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 $5B

Monte Investments Market Brief Vol. CXXXIII

Monte Independent Investment Research 1 click

Oct 26 FRMI $1.9B

The Data Center Bridge

CV's Substack 16 clicks

From X

@ACapitalLP Oct 27

A Capital on X

@310Value You don’t like the long $CWST / short $GFL pair trade? Nothing like shorting a live take-private situation to hedge an activist margin improvement story.

@ACapitalLP Oct 27

A Capital on X

@richtrades100 Isn’t it worse now that $MGM stock is lower and $PPLI is higher? Have to issue more stock as currency…

@ACapitalLP Oct 27 1 click

A Capital on X

@KEDM_COM These guys are also in $ZD - Czech based activist fund?

@eriksen_tim Oct 27

Tim Eriksen on X

@ericgold34 Been buying $UBAB lately. A few I have not followed closely. Some are very illiquid.

@majgeoinvesting Oct 27

Maj Soueidan on X

$ULBI 😡😡😡 well, at least I can say I used to own it😂. https://t.co/RRNt29oewi

@negligible_cap Oct 27 1 click

Negligible Capital on X

$CAKE comp sales of 15.2% YoY beating the estimate of 9.5% by 60%. Unreal

@orrdavid Oct 27 2 clicks

David Orr on X

The end customer is mostly softare companies. $IGV is flat since 2 years, and I've been thinking to shrug and short this thing recently. Is AI actually good for the end customer overall or not? If not, bubble seems probable at least short term - at least until there are a lot more *big* end customers. Which I think sure there will be, just in 10+ years.

@eriksen_tim Oct 27

Tim Eriksen on X

First ECIP repurchase has occurred. From M&F Proxy Supplement $MFBP Others to watch $CZBS $UBAB $BFCC $PDLB $MNMB $SFDL $PCB $BYFC $NMBF $HRBK $IBWC https://t.co/2gh1b3W6X4

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

Molina & Kinsale

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

KNSL $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 $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 $1.8B

Ian’s Insider Corner Oct 25 11 clicks

💥Is Getty a Prepack in Name Only?💥

Getty Images' 2026 Chapter 11 filing is challenged as a prepack after warrant litigation, a failed Shutterstock merger and AI pressure.

SSTK $160M

PETITION Oct 25 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 $4.4B

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 $383M

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

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 $6.3B

Ignacio Planas Gonzalez Oct 24 4 clicks

SPHR · long

Sphere Entertainment CO

Sphere Entertainment is shifting from construction and startup spending to a high-margin, cash-generative venue-operator model, with…

SPHR $3.9B

Value Investors Club Jul 17 4 clicks

Titan Mining Q2 Update

Titan Mining reported Q2 revenue of $25.7 million and adjusted EBITDA of $9.6 million as zinc output rose, while advancing its Kilbourne…

TII $197M

Sylence Capital Sep 6 4 clicks

X-Energy Could Be Building One Of Nuclear Energy's Most Valuable Platforms

X-energy targets $1.8 billion in annual revenue and more than 42% gross margins by 2032 through reactor IP, project services and…

XE $3.4B

Simple Investment Ideas Sep 6 2 clicks

The Fed Is Going to Lose the Bond Market and I Found the Asset That Gets Paid When It Does

Rayonier’s 4.0 million acres are valued at $393 an acre after other assets, versus $1,200 to $1,800 cutover-land sales, framing the timber…

RYN $5.7B

The Value Road Sep 4 27 clicks

TSOH Weekly Roundup (09/04/2026)

TSOH Weekly Roundup covers Costco’s $4.99 chicken supply chain, Celsius’s 20% energy-drink share, and California utilities’ wildfire…

CELH $7.1B

TSOH Investment Research Sep 4 6 clicks

Sixty Dollars or Nothing

Chiron granted seven executives 195,610 options at a $60 strike, 63% above the market price and above its published valuation range.

XRN $401M

Orphan REITs Sep 4

Research & Analysis: Applied Aerospace & Defense (NYSE: AADX) q2’26 Earnings Update

Applied Aerospace & Defense reported Q2 revenue growth of 47% to $167 million and $1.13 billion in backlog, supported by missile production…

AADX $1.9B

Monte Independent Investment Research Sep 4

Oklo Inc.: The AI Power Trade Is Getting More Tangible

Oklo’s Q2 progress includes Groves’ first criticality and Aurora agreements, while equity dilution cut its price target to $88 despite a $3…

OKLO $5B

The Curious Analyst Sep 4 1 click

Kraken Robotics: Doubling Down (Ticker: KRKN.F)

Kraken Robotics’ C$615 million Covelya acquisition roughly doubles its underwater defense content as mine-warfare risks drive naval…

KRKNF $1B

Emerging Moats Research Sep 4 1 click

Build a Bear Workshop

Build-A-Bear Workshop, the toy retailer.

BBW $327M

Bearstone Sep 3

Tuesday, October 27, 2026

A Capital on X

A Capital on X

A Capital on X

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