Monday, October 26, 2026

Merger Monday & Election Implications

EQT’s $50 billion merger with Range Resources and Ovintiv’s $1.26 billion acquisition of Logan Energy reshape North American oil and gas alongside Brazil and British Columbia election…

EQT $34BRRC $13B

Bison Insights Oct 26 7 clicks

Oct 26 IREN $11B

The Data Center Bridge

CV's Substack 16 clicks

Oct 26 AMKR $10B

Amkor Q3 FY12/26 Earnings Review

Cestrian Capital Research 4 clicks

From X

@calvinblissett Sep 29

Calvin Blissett on X

Good news, however if you are following this please keep cash around as when it is ‘officially’ announced arbs exiting will likely sell it down a good chunk. $ZIM https://t.co/CeQ6985wr9

@calvinblissett Sep 29

Calvin Blissett on X

$ZIM https://t.co/CrOJ7BsCfY

@UCompounders Sep 29

Undiscovered Compounders on X

442,113,600%. That's how much Altria has compounded over the past 100 years. $MO Remove Altria from the average return of every US stock since 1926, and the average gets cut in half: from 30,000% to 15,000%. What's stopping you from compounding like that?

@kab604 Sep 29

kab60 on X

Remember when this compounder turned shitco traded below TBV? $KMX Eventually everything trades like a toaster: https://t.co/pxg6c20uj0

@InvestSpecial Sep 29

Dalius - Special Sits on X

@lazereater You can read about $LWAY drama here: https://t.co/gEWWLrfgXV

@John_Hempton Sep 28

John_Hempton on X

@stubmt I lost 0.02 percent on $AMC today. Position is tiny.

@calvinblissett Sep 28

Calvin Blissett on X

@bull_moose26 @ConsensusGurus I'm saying to the GSEs, if there isn't differentiated pricing grid they don't need to use $FICO to sell $10m worth of loans to save say $300k due to pricing grids, its just parity now. No large incentive from that angle

@BarbarianCap Sep 28 3 clicks

Barbarian Capital on X

Burford Capital to gain up to $1.4 bn from Apple patent defeat $BUR https://t.co/FijYGEP3fo

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

A Brazilian digital bank with 45 million clients fell 36% after Lula’s election, despite 16.3% ROE, 13 record quarters and a 7.4x earnings…

INTR $1.8B

Calvin Blissett Oct 26 38 clicks

Quick Value #335 - Truist Financial (TFC)

Truist Financial trades at 10.5x earnings and 1.5x tangible book as new CEO Mike Lyons sells non-core assets and targets 16% to 18% ROTCE.

TFC $59B

Value Don't Lie Oct 26 4 clicks

Intuitive Surgical: The Long Road to Everyday Surgery

Intuitive Surgical built da Vinci into a 12,000-system surgical-robotics network performing 10,000 daily procedures, while high-volume…

ISRG $150B

MBI Deep Dives Oct 26 8 clicks

Build-A-Bear Workshop: The Price Assumes Its Worst Quarter Lasts Forever

Build-A-Bear Workshop’s failed pre-made toy line compressed margins, but resilient children’s sales support a $39.39 fair value estimate…

BBW $327M

Rafa F. Oliver, CFA Oct 26 4 clicks

Molina & Kinsale

Molina Healthcare and Kinsale Capital’s earnings are reassessed through a long-term lens, emphasizing conviction and detachment during…

MOH $11BKNSL $8.3B

Bearstone Oct 26 8 clicks

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 $6.4B

Geneva Investor Oct 26 4 clicks

How to Read a 10-K Like a Short Seller

A four-layer 10-K framework tests revenue timing, receivables, reserves and depreciation against cash flow, using Hertz’s 2012-14…

HTZ $709M

Jimmy's Journal Oct 26 68 clicks

Analog Devices: A Diversified Route To AI Growth

Analog Devices generated Q3 revenue of $4.02 billion, up 40% year over year, with AI and data centers contributing under 20% of sales…

ADI $201B

Narek Hovhannisyan Oct 26 7 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.

JBLU $1.1BNU $60B

Ian’s Insider Corner Oct 25 11 clicks

American Express: P&L Slowed, Consumer Didn’t

American Express’s Q3 billed-business growth slowed and cards in force fell sequentially, but management attributes the weakness to…

AXP $217B

Librarian Capital's Research Library Oct 25 4 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

Philip Morris International: Ho-hum Hrmm?

Philip Morris posted 7% organic Q3 revenue growth and 10% operating-income growth as 9.1% cigarette pricing offset flat volumes, while IQOS…

PM $316B

Invariant Oct 25 13 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 $4.4B

Cannibal Stocks Oct 25 19 clicks

Avalo Therapeutics: Contrarian 'Buy' Ahead Of Abdakibart's Phase 3

Avalo Therapeutics' Abdakibart enters a pivotal hidradenitis suppurativa trial after positive LOTUS data, with monthly dosing and…

AVTX $383M

Myriam Alvarez Oct 25 3 clicks

Tower Semiconductor Deep Dive

Tower Semiconductor’s low-loss photonics chips halve lasers in 1.6T optical modules, supporting a $680 million annualized photonics run…

TSEM $22B

CV's Substack Oct 24 10 clicks

Expert Call | AI Server OEM: 2026 xAI Orders, GB300 Price Hikes & B300 Margin Gains

Super Micro’s 2026 xAI rack orders, GB300 price increases and B300 mix frame its gross-margin outlook.

SMCI $22B

P Equity Research Oct 24 8 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 $2.4BMQ $1.9B

Calvin Blissett Oct 24 79 clicks

Ares Capital: This 10%+ Yield Is An Undervalued Buy

Ares Capital’s 10%+ yield is supported by a $30.5 billion portfolio with over 70% floating-rate debt, though dividend coverage remains…

ARCC $14B

Jonathan Weber Oct 24 6 clicks

Margin Call

Petrobras’s Morpho-1 well revived hopes that Brazil’s Equatorial Margin can become a major new oil frontier after hydrocarbons were…

PBR $81B

Doomberg Oct 24 13 clicks

Monday, October 26, 2026

Calvin Blissett on X

Calvin Blissett on X

Undiscovered Compounders on X

kab60 on X

Dalius - Special Sits on X

John_Hempton on X

Calvin Blissett on X

Barbarian Capital on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 67 of 266

X accounts we follow

Investor letters we follow

Sectors