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.

NU $56B

Ian’s Insider Corner Oct 25 11 clicks

Oct 25 AXP $218B

American Express: P&L Slowed, Consumer Didn’t

Librarian Capital's Research Library 4 clicks

Oct 25 PM $325B

Philip Morris International: Ho-hum Hrmm?

Invariant 13 clicks

From X

@CapitalVoss Jan 10

Voss Capital on X

$GFF has a 8% five-year TSR, 61% underperformance vs proxy peer group (as of 12/20/2021) Inefficient conglomerate structure costing ~$50 million/year is an unnecessary a drag on ROIC Say-On-Pay approval in the bottom 7th percentile of Russell 3000 companies https://t.co/vgdW4EiTJf

@CapitalVoss Jan 10

Voss Capital on X

We believe our five-step plan for $GFF would unlock ~$50/share in value for shareholders if appropriately and promptly implemented More at: https://t.co/NcRxwvJdzO

@CapitalVoss Jan 10

Voss Capital on X

Voss Capital Sends Letter to $GFF Shareholders Exposing Underperformance, Condemning Outdated Corporate Governance and Outlining Clear Path to Value Creation https://t.co/i26Z85zfMf

@CapitalVoss Nov 24

Voss Capital on X

@alluvialcapital Um, you don't need to go to Poland. Here are the US listed stocks that fit your criteria. $ABG, $BXC, $BLDR, $LPX, $RCII, $VSTO, $BKE to name a few. https://t.co/VLTbA5S9u8

@CapitalVoss Nov 23

Voss Capital on X

Voss Nominates Three Candidates for $GFF Board -- We believe the stock is worth $50 & the best way to remedy the perpetual conglomerate & governance discount is to take the following steps: ▪ Immediately refresh the Board with truly independent directors who will hold management

@CapitalVoss Mar 25

Voss Capital on X

New Voss Substack article: The Animation Boom https://t.co/HRQ5KUCF5A by @taylor_hndrson $DIS $TBRD

@CapitalVoss Feb 16

Voss Capital on X

Long $MBIN. Excerpt from Voss's Q4 letter. https://t.co/Txd5vtnGTc

@CapitalVoss Feb 11

Voss Capital on X

1 more pt on $EXTR & IoT. They're now able to license some of their software & Cloud IQ suite of apps to 3rd party IoT hardware makers & will make a big push into this. Obviously this increases their SaaS TAM by several multiples of just their networking equipment hardware base.

Meta: A Strong Quarter Behind A $9.9 Billion Legal Charge And $35 Billion Of Capex

Meta posted 26% revenue growth and $9.89 billion in legal charges while funding $35 billion of capex, as AI lifts ad pricing and pressures…

META $1.6T

Tim Travis Oct 25 1 click

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

Signet Jewelers cut its share count from 87 million to 38 million since 2012 as short interest reaches 15%, amid a hated diamond market.

SIG $4.5B

Cannibal Stocks Oct 25 20 clicks

Tower Semiconductor Deep Dive

Tower Semiconductor’s low-loss photonics chips halve lasers in 1.6T optical modules, supporting a $680 million annualized photonics run…

TSEM $18B

CV's Substack Oct 24 10 clicks

Expert Call | AI Server OEM: 2026 xAI Orders, GB300 Price Hikes & B300 Margin Gains

Super Micro’s 2026 xAI rack orders, GB300 price increases and B300 mix frame its gross-margin outlook.

SMCI $17B

P Equity Research Oct 24 8 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 $2.4B

Calvin Blissett Oct 24 81 clicks

Deep Dive: $ASML

ASML’s €230 million EUV machines underpin advanced AI chip production, with demand booked through 2028 after nearly $9 billion and two…

ASML $575B

Rebound Capital Oct 24 9 clicks

Netflix's Apocalypse Fears Overly Done - Cash Cow With Renewal Prospects

Netflix pairs international engagement, free cash flow and buybacks with plans for double-digit revenue growth, margin expansion and larger…

NFLX $511B

Juxtaposed Ideas Oct 24 12 clicks

Margin Call

Petrobras’s Morpho-1 well revived hopes that Brazil’s Equatorial Margin can become a major new oil frontier after hydrocarbons were…

PBR $76B

Doomberg Oct 24 13 clicks

Applied Materials: Buy The Engineering Powerhouse Behind AI

Applied Materials targets AI-driven demand for advanced logic, DRAM and packaging, supported by services revenue and operating leverage…

AMAT $260B

Dhierin Bechai Oct 24 5 clicks

AI Narrative Switched, Debt Yields Spike | The Weekly Wrap

CoreWeave’s rising debt yields and fading confidence in AI data-center economics frame a weekly review of Meta, Tesla, SpaceX, Netflix,…

CRWV $27BTSLA $1.5T

Steve Eisman Oct 23 29 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 $2.6B

Value Investors Club Jul 27 1 click

Ares Capital: This 10%+ Yield Is An Undervalued Buy

Ares Capital’s 10%+ yield is supported by a $30.5 billion portfolio with over 70% floating-rate debt, though dividend coverage remains…

ARCC $14B

Jonathan Weber Oct 24 6 clicks

Our Views on CoreWeave

CoreWeave's financial statements point to a business model familiar to the authors after a closer review of the AI infrastructure company.

CRWV $27B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 23 13 clicks

DigitalOcean's AI Flywheel: Unleashing Massive Growth Potential For Bold Investors

DigitalOcean is pivoting toward affordable AI infrastructure and inference workloads, targeting share from AWS and Google Cloud amid…

DOCN $11B

Star Investments Oct 23 9 clicks

Bloom Energy (NYSE: BE) Q3 FY12/26 Earnings - Revenue Up 138% On The Datacenter Power Race

Bloom Energy’s Q3 FY26 revenue rose 138% to $1.24 billion as datacenter power orders lifted operating margin to 18%; capex drove $181…

BE $63B

Cestrian Capital Research Oct 23 10 clicks

Philip Morris: Taking the Fight to the U.S.

Philip Morris reported Q3 growth across heated tobacco, combustibles and e-vapor in Europe while gaining U.S. nicotine-pouch share.

PM $325B

Librarian Capital's Research Library Oct 23 5 clicks

Amazon’s Trainium Takes a Strike at the Training King

Amazon’s Trainium3 adds native PyTorch training support, targeting CUDA-trained researchers with standard APIs, eager mode and…

AMZN $2.9T

SemiAnalysis Oct 23 8 clicks

Alphabet: Gemini 4 Argon Is Coming For ChatGPT's Lunch

Alphabet's Gemini 4 Argon aims to undercut rival AI models using proprietary TPUs, while Android, Siri and Google Cloud distribution…

GOOGL $3.4T

Dustin Quasney Oct 23 3 clicks

Capital Wars

CoreWeave’s $35 billion to $39 billion 2026 spending plan relies on debt as unsecured yields reach 15%, making its GPU cloud expansion a…

CRWV $27B

Net Interest Oct 23 12 clicks

Spotify 3Q’26: Built for the Background

Spotify's third-quarter results met or exceeded guidance, with 306 million Premium subscribers and €672 million operating income, while…

SPOT $129B

MBI Deep Dives Oct 23 4 clicks

Sunday, October 25, 2026

Voss Capital on X

Voss Capital on X

Voss Capital on X

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