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 40h ago 4 clicks

45h 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

Oct 26 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 42h 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 45h 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 45h ago

⚽️📡 on X

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

@John_Hempton 45h ago

John_Hempton on X

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

@stockgutter 46h ago 3 clicks

SG on X

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

@DeepSailCapital 46h 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 77 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

SIRI · long

Sirius Xm Holdings INC

SiriusXM, SIRI, combines a 32% EBITDA margin with 3.6x net leverage and a 16% free-cash-flow margin despite elevated capex.

SIRI $9.3B

Value Investors Club Jun 2 2 clicks

Short LUMN

Lumen Technologies faces a fading boost from its PCF-related sugar high.

LUMN $4.6B

Shallow Dives Mar 25

✅ Buying AI Beneficiaries and Selling One AI-disrupted Business

Sleep Well Portfolio is selling SPS Commerce as AI-vulnerable and adding Veeva, Mercado Libre, Cellebrite and Sea, citing proprietary data,…

CLBT $3B

Sleep Well Investments Mar 12

Low-Entropy Businesses: Why Some Companies Quietly Endure (Part II)

OMA, Diageo and Alpine railways show how fixed concessions, enduring rituals and irreplaceable geography can create durable operating…

OMAB $4.8B

Ezra's Notes Mar 3

Single Stock Spotlight #3: Alpha Metallurgical Resources (AMR)

Alpha Metallurgical Resources has retired more than 30% of its shares since 2022; higher structural metallurgical-coal costs could support…

AMR $2.1B

Hidden Rock Capital's Newsletter Mar 3

Sleep Well Portfolio (Feb 2026) - Software AI risk Assessed

Sleep Well Portfolio cuts SPS Commerce after assessing AI risk across 12 software holdings, finding deterministic, rule-based data…

SPSC $3.3B

Sleep Well Investments Mar 2

Shift4 Company Podcast Episode Released!

Shift4 built its payments business by acquiring gateway nodes and migrating merchants to its processing platform; revenue has compounded…

FOUR $3.2B

Speedwell Memos Feb 19 1 click

The Skills AI Can’t Replace

Duolingo is presented as an AI-resilient opportunity after SaaS stocks sold off on fears that coding tools will compress software moats,…

DUOL $6.5B

Modern Value Investing Feb 15

The Great Rotation: Long Live the Old Economy — Weekly Treasure Hunt #04

Vaca Muerta’s $36–45-per-barrel breakevens, Milei reforms and $17 billion infrastructure buildout underpin the bullish case for Vista…

VIST $8B

Treasure Hunting Feb 15

FDA vs. HIMS: Why the Oral “Wegovy Copy” Crackdown Changes the GLP-1 Game

FDA’s crackdown on HIMS’s $49 compounded oral Wegovy copy reshapes GLP-1 competition after Novo Nordisk forecast 2026 sales and profit…

HIMS $6.5B

Modern Value Investing Feb 8

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

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