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 $2.1B

Ian’s Insider Corner Oct 25 11 clicks

Oct 25 SSTK $162M

💥Is Getty a Prepack in Name Only?💥

PETITION 4 clicks

Oct 25 SIG $4.5B

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

Cannibal Stocks 15 clicks

From X

@SowingAlphaSeed Oct 8

Farmer on X

@ptuomov Are you talking about the NAV or what the vol would be if it were a publicly traded ticker? Things like $FPI and and $LAND could be a good guide if the latter.

@stockgutter Oct 8

SG on X

So many red flags with Chaince $CD. For example, - Chaince just increased its authorized share count 20-fold to 20 Billion!?! There is no reason whatsoever for a legitimate company with under $10m in revenue to have a share count like that. Think it will dilute? Me too. - Two months ago, Chaince did a registered direct offering at $0.53 per share. At the time the RDO price was about 1/6 its market price. Now Chaince shares fetch >20x that. This is not how normal companies, even microcaps, raise money.

@hntrbrkmedia Oct 8

Hunterbrook on X

Based on Hunterbrook Media's reporting, at the time of publication Hunterbrook Capital is short $MRP, short $LEN, and long a basket of comparable securities. Positions may change at any time. This article is not investment advice or any recommendation. See full disclosures below.

@hntrbrkmedia Oct 8 1 click

Hunterbrook on X

Millrose management told Goldman Sachs its Lennar home purchases were a rent-to-own pilot, with a renter often lined up before $MRP buys. We found approximately 95% of more than 1,000 home addresses bought from $LEN were actually listed for rent to the public. https://t.co/szKAaqaBoN

@OddDiligence Oct 8

Odd Diligence on X

$CCXI i assume they didnt invite everybody to this https://t.co/e558Raj2Dc

@mavix_leon Oct 8

mavix on X

Shelly Group $SLYG published preliminary 9M revenues of EUR 112.8 million (+30% yoy). Full results will be published on November 10. https://t.co/sZsNwj3lim

@irbezek Oct 8

Ian Bezek on X

@latamsovereign Mexico has 10x as many American retirees than any other LatAm country. $ASR $PAC $OMAB

@calvinblissett Oct 8

Calvin Blissett on X

$YB 5% of my portfolio. See writeup for evidence and anecdotes of the quality of the founder https://t.co/Uzt8MeGSPl

Avalo Therapeutics: Contrarian 'Buy' Ahead Of Abdakibart's Phase 3

Avalo Therapeutics' Abdakibart enters a pivotal hidradenitis suppurativa trial after positive LOTUS data, with monthly dosing and…

AVTX $364M

Myriam Alvarez Oct 25 3 clicks

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

Six Value Line small caps including Blackbaud, Marqeta, Ranger Energy and Definitive Healthcare trade on net cash, buybacks, low multiples…

BLKB $2.5BMQ $2B

Calvin Blissett Oct 24 78 clicks

ExlService: A Boring Compounder That Could Double

EXLService's AI-led business, 61% of revenue and growing 30% year over year, trades at 18 times forward earnings after legacy digital…

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 10 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 12 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 34 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 5 clicks

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

Western Digital, Penguin Solutions and Millrose Properties lead a roundup of 12 lesser-followed stocks featured from Oct. 10 to Oct. 16.

PENG $3.2BMRP $4B

The Undercovered Dozen Oct 22 17 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

Unicycive (UNCY):

Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…

UNCY $98M

Triple S Special Situations Investing Oct 22 4 clicks

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 $6.6B

Latticework by MOI Global Oct 22 42 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 $2.9BLAD $6.3B

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

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 $787M

Modern Value Investing Oct 21 8 clicks

GLOO, part two

Gloo faces related-party deals, insider-heavy IPO ownership, acquisition losses and $84.5 million of CEO-backed puts as it burns cash and…

GLOO $269M

Guardian Research Oct 21 4 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

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 8 clicks

Sunday, October 25, 2026

Farmer on X

SG on X

Hunterbrook on X

Hunterbrook on X

Odd Diligence on X

mavix on X

Ian Bezek on X

Calvin Blissett on X

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