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.
AppFolio grew third-quarter revenue 19% as Realm-X AI agents gained adoption, lifting guidance to $1.122 billion to $1.127 billion.
@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.
@richtrades100 Isn’t it worse now that $MGM stock is lower and $PPLI is higher? Have to issue more stock as currency…
@KEDM_COM These guys are also in $ZD - Czech based activist fund?
@ericgold34 Been buying $UBAB lately. A few I have not followed closely. Some are very illiquid.
$ULBI 😡😡😡 well, at least I can say I used to own it😂. https://t.co/RRNt29oewi
$CAKE comp sales of 15.2% YoY beating the estimate of 9.5% by 60%. Unreal
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’s failed pre-made toy line compressed margins, but resilient children’s sales support a $39.39 fair value estimate…
Molina Healthcare and Kinsale Capital’s earnings are reassessed through a long-term lens, emphasizing conviction and detachment during…
Duolingo sacrificed over $50 million of 2026 bookings to reduce free-app friction, reaccelerate daily users and target 100 million DAUs by…
A four-layer 10-K framework tests revenue timing, receivables, reserves and depreciation against cash flow, using Hertz’s 2012-14…
Brazil’s Lula victory leaves Nu and Inter’s thesis intact, while JetBlue heads toward bankruptcy and Mexican airlines pursue a merger.
Namib Minerals’ How Mine mill reached 55,000 tonnes per month, 36% above prior capacity, while a proposed $30 million Ecobank facility…
Bimergen Energy filed for a Texas retail-power license to supply data centers directly and gained eligibility for federal contracts through…
Getty Images' 2026 Chapter 11 filing is challenged as a prepack after warrant litigation, a failed Shutterstock merger and AI pressure.
Klaviyo's customer-data platform and new AI Composer product underpin a bullish growth case, with Salesforce's Braze acquisition cited as a…
TPLKF · long PVA TePla (XTRA:TPE) is presented as a long position.
Vita Coco’s growth narrative is deteriorating, supporting a short thesis on COCO.
Portfolio adds Nomad Foods and Judges Scientific, increases Constellation Software, trims Roper, and exits UnitedHealth after a 4.57% March…
Lindblad's record year is the basis for a short thesis against LIND.
Google’s NotebookLM turned a 30-page Douglas Dynamics report into an 8-minute video, while Custom GPTs screen earnings transcripts for…
Premium Brands Holdings faces margin expansion and free-cash-flow growth as a six-year investment cycle ends, while Alta Fox says its…
ServiceTitan faces slowing growth, a rich valuation, accounting concerns, executive turnover and stock sales by management and legacy…
Angstrom Technologies trades 26% below net cash and 50% of NCAV, with no debt, 7.7x earnings and ongoing buybacks despite limited…
LandBridge outlined $300 million in pore-space free cash flow within five years; its Permian data-center project remains proof of concept.
Campari posts three consecutive quarters of accelerating organic sales growth while Diageo and Pernod face deleveraging pressure, with…
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