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
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SG on X
$NU strong report imo. LFG. I'm long and may add. https://t.co/8sNxzwFADh
DOMO Capital Management, LLC on X
@Junior102515457 Not really. $PBI shifted the volume to an upgraded facility. PCI is abandoning the region.
BDC on X
Bingo. Executive order just signed to go into effect soon...domestic suppliers WIN. $MOB being FCC exempt, Blue UAS, and supplier to domestic OEMs like $TDY means they also win. And great quarter too...business is starting to inflect. https://t.co/Wj5fOsJxvh
SG on X
$INTU strong rebound. Not a zero like the bashers said. I'm long, covered by Jan 400 calls. https://t.co/yuYhxU6OIa
Tim Eriksen on X
@ShmuelLon Good. That was my intention. It was less about the merits of $EVC in the future and more about recognizing that 1) we have to think about growth properly; and 2)we have to guard against thesis drift.
junkbondinvestor on X
Workday employees learning their new owner's first workstream will be headcount reduction $WDAY https://t.co/AIvTDIXGdo
DOMO Capital Management, LLC on X
Agreed, this was PCIs largest market.... this is an enormous win for $PBI ... I think PCI was might be the one's that were targeting Pitneys customers. Definitely didn't work out the way they thought it would. PBI should get a lot of customers back. PCI handles over a billion pieces nationally...
Asif Suria on X
Related from yesterday about the success rate of deal rumors like $WDAY: https://t.co/Ea5tx0kMx6
Investor Letters
All letters- O'Keefe Stevens Advisory Q3 2026 OCTV $5.6BCALY $3B
- East 72 Period to 30 September 2026 BOIVF $12BAVOL $8.2B
- Broyhill Asset Management third quarter 2026 CACI $13BHONA $50B
- Fairtree Asset Management Q3 2026 SSL $9.7B
- Alluvial Capital Management Third Quarter 2026 BSVN $553MGDOT $727M
- Moon Capital Management third quarter 2026 TME $15BUNVGY $31B
- 1 Main Capital third quarter 2026 BFIT $2.2BHGV $3.3B
- Sustainable Growth Advisers Quarter 3 2026 COO $12BNKE $60B
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Vertiv (NYSE: VRT) Stock Rating: Accumulate, $329 Price Target After Q3 FY12/26 Earnings
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Xenia Hotels: A Buy Ahead Of Q3 Results, Betting On Continued Portfolio Quality
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Albert Anthony 2 clicks
EQT Q3 FY12/26 Earnings Review - Distribute Rating
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Innodata responds, Amkor surges, Mega Tech spending on tap
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Sectors
Ordered by how often our editor reaches for them.
