Amkor Q3 FY12/26 Earnings Review
Amkor's Q3 sales were flat at $1.991 billion as computing and automotive/industrial growth offset a 27% communications decline; Q4 sales guidance is $1.9 billion to $2.0 billion.
Monday, October 26, 2026
Back to today 
From X
Barbarian Capital on X
One-Day Wipeout Tops 60% For the Hardest-Hit Brazilian Stocks $EWZ https://t.co/ncyMLXLg4H
JabroniCoin.USD on X
Greenlight Capital expects $CENX to generate nearly its entire enterprise value in cash by 2028. They also think there are two additional call options: 1) the Oklahoma smelter incentive subsidy generates ~$225m of annual value 2) Iceland smelter can be sold for ~65% of EV https://t.co/3PncbpBn05 https://t.co/LIuAR4kRJ6
John_Hempton on X
@hareng_rouge I am trying to encourage you to buy more $AMC. Please make me happy.
Calvin Blissett on X
My battle station for Brazil $EWZ for the past 6 hours fueled by grass fed steak https://t.co/eDb6QwtyNK
⚽️📡 on X
$rmbs leg up $amkr leg down same time Do we have another pre earnings leak ?
John_Hempton on X
Is it time for a ladder attack on $AMC? What do you think?
SG on X
@ConnorJBates_ not all are expensive. examples: $CPB $ENR
Deep Sail Capital on X
$DLO was also hit hard (which shouldn’t really have been because of the diversified model) and I started a position today.
Investor Letters
All letters- Polaris Capital Management Third Quarter 2026 G $6.5BLKQ $5.7B
- Bretton Fund 3rd Quarter 2026 MBGL $5.4B
- GreensKeeper Asset Management Q3 2026 MBGL $5.4BMKTX $5.8B
- Miller Value Partners third quarter 2026 CNXC $2.1B
- Rowan Street Capital third quarter 2026 TTD $6B
- Artisan Partners Q3 2026 ATE $3.6BHSHZY $4.8B
- The London Company 3Q2026 NEU $8.1B
- Pzena Investment Management Third Quarter 2026 005830 $8.8B
Duolingo: The 2027 Bull Case Is Hidden In The Monetization Switch
Duolingo sacrificed over $50 million of 2026 bookings to reduce free-app friction, reaccelerate daily users and target 100 million DAUs by…
Geneva Investor 3 clicks
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.
Digital Marketing Leader Klaviyo Deserves A Strong Buy
Klaviyo's customer-data platform and new AI Composer product underpin a bullish growth case, with Salesforce's Braze acquisition cited as a…
Fountainhead 2 clicks
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.
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…
ExlService: A Boring Compounder That Could Double
EXLService's AI-led business, 61% of revenue and growing 30% year over year, trades at 18 times forward earnings after legacy digital…
Ignacio Planas Gonzalez 4 clicks
Trade Alert - Long RIG
HFI Portfolio bought 94,214 shares of Transocean, RIG, for $570,000 at $6.05 per share.
MYR Group q3’26 Earnings Preview
MYR Group’s Q3 2026 preview cites data-center and power transmission demand, with long-term service agreements supporting margin growth and…
Mosaic: Cash from Potash Now, a Recovery in Phosphates Later
Mosaic’s potash business generated $930 million after capital spending and closure cash in 2025, while phosphate operations consumed $207…
Mosaic, Part One: The Story
Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.
OKLO · short Oklo INC
Oklo is framed as a portfolio basket short and a concept company that could become a compounding short.
The Bottleneck Was Never the Finding
Tenable’s $27 valuation reflects fears that AI commoditizes vulnerability scanning, while the thesis says AI increases demand for…
MSGS at a Glaring Discount so GO KNICKS GO!
MSGS, owner of the Knicks and Rangers, filed a Form 10 to explore a spinoff as comparable franchise sales support an $11 billion valuation.
What I Read This Week
Weekly reading list covers Agnico Eagle, Cameco, Dollar Tree, Meta, Braze and Apollo across mining, retail, AI and insurance.
Portfolio Update May 2026
Portfolio update: sold Nomad Foods, trimmed Copart, added Pool Corp and Floor & Decor, and bought Tractor Supply as the portfolio trails…
Weekend Digest #345 (Colombia Election, AUNA, BRKR, China & EM Risk)
Weekend Digest #345 previews Colombia’s presidential vote, tracks AUNA’s earnings momentum and Bruker’s recovery, and weighs China risk…
TIC Solutions Update: New performance framework and a path to $26+ per share.
TIC targets $3 billion of 2029 revenue, 18% adjusted EBITDA margin and 85% free cash flow conversion, requiring roughly $400 million of…
Vidrala
Vidrala has grown from a Spanish glass-container maker into a multi-country packaging platform with expanding Latin American exposure.
Weekend Digest #344: Colombia Election, CAAP New Dividend, May Buy & Hold Purchases
Colombian election risks for Grupo Aval, CAAP's near-doubled Q1 EPS and new dividend, and May buy-and-hold purchases.
Inter, Nu, MercadoLibre Earnings & Outlook + LatAm Political Considerations
Inter, Nu and MercadoLibre reported 38%, 53% and 51% revenue growth, respectively, as Latin American political and macro risks drove a…
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Dalius - Special Sits
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Deep Sail Capital
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DOMO Capital Management, LLC
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Farmer
Fierce_beast
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Hunterbrook
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JabroniCoin.USD
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junkbondinvestor
kab60
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Kuppy
Laughing Water Capital
Lee Roach
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marginofdanger
mavix
Mike
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Mr Neutral Man aka "Howard Marks of REITs”
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Myles
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SG
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The Friendly Bear
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Timyan Bank Alert
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ToffCap
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Undiscovered Compounders
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Investor letters we follow
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- Vulcan Value Partners
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- Wedgewood Partners
- Weitz Investment Management
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- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
