Another Haircut with Avy the Barber
SoFi’s stock case hinges on interest rates, tangible book value and private-credit loan sales after its $1.5 billion equity offering.
Thursday, October 29, 2026
Back to today
From X
Barbarian Capital on X
General Mills Profit, Sales Slip as Turnaround Continues $GIS https://t.co/hCadtnVNZ8
Barbarian Capital on X
Grail’s Multi-Cancer Blood Test Gets FDA Committee Vote for Premarket Approval $GRAL https://t.co/bdcNEQtgT5
Barbarian Capital on X
Activist Starboard Urges Construction Company to Explore Sale $KNF https://t.co/SaDmClimTV
Barbarian Capital on X
Barry Diller Withdraws Bid for MGM Resorts $MGM https://t.co/2iXlXJ49gY
Barbarian Capital on X
$CROX is the footwear for historic moments https://t.co/BWIcDcD92J
junkbondinvestor on X
Update on Loparex, the loan Blue Owl marked from 88 to 5 cents in just 8 months. The restructuring is now set. $OWL's entire ~$160mm 2L gets wiped out for a small piece of equity. Monarch and General Atlantic take control after buying the 1L at distressed prices earlier this year. Looks like the 5 cent mark in June was close to right. The question was always why it was 88 six months earlier...
A Capital on X
This non-circumvent is very good for $FSLR which is now < $200… https://t.co/Tc3GXdZRLk
A Capital on X
The $MGM bid was fugazzi. Now we buy? https://t.co/Zi2T462m8v
Investor Letters
All letters- O'Keefe Stevens Advisory Q3 2026 OCTV $5.7BCALY $2.8B
- East 72 Period to 30 September 2026 BOIVF $12BAVOL $8.1B
- Broyhill Asset Management third quarter 2026 CACI $15BHONA $50B
- Fairtree Asset Management Q3 2026 SSL $11B
- Alluvial Capital Management Third Quarter 2026 TLN $17BZEG $5.6B
- Moon Capital Management third quarter 2026 TME $15BUNVGY $31B
- 1 Main Capital third quarter 2026 BFIT $2.2BHGV $3B
- Sustainable Growth Advisers Quarter 3 2026 COO $12BNKE $57B
Carpenter Technology (CRS) Q1'27: The Sell-Off Resets the Entry Point
Carpenter Technology fell 25% after Q1 2027 despite revenue rising 9%, EPS up 34%, and commercial aerospace bookings up 25%.
[scuttleslops] GOOGL, AMZN, BRO, KNSL, ODFL, MCO, SPGI
Google’s AI search could improve ad economics, while Amazon protects its retail ad funnel from shopping agents and specialty insurers face…
This Week in Special Situations: Mattel, Winnebago, PayPal
Mattel, Winnebago and PayPal lead 37 special situations spanning activist campaigns, buybacks, M&A and strategic alternatives.
Kratos: Strong Organic Growth And Production Ramp-Ups Support A Buy Rating
Kratos posted Q2 FY2026 revenue growth of 30.5% to $458.8 million as unmanned systems, propulsion and defense-electronics production ramps…
Arizona Equity Research 
Fortinet (NASDAQ: FTNT) - Do Nothing - Q3 FY12/26 Earnings Review
Fortinet’s revenue rose 20% to $2.08 billion, but its 15% Q4 growth guide drove a 25% post-earnings stock drop as product, billings and…
Culper Research vs Cerebras: A Neutral Engineering-Driven View
Cerebras’ alleged electromigration issues hinge on temperature and voltage limits, not total power draw, while thermal variation and…
CoStar 3Q26 Recap: Cost Decreases Cost of Growth
CoStar’s 14% revenue growth, $37 million in net new bookings and 14% stock drop sharpen doubts that sales and marketing cuts can coexist…
Group 1 Automotive (GPI): Q3 2026 Earnings
Group 1 Automotive trades at 5.5 times earnings as aging gasoline vehicles and EV repairs sustain service profits; insiders bought while…
Cerebras ($CBRS): A Neocloud Masquerading as a Chipmaker
Cerebras relies on OpenAI for almost all of its $25 billion backlog while renting AI capacity, raising questions over its semiconductor…
The Cigna Group: Client Retention Matters, But Contract Profitability Matters More
Cigna faces PBM margin pressure as employer fee demands and Signature transition costs outweigh specialty-drug growth, limiting profit…
Narek Hovhannisyan 1 click
Enova International (ENVA): Leading US Online lender with excellent track record
Enova’s Q3 2026 revenue exceeded $1 billion as originations rose 31%, while its failed Grasshopper Bank bid drove a 23% one-day stock…
Vertiv (NYSE: VRT) Stock Rating: Accumulate, $329 Price Target After Q3 FY12/26 Earnings
Vertiv beat Q3 revenue guidance by $460 million, grew organic sales 55%, and raised full-year revenue guidance by $650 million to a $14.65…
EQT Q3 FY12/26 Earnings Review - Distribute Rating
EQT moved to Distribute at $56.29 after Q3 revenue fell 9.6%; a 44% trailing free-cash-flow margin signals cycle risk despite lower debt…
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.
My Last GFL Update - Hopefully
GFL’s take-private structure hinges on BC Partners rolling 60% of its stake to preserve debt portability under the 40% permitted-holder…
Expert Call | Lumentum Optical Chip Capacity, EML/SiPh Outlook & Industry Pricing
Lumentum’s 2027 optical-chip expansion, 200G EML and CW capacity, silicon-photonics roadmap, pricing and 3.2T module prospects face…
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
Are Neoclouds Dead?
Neoclouds face tighter debt financing as AI infrastructure capex outruns cash flow, leaving cash-burning GPU providers more exposed than…
Reddit: Deep Dive Analysis
Reddit generated $805 million in Q2 2026 revenue, 95% from ads, but slowing Google search referrals expose AI-driven traffic and…
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Deep Sail Capital
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DOMO Capital Management, LLC
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Fierce_beast
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Hunterbrook
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junkbondinvestor
kab60
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Kuppy
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marginofdanger
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SG
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Sectors
Ordered by how often our editor reaches for them.
