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 36h ago 11 clicks

Oct 24 RNGR $344M

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

Calvin Blissett 70 clicks

Oct 23 EROC $453M

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

Monte Independent Investment Research 9 clicks

From X

@ACapitalLP 36h ago 4 clicks

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 39h 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 Oct 25 3 clicks

Devin LaSarre on X

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

@majgeoinvesting Oct 25

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 Oct 24 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 Oct 24 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 Oct 24

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 Oct 24 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 47h ago 4 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 $104M

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 $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

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 $14M

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 $281M

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

GLIBA · long

Liberty Capital CORP

Liberty Capital Corp, GLIBA, is pitched long following its July 2025 spinoff from Liberty Broadband.

GLIBA $832M

Value Investors Club Jun 26 2 clicks

One-Hour Analysis: Canterbury Park (CPHC) Is Holding a Strong Hand — But Can Shareholders Cash In?

Canterbury Park’s 140-acre land bank and joint ventures could generate $3.50 to $11.50 per share in pre-tax proceeds, testing whether…

CPHC $82M

Investing 501 Sep 9

Braemar Hotels & Resort: Gross Asset Management Contract, Initiated Sales Process

Braemar Hotels & Resorts initiated a sales process and faces a gross asset management contract.

BHR $96M

Clark Street Value Sep 5 3 clicks

Ranch-to-Market

Queen City Investments trades near $1,800 per share, with trust, real estate and investment assets supporting a $3,000 valuation as…

QUCT $102M

Obscure Stocks Sep 4

Boston Omaha Corporation ($BOC)

Boston Omaha trades at $13.31 versus a $23-$30 intrinsic-value estimate, with billboard, broadband, hangar and surety businesses valued at…

BOC $381M

Calvin Blissett Sep 4

American Biltrite - OTC:ABLT

American Biltrite carries $41 million of asbestos and environmental liabilities and $28 million of debt, leaving property sales, cost cuts…

ABLT $0M

Obscure Stocks Sep 3

Product-Market Fit in 5G ORAN Radios... Equity Market Rerate to Come? ($AMPG)

Amplitech's bull case rests on $118 million in 5G Open RAN LOIs, 125% projected revenue growth and a 1x EV/sales valuation.

AMPG $80M

Multibagger Monitor Aug 28 10 clicks

The Announcement That Changes Everything

China Yuchai’s potential MGP IPO could separate its data-center and genset arm, with employee incentives tied to a listing and a proposed…

CYD $956M

Maius Partners Aug 26 2 clicks

GAMCO Investors, Inc. - GAMI

GAMCO Investors trades OTC at a $550 million market cap, with $150 million in excess cash and a 5.2-5.7x operating-income valuation despite…

GAMI $540M

Exploring with Alluvial Capital Aug 21

DDI Double Down Interactive (Brief writeup)

DoubleDown Interactive trades near its $485 million cash balance while generating $150 million of annual free cash flow, with acquisitions…

DDI $670M

Sylence Capital Aug 4

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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