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

QTWO · long

Q2 Holdings INC (qtwo)

Q2 Holdings sells banking software to more than 1,200 financial institutions and 27.8 million registered users, after selling off with…

QTWO $4.2B

Value Investors Club Jun 5

Why Lindblad's Record Year Should Terrify Its Shareholders

Lindblad's record year is the basis for a short thesis against LIND.

LIND $2.3B

Shallow Dives Apr 1

Alta Fox PBH CN Presentation

Premium Brands Holdings faces margin expansion and free-cash-flow growth as a six-year investment cycle ends, while Alta Fox says its…

PBH $2.2B

Research - Alta Fox Capital Apr 1 2 clicks

ServiceTitan ($TTAN): The IPO Hangover Has Only Just Begun

ServiceTitan faces slowing growth, a rich valuation, accounting concerns, executive turnover and stock sales by management and legacy…

TTAN $7.8B

Shallow Dives Mar 30

Water and Power: The Dual Engines Driving LandBridge’s Explosive Growth

LandBridge outlined $300 million in pore-space free cash flow within five years; its Permian data-center project remains proof of concept.

LB $6.4B

310 Value’s Newsletter Mar 26 4 clicks

Global Spirits: Q425 Earnings Update

Campari posts three consecutive quarters of accelerating organic sales growth while Diageo and Pernod face deleveraging pressure, with…

DVCMY $8.2B

Sector Stories Mar 26

Short CNM

Core & Main faces a short thesis centered on the risks in its roll-up strategy.

CNM $8.3B

Shallow Dives Mar 25 1 click

Single Stock Spotlight #5: Core Natural Resources (CNR)

Core Natural Resources (CNR) trades at 6 times normalized free cash flow, with export thermal coal exposure positioned for LNG disruption…

CNR $4.3BAMR $2B

Hidden Rock Capital's Newsletter Mar 24

TIC Solutions: Thesis Check

TIC Solutions' NV5 merger lifted consulting and geospatial growth and margins, while its 52%-of-revenue inspection unit stayed flat after…

TIC $2.2B

Kairos Research Mar 19

Shift4 Payments: A Fintech Compounder Trading Like a Melting Ice Cube

Shift4 Payments earns 50 to 60 basis points on SkyTab volume while acquiring merchant networks, driving 39% annual GRLNF growth since 2021…

FOUR $3B

Modern Value Investing Mar 15

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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