen: Cheap Enough To Take A Chance On

Inogen's $45 million buyback, debt-free balance sheet and cash equal to 61% of market value support a Buy case despite 3% 2026 growth…

INGN $189M

Intrinsic Analysis Oct 20 9 clicks

Carecloud News

CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.

CCLD $74M

Calvin Blissett Oct 20 11 clicks

From Fat to Follicles - Is Hair Loss the Next Blockbuster?

Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.

NVO $171BMANE $6B

Cestrian Capital Research Oct 20 41 clicks

RTX Corporation (NYSE: RTX) Q3 FY12/26 Earnings Update - Accumulate, Record $340bn Backlog, Zones And Stop Inside

RTX reported 11% sales growth to $25.0 billion, raised 2026 guidance and reached a record $340 billion backlog, while free cash flow fell…

RTX $263B

Cestrian Capital Research Oct 20 9 clicks

Heico Corporation

HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts…

HEI $46B

D Invests Oct 20 13 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Update - Accumulate, Record Backlog, Zones And Stop Inside

Northrop Grumman posted 7% Q3 sales growth to $11.1 billion, lifted profit guidance and reached a record $109.6 billion backlog, led by…

NOC $78B

Cestrian Capital Research Oct 20 4 clicks

Disney: Century-Old Franchises at 14x Forward Earnings

Disney trades at 14x FY27 consensus EPS of $7.50 as parks, merchandise and streaming rebuild its franchise flywheel.

DIS $188B

Latticework by MOI Global Oct 20 10 clicks

AGI Inc: The Bargain Is Even More Attractive

AGI Inc trades at 5.6x earnings after a 35% post-IPO decline, despite roughly 30% ROE and resilient INSS payroll-loan growth.

AGBK $790M

Multiplo Invest Oct 20 14 clicks

💥Hain Celestial: Earthly Issues💥

Hain Celestial sold its North American snacks business for $115 million as declining sales and EBITDA left $558 million of secured debt…

HAIN $11M

PETITION Oct 20 6 clicks

Monte Investments Market Brief Vol. CXXXII

CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…

CRWV $34BMYRG $4.2B

Monte Independent Investment Research Oct 20 8 clicks

Urban Outfitters: Nuuly Is More Valuable Than Its Margins Suggest

Urban Outfitters' Nuuly subscription service grew sales 28.6% and reached a 10.1% operating margin, with management targeting $700 million…

URBN $7.9B

IWA Research Oct 20 4 clicks

Group 1 Automotive: The Debt Stress Test

Group 1 Automotive’s $1.25 billion Atlanta borrowing lifts net corporate debt to about $4.4 billion; a 2009-style downturn leaves it near…

GPI $2.9B

Cannibal Stocks Oct 20 12 clicks

Goldman Sachs: Undervalued Growth With A Buy Rating

Goldman Sachs carries a $1,116 price target, based on $82.69 estimated 2027 EPS and growing recurring revenue from investment banking,…

GS $265B

The Curious Analyst Oct 20 4 clicks

CHGG · long

Chegg Inc

Chegg is framed as a binary long with 500% upside against 20% downside.

CHGG $77M

Value Investors Club Jul 22 15 clicks

Wednesday, October 21, 2026

catechwilliams on X

catechwilliams on X

Voss Capital on X

Alpha Vulture on X

Brian McGough on X

Alpha Vulture on X

catechwilliams on X

Brian McGough on X

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