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 38h 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 38h 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 41h 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 Oct 25 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

OPRX · long

Optimizerx CORP

OptimizeRx, OPRX, trades 30% below its February 2025 writeup despite becoming a stronger company.

OPRX $172M

Value Investors Club Jun 23 2 clicks

Adaptive Ad Systems: A Profitable Microcap Trading Below Net Cash

Adaptive Ad Systems trades at a $9 million market cap against $12.7 million in net cash, with profitable cable ad insertion operations and…

AATV $3.1M

Easy Value May 9

Hallador's "Beautiful, Clean Coal": Near Term Catalyst w/ 200% Upside ($HNRG)

Hallador Energy's Merom plant cleared a MISO review, setting up a potential data-center PPA that could transform the coal miner into a…

HNRG $518M

Multibagger Monitor Apr 22 8 clicks

A Modern Day Delta Duck Club?

Otto Energy trades below cash while winding down Gulf of Mexico oil interests, with a proposed AUD 40M tax-free capital return delayed…

OTTEF $24M

Iggy on Investing Newsletter Apr 10

Comeback Season: Evolv Eyes Positive FCF, 40% ARR Growth, and Reputational Revival in '25 ($EVLV)

Evolv ($EVLV) targets positive free cash flow and 40% ARR growth in 2025 as delayed filings, an FTC resolution, and leadership changes seek…

EVLV $801M

Multibagger Monitor Apr 7 8 clicks

FrontView REIT (NYSE: FVR)

FrontView REIT’s 35% selloff after tenant credit problems and a lock-up expiry leaves its net-lease portfolio at a 9.5% cap rate and 10.5x…

FVR $434M

Real Assets, Real Value Apr 7

Townsquare Media ($TSQ) One Hour Analysis: High Yielding Radio Company with Differentiated Digital Strategy Provides Stability and Opportunity for Investors

Townsquare Media generates 55% of revenue from digital advertising and marketing services while refinancing its 2026 debt into a 2030 term…

TSQ $70M

Investing 501 Mar 26

CNK Buyback, Special Situation Review, and Some Thoughts on Theaters

Cinemark’s $200 million buyback anchors a review of theater cost structures, MCS and a completed Fairfax preferred-share special situation.

MCS $863M

Base Hit Investing Mar 7

CYD and H22 Results First Take:

CYD’s FY24 earnings miss reflected ¥200m of one-offs; adjusted net income reached roughly ¥430m and operating cash flow rose 40%.

CYD $956M

Maius Partners Feb 27 2 clicks

Insureco w/ Potential Strat Alts Announcement Soon + 100% Upside on Buyout ($TIPT)

Tiptree ($TIPT) is positioned around a potential Fortegra sale announcement; Fortegra generates substantially all revenue.

TIPT $610M

Multibagger Monitor Feb 25 7 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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