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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From X
SG on X
@DeItaone from the low base rate, this would significantly expand $DJT revenue
Odd Diligence on X
oklolol $oklo https://t.co/52h6TZs8vg
Brian McGough on X
This is the beginning of the end for $ONON. It's clinging to its Gross Margin by a thread. First Sales crack, then Margins follow. 24x EBITDA? How about 12x EPS! https://t.co/jBnX2Z95e1
Lee Roach on X
Here is my update on $EVC after Q2 earnings. Just sent out to all subs. Happy to hear any thoughts. https://t.co/TmdiUzv4my
SG on X
$RILY gapping up this morning on favorable earnings report from $BW. BRC Holdings owns 27.6m shares of Babcock and Wilcox. https://t.co/SN5tDEz3T5
Mikro Kap David on X
For reference, this is what an impressive quarter from $EVC looked like just a year ago. Covered my thoughts on Q2 2026 in the paid chat. Heading to sleep now. https://t.co/h1BLsnRzvE
Ian Bezek on X
@SowingAlphaSeed I had $U long $APP short on for a while. Still long Unity, but shouldn't have covered Applovin, would have been right on both ends.
Mikro Kap David on X
It only took a 20-second glance at $EVC Q2 '26 results to see that Smadex is once again firing on all cylinders—230% revenue growth (another fucking acceleration) and EBIT up 673%, topping $40M for the segment. In a single quarter. 🤯 (missed Q1 tweet due to Champions League) https://t.co/4WsDSlnD1g
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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Sectors
Ordered by how often our editor reaches for them.
