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Thursday, October 29, 2026

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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.

SOFI $22B
WHAT ARE WE DOING? “Contrarians At The Gate” 3 clicks

From X

@InvestSpecial

Dalius - Special Sits on X

Love me some microcap crap. $GLND, an early-stage oil exploration company in Greenland, has just more than doubled in value. Well, of course, the Greenland-Denmark-US security agreement was announced. It all makes sense now: there is oil in Greenland, so obviously the agreement means the oil will be extracted. Perfect connection. To be serious, though, this is one of the most promotional stories I’ve seen recently. Why? GLND plans to drill what the CEO claims could be $1T worth of oil reserves in Greenland. The problem is that not a single well has ever been drilled on this land. The company does not even have the green light to drill yet. And btw, GLND doesn’t even own the licence. $80M.L owns it and is currently being acquired by GLND. The spread is extremely wide, but I wouldn’t touch it. The whole thing smells fishy. 80M.L and its management also have a terrible track record of dilution built around promises of enormous exploration potential across other Greenland projects. Unsurprisingly, very little came of those stories. The worst part here is the media coverage. It largely misses the promotional nature of the story and instead keeps feeding the Trump/Greenland narrative that management appears happy to lean into. That is also why you now get a huge move in GLND on a security agreement that, as far as the underlying oil project is concerned, changes essentially nothing. Microcap world is a fun place to be.
@aleabitoreddit

Serenity on X

All right $META Muse is cooking. I can hear all the $AMD, $INTC, and $ARM CPUs vrrrring in the background. Along with the memory + components (NICs, SSDs, DRAM) needed for all the browsers/VMs When I ask it to do a bunch of long form tasks… Intel CEO also said recently that CPU demand is so strong they can only support 50% of what customers need, so there’s some signals there. I’m also curious how much $AMZN or $NBIS is involved with running Muse, or if Meta hosts everything inhouse. Kinda an ADHD post but Meta beat my expectations with this release. Will keep trying it out
@leevalueroach 4 clicks

Lee Roach on X

The crazy thing about $GME is that the entire financial media has no idea the core business has turned around. Gross margins are at all time highs. Unit economics at the store level the best they have ever been. Nat Turner is one of the most strategic board members and is completely missed by legacy and dying media. The company owns 10% of eBay. Six years ago it was dying. And management is buying stock hand over fist. Ryan Cohen just picked up another $26 million today. I’ve been looking at deep value stocks for years. And this one has all the things I look for. See more here: https://t.co/W8q9tPCX8Y

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CoStar: 3Q26 Business Recap

CoStar’s 3Q26 revenue growth slowed to 14% as bookings fell to $37 million, while cost cuts lifted EBIT margin to 8.8%.

CSGP $13B
Speedwell Memos 3 clicks

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…

GFL $20B
310 Value’s Newsletter 5 clicks

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