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

@LaughingH20Cap Oct 14 4 clicks

Laughing Water Capital on X

@secretlyaninja @mbamcnulty mkt used to look 18 mos fwd & annualizing Q4 of a growing co would = a conservative look at where the stock should trade. Now unless it is beat & raise next Q nobody cares. Until they do. Whether $3.80 or $4.50 or '27 or '28 any reasonable mult gets a lot of upside for $LQDA

@irbezek Oct 14

Ian Bezek on X

@valuedrift It's been trading almost 1:1 with whatever has been going on with $ARKG/speculative bios bucket. But yes, intellectually you are correct.

@John_Hempton Oct 14 3 clicks

John_Hempton on X

@ShitFund I remember being on the opposite side of him on $OPEN.

@TimyanBankAlert Oct 14 2 clicks

Timyan Bank Alert on X

Thank you again for these great $WAL Pr calls, Bill https://t.co/pZo95YXpKI https://t.co/YbY03WulEx

@calvinblissett Oct 14 1 click

Calvin Blissett on X

@ThothCapital @valuedontlie I would love to/can’t wait to read your $calm report

@DeepSailCapital Oct 14 3 clicks

Deep Sail Capital on X

Tags: $JACK $GPRN $CRMT $HTZ $RTB $ARQQ $BTQ $MNRA $RUM $GPRO $SWMR $EQPT

@LaughingH20Cap Oct 14 2 clicks

Laughing Water Capital on X

@mbamcnulty Mark ILD @ $0. Assume $LQDA continues to + $20M in PAH revs per Q (Q3 was $30M) and @ YE'27 its annualizing ~$930M revs. At $1B they said "over 50%" would be FCF so call it $465M in normalized FCF or ~$4.50/share. Even very low multiples get you alot of upside in ~14 months.

@calvinblissett Oct 14

Calvin Blissett on X

@valuedontlie Colin would you pick $CALM over $VITL and why? Thank you, love your research and opinions

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 $6.4B

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

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 $383M

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 $6.3B

Ignacio Planas Gonzalez Oct 24 4 clicks

Wednesday, October 28, 2026

Laughing Water Capital on X

Ian Bezek on X

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Calvin Blissett on X

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