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 $3.2B

Cannibal Stocks Oct 28 1 click

Oct 28 DAKT $977M

Daktronics (DAKT): Dominant Leader | Deep Dive

Hidden Gems Investing 6 clicks

Oct 28 ENVA $4.4B

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

Substack von Philipp 3 clicks

From X

@DOMOCAPITAL Sep 29

DOMO Capital Management, LLC on X

This game was INSANE!!! Even got to meet some $PBI bros 😉 https://t.co/Gnr0Qvmu3q https://t.co/Y2OnKxgqU0

@DOMOCAPITAL Sep 29 1 click

DOMO Capital Management, LLC on X

I have been avoiding posting about $ZD, but it appears they have already purchased a massive amount of shares this quarter. Huge ruling here that will impact their court case. $ZD heading to $100+... https://t.co/kBF15ShkAU

@DOMOCAPITAL Sep 29

DOMO Capital Management, LLC on X

I have been avoiding posting about $ZD, but it appears they have already purchased a massive amping of shares this quarter. Huge ruling here that will impact their court case. $ZD heading to $100+... https://t.co/kBF15ShkAU

@BrokenMoats Sep 29

Broken Moats on X

@buysidedigest @GHadjia The market has destroyed high leverage type businesses as rates have escalated. $PAR besides its business challenges staying relevant in a new AI world (still to be seen) is caught in the basket with names like XRAY, FOUR, CCOI, PZZA they have all been rapidly sold this month

@KEDM_COM Sep 29 2 clicks

KEDM.com on X

Teleflex $TFX closed the $1.5bn sale of its OEM business to Montagu and Kohlberg, with the deal delivering ~$1.25bn after-tax, and Teleflex paying down $800m of debt and advancing its $1bn buyback (now ~17% of market cap). They bought back $250m worth of shares in the last quarter, and you can expect them to continue this pace over the next few quarters.

@calvinblissett Sep 29

Calvin Blissett on X

@DeepValueStonks Hey, love your content have followed you for a while! Here is what I am using on $BMBL Owner's Earnings: https://t.co/i97SM6XWPs

@hntrbrkmedia Sep 29 1 click

Hunterbrook on X

UPDATE: Is Google $SEI’s “Customer C”? A Solaris Energy Infrastructure subsidiary applied for an air permit for “natural gas electric generating units” in Texas. The listed location points to Google’s Midlothian data center. https://t.co/JxV5L7iLQL https://t.co/H9yMNFVkz8

@stockgutter Sep 29 1 click

SG on X

@DeepSailCapital $MRNX via short Mar27 150-200C lots of ways for this trade to work. Its my preferred way to fade the outsized (and in the past 2 weeks heavily autocorrelated) move in $MRNA

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 $1.5B

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 $7.7B

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 $1.3B

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 $1.7B

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 $8.8B

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 $1.7B

Ian’s Insider Corner Oct 25 11 clicks

Namib Minerals: Research Flash

Namib Minerals’ How Mine mill reached 55,000 tonnes per month, 36% above prior capacity, while a proposed $30 million Ecobank facility…

NAMM $43M

Atrium Research - Equity Research Oct 25 2 clicks

Bimergen Energy: Research Flash

Bimergen Energy filed for a Texas retail-power license to supply data centers directly and gained eligibility for federal contracts through…

BESS $19M

Atrium Research - Equity Research Oct 25 3 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.

GETY $8MSSTK $160M

PETITION Oct 25 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 $4.5B

Cannibal Stocks Oct 25 20 clicks

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…

AVTX $379M

Myriam Alvarez Oct 25 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…

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 $6.5B

Ignacio Planas Gonzalez Oct 24 4 clicks

Wednesday, October 28, 2026

DOMO Capital Management, LLC on X

DOMO Capital Management, LLC on X

DOMO Capital Management, LLC on X

Broken Moats on X

KEDM.com on X

Calvin Blissett on X

Hunterbrook on X

SG on X

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