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

@AsifSuria Oct 5 1 click

Asif Suria on X

We are back for the third season of the The Special Situations Report podcast and kicked off episode 71 with four key stories: 1. An update related to Liquidia $LQDT, a company that we discussed with @Steven_Kiel and @CFAs4CFPs earlier this year. 2. A potential deal for the healthcare technology company Waystar $WAY 3. A sudden CEO departure at the database company MongoDB $MDB 4. NVIDIA’s massive $150 billion stock buyback

@aleabitoreddit Oct 5 1 click

Serenity on X

$AAOI is... finally... done... With their $600m ATM program, turns out it's ~$105.36 average. I do think AOI outperforms $LITE, as long as they stop filing these ATM programs. Just due to their sheer magnitude of ramp with $471m/month transceiver revenue + 400K/month ELSFP coming up.

@irbezek Oct 5 1 click

Ian Bezek on X

@valuedrift $CAAP up 4% but $ASR flat because apparently it is better to own 1 Brazilian airport today than own a dozen Brazilian airports in three months once the M&A deal closes.

@ACapitalLP Oct 5 10 clicks

A Capital on X

When rates jerk higher and everything rate-sensitive gets smoked together, that’s when you want to swoop in on the names where you actually have conviction. Rates spike. $FTAI, $CORZ, $CIFR, $OWL all gap down 5%. Did anything change in the catalyst? No? Buy the dislocation.

@kab604 Oct 5 1 click

kab60 on X

$FOUR trading on ME headlines is one of the dumbest things in this dumbass mkt

@kab604 Oct 5

kab60 on X

No clue how this plays out, but $ABG CEO during Q2 earnings what seems to have played out at $AN in Q3... So some of it seems like poor execution/mngmt?

@kab604 Oct 5

kab60 on X

Will be interesting to see Q3 results, but $AN built up used inventory and apparently had to liquidate wholesale at a loss in Q3. But, that seems like an $AN issue... Look at this comment from $ABG's CEO:

@kab604 Oct 5

kab60 on X

$ABG bought back 7% of shares in H1, $LAD hammered the buyback in Q1 before stock ripped. Robert Penske/Mitsui wants to take over $PAG (at a fwd PE of 15x). Meanwhile rest of sector starting to trade closer to 6x, after $AN CFO spooked mkt.🧐

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

WRBY · long

Warby Parker

Warby Parker's $25 valuation does not capture potential upside from smartglasses alongside its core omnichannel eyewear business.

WRBY $3.2B

Value Investors Club Jul 28 3 clicks

Peabody: The Global Energy Market Landscape Is Changing In Coal's Favor

Peabody expects rising thermal coal demand, LNG shortfalls and AI power needs to offset higher costs and Centurion ramp-up losses, while…

BTU $2.7B

Zoltan Ban Oct 25 6 clicks

Mosaic, Part Two: The Deep Dive

Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.

MOS $5.5B

Latticework by MOI Global Oct 22 5 clicks

Undercovered Dozen: Western Digital, Penguin Solutions, Millrose Properties And More

Western Digital, Penguin Solutions and Millrose Properties lead a roundup of 12 lesser-followed stocks featured from Oct. 10 to Oct. 16.

PENG $3.2BMRP $4B

The Undercovered Dozen Oct 22 17 clicks

This Week in Special Situations: Solstice, Albertsons, Brockhaus, GM

Solstice, Albertsons, Brockhaus and GM anchor a 34-case survey of activism, buybacks, M&A and strategic reviews, led by Starboard’s…

SOLS $9.5BACI $6.6B

Latticework by MOI Global Oct 22 42 clicks

Group 1 Automotive (GPI) vs Lithia Motors (LAD)

Group 1 Automotive and Lithia Motors divide two longtime value investors: David Abrams switched to Lithia in 2018, while Greg Alexander…

GPI $2.9BLAD $6.3B

Cannibal Stocks Oct 22 6 clicks

Atour Lifestyle ($ATAT): The Hotel Chain That Is Secretly a (Sleep) DTC E-Commerce Brand

Atour Lifestyle combines an asset-light Chinese hotel franchise network with Atour Planet sleep-product sales, using guest rooms as product…

ATAT $4.5B

Substack von Philipp Oct 22 8 clicks

Webull: A 30% Annual Return Setup As Perpetual Futures Go Live

Webull expects perpetual futures and operating leverage to lift operating income from $114 million to nearly $400 million by 2030.

BULL $3B

PropNotes Oct 21 3 clicks

Vicor Update, Part Three

Vicor’s $66.6 million in AI power-delivery royalties generated about $50 million of operating profit, eclipsing its module business as…

VICR $8.1B

CV's Substack Oct 20 28 clicks

From Fat to Follicles - Is Hair Loss the Next Blockbuster?

Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.

MANE $5.8B

Cestrian Capital Research Oct 20 41 clicks

Monday, October 26, 2026

Asif Suria on X

Serenity on X

Ian Bezek on X

A Capital on X

kab60 on X

kab60 on X

kab60 on X

kab60 on X

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