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.
Tuesday, October 27, 2026
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Charles Frischer on X
$NN Finally, check out the comments recently made by Anterix regarding how they are thinking about the value of their spectrum. The numbers are much higher than I had ever imagined. I am long a bit of $ATEX. NN spectrum is far more powerful than the low band spectrum held by ATEX
catechwilliams on X
$POET $2.5B market cap Canada-based (formerly TSXV-listed) semi component designer. Perennially on the verge of commercialization ($1.4M LTM sales, hemorrhaging cash). Heavily promoted into a $400M offering on 5/18. Dubious order w related party, FEOC, PFIC, among many issues.
Timyan Bank Alert on X
@Catahoula_Value It feels like $BCOW management would rather continue stealing from the shareholders. $LRBI is performing well on its own and improving so not needed. Sure does spotlight the values though. $MBBC also in $PSBQ backyard where Nick Z is really improving his bank.
Timyan Bank Alert on X
Home run merger for $PSBQ holders in sale to $BFC https://t.co/wujj6AML12
ToffCap on X
$EVC might perhaps be your bias test of the year peeps. https://t.co/4CCScxnYUs
Timyan Bank Alert on X
Every bank should have a Chair like Charles Alan Williams of $NPB @NorthpointeBank https://t.co/WJNBIgvvAZ
mavix on X
Here it finally is! The BoD of Evolution $EVO has resolved on a EUR 2 billion share buyback program that will commence immediaely. https://t.co/I0bozM6WA2
Little Owl Research on X
Either someone knows something the rest of us are oblivious to… or they’re playing Russian roulette. Tomorrow’s report should be interesting $LUXE https://t.co/al4P94Brcy
Investor Letters
All letters- Alluvial Capital Management Third Quarter 2026 BSVN $553MGDOT $727M
- 1 Main Capital third quarter 2026 BFIT $2.2BHGV $3.3B
- Polaris Capital Management Third Quarter 2026 G $6.8BLKQ $5.1B
- Langdon Equity Partners Q3 2026 LOECF $740MATS $1.9B
- Halvio Capital Q3 2026 MCCK $468M
- Bretton Fund 3rd Quarter 2026 MBGL $5.8B
- GreensKeeper Asset Management Q3 2026 MBGL $5.8BMKTX $5.8B
- Miller Value Partners third quarter 2026 CNXC $1.9BFOSL $451M
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…
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…
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…
Rafa F. Oliver, CFA 4 clicks
Molina & Kinsale
Molina Healthcare and Kinsale Capital’s earnings are reassessed through a long-term lens, emphasizing conviction and detachment during…
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…
Geneva Investor 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…
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.
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…
Fountainhead 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.
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…
WULF · long Terawulf INC
TeraWulf is shifting from bitcoin mining toward data centers, seeking a higher-quality and more defensive business model.
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…
Astrada Advisors 
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…
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…
Trade Alert - Long RIG
HFI Portfolio bought 94,214 shares of Transocean, RIG, for $570,000 at $6.05 per share.
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…
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…
Mosaic, Part One: The Story
Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.
Mosaic, Part Two: The Deep Dive
Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.
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…
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Sectors
Ordered by how often our editor reaches for them.
