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 44h ago 4 clicks

Oct 26 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 37 clicks

Oct 26 KNSL $8.1B

Molina & Kinsale

Bearstone 7 clicks

From X

@BarbarianCap 42h ago 1 click

Barbarian Capital on X

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

@TheBenSchmark 46h 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 47h ago

John_Hempton on X

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

@calvinblissett Oct 26

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 Oct 26

⚽️📡 on X

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

@John_Hempton Oct 26

John_Hempton on X

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

@stockgutter Oct 26 3 clicks

SG on X

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

@DeepSailCapital Oct 26 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 15 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 78 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

GPK · long

Graphic Packaging Holding CO

Graphic Packaging (GPK) is pitched as a long with $22 fair value, implying roughly 100% upside, based on its low-cost paper-based packaging…

GPK $2.5B

Value Investors Club May 31 2 clicks

Pt III: A High Quality Tech Provider with an Emerging Event-Angle

IMAX China, Hong Kong-listed 1970, is IMAX’s exclusive Greater China licensee, earning box-office-linked fees from premium large-format…

IMAX $2.9B

Raging Bull Investments Jun 29 1 click

Envista (NVST)

Envista, Danaher’s dental spin-off, is pitched as a de-risked long-term opportunity after U.S.

NVST $3.8B

Healthy Stock Picks May 22

When extend and pretend is a virtue

Upstart says longer repayment terms lifted Q1 debt-settlement acceptances 50%, but does not disclose delinquency changes or the number of…

UPST $2.3B

John Hempton's Newsletter May 6 2 clicks

FrontView REIT (NYSE: FVR)

FrontView REIT’s 35% selloff after tenant credit problems and a lock-up expiry leaves its net-lease portfolio at a 9.5% cap rate and 10.5x…

FCPT $2.7B

Real Assets, Real Value Apr 7

ILMN: Activism! Part Deux

Illumina appointed activist Keith Meister to its board as an SEC investigation into the Grail acquisition raises questions over 122.5…

GRAL $6.3B

Nongaap Investing Apr 2

CNK Buyback, Special Situation Review, and Some Thoughts on Theaters

Cinemark’s $200 million buyback anchors a review of theater cost structures, MCS and a completed Fairfax preferred-share special situation.

CNK $4.6B

Base Hit Investing Mar 7

An Unnoticed Filing Shows This Company is Preparing for a Sale

Phinia revised executive contracts to raise CEO severance to $5.25 million and guarantee full equity vesting in a sale after its spin-off…

PHIN $2.1B

Easy Value Mar 6

[P] TENB: Tenable Governance

Tenable faces CEO succession under difficult circumstances, putting its governance and leadership transition in focus.

TENB $4.9B

Nongaap Investing Feb 24

[P] SPHR: Sphere-Priced Incentives

Sphere Entertainment’s incentives are priced around Sphere.

SPHR $4.1B

Nongaap Investing Feb 23 1 click

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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