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 Oct 26 4 clicks

Oct 26 KNSL $8.1B

Molina & Kinsale

Bearstone 8 clicks

Oct 25 SIG $4.4B

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

Cannibal Stocks 15 clicks

From X

@finphysnerd Aug 27

Myles on X

@ArgonathCapital Yeah the problem is crowd strike has a really narrative behind it. $ASAN is my largest single stock short atm.

@KEDM_COM Aug 27

KEDM.com on X

Great things happen when strong tailwinds coincide with event-driven change. We shared our thesis on select payment companies back in November, while flagging Remitly $RELY's CEO change and aggressive RSU package for the incoming CEO. RELY continues to execute, and CEO S. Gunningham clearly sees an opportunity to keep costs flat while continuing their 20%+ growth

@John_Hempton Aug 27

John_Hempton on X

@AMCOracle I get it. Apes think I am stupid. Buy more $AMC. It is good to trade against stupid people.

@KEDM_COM Aug 27

KEDM.com on X

Versant $VSNT, a recent Comcast spin now seems to have found its way up. Weak price action though since the spin on classic spin dynamics, a ‘melting ice-cube’ narrative, and (we think) mainly index selling (it isn’t in the S&P500). A reminder that Versant owns CNBC and some other networks. With a $5.3bn market cap, roughly $2bn net debt, and $1.0-1.5bn free cash flow generation per year, the ‘bet’ here is that you will get your money back in 5-6 years. Imagine if FCF stabilizes. And Versant seems confident, launching a $1bn share buyback, almost 20% of the current market cap.

@valuedontlie Aug 27

Colin King on X

Mean reversion idea: $CALM 1) consistently trades at ~2x BV vs. ~1.5x today 2) consistent BV compounding (~18% CAGR since '06) 3) mid-teens ROEs justify 2x BV 4) net cash >30% BV / >20% market cap (fortress B/S) Cyclical but very short cycle time (supply driven) I own some

@HedgeyeRetail Aug 26

Brian McGough on X

$ANF today...for real? I have no skin in the game here, but a 35% move makes zero sense given that strength in Abercrombie was literally offset by a decel at Hollister. Stock trading as if a short book got blown up and tapped out on this.

@TheBenSchmark Aug 26 2 clicks

JabroniCoin.USD on X

YMTC is another top customer of $ACMR ACM Research seems to be the most clear direct US-listed beneficiary of the inevitable Chinese memory wave https://t.co/zrRv9YQSXQ

@DeepSailCapital Aug 26

Deep Sail Capital on X

RUM Group ($RUM) formerly Rumble - More dilution chasing that dragon https://t.co/TBLsCx23T6 https://t.co/AwdyTpN79I

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 $2.5B

Calvin Blissett Oct 24 79 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

Oscar Health: Up Over 200% From The March Lows, Still Room To Run (Ticker: OSCR)

Oscar Health raised 2026 operating earnings guidance to $600 million-$800 million after ACA-marketplace expansion drove 60% membership and…

OSCR $9.7B

Emerging Moats Research Oct 23 5 clicks

Trade Alert - Long RIG

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

RIG $7.4B

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 $4.2B

Monte Independent Investment Research Oct 22 6 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 $5.8B

Latticework by MOI Global Oct 22 13 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 $5.8B

Latticework by MOI Global Oct 22 34 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 $5.8B

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 $3.6BMRP $4B

The Undercovered Dozen Oct 22 17 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

WRBY · long

Warby Parker

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

WRBY $3.1B

Value Investors Club Jul 28 3 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…

ACI $6B

Latticework by MOI Global Oct 22 42 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 $9.6B

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 $6B

Cestrian Capital Research Oct 20 41 clicks

Monte Investments Market Brief Vol. CXXXII

CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…

MYRG $4.2B

Monte Independent Investment Research Oct 20 8 clicks

Urban Outfitters: Nuuly Is More Valuable Than Its Margins Suggest

Urban Outfitters' Nuuly subscription service grew sales 28.6% and reached a 10.1% operating margin, with management targeting $700 million…

URBN $7.9B

IWA Research Oct 20 4 clicks

Group 1 Automotive: The Debt Stress Test

Group 1 Automotive’s $1.25 billion Atlanta borrowing lifts net corporate debt to about $4.4 billion; a 2009-style downturn leaves it near…

GPI $2.9B

Cannibal Stocks Oct 20 12 clicks

Ambarella: The Biggest AI Growth Opportunity Is Still Ahead

Ambarella's Q2 FY2027 revenue rose 13.2% to $108.1 million as automotive and IoT demand expands for its 5nm edge AI chips and X7…

AMBA $3B

Investor Overview Oct 20 8 clicks

Monday, October 26, 2026

Myles on X

KEDM.com on X

John_Hempton on X

KEDM.com on X

Colin King on X

Brian McGough on X

JabroniCoin.USD on X

Deep Sail Capital on X

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