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 13h ago 8 clicks

Oct 24 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 3 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 16h 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 26h 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 32h 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 36h 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 45h 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 46h 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 24h 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

UNCY · long

Unicycive Therapeutics INC

Unicycive Therapeutics fell nearly 50% after a second FDA Complete Response Letter tied to a third-party manufacturer for its primary…

UNCY $108M

Value Investors Club Jul 24

OMSE 2026-10-05

The Monday Morning Briefing: AI Drives Everything, Yet ROI on Massive Capex Remains Uncertain

Latticework’s briefing questions AI capex returns while featuring Close Brothers, Green Landscaping and OMS Energy Technologies.

OMSE $172M

Latticework by MOI Global Oct 5 2 clicks

40 Best Stock Pitches (28th-4th October) 🟢

Old Market Capital, a delisted holding company owning a rural fiber network, trades below comparable network valuations after institutional…

OMCC $27M

Capital Employed Oct 4 7 clicks

💥Leslies Term Lenders Toss a Life Preserver💥

Leslie’s and nine affiliates filed Chapter 11 in Texas on September 30, 2026, after 18 months of deteriorating performance.

LESL $1.6M

PETITION Oct 4 3 clicks

🤿New Chapter 11 Bankruptcy Filing - Leslie’s Inc.🤿

Leslie’s, the pool-supplies retailer, filed Chapter 11 after deteriorating operations, pricing and inventory missteps, and a burdensome…

LESL $1.6M

PETITION Oct 4 3 clicks

EVI Industries. Margin inflection or fake out?

EVI Industries says its ERP and service-platform build is largely complete, testing whether 10.8% revenue growth can finally outpace…

EVI $259M

Kairos Research Oct 2 2 clicks

Single Stock Spotlight #16: Huckleberry.AI (HUCK)

Huckleberry.AI trades near $3.30 against $221 million of cash and $900 million-plus of NOLs after selling its operating business, creating…

HUCK $141M

Hidden Rock Capital's Newsletter Oct 2 5 clicks

Not So Fast

Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.

EVC $575M

The Mikro Kap Oct 1 6 clicks

Q3 2026 Consolidated Holdings, Performance, and Ideas

Irrational Analysis reports 51.55% outperformance versus a semiconductor ETF, adding Credo for SerDes and QMCO for AI-driven tape storage…

QMCO $694M

Irrational Analysis Oct 1

Washington Trust Bancorp: 100-Year Track Record Of Dividends Supports A 6% Yield

Washington Trust Bancorp offers a 5.8% dividend yield, with C&I loan growth supporting ROE despite 40% commercial real estate loan…

WASH $560M

Sorrento Research Oct 1

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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