Monday, October 26, 2026

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.

AMKR $9.1B

Cestrian Capital Research 39h ago 4 clicks

44h ago INTR $2.1B

Lula wins, Brazil panics, then rallies. It’s happened every time. A 16% ROE bank at 7.4x earnings and book value, down 36% in a day. Up to 3.8x

Calvin Blissett 36 clicks

47h ago KNSL $8.1B

Molina & Kinsale

Bearstone 7 clicks

From X

@BarbarianCap 37h ago 1 click

Barbarian Capital on X

One-Day Wipeout Tops 60% For the Hardest-Hit Brazilian Stocks $EWZ https://t.co/ncyMLXLg4H

@TheBenSchmark 41h ago 6 clicks

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 42h ago

John_Hempton on X

@hareng_rouge I am trying to encourage you to buy more $AMC. Please make me happy.

@calvinblissett 44h ago

Calvin Blissett on X

My battle station for Brazil $EWZ for the past 6 hours fueled by grass fed steak https://t.co/eDb6QwtyNK

@pennycheck 44h ago

⚽️📡 on X

$rmbs leg up $amkr leg down same time Do we have another pre earnings leak ?

@John_Hempton 44h ago

John_Hempton on X

Is it time for a ladder attack on $AMC? What do you think?

@stockgutter 45h ago 3 clicks

SG on X

@ConnorJBates_ not all are expensive. examples: $CPB $ENR

@DeepSailCapital 45h ago 2 clicks

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.

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…

DUOL $6.5B

Geneva Investor Oct 26 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.

INTR $2.1B

Ian’s Insider Corner Oct 25 11 clicks

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…

KVYO $5.8B

Fountainhead Oct 25 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.

SIG $4.5B

Cannibal Stocks Oct 25 14 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 $2.5BMQ $2B

Calvin Blissett Oct 24 76 clicks

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…

EXLS $6.2B

Ignacio Planas Gonzalez Oct 24 4 clicks

Trade Alert - Long RIG

HFI Portfolio bought 94,214 shares of Transocean, RIG, for $570,000 at $6.05 per share.

RIG $7.2B

HFI Research Oct 22 10 clicks

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…

MYRG $4B

Monte Independent Investment Research Oct 22 5 clicks

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…

MOS $5.5B

Latticework by MOI Global Oct 22 12 clicks

Mosaic, Part One: The Story

Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.

MOS $5.5B

Latticework by MOI Global Oct 22 34 clicks

COCO · short

Vita Coco Company INC

Vita Coco, COCO, is pitched short after a 45% monthly rally, arguing investors are overextrapolating coconut water category growth.

COCO $3.2B

Value Investors Club Jun 2 1 click

Why Lindblad's Record Year Should Terrify Its Shareholders

Lindblad's record year is the basis for a short thesis against LIND.

LIND $2.3B

Shallow Dives Apr 1

Alta Fox PBH CN Presentation

Premium Brands Holdings faces margin expansion and free-cash-flow growth as a six-year investment cycle ends, while Alta Fox says its…

PBH $2.3B

Research - Alta Fox Capital Apr 1 2 clicks

ServiceTitan ($TTAN): The IPO Hangover Has Only Just Begun

ServiceTitan faces slowing growth, a rich valuation, accounting concerns, executive turnover and stock sales by management and legacy…

TTAN $8.3B

Shallow Dives Mar 30

Water and Power: The Dual Engines Driving LandBridge’s Explosive Growth

LandBridge outlined $300 million in pore-space free cash flow within five years; its Permian data-center project remains proof of concept.

LB $6.1B

310 Value’s Newsletter Mar 26 4 clicks

Global Spirits: Q425 Earnings Update

Campari posts three consecutive quarters of accelerating organic sales growth while Diageo and Pernod face deleveraging pressure, with…

DVCMY $8.8B

Sector Stories Mar 26

Short CNM

Core & Main faces a short thesis centered on the risks in its roll-up strategy.

CNM $8.1B

Shallow Dives Mar 25

Single Stock Spotlight #5: Core Natural Resources (CNR)

Core Natural Resources (CNR) trades at 6 times normalized free cash flow, with export thermal coal exposure positioned for LNG disruption…

CNR $4.4BAMR $2.1B

Hidden Rock Capital's Newsletter Mar 24

TIC Solutions: Thesis Check

TIC Solutions' NV5 merger lifted consulting and geospatial growth and margins, while its 52%-of-revenue inspection unit stayed flat after…

TIC $2.1B

Kairos Research Mar 19

Shift4 Payments: A Fintech Compounder Trading Like a Melting Ice Cube

Shift4 Payments earns 50 to 60 basis points on SkyTab volume while acquiring merchant networks, driving 39% annual GRLNF growth since 2021…

FOUR $3.2B

Modern Value Investing Mar 15

Monday, October 26, 2026

Barbarian Capital on X

JabroniCoin.USD on X

John_Hempton on X

Calvin Blissett on X

⚽️📡 on X

John_Hempton on X

SG on X

Deep Sail Capital on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 62 of 256

X accounts we follow

Investor letters we follow

Sectors