Thursday, October 29, 2026

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” Oct 29 3 clicks

Oct 29 INCY $24B

Incyte (INCY) Q3 FY 12/26 Earnings Review

Cestrian Capital Research 2 clicks

Oct 29 OSS $169M

OSS Q3 FY12/26 Earnings Analysis

Cestrian Capital Research 1 click

From X

@leevalueroach Oct 28 1 click

Lee Roach on X

E.W. Scripps $SSP raising political guide 40% over the 2022 midterms. Broadcasters are sleeping giants. https://t.co/vLVp6x77mY

@BarbarianCap Oct 28

Barbarian Capital on X

the letter attached to the 13-D $WEN https://t.co/3xk6BaceiM https://t.co/MvityYj8DK

@BarbarianCap Oct 28

Barbarian Capital on X

"Trian, a longtime shareholder in Wendy’s, is leading a group that has offered to pay $7.35 a share" $WEN Nelson Peltz’s Trian Offers to Buy Wendy’s for $1.4 Billion https://t.co/3FaWClezcx

@ACapitalLP Oct 28

A Capital on X

@richtrades100 $MGM bid for $PPLI likely on hold for now… https://t.co/fH5yRtN3wx

@valuedontlie Oct 28 1 click

Colin King on X

Activist idea: $MAT trades at $15 and is down 30% over 5yrs (earnings hammered with tariffs, supply chain, etc.) 3 top holders pushing for a sale CEO just left to join SKYD Authentic Brands and Zuru both rumored to be interested (L Catterton approached them 2 years ago too) Hmm...

@KEDM_COM Oct 28

KEDM.com on X

We highlighted Harbor Diversified $HRBR back in Jan after the announcement that the company was selling Air Wisconsin, which would bring the estimated cash level of the company to $3.5 per share, whilst the company was trading at $1.5 a share. Cedar Creek Partners @eriksen_tim also highlighted this ED in its Q3.

@TheBenSchmark Oct 28

JabroniCoin.USD on X

Greenlight on two additional sources of $CENX value: 1) Oklahoma smelter tariff incentive: CENX equity investment ~$760m, and will yield ~$225m annual subsidy 2) Recent EU smelter sale suggests Iceland could be sold for 65% of EV, making Century Aluminum 100% American https://t.co/aF2ZMCNMBd

@John_Hempton Oct 28

John_Hempton on X

@Stansberry @nickchodge $UUUU oh it is you...

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 $12B

Speedwell Memos Oct 29 3 clicks

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%.

CRS $15B

Monte Independent Investment Research Oct 29 3 clicks

Alamos Gold: Minor Delays With Island Gold Growth, But There Is Still A Lot Of Value Here

Alamos Gold targets nearly 1 Moz of annual production by decade-end as Island Gold shaft commissioning offsets recent Young-Davidson…

AGI $13B

Bang For The Buck Oct 29 1 click

Build-A-Bear (BBW) Part II: The Scion Capital Analyst Tempate and the All Map

Build-A-Bear’s lease overhaul, off-mall expansion and partner-led wholesale growth reshaped a debt-free retailer with $80 million EBITDA,…

BBW $327M

Cassandra Unchained Oct 29 1 click

[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…

BRO $23B

scuttleblurb Oct 29 1 click

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.

MAT $4.3BWGO $842M

Latticework by MOI Global Oct 29 2 clicks

Duos Technologies Pivot To Data Center Pods Is Gaining Traction

Duos Technologies, DUOT, has shifted to modular edge data center pods, with Q2 revenue up 30% to $6.18 million and FY27 revenue guided…

DUOT $195M

Shareholders Unite Oct 29 2 clicks

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…

CBRS $27B

Irrational Analysis Oct 28 3 clicks

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…

CSGP $12B

Speedwell Research Oct 28 1 click

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…

GPI $3.1BPAG $14B

Cannibal Stocks Oct 28 1 click

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…

CBRS $27B

Shallow Dives Oct 28 4 clicks

Daktronics (DAKT): Dominant Leader | Deep Dive

Daktronics, the leader in U.S. sports video boards, targets 10-12% EBIT margins after shifting production to China and Mexico and exiting…

DAKT $913M

Hidden Gems Investing Oct 28 6 clicks

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…

CI $78B

Narek Hovhannisyan Oct 28 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…

ENVA $4.3B

Substack von Philipp Oct 28 3 clicks

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…

VRT $88B

Cestrian Capital Research Oct 28 3 clicks

Xenia Hotels: A Buy Ahead Of Q3 Results, Betting On Continued Portfolio Quality

Xenia Hotels & Resorts pairs luxury hotel assets, brand affiliations and planned renovations with investment-grade credit and covered…

XHR $1.9B

Albert Anthony Oct 28 2 clicks

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…

EQT $34B

Cestrian Capital Research Oct 27 2 clicks

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 $1.6BAMKR $10B

The Technology Letter Oct 27 6 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 $16B

310 Value’s Newsletter Oct 27 5 clicks

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…

LITE $83B

P Equity Research Oct 27 2 clicks

Thursday, October 29, 2026

Lee Roach on X

Barbarian Capital on X

Barbarian Capital on X

A Capital on X

Colin King on X

KEDM.com on X

JabroniCoin.USD on X

John_Hempton on X

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