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

@stockgutter Oct 26 1 click

SG on X

anyone buying Brazil today? Had several aggressive stinkbids in. Only one hit so far, $XP at 14.75. Will probably cover with calls. https://t.co/53Pn9RoLEs

@Mr_Neutral_Man Oct 26 4 clicks

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

As someone who grew up in the restaurant business and provided a lot of free child labor, there is nothing passive or boring about any of these businesses. These kind of tweets are harmful! Want 7.2-8.3% passive income? You may want to consider the $REXR $PSA $VNO preferred https://t.co/y1NuP1BOcD

@valuedontlie Oct 26

Colin King on X

Flagstar $FLG probably outside my "circle of competence" but can't help looking... Cut FY27 EPS guidance from $1.65 to $0.90 (ouch) and pushed out to FY28 (because higher rates?) $60bn loan book with half of it in questionable CRE/MF loans concentrated in NYC (former NYCB), another ~third in growing C&I loan book Efficiency ratio ugly $10 stock with $15/sh TBV = 0.67x Maybe a value trap?

@BarbarianCap Oct 26 1 click

Barbarian Capital on X

$EWZ : $SPY Lula : AOC 2026 : 2028 -25% : -XX%

@junkbondinvest Oct 26 1 click

junkbondinvestor on X

Every investor learns it eventually. EM is a trade, not an investment. $EWZ

@aleabitoreddit Oct 25 6 clicks

Serenity on X

Just another $40B going into the "AI Infra" Bubble... Elon stated this $SPCX financing would primarily fund $NVDA GPU procurement H1 2027. Which indirectly increases demand for memory, networking, etc needed. In some other notes, VPEC today in UDN: "InP substrates is seriously in short supply" in regards to suppliers like $AXTI. - Morgan Stanley believes that InP substrates, EML and CW lasers will be the primary bottlenecks - VPEC emphasized that whoever can secure more raw material supply in the future will have greater pricing power and influence in the market. Very true about supply procurement... both upstream materials like epiwafers/substrates to ultimately compute. We're in a volatile period where all your largest companies in the world are fighting over control of the future of AI infrastructure. Any slowdown seems unlikely.

@negligible_cap Oct 25

Negligible Capital on X

*LULA WINS BRAZIL PRESIDENTIAL ELECTION IN SURPRISE COMEBACK $EWZ is down 20%

@negligible_cap Oct 25

Negligible Capital on X

*LULA WINS BRAZIL PRESIDENTIAL ELECTION, DATAFOLHA PROJECTS Wow this would be quite a curveball. Lula now expected to win in the runoff against Bolsonaro with 51% of votes. $EWZ won’t be pretty tomorrow

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 $9.7B

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 $4.2B

Monte Independent Investment Research Oct 22 6 clicks

WULF · long

Terawulf INC

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

WULF $6.3B

Value Investors Club Jul 29

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

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 $5.8B

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 $5.8B

Latticework by MOI Global Oct 22 34 clicks

Mosaic, Part Two: The Deep Dive

Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.

MOS $5.8B

Latticework by MOI Global Oct 22 5 clicks

Undercovered Dozen: Western Digital, Penguin Solutions, Millrose Properties And More

Western Digital, Penguin Solutions and Millrose Properties lead a roundup of 12 lesser-followed stocks featured from Oct. 10 to Oct. 16.

PENG $3.6BMRP $4B

The Undercovered Dozen Oct 22 17 clicks

Group 1 Automotive (GPI) vs Lithia Motors (LAD)

Group 1 Automotive and Lithia Motors divide two longtime value investors: David Abrams switched to Lithia in 2018, while Greg Alexander…

GPI $3.1BLAD $6.4B

Cannibal Stocks Oct 22 6 clicks

Atour Lifestyle ($ATAT): The Hotel Chain That Is Secretly a (Sleep) DTC E-Commerce Brand

Atour Lifestyle combines an asset-light Chinese hotel franchise network with Atour Planet sleep-product sales, using guest rooms as product…

ATAT $4.5B

Substack von Philipp Oct 22 8 clicks

Webull: A 30% Annual Return Setup As Perpetual Futures Go Live

Webull expects perpetual futures and operating leverage to lift operating income from $114 million to nearly $400 million by 2030.

BULL $3B

PropNotes Oct 21 3 clicks

Vicor Update, Part Three

Vicor’s $66.6 million in AI power-delivery royalties generated about $50 million of operating profit, eclipsing its module business as…

VICR $9.6B

CV's Substack Oct 20 28 clicks

Wednesday, October 28, 2026

SG on X

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

Colin King on X

Barbarian Capital on X

junkbondinvestor on X

Serenity on X

Negligible Capital on X

Negligible Capital on X

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