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.
Wednesday, October 28, 2026
Back to today 
From X
Charles Frischer on X
$OMER Comments from today's investor day with Novo. I think these words are quite bullish for Omeros and their partnership with Novo. https://t.co/ov8OF0gNlQ
Adam D. Wyden on X
@KEDM_COM Pretty sure our most recent letter had liquidation in the mid 30s on 2027 roll fwd…. Stock lower. Nav higher. Insider buying won’t keep them at the controls. $CODI
Trevor Scott on X
@kurniAsept $CSU universe off -2% on a +3% $IGV today is fantastic.
Asif Suria on X
We wrote more about TransMedix $TMDX and this insider purchase in an Insider Weekends article yesterday: https://t.co/XBXRgymODn https://t.co/eiKy8mMtAi
Myles on X
Long $BORR https://t.co/W0xvygRBPr
A Capital on X
$WYFI meaningfully lagging the other Powered Shell Providers…. https://t.co/JWZPbrU54S
Myles on X
Long some $RSP calls. Breadth is completely washed out and implied vol seems cheap. Seasonality is favourable, feels like an attractive place to be long, and cheap on the options side. https://t.co/00h6Oyvnmk
Negligible Capital on X
$META has gained about $212B in market cap today, currently up over 12% For perspective, META's market cap has increased by about 22x the market value of $SNAP. Wild moves
Investor Letters
All letters- Broyhill Asset Management third quarter 2026 MFP $1.9BVVV $4.3B
- Alluvial Capital Management Third Quarter 2026 BSVN $553MGDOT $703M
- 1 Main Capital third quarter 2026 BFIT $2.2BHGV $3B
- Polaris Capital Management Third Quarter 2026 G $6.6BLKQ $5B
- Langdon Equity Partners Q3 2026 LOECF $740MATS $1.9B
- Halvio Capital Q3 2026 MCCK $490M
- Bretton Fund 3rd Quarter 2026 MBGL $5.8B
- GreensKeeper Asset Management Q3 2026 MBGL $5.8BMKTX $5.8B
Innodata responds, Amkor surges, Mega Tech spending on tap
Innodata shares fell 25% to $44.74 after India Today reported 550 job cuts in India.
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.
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…
Nicolas Bolsinger 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…
The Data Center Bridge
Small- and mid-cap data center stocks trade as one despite sharply different funding bridges: 12 of 15 cover fixed costs on signed…
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…
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…
Rafa F. Oliver, CFA 4 clicks
Molina & Kinsale
Molina Healthcare and Kinsale Capital’s earnings are reassessed through a long-term lens, emphasizing conviction and detachment during…
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…
Geneva Investor 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…
WULF · long Terawulf INC
TeraWulf is shifting from bitcoin mining toward data centers, seeking a higher-quality and more defensive business model.
HUYA Q3 2026 Preview: Game-Related Services And Advertising Take The Wheel
HUYA’s Q3 consensus calls for $268 million in revenue as game-related services and advertising offset live-streaming pressure; its buyback…
Astrada Advisors 
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.
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…
Fountainhead 2 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.
Avalo Therapeutics: Contrarian 'Buy' Ahead Of Abdakibart's Phase 3
Avalo Therapeutics' Abdakibart enters a pivotal hidradenitis suppurativa trial after positive LOTUS data, with monthly dosing and…
Myriam Alvarez 3 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…
TSOH Weekly Roundup (10/23/2026)
TSOH Weekly Roundup covers Ally’s improving credit and capital returns, Pepsi’s weak beverage brands, and Match Group’s plan to revive…
Research & Analysis: ERock, Inc. (NYSE: EROC)
ERock’s modular microgrids bridge data-center power gaps years before grid interconnects, with Meta and Anthropic projects filling capacity…
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…
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