Tuesday, October 27, 2026

AppFolio 3Q26 Business Recap: AI Agents Support Growth

AppFolio grew third-quarter revenue 19% as Realm-X AI agents gained adoption, lifting guidance to $1.122 billion to $1.127 billion.

APPF $7.6B

Speedwell Research Oct 27 5 clicks

Oct 27 KRMN $5.2B

Monte Investments Market Brief Vol. CXXXIII

Monte Independent Investment Research 1 click

Oct 26 IREN $9.9B

The Data Center Bridge

CV's Substack 16 clicks

From X

@gatorcapital Feb 25

Derek Pilecki on X

I sent out our Q4 investor letter last week. I wrote up my investment thesis on $TFSL. If you haven't seen it and are an accredited investor, DM me your email address, and I will send it over.

@catechwilliams Feb 18

catechwilliams on X

$GPGI Stagnating credit card manufacturer (fka CompoSecure). Levered up 4x to acquire commodity plastic injection molding company Husky. Last month CEO departed, this week CEO and CFO of Husky left. Now rudderless with very ambitious guidance almost certain to get revised lower.

@petition Feb 1

💥PETITION💥 on X

This chart is bananas🍌. $RGTI https://t.co/MzZKnXdc0b

@HedgeyeRetail Dec 10

Brian McGough on X

This image of $WRBY price targets is laughable. 10 of them are below current stock price. We're either going to see downgrades, or an upshift in targets. I'm assuming the latter, but even the most bullish Old Wall analysts will come out at $50 tops. We're at $500. https://t.co/WNmlffRZYQ

@HedgeyeRetail Dec 10

Brian McGough on X

I absolutely LOVE the influx of $WRBY bears hitting me since our call. I have yet to hear an argument that shakes my conviction that this stock is going to double, then double again, and again, etc... https://t.co/4eQmjREfmA

@HedgeyeRetail Dec 9

Brian McGough on X

Our $WRBY 'buy with impunity' call said on Friday afternoon that it is a 10-bagger. That was premature. By the time we got done with some of the best modeling work and research I've ever seen (props to Ian Lukasik and Luke Eissler), we arrived at this name as a 25-bagger by the time we presented our case this morning. Yes, Our call is that this will be a $500 stock in 5-years. Let's go!!!

@HedgeyeRetail Dec 9

Brian McGough on X

Best Idea Short $OLLI missed on comp -- +3.3% vs 4.1%...and that's after the company called around to Old Wall and talked down comp estimates toward the end of the quarter from 7%. This was an extremely easy base effect...with a strong business cycle for off-price. This company -- if it was performing as it should -- should be comping 10% or better. Stock will be 50% lower over 1-2 years.

@HedgeyeRetail Dec 8

Brian McGough on X

CALL INVITE -> $WRBY | 5-Year 10-Bagger That Starts In 2026 https://t.co/cpKbAGLwDM via @hedgeye

Molina & Kinsale

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

KNSL $8.8B

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 $7.6B

Geneva Investor Oct 26 4 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 20 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 $2.4B

Calvin Blissett Oct 24 81 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 $6.5B

Ignacio Planas Gonzalez Oct 24 4 clicks

TSOH Weekly Roundup (10/23/2026)

TSOH Weekly Roundup covers Ally’s improving credit and capital returns, Pepsi’s weak beverage brands, and Match Group’s plan to revive…

MTCH $9.7B

TSOH Investment Research Oct 23 5 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 $9.4B

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 $6.6B

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 $4.3B

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 $6B

Latticework by MOI Global Oct 22 13 clicks

WULF · long

Terawulf INC

TeraWulf is shifting from bitcoin mining toward data centers, seeking a higher-quality and more defensive business model.

WULF $5.4B

Value Investors Club Jul 29

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 $6.1B

Fountainhead Oct 25 2 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 $6B

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 $6B

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 $2.9BMRP $4.5B

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 $9.4BACI $6.5B

Latticework by MOI Global Oct 22 43 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 $3.2BLAD $6.5B

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 $4.8B

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 $2.9B

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 $8.3B

CV's Substack Oct 20 28 clicks

Tuesday, October 27, 2026

Derek Pilecki on X

catechwilliams on X

💥PETITION💥 on X

Brian McGough on X

Brian McGough on X

Brian McGough on X

Brian McGough on X

Brian McGough on X

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