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
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From X
Devin LaSarre on X
Newest out. Philip Morris International: Juggernaut $PM $BTI $MO $IMBBY $STG $HAYPP https://t.co/cVKgrcU86T
Ian Bezek on X
@TidefallCapital I think macro beer is still deeply challenged, though I own a little bit of $TAP and $ABEV. I'm much more confident spirits will recover.
JabroniCoin.USD on X
“Huawei’s report on its progress gave Ding leeway to be more aggressive. He delivered a blunt warning to China’s largest AI users, according to people familiar with the message: Anyone who resisted employing domestic chips was a traitor.” $ACMR https://t.co/2DDOgMTQEW
BDC on X
$SNAP will generate more FCF this year than $GOOGL and maybe more than the hyperscalers combined in the 2H ex MSFT! Just sayin...
Clark Square Capital on X
Anybody like $DOMO here? Trading at $3.67 when they will have circa $4.84 in net cash after the sale closes + $900m in NOLs (at a 21% tax rate, that's worth $4.50 to the equity) https://t.co/UwaAd0UkLL
Clark Square Capital on X
Good, solid quarter from $BWMX https://t.co/rRzlwT85tX
BDC on X
$STIM https://t.co/VyAQNzsKuH
Investor Letters
All letters- Broyhill Asset Management third quarter 2026 MFP $1.9BVVV $4.4B
- Fairtree Asset Management Q3 2026 SSL $9.7B
- Alluvial Capital Management Third Quarter 2026 BSVN $553MFTLF $75M
- 1 Main Capital third quarter 2026 BFIT $2.2BHGV $3.3B
- Polaris Capital Management Third Quarter 2026 G $6.8BLKQ $5.1B
- Langdon Equity Partners Q3 2026 LOECF $726MATS $1.6B
- Halvio Capital Q3 2026 CZBS $126MMCCK $468M
- Bretton Fund 3rd Quarter 2026 MBGL $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…
Amkor Q3 FY12/26 Earnings Review
Amkor's Q3 sales were flat at $1.991 billion as computing and automotive/industrial growth offset a 27% communications decline; Q4 sales…
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
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 
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…
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.
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…
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…
💥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.
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…
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Sectors
Ordered by how often our editor reaches for them.
