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 $4.3B

Monte Investments Market Brief Vol. CXXXIII

Monte Independent Investment Research 1 click

Oct 26 IREN $9.2B

The Data Center Bridge

CV's Substack 16 clicks

From X

@LittleOwlRes Apr 21

Little Owl Research on X

Burford’s value prop is high to these firms, and the significant supply spike puts them in a fantastic position to capitalize on the demand for cash. Additionally settlement with Argentine government seems highly likely at this point. Long $BUR

@Adam_Wyden Apr 14

Adam D. Wyden on X

@RicksCEO Maybe if you did 500 of ebitda, we could afford that one… $rick

@catechwilliams Apr 9

catechwilliams on X

$NX 5% of COGS/ direct input costs sourced from China. Tariffs + zero pricing power, high fixed cost structure + only 30% GMs = 25-30% hit to EBIT. Add 4x leverage, declining volumes, ambitious mgmt guidance while integrating a large acquisition is a setup for a trainwreck.

@HedgeyeRetail Apr 3

Brian McGough on X

Seriously considering going dark on $RH from a coverage perspective -- so I can buy it in my PA. The risk/reward here is unlike anything I've seen...

@Adam_Wyden Mar 31

Adam D. Wyden on X

@JerryCap @AutumnCapital $PAR

@catechwilliams Mar 11 2 clicks

catechwilliams on X

$AVO calling out the fact that they have been overearning and margins reverting. “experienced normalization of our per unit avocado margins during in Q1.” Noted weak harvest anticipated in Mexcico. $CVGW will be even more adversely impacted by these factors.

@gatorcapital Mar 6

Derek Pilecki on X

BTW, his stock trades for 10x, posts an ROE of 17% while running with excess capital, and is part of a banking oligopoly in Puerto Rico. $OFG

@gatorcapital Mar 6

Derek Pilecki on X

At the RBC FIG Conference this week, a bank CEO referred to himself as "below average". His stock has compounded above 20% since 2017. I know he was being self-deprecating and trying to make the point that his employees were "above average", but it was still shocking to hear. A lot of CEOs with much worse stock performance think very highly of themselves. $OFG

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 $371M

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

💥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 $161M

PETITION Oct 25 4 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 $5.8B

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 $4.6B

Cannibal Stocks Oct 25 20 clicks

WULF · long

Terawulf INC

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

WULF $5.7B

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 $500M

Astrada Advisors Oct 26

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 $6.5B

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 $8.9B

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 $5.8B

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

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Tuesday, October 27, 2026

Little Owl Research on X

Adam D. Wyden on X

catechwilliams on X

Brian McGough on X

Adam D. Wyden on X

catechwilliams on X

Derek Pilecki on X

Derek Pilecki on X

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