Thursday, October 29, 2026

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 $4.4B

Latticework by MOI Global Oct 29 2 clicks

Oct 28 GPI $3.1B

Group 1 Automotive (GPI): Q3 2026 Earnings

Cannibal Stocks 1 click

Oct 28 ENVA $4.3B

Enova International (ENVA): Leading US Online lender with excellent track record

Substack von Philipp 3 clicks

From X

@aleabitoreddit Oct 8

Serenity on X

Can someone explain how media headlines about OpenAI’s ~$50B ARR… (vs. ~$70B from incorrect accounting comparisons with Anthropic) Somehow ends a 3-5 year laser shortage with $AAOI or memory shortage with $MU? Hint: it doesn’t. https://t.co/FiVsvg8I0G

@stockgutter Oct 8 5 clicks

SG on X

starting buy-writes in a bunch of beaten-down former "compounders" $POOL $AN compounder bros, what else should I be looking at in this regard? https://t.co/99vZNMmNIx

@hntrbrkmedia Oct 8

Hunterbrook on X

Based on Hunterbrook Media's reporting, at the time of publication Hunterbrook Capital is short $MRP, short $LEN, and long a basket of comparable securities. Positions may change at any time. This article is not investment advice or any recommendation. See full disclosures below.

@hntrbrkmedia Oct 8 1 click

Hunterbrook on X

Millrose management told Goldman Sachs its Lennar home purchases were a rent-to-own pilot, with a renter often lined up before $MRP buys. We found approximately 95% of more than 1,000 home addresses bought from $LEN were actually listed for rent to the public. https://t.co/szKAaqaBoN

@mavix_leon Oct 8

mavix on X

Shelly Group $SLYG published preliminary 9M revenues of EUR 112.8 million (+30% yoy). Full results will be published on November 10. https://t.co/sZsNwj3lim

@irbezek Oct 8

Ian Bezek on X

@latamsovereign Mexico has 10x as many American retirees than any other LatAm country. $ASR $PAC $OMAB

@SouthernValue95 Oct 8

SouthernValue on X

$SKYD should probably be a ~$4 stock. Unlike $PARA and $WBD it cannot breakup/sell - the only way out is through. Thats no easy road: starting almost 7x levered and needs to achieve MSD growth and to find $6B synergies from two companies that have already been thoroughly gutted to hit their deleveraging plan. Interest expense 150% of FCF. Rates exploding higher so they better hope they can de-lever. Potential seismic changes to entertainment in next 3-5yrs from generative content and short-form competition are existential threats. With any decline in revenue $SKYD will not be able to afford its sports rights renewals and the entire legacy business falls apart from there. Putting ~30% odds $NFLX gets another shot at WB studio in eventual bankruptcy. If you disagree and you are optimistic, please share why? I'm openminded but do not currently see it. Mgmt seems shell-shocked in Faber interview this AM getting a few tough questions. https://t.co/RKBucH3xlT

@TheBenSchmark Oct 8

JabroniCoin.USD on X

Bernstein on China aluminum ceiling: The ceiling has moved from distant policy to binding constraint. China introduced a 45mtpa aluminum capacity ceiling in 2017, but the limit only matters now. Operating capacity reached 44.8mtpa in 2025, with utilization at around 98.5% $CENX https://t.co/MO6I7y1m2W

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.

APPF $7.6B

Speedwell Research Oct 27 5 clicks

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…

TTMI $8.6B

Nicolas Bolsinger Oct 27 1 click

Monte Investments Market Brief Vol. CXXXIII

Monte Investments updates Carpenter Technology after a 25% sell-off, tracks EQT’s $12.83 billion Range Resources acquisition and assesses…

KRMN $5B

Monte Independent Investment Research Oct 27 1 click

Molina & Kinsale

Molina Healthcare and Kinsale Capital’s earnings are reassessed through a long-term lens, emphasizing conviction and detachment during…

KNSL $8.3B

Bearstone Oct 26 8 clicks

Duolingo: The 2027 Bull Case Is Hidden In The Monetization Switch

Duolingo sacrificed over $50 million of 2026 bookings to reduce free-app friction, reaccelerate daily users and target 100 million DAUs by…

DUOL $6.4B

Geneva Investor Oct 26 4 clicks

Signet Jewelers (SIG): The Next Dillard’s?

Signet Jewelers cut its share count from 87 million to 38 million since 2012 as short interest reaches 15%, amid a hated diamond market.

SIG $4.4B

Cannibal Stocks Oct 25 20 clicks

I went through all 142 companies in Value Line this morning. Here are the 6 that made it

Six Value Line small caps including Blackbaud, Marqeta, Ranger Energy and Definitive Healthcare trade on net cash, buybacks, low multiples…

BLKB $2.4B

Calvin Blissett Oct 24 81 clicks

ExlService: A Boring Compounder That Could Double

EXLService's AI-led business, 61% of revenue and growing 30% year over year, trades at 18 times forward earnings after legacy digital…

EXLS $6.3B

Ignacio Planas Gonzalez Oct 24 4 clicks

Oscar Health: Up Over 200% From The March Lows, Still Room To Run (Ticker: OSCR)

Oscar Health raised 2026 operating earnings guidance to $600 million-$800 million after ACA-marketplace expansion drove 60% membership and…

OSCR $9.4B

Emerging Moats Research Oct 23 5 clicks

Trade Alert - Long RIG

HFI Portfolio bought 94,214 shares of Transocean, RIG, for $570,000 at $6.05 per share.

RIG $7.4B

HFI Research Oct 22 10 clicks

WULF · long

Terawulf INC

TeraWulf is shifting from bitcoin mining toward data centers, seeking a higher-quality and more defensive business model.

WULF $5.4B

Value Investors Club Jul 29

Digital Marketing Leader Klaviyo Deserves A Strong Buy

Klaviyo's customer-data platform and new AI Composer product underpin a bullish growth case, with Salesforce's Braze acquisition cited as a…

KVYO $5.8B

Fountainhead Oct 25 2 clicks

MYR Group q3’26 Earnings Preview

MYR Group’s Q3 2026 preview cites data-center and power transmission demand, with long-term service agreements supporting margin growth and…

MYRG $4.3B

Monte Independent Investment Research Oct 22 6 clicks

Mosaic: Cash from Potash Now, a Recovery in Phosphates Later

Mosaic’s potash business generated $930 million after capital spending and closure cash in 2025, while phosphate operations consumed $207…

MOS $6B

Latticework by MOI Global Oct 22 13 clicks

Mosaic, Part One: The Story

Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.

MOS $6B

Latticework by MOI Global Oct 22 34 clicks

Mosaic, Part Two: The Deep Dive

Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.

MOS $6B

Latticework by MOI Global Oct 22 5 clicks

Undercovered Dozen: Western Digital, Penguin Solutions, Millrose Properties And More

Western Digital, Penguin Solutions and Millrose Properties lead a roundup of 12 lesser-followed stocks featured from Oct. 10 to Oct. 16.

PENG $3.6BMRP $4B

The Undercovered Dozen Oct 22 17 clicks

Group 1 Automotive (GPI) vs Lithia Motors (LAD)

Group 1 Automotive and Lithia Motors divide two longtime value investors: David Abrams switched to Lithia in 2018, while Greg Alexander…

GPI $3.1BLAD $6.4B

Cannibal Stocks Oct 22 6 clicks

Atour Lifestyle ($ATAT): The Hotel Chain That Is Secretly a (Sleep) DTC E-Commerce Brand

Atour Lifestyle combines an asset-light Chinese hotel franchise network with Atour Planet sleep-product sales, using guest rooms as product…

ATAT $4.5B

Substack von Philipp Oct 22 8 clicks

Webull: A 30% Annual Return Setup As Perpetual Futures Go Live

Webull expects perpetual futures and operating leverage to lift operating income from $114 million to nearly $400 million by 2030.

BULL $3B

PropNotes Oct 21 3 clicks

Thursday, October 29, 2026

Serenity on X

SG on X

Hunterbrook on X

Hunterbrook on X

mavix on X

Ian Bezek on X

SouthernValue on X

JabroniCoin.USD on X

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