Wednesday, October 28, 2026

Group 1 Automotive (GPI): Q3 2026 Earnings

Group 1 Automotive trades at 5.5 times earnings as aging gasoline vehicles and EV repairs sustain service profits; insiders bought while short interest rose.

GPI $3.1B

Cannibal Stocks Oct 28 1 click

Oct 28 ENVA $4.3B

Enova International (ENVA): Leading US Online lender with excellent track record

Substack von Philipp 3 clicks

Oct 27 APPF $7.6B

AppFolio 3Q26 Business Recap: AI Agents Support Growth

Speedwell Research 5 clicks

From X

@TimyanBankAlert Oct 28

Timyan Bank Alert on X

$PFBX- $TRMK cash is only a phone call away, Chevis https://t.co/q6TsUc9NCO

@kevin__mak Oct 28 5 clicks

Kevin Mak on X

Depends on the tenant, but I use a 10% cap (10x) for $CORZ's CoreWeave sites. I think the cap rate should be lower given CoreWeave funded the capex, and it sits in CORZ's facilities under CORZ's first lien, but appreciate the market won’t necessarily price at its real “fair value”

@HedgeyeRetail Oct 28

Brian McGough on X

$BOOT is taking up store adds by 10-15% for '27, but is taking DOWN revenue forecast. Can anyone with half a brain convince me that this is a positive development? Never ends well...

@DOMOCAPITAL Oct 28

DOMO Capital Management, LLC on X

You heard it here first... what a huge earnings beat for $PBI "Specifically, we added more than 30 new clients, representing an estimated two billion pieces of annual volume, as a result of this exit" https://t.co/uyMhmLTrHi

@HedgeyeRetail Oct 28

Brian McGough on X

We've been short $BOOT for the last $80 in downside. I think the stock still gets cut in half from here. Terrible trends this quarter -- squarely decelerating across the board into 3Q. E-comm SSS turned negative in Oct. In what world should ecomm EVER be negative? This company is signing below market rents and is overearning massively. Incremental ROIC looks deathly...

@ACapitalLP Oct 28 1 click

A Capital on X

Interesting setup in $VOYA ahead of Q3 earnings and TCIM’s November 24 no-confidence referendum. Can certainly see a path to $150+ in a strategic takeout given the quality of the retirement franchise… My hesitation is how much activist premium is already embedded in the stock. Shares are up ~30% since TCIM surfaced in April, and the referendum is non-binding. If Q3 disappoints and the activist fails to gain traction, hard to see why this couldn’t trade back toward the pre-activist ~$75 level. Love the potential upside, less convinced by the asymmetry at ~$97… Thoughts welcome.

@Mr_Neutral_Man Oct 28

Mr Neutral Man aka "Howard Marks of REITs” on X

@JeffBeckMadDog Is this $ARE?

@TheBenSchmark Oct 28 1 click

JabroniCoin.USD on X

CXMT capex is $ACMR revenue https://t.co/kB7DGSKyOl

TTM Technologies: The Market Already Caught On To Peak Numbers

TTM Technologies’ record Q3 and data-center exposure drove a 27.7% stock drop as investors questioned debt-funded growth, leverage and the…

TTMI $8.6B

Nicolas Bolsinger Oct 27 1 click

Monte Investments Market Brief Vol. CXXXIII

Monte Investments updates Carpenter Technology after a 25% sell-off, tracks EQT’s $12.83 billion Range Resources acquisition and assesses…

KRMN $5B

Monte Independent Investment Research Oct 27 1 click

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

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

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 $2.4B

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

Oscar Health: Up Over 200% From The March Lows, Still Room To Run (Ticker: OSCR)

Oscar Health raised 2026 operating earnings guidance to $600 million-$800 million after ACA-marketplace expansion drove 60% membership and…

OSCR $9.4B

Emerging Moats Research Oct 23 5 clicks

Trade Alert - Long RIG

HFI Portfolio bought 94,214 shares of Transocean, RIG, for $570,000 at $6.05 per share.

RIG $7.4B

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 $4.3B

Monte Independent Investment Research Oct 22 6 clicks

MBGL · long

Mobility Global INC -spn

Mobility Global Inc. will become a standalone public company through S&P Global’s spin-off of its Mobility division.

MBGL $5.6B

Value Investors Club Jun 25 2 clicks

NCLH or her grandma Saga?

Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…

NCLH $8.3B

The Oak Bloke Aug 19 13 clicks

Alpha Metallurgical Resources, Inc. (AMR): The Beginning of the End

Alpha Metallurgical Resources has $263 million of usable liquidity and targets zero cash burn by 2027 through mine cuts, Wildcat ramp-up,…

AMR $2B

Cannibal Stocks Aug 19 1 click

Research Roundup Vol. XLIX

Research Roundup Vol. XLIX covers 3.4% inflation, AI compute demand, data center buildouts, and Q2 reports from Rocket Lab, CoreWeave,…

CGNX $9.8B

Monte Independent Investment Research Aug 19

ZETA 2026-08-19

Zeta Global's AI Story Just Became Measurable (Rating Downgrade)

Zeta Global’s Athena AI superusers grow four times faster, while comprehensive adopters generate 70% of revenue.

ZETA $8.2B

Alpha Line Aug 19 1 click

Monte Investments Market Brief Vol CXXIV

Rocket Lab and Firefly won access to US space contracts as AI-driven HBM demand tightens memory-chip supply through 2027.

FLY $3B

Monte Independent Investment Research Aug 18

WD #354: Colombia Earthquake, Software, CIB/AVAL/NU Earnings

Colombia’s earthquake frames risks for Tecnoglass as Grupo Aval, Bancolombia and Nu report strong earnings, including Nu’s 67% EPS growth.

AVAL $5.6B

Ian’s Insider Corner Aug 16

$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management

DNOW’s MRC Global merger targets $75 million of synergies, with a 2029 bull case of $30 to $32 per share driven by cash flow and rerating.

DNOW $3B

Yet Another Value Podcast Aug 14 9 clicks

Cellebrite (CLBT) Q2'26 - Execution wobble, Forecast question mark

Cellebrite cut 2026 ARR guidance by $15 million, replaced its CEO and saw shares fall 30% as elongated sales cycles raise execution…

CLBT $3B

Sleep Well Investments Aug 14

Research & Analysis: Riot Platforms (NASDAQ: RIOT)

Riot Platforms has 241MW of contracted data center capacity, including a 191MW, 20-year $9.8 billion frontier AI lab deal, as it shifts…

RIOT $5.3B

Monte Independent Investment Research Aug 13 1 click

Wednesday, October 28, 2026

Timyan Bank Alert on X

Kevin Mak on X

Brian McGough on X

DOMO Capital Management, LLC on X

Brian McGough on X

A Capital on X

Mr Neutral Man aka "Howard Marks of REITs” on X

JabroniCoin.USD on X

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