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 $964M

Ian’s Insider Corner 12h ago 7 clicks

47h ago RNGR $347M

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

Calvin Blissett 66 clicks

Oct 23 EROC $453M

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

Monte Independent Investment Research 8 clicks

From X

@ACapitalLP 13h ago 1 click

A Capital on X

Argentina should trade down in sympathy with Brazil following Lula’s win, but the distinction matters: Brazil faces a direct repricing of its domestic policy outlook, while Argentina faces mostly regional contagion and trade-related risks. Lula’s victory doesn’t change Milei’s economic program or Argentina’s reform trajectory. Could create an interesting “perception vs. reality” trade, particularly in Argentine financials… $ARGT

@aleabitoreddit 15h ago 3 clicks

Serenity on X

Not actively. I've been pointing out issues with Neocloud/Colo financing since 2025 from $SLNH to $CRWV debt interest. And maintain my opinion only a few neoclouds would survive in a few years, given they build enough of a moat to differentiate themselves against hyperscalers. So I don't think Elon's comments are completely wrong about Neoclouds, but there's nuances. One example was $NBIS SOFR + 2.75% $3.5B facility with Citibank, which actually has better rates than GPU financing from $2T+ companies. So kinda hard to say neocloud financing has "entirely shut off" since this Citibank facility was announced 3D ago I'm not arguing the merits of Elon's claims here. There's some truth to them, even if they're framed in extremes. I'm happy to hear his opinion on the direction of the industry... but if they're mainly amplifying concerns about competitor downfall (which benefits $SPCX + $TSLA) There's some cause for concern about how healthy that is to the town square dynamic Elon originally envisioned with X.

@DevinLaSarre 25h ago 1 click

Devin LaSarre on X

Newest out. Philip Morris International: Ho-hum Hrmm? $PM $BTI $MO $IMBBY $STG $HAYPP https://t.co/SF1OCjjdx1

@majgeoinvesting 31h ago

Maj Soueidan on X

@Daniel___Gordon $BWEN hasn’t proven they can execute on the bottom line yet. Maybe they’ll grow revenue, but they need to show they can actually make money doing it. They didn’t do it with the previous business - for the last 10 years or so. Let’s see if they can do it with the new focus.

@partners_road 35h ago 1 click

RiverRoadPartners on X

@Yulai_Jump @LordPos3idon @AdamBScott1979 @BamaBonds No better example: the most money poured into $ARKK roughly around its all-time high price of $156.58 on 2/12/21. On 12/23/22, $ARKK traded at $30.97. Retail bought the top and sold the low. Not for the first time, and not for the last.

@Mr_Neutral_Man 44h ago 4 clicks

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

What a trade! Sell the $ELME stub for $0.08 and not have to wait 1-2 years to get it It pays to be tactical with REIT liquidations It’s also the graveyard of event driven careers/capital in 2026 https://t.co/diGvv6LFd3

@junkbondinvest 45h ago

junkbondinvestor on X

$JBLU is the worst HY bond performer last week, down nearly 14pts to the mid 40s Plenty of other names got hit hard too https://t.co/Zficn0BlGj

@BarbarianCap 47h ago 1 click

Barbarian Capital on X

"Its $2 billion notes due 2031 fell to 42 cents on Thursday before bouncing back slightly in the mid-40s on Friday" JetBlue Creditors Hire Advisers as Airline’s Shares, Bonds Sink $JBLU https://t.co/GMllSmqHbH

💥Is Getty a Prepack in Name Only?💥

Getty Images' 2026 Chapter 11 filing is challenged as a prepack after warrant litigation, a failed Shutterstock merger and AI pressure.

GETY $11MSSTK $168M

PETITION 23h ago 3 clicks

Unicycive (UNCY):

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

UNCY $108M

Triple S Special Situations Investing Oct 22 4 clicks

Moon River Moly: Research Note

Moon River Moly’s updated Davidson PEA lifts after-tax NPV to $1.24 billion as flotation raises tungsten output 350% and cuts molybdenum…

MRIVF $16M

Atrium Research - Equity Research Oct 21 4 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

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 $291M

Guardian Research Oct 21 4 clicks

Sagimet Biosciences: The U.S. Acne Trial Is A Replication Exercise, Not A Discovery Bet

Sagimet Biosciences' denifanstat enters a fully funded U.S. acne registration trial after Phase 3 results, with SGMT trading below cash and…

SGMT $676M

Equity Eagle Oct 21 3 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

💥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 $20M

PETITION Oct 20 6 clicks

LCNB: Solid Q3 2026 With A 4.7% Yield

LCNB’s Q3 2026 net interest income rose 8.6% year over year as the bank beat revenue and EPS estimates, while trading at a 27% discount to…

LCNB $268M

Sorrento Research Oct 20 2 clicks

LXS.DE: a 2028 sale it can force

Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.

LPTH $492M

Trade Ideas Flow Oct 19 21 clicks

PYPD · long

Polypid LTD

PolyPid, an $80 million Israeli biotech, fell nearly 30% despite solving a clinical problem.

PYPD $103M

Value Investors Club Jul 25

Namib Minerals: Research Note

Namib Minerals posted H1 adjusted EBITDA of $19.0 million, up 76%, as higher gold prices offset lower production.

NAMM $48M

Atrium Research - Equity Research Oct 8 3 clicks

Lesaka: A $4.69 Stock With a $20–30 Case

Lesaka CEO Ali Mazanderani has bought more than $10 million of stock while pursuing a $20 to $30 valuation case through targeted…

LSAK $360M

Mispriced Assets Oct 8 5 clicks

What I’ve Been Up To

Cogent Communications and AI data-center bottlenecks feature in a newsletter update on recruiting, financial media and conference takeaways.

CCOI $378M

Stock Thoughts Oct 7 6 clicks

Lesaka: Why He's Betting Big | Ali Mazanderani | Ep. 5

Lesaka’s executive chairman has invested more than $10 million personally and targets EPS compounding above 40% through consumer, merchant…

LSAK $360M

Mispriced Assets Oct 7 2 clicks

VersaBank: Expensive, But Growth Still Justifies A Buy

VersaBank's Q3 revenue rose 23% and adjusted net income 27%, while a 2.19% net interest margin and 19.15x forward earnings temper its 2027…

VBNK $740M

Grassroots Trading Oct 6 2 clicks

MGP Ingredients (MGPI) - The Hangover After the Whiskey Boom

MGP Ingredients trades at 0.74 times tangible book after whiskey oversupply drove sales declines and more than $400 million of impairments.

MGPI $345M

Dismissed & Asset-Backed Oct 6 1 click

Solid Power Still Has Promise

Solid Power reported a $0.11 Q2 loss and $419.3 million of cash, with its electrolyte pilot line and BMW and SK On validation central to…

SLDP $451M

Quad 7 Capital Oct 5 2 clicks

DMRC: 31 retailers in line, up from one

Digimarc’s gift-card watermark pilot found zero fraud at Schnucks, while its retailer pipeline rose to 31 from one in 2025 despite…

DMRC $199M

Trade Ideas Flow Oct 5

Nyxoah: Label Expansion Set To Unlock A Monopoly In A Billion Dollar Market.

Nyxoah's Genio implant could reach CCC patients after an FDA label expansion, targeting 30% of the obstructive sleep apnea device market by…

NYXH $90M

Stephen Tobin Oct 5 3 clicks

Sunday, October 25, 2026

A Capital on X

Serenity on X

Devin LaSarre on X

Maj Soueidan on X

RiverRoadPartners on X

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

junkbondinvestor on X

Barbarian Capital on X

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