Sunday, October 25, 2026

WD 361: Brazil, JetBlue Bankruptcy, Mexican Airlines Merger

Brazil’s Lula victory leaves Nu and Inter’s thesis intact, while JetBlue heads toward bankruptcy and Mexican airlines pursue a merger.

JBLU $964MINTR $3.1B

Ian’s Insider Corner 19h ago 10 clicks

39h ago SIG $4.5B

Signet Jewelers (SIG): The Next Dillard’s?

Cannibal Stocks 13 clicks

Oct 24 BLKB $2.4B

I went through all 142 companies in Value Line this morning. Here are the 6 that made it

Calvin Blissett 68 clicks

From X

@Mr_Neutral_Man Oct 22

Mr Neutral Man aka "Howard Marks of REITs” on X

@voltino_cro I bought these 1-2 weeks ago when I saw the 15% bond yield and thought even when $VNO sold off to a decade low, it's bond yield was 9% and the stock was $12-13 A 15% yield is really troubling, bought some puts as a tail risk hedge

@AsifSuria Oct 22 2 clicks

Asif Suria on X

This is a positive development in the right direction for Mattel $MAT It was also good to see this at the heels of Hasbro's $HAS strong earnings this week https://t.co/X6gYlKpmFM https://t.co/UBY85cb3SR

@aleabitoreddit Oct 22 1 click

Serenity on X

I feel like markets are seeing a lot of forced liquidations and panic selling right now. You have peers like $LITE sold out completely into 2029, and are starting negotiations for 2030. So seeing a company like $AAOI now worth $5.7B despite all their laser/transceiver/ELSFP capacity coming online + demand visibility reminds me of July

@stockgutter Oct 22

SG on X

two names I like that benefit from a decline in 10-year: $MRP Millrose Properties - two angles here. First, its high dividend looks even better when the risk-free rate declines. Second, it finances land for homebuilders so has upside from any improvement in that sector. $RKT Rocket Companies - largest nonbank mortgage lender will be a survivor as competitors like UWM flounder I own both. May add.

@DOMOCAPITAL Oct 22 1 click

DOMO Capital Management, LLC on X

Athletic shoe manufacturers are now being forced to discount. Very bullish $SHOE. Bearish $DECK. https://t.co/S9fv2tTAlv

@BillAckman Oct 22 4 clicks

Bill Ackman on X

Some thoughts on Fannie $FNMA and Freddie Mac $FMCC https://t.co/KQTuaRsx9v

@AsifSuria Oct 22

Asif Suria on X

Thanks for sharing regarding $STRZ When it comes to a poison pill, they can get rid of it at any time and I have seen both instances of it being removed as well as where the acquirer pushes through the poison pill and acquires the company (Oracle's acquisition of Peoplesoft). My broader point is that as separate companies with different business models, both deals don't have to happen simultaneously. I do recognize that they have content licensing agreements between them and probably strong ties in other areas. $LION

@irbezek Oct 22

Ian Bezek on X

@valuedrift As someone short both $SOXS and $SOXL this is the dream.

ExlService: A Boring Compounder That Could Double

EXLS $6.2B

Ignacio Planas Gonzalez Oct 24 4 clicks

Research & Analysis: ERock, Inc. (NYSE: EROC)

ERock’s modular microgrids bridge data-center power gaps years before grid interconnects, with Meta and Anthropic projects filling capacity…

EROC $453M

Monte Independent Investment Research Oct 23 9 clicks

Trade Alert - Long RIG

HFI Portfolio bought 94,214 shares of Transocean, RIG, for $570,000 at $6.05 per share.

RIG $7.2B

HFI Research Oct 22 7 clicks

MYR Group q3’26 Earnings Preview

MYR Group’s Q3 2026 preview cites data-center and power transmission demand, with long-term service agreements supporting margin growth and…

MYRG $4B

Monte Independent Investment Research Oct 22 5 clicks

Mosaic: Cash from Potash Now, a Recovery in Phosphates Later

Mosaic’s potash business generated $930 million after capital spending and closure cash in 2025, while phosphate operations consumed $207…

MOS $5.5B

Latticework by MOI Global Oct 22 11 clicks

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 Oct 22 33 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 Oct 22 4 clicks

Undercovered Dozen: Western Digital, Penguin Solutions, Millrose Properties And More

PENG $3.2BMRP $4B

The Undercovered Dozen Oct 22 17 clicks

Group 1 Automotive (GPI) vs Lithia Motors (LAD)

Group 1 Automotive and Lithia Motors divide two longtime value investors: David Abrams switched to Lithia in 2018, while Greg Alexander…

GPI $2.7BLAD $6.6B

Cannibal Stocks Oct 22 6 clicks

Atour Lifestyle ($ATAT): The Hotel Chain That Is Secretly a (Sleep) DTC E-Commerce Brand

Atour Lifestyle combines an asset-light Chinese hotel franchise network with Atour Planet sleep-product sales, using guest rooms as product…

ATAT $4.5B

Substack von Philipp Oct 22 8 clicks

JBFCY · long

Jollibee Foods CORP

Jollibee Foods trades at PHP 144, about 56% below its January 2019 high, framing a long thesis on the Philippine restaurant operator.

JBFCY $2.5B

Value Investors Club Jul 27 1 click

This Week in Special Situations: Solstice, Albertsons, Brockhaus, GM

Solstice, Albertsons, Brockhaus and GM anchor a 34-case survey of activism, buybacks, M&A and strategic reviews, led by Starboard’s…

SOLS $9.5BACI $6.5B

Latticework by MOI Global Oct 22 42 clicks

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 $783M

Modern Value Investing Oct 21 8 clicks

Webull: A 30% Annual Return Setup As Perpetual Futures Go Live

BULL $3.3B

PropNotes Oct 21 3 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 $2B

The Oak Bloke Oct 21 27 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 Oct 20 28 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.

MANE $5.3B

Cestrian Capital Research Oct 20 41 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 $1.2B

Multiplo Invest Oct 20 14 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 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 $7.4B

IWA Research Oct 20 4 clicks

Sunday, October 25, 2026

Mr Neutral Man aka "Howard Marks of REITs” on X

Asif Suria on X

Serenity on X

SG on X

DOMO Capital Management, LLC on X

Bill Ackman on X

Asif Suria on X

Ian Bezek on X

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