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 DAKT $913M

Daktronics (DAKT): Dominant Leader | Deep Dive

Hidden Gems Investing 6 clicks

Oct 28 ENVA $4.3B

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

Substack von Philipp 3 clicks

From X

@stockgutter Oct 5

SG on X

@MattJMcClintock you don't need to squint to see the underperformance of $RH vs the rest of sector over the past month or ytd 😉 https://t.co/lyt7NOg23h

@stockgutter Oct 5

SG on X

Reminder: when going public in 2021, Lucid said to expect 251,000 deliveries in 2026. Just a tad short... $LCID https://t.co/bvhUrgyZbk https://t.co/AxJPehHeeH

@stockgutter Oct 5

SG on X

$FIRY raises $55m by selling noncore asset. I'm long. https://t.co/GiavAqfObB

@TheBenSchmark Oct 5

JabroniCoin.USD on X

Best to be long stocks like $NEU which have no analyst coverage. Can’t miss earnings if there is no earnings consensus… https://t.co/dD5mVOVXsZ

@aleabitoreddit Oct 5

Serenity on X

@Blinklebloop I think we’ll go back to regularly scheduled programming now It’s just that ATM was holding $AAOI back for the longest time https://t.co/udXpmERWpw

@AsifSuria Oct 5

Asif Suria on X

This is indeed highly unusual. I have seen billionaires get involved in actively buying a stock (Alfred Mann with MannKind $MNKD , Philip Frost with Opko Health $OPK, Harold Hamm with Continental Resources, etc.) but they are usually companies they founded or are deeply involved in.

@AsifSuria Oct 5 1 click

Asif Suria on X

We are back for the third season of the The Special Situations Report podcast and kicked off episode 71 with four key stories: 1. An update related to Liquidia $LQDT, a company that we discussed with @Steven_Kiel and @CFAs4CFPs earlier this year. 2. A potential deal for the healthcare technology company Waystar $WAY 3. A sudden CEO departure at the database company MongoDB $MDB 4. NVIDIA’s massive $150 billion stock buyback

@aleabitoreddit Oct 5 1 click

Serenity on X

$AAOI is... finally... done... With their $600m ATM program, turns out it's ~$105.36 average. I do think AOI outperforms $LITE, as long as they stop filing these ATM programs. Just due to their sheer magnitude of ramp with $471m/month transceiver revenue + 400K/month ELSFP coming up.

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.

INOD $1.6B

The Technology Letter Oct 27 6 clicks

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.

APPF $7.6B

Speedwell Research Oct 27 5 clicks

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 $5.2B

Monte Independent Investment Research Oct 27 1 click

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…

IREN $9.9BFRMI $1.9B

CV's Substack Oct 26 16 clicks

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…

INTR $1.8B

Calvin Blissett Oct 26 38 clicks

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…

BBW $363M

Rafa F. Oliver, CFA Oct 26 4 clicks

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 $7.6B

Geneva Investor Oct 26 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…

HTZ $684M

Jimmy's Journal Oct 26 69 clicks

WULF · long

Terawulf INC

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

WULF $5.4B

Value Investors Club Jul 29

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…

HUYA $457M

Astrada Advisors Oct 26

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.

JBLU $1.2BINTR $1.8B

Ian’s Insider Corner Oct 25 11 clicks

💥Is Getty a Prepack in Name Only?💥

Getty Images' 2026 Chapter 11 filing is challenged as a prepack after warrant litigation, a failed Shutterstock merger and AI pressure.

SSTK $160M

PETITION Oct 25 4 clicks

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 $6.1B

Fountainhead Oct 25 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.

SIG $4.5B

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 $2.4BMQ $1.9B

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

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…

MTCH $9.7B

TSOH Investment Research Oct 23 5 clicks

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…

EROC $402M

Monte Independent Investment Research Oct 23 11 clicks

Wednesday, October 28, 2026

SG on X

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SG on X

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