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 $8.4B

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

@cfrischer1 May 27

Charles Frischer on X

$NN OIRA posted they are taking a meeting on June 10th from opposition party. Might mean that June 3rd blog announcement is off the table. Explains today’s stock weakness. Patience will be required but likely rewarded. Balance sheet getting much stronger with warrant redemption

@ActAccordingly May 27 1 click

PAA Research on X

As it pops 10% on a solid quarter and guide, I find myself trying to remind the young ones that just THREE YEARS AGO, $ANF was the $MU/$SNDK of its time. Yes, it's true. The stock went up 10x in 18-months.... Now they continue to hammer away at the sharecount at a 7-10% annual rate, manage inventory levels tightly, and hope that teenagers can still find jobs this summer to buy low rise baggy jeans at #hollister

@marginofdanger May 22 1 click

marginofdanger on X

$TIPT filed an 8-K this morning where they said they expected the Fortegra deal to close by Friday 5/29. Pro forma TBV is ~$24/share, stock last 17.17.

@LaughingH20Cap May 21 4 clicks

Laughing Water Capital on X

@scottwilsonUSD @cfrischer1 just more of the same. no effort to explain why US RFID/part 15 needs all of lower 900 when the rest of the world functions fine with much less, & ignoring that $NN is meant to be just part of a system of systems.

@LaughingH20Cap May 21 1 click

Laughing Water Capital on X

@scottwilsonUSD @cfrischer1 Womack is seemingly in $WMT's pocket & claiming $NN will interfere with RFID. However, $NN has the proof that they do not interfere with RFID, so presumably Womack will go away.

@cfrischer1 May 20

Charles Frischer on X

@scottwilsonUSD $NN I think there will be a solution that works for all parties. The country needs our spectrum.

@cfrischer1 May 20

Charles Frischer on X

$NN At this point in the process, it doesn't really matter if the NPRM drops in June, July or August. The value of spectrum has dramatically changed over the last 12 months. Direct to device with satellite companies like SpaceX and Amazon have become critical buyers of spectrum.

@cfrischer1 May 20

Charles Frischer on X

$NN Waiting a few extra months to get the NPRM doesn't matter compared to the ultimate value of the spectrum. Plus the NN spectrum can/will be used for many additional vital issues like IOT, drones and other AI uses.

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…

AMKR $8.8B

Cestrian Capital Research Oct 26 4 clicks

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

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

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 $806M

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 $1.3BINTR $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

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

WULF · long

Terawulf INC

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

WULF $5B

Value Investors Club Jul 29

HUYA Q3 2026 Preview: Game-Related Services And Advertising Take The Wheel

HUYA’s Q3 consensus calls for $268 million in revenue as game-related services and advertising offset live-streaming pressure; its buyback…

HUYA $457M

Astrada Advisors Oct 26

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

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 $383M

Monte Independent Investment Research Oct 23 11 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 $3.8B

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 $7B

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 $7B

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 $7B

Latticework by MOI Global Oct 22 5 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

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Tuesday, October 27, 2026

Charles Frischer on X

PAA Research on X

marginofdanger on X

Laughing Water Capital on X

Laughing Water Capital on X

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Charles Frischer on X

Charles Frischer on X

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