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.

@leevalueroach Oct 27

Lee Roach on X

Back in February I wrote up Sunstock $SSOK, a tiny public company that owned Mom's Silver Shop, a single coin shop in Sacramento. The thesis was simple. The last public financials showed 27,317 oz of silver and 80 oz of gold. At the time, with silver at $113 and gold at $5,340, that was about $3.5M of bullion. The market cap was about $67k. Liabilities were about $753k. Net of those, I got about $2.76M of value, or about $0.45 a share. The catch: the company went dark. In March 2025 it filed a vague late-filing notice, then nothing. The stock moved to the expert market. The shop closed. Someone reached out and told me the prior owner had said the CEO was arrested for fraud and his home and store were raided. I've never been able to confirm that. So it came down to two outcomes. Either the metal is gone or fake and this is a zero, or it's real, authorities have it, and something eventually comes back to shareholders. Where it stands now The metal has gotten cheaper. Silver is around $53 and gold around $4,010. That puts the bullion at about $1.78M. Net of liabilities, about $1.02M, or about $0.17 a share. The stock is quoted around $0.0185, a market cap of about $113k. So it's still about 9x on paper, down from the roughly 40x I wrote about. Most of that move is just silver coming off its highs. All the non-news No SEC filings since the March 2025 notice. Still flagged delinquent. No DOJ press release, no court record, no local news I can find tying the CEO or the company to an arrest, raid, or seizure. No receivership or custodianship filing I've found. One odd data point: in June 2026 the transfer agent verified a new share count, 6,121,873, up 15,000 shares. Small, but someone is still dealing with the transfer agent. That's it. Eight months of silence. So here's the ask If anyone knows anything about $SSOK, Sunstock, or Mom's Silver Shop in Sacramento, I'd love to hear it. Court records, the transfer agent, the former owner, people who used to shop there, anything. Let's see if we can piece this together. DMs are open.

@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.

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

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 $327M

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 $8.3B

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

Namib Minerals: Research Flash

Namib Minerals’ How Mine mill reached 55,000 tonnes per month, 36% above prior capacity, while a proposed $30 million Ecobank facility…

NAMM $43M

Atrium Research - Equity Research Oct 25 2 clicks

Bimergen Energy: Research Flash

Bimergen Energy filed for a Texas retail-power license to supply data centers directly and gained eligibility for federal contracts through…

BESS $15M

Atrium Research - Equity Research Oct 25 3 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.

GETY $8MSSTK $160M

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

OPI · long

Office Properties Income Tr

Office Properties Income Trust emerged from Chapter 11 on June 17, 2026, with a $2 billion enterprise value and a 12.0% cap rate at $16.60.

OPI $61M

Value Investors Club Jul 6 3 clicks

Appearance The Stansberry Investor Hour Podcast

The Stansberry Investor Hour features a discussion of Constellation Software’s AI prospects and Natural Resource Partners.

NRP $1.6B

Eagle Point Capital Aug 1

Vistance Networks (NASDAQ: VISN)

Vistance Networks plans a large post-Ruckus-sale dividend, leaving Aurora Networks valued below 4x guided EBITDA after $1.88 billion of…

VISN $1.5B

Triple S Special Situations Investing Jul 31 7 clicks

Cematrix Corp ($CEMX.TO) FINS Review

Cematrix posted record Q2 revenue of $18.7 million, up 76%, and $3.5 million of net income, while backlog fell 9% from year-end.

CTXXF $52M

Wolf's Substack Jul 31 2 clicks

[OTCM] Listings for the rest of us

OTC Markets gives smaller, distressed, and lightly disclosed companies a trading venue outside NYSE and Nasdaq, with lower listing barriers…

OTCM $626M

scuttleblurb Jul 31 3 clicks

BBB Foods: A Proven Discount Grocery Model With Ample Runway Ahead (Ticker: TBBB)

BBB Foods, Mexico’s discount grocer, is building a hard-discount model with room to expand across Mexico and beyond.

TBBB $6.8B

Emerging Moats Research Jul 31

This Stock Just Got Cheaper on Better Numbers

A debt-free American manufacturer now trades at roughly 7x annualized Q2 EBITDA, with $7.35 per share in net cash and a tender floor 18.5%…

RGR $723M

The Value Road Jul 30 5 clicks

Investment idea: Flowers Foods (FLO)

Flowers Foods cut its dividend to fund $300 million of debt reduction by 2027 after the $795 million Simple Mills acquisition lifted…

FLO $1.3B

Nugget Capital Partner's Substack Jul 30

Hermès, EXLService, Sika - Q2'26 Earnings

Hermès faces leather-volume and margin risk, EXLService beats and raises despite AI concerns, and Sika gains share while trading at 22…

EXLS $6.3B

Sector Stories Jul 29

Entravision: Another Whale Has Emerged

Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer,…

EVC $588M

The Value Road Jul 28 12 clicks

Tuesday, October 27, 2026

A Capital on X

A Capital on X

A Capital on X

Tim Eriksen on X

Lee Roach on X

Maj Soueidan on X

Negligible Capital on X

David Orr on X

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