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

@John_Hempton Sep 8

John_Hempton on X

Having a ugly day in markets. The only thing that is working is my (too small) $AMC short. It seems sensible to trade along with Ken and his naked short ladder attacks.

@TheBenSchmark Sep 8

JabroniCoin.USD on X

UBS on $CENX Oklahoma optionality “The only real growth story in aluminum, or meaningful shareholder returns” https://t.co/56beYZN7hE

@KEDM_COM Sep 8

KEDM.com on X

Four Tree Island Advisory wrote a public letter to Willis Lease Finance Corporation $WLFC, pointing out the strong underperformance versus leasing peers FTAI and AER. Their letter points to poor reporting with both buy- and sell-side, governance deficiencies, including excessive compensation and management’s indifference to the underperformance. The Willis family still controls roughly half the company, but they are consistent sellers. That gives them a pretty direct reason to care about where the shares trade.

@ACapitalLP Sep 8

A Capital on X

You just know it’s a quality day when both $EOSE and $AXTI are ripping… Real titans of industry there.

@ACapitalLP Sep 8

A Capital on X

$APTV 👀

@jawagner92 Sep 8

Odd Lot Arbitrageur on X

Can the expert stock shareholders of fintwit anonymously collab to create a public Dropbox link with all the annual reports and allow others to upload? (eg $LGNC, $BSND, $MAKE, $CAOX, $PCPJ, $PAWH, $CUSI, $AGTT etc) happy to contribute the reports that I have. https://t.co/S83xS3upu5

@stockgutter Sep 8

SG on X

@fides_capital and sugar $SB

@TimyanBankAlert Sep 8

Timyan Bank Alert on X

John Marshall Bancorp, $JMSB and Eagle Financial Services, $EFSI Announce Strategic Merger Uniting Two of Virginia’s Leading Community Banks - https://t.co/pa9UheDEBK

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 $1.7B

Calvin Blissett Oct 26 38 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 $363M

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…

KNSL $8.8B

Bearstone Oct 26 8 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 $684M

Jimmy's Journal Oct 26 69 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 $1.2BINTR $1.7B

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 $6.1B

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 20 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 $379M

Myriam Alvarez Oct 25 3 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 81 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

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

Research & Analysis: ERock, Inc. (NYSE: EROC)

ERock’s modular microgrids bridge data-center power gaps years before grid interconnects, with Meta and Anthropic projects filling capacity…

EROC $402M

Monte Independent Investment Research Oct 23 11 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

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

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

Tuesday, October 27, 2026

John_Hempton on X

JabroniCoin.USD on X

KEDM.com on X

A Capital on X

A Capital on X

Odd Lot Arbitrageur on X

SG on X

Timyan Bank Alert on X

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