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 45h 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 47h 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

VSEC · long

Vse CORP

VSE Corp trades at $185, with a stated $246 fair value and 2027 estimated EV/EBITDA of 15x.

VSEC $4B

Value Investors Club May 30 2 clicks

UGI Corporation (Symbol: UGI). One Hour Analysis: Weak Performance at AmeriGas Division Obscures Strong Performance of Natural Gas Utility and Midstream Assets.

UGI's AmeriGas EBITDA fell from $584 million in 2019 to $320 million in 2024, masking growth at its gas utility and midstream divisions.

UGI $8.3B

Investing 501 Jan 17

An Announcement, A Visit, A Stock Pitch

Cementos Argos trades below the value of its 54.7 million Summit Materials shares, with asset sales and strategic holdings providing…

CMTOY $4.8B

Exploring with Alluvial Capital Nov 11

One More for the Offshore Basket: An Orphaned Microcap Driller

Offshore drillers have fallen 25-30% despite floater dayrates above $500,000 and utilization in the high-80% to low-90% range.

TDW $4BVAL $6.8B

Raging Bull Investments Oct 24 1 click

One Hour Analysis: Monarch Casino & Resort ($MCRI) What’s Not to Like? Debt Free, Shareholder Friendly, Free Cash Flowing Machine.

Monarch Casino trades at 7.2 times EBITDA with net cash, completed property upgrades and projected annual free cash flow of $120 million to…

MCRI $2B

Investing 501 Jun 20 1 click

Summary of Q4 Restaurant Conference Calls

Restaurant operators reported improving traffic, accelerating unit growth and higher advertising spend, while wage inflation ran 4-5% and…

EAT $8B

Investing 501 Mar 14

A Value Trap, an Ancient Stock Pitch, a Glimpse Into The Past

Four Corners’ insider-backed asset sale cut shareholder proceeds to roughly 80% of its prior share price. A 2016 Wilh.

FCPT $2.7B

Exploring with Alluvial Capital Sep 27

We can get some extra votes. Pity they are worthless and scumbags are in charge of governance.

Campari’s five-year loyalty plan grants five votes per share, letting its controlling shareholder sell stock while retaining control and…

DVCMY $8.8B

John Hempton's Newsletter Aug 7 1 click

Monday, October 26, 2026

Amkor Q3 FY12/26 Earnings Review

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

Molina & Kinsale

From X

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

Duolingo: The 2027 Bull Case Is Hidden In The Monetization Switch

WD 361: Brazil, JetBlue Bankruptcy, Mexican Airlines Merger

Digital Marketing Leader Klaviyo Deserves A Strong Buy

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

I went through all 142 companies in Value Line this morning. Here are the 6 that made it

ExlService: A Boring Compounder That Could Double

Trade Alert - Long RIG

MYR Group q3’26 Earnings Preview

Mosaic: Cash from Potash Now, a Recovery in Phosphates Later

Mosaic, Part One: The Story

Vse CORP

UGI Corporation (Symbol: UGI). One Hour Analysis: Weak Performance at AmeriGas Division Obscures Strong Performance of Natural Gas Utility and Midstream Assets.

An Announcement, A Visit, A Stock Pitch

One More for the Offshore Basket: An Orphaned Microcap Driller

One Hour Analysis: Monarch Casino & Resort ($MCRI) What’s Not to Like? Debt Free, Shareholder Friendly, Free Cash Flowing Machine.

Summary of Q4 Restaurant Conference Calls

A Value Trap, an Ancient Stock Pitch, a Glimpse Into The Past

We can get some extra votes. Pity they are worthless and scumbags are in charge of governance.

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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