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Friday, October 23, 2026

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@kevin__mak 3 clicks

Kevin Mak on X

$ABVX Couple things I noted today. 1) The ABVX fans love to talk about how bad this specific stock is. But looking at a group of late-stage, pre-commercial biotech peers since August 20th, the weakness looks a lot less ABVX-specific. ABVX is down ~26%, versus a peer median of ~27%. Different stories and catalysts, but ABVX is right in the middle of the group. 2) The latest Markit securities-lending update shows a sharp drop in reported shares on loan, from ~2.6m to ~460k. My read is that this is consistent with the possible “large short” I previously flagged having covered. The drop shows up in the October 21 data, immediately after the October 20 +5.8% rally, which has since largely fizzled out. Disclosure: Creek Drive and its affiliated funds holds a long position in ABVX. Views expressed are current opinions for information only, subject to change and are not investment advice or a recommendation to buy or sell any security. Investing involves the risk of loss and past performance is not indicative of future performance. See the disclosures link in my bio for more important information.
@DeepSailCapital

Deep Sail Capital on X

$CRDO - Others have tried this already. $MRVL and $BDCM have offered merchant AEC DSPs for years. A cheaper merchant DSP hasn’t broken the integrated model so far. Credo’s moat is the system not just the DSP. Credo owns qualification, SerDes, AEC patents, ETC which allow it to keep the full cable end to end. It has deep relationships with five hyperscalers and growing engagement with neoclouds. Anyone that knows the market knows $MXL might try to get a piece of the market but unlikely to get a material piece.

Investor Letters

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Mosaic, Part One: The Story

Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.

MOS $5.5B
Latticework by MOI Global 26 clicks

Mosaic, Part Two: The Deep Dive

Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.

MOS $5.5B
Latticework by MOI Global 4 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 $8.1B
CV's Substack 28 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…

MYRG $4B
Monte Independent Investment Research 8 clicks
OSW · short

Onespaworld Holdings LTD

OneSpaWorld Holdings, the dominant outsourced cruise-ship spa operator across more than 200 vessels, is the subject of a short thesis.

OSW $2.4B
Value Investors Club

The Mispriced Assets Super Bowl

Groupon, Corsair and StepStone report within 15 minutes, setting up volatility between Groupon’s after-hours release and its Friday morning…

STEP $5.1B
Mispriced Assets

Floor & Decor: 2Q26 Business Update

Floor & Decor’s same-store sales improved to minus 2%, while $45 million of tariff refunds lifted second-quarter gross profit and operating…

FND $4.8B
Speedwell Memos 8 clicks

“The tip of the iceberg.”

Stevanato's 8% organic Q2 growth and 21% adjusted EBITDA growth came with a modest FY 2026 guidance lift after the Balda divestiture.

STVN $5.3B
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