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 $4.3B

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

@ACapitalLP Oct 27

A Capital on X

@richtrades100 Isn’t it worse now that $MGM stock is lower and $PPLI is higher? Have to issue more stock as currency…

@negligible_cap Oct 27 1 click

Negligible Capital on X

$CAKE comp sales of 15.2% YoY beating the estimate of 9.5% by 60%. Unreal

@StableBread Oct 27

Fajasy on X

The 10x case for $UUUU mostly rides on Phase 2, which the feasibility study has at ~$311M of avg annual EBITDA but still has no final investment decision. Nearer term I'd watch the mine. Only 740K lbs were mined in H1 vs a 2.0-2.5M guide, and Pinyon Plain grade fell to 0.71% in Q2 from ~1.62% in 2025. https://t.co/IWyLWnuRGS

@leevalueroach Oct 27 1 click

Lee Roach on X

Liftoff $LFTO talks about how the app market is expanding from vibe coding and there are more apps than ever that need to use a DSP to get users. "So the road map ahead of us is vast. And the market itself, and this is really an interesting point. AI itself in the hands of our customers is also producing a benefit for us. So we benefit 2 ways. We have Cortex. Our customers now are benefiting from LLMs. Many more apps have been created in the last year than prior years. That's pretty well documented. We also have different kinds of user journeys that are now being created by our customers that couldn't be created before that are much more intelligent. And so all of that capacity and intensity that customers are bringing to apps, that flows into the data that we get. So we're learning. Our customers are learning from user engagement. And it's a pretty beneficial cycle that we're just starting to touch on as LLMs start to get more and more popularized out there and we're really excited about what's to come."

@aleabitoreddit Oct 27

Serenity on X

I quite like $CIFR at $8 since their primary counterparties are $AMZN, $GOOGL + and an AI Lab. They need financing and I remember some projects ran slightly overbudged. But it’s quite different than others who need to buy GPUs like Neoclouds + they often get bunched into the rest

@aleabitoreddit Oct 27 3 clicks

Serenity on X

I made a new “It’s All Over” portfolio today of even higher beta names than $AAOI. The requirements: 1. Fell off a cliff 2. Lower than when they announced their catalysts 3. Increasing fundamentals 4. Looks like the chart 5. Short interest spiking Stuff like $ALMU at $7, $CIFR at $8, $ASTS at $39, and some Leopold trades like $TE at $2.5, $SHAZ at $25. Not a recommendation, just curious how this performs into year end while doomposts are everywhere. Anyone got any other ones?

@TheBenSchmark Oct 27

JabroniCoin.USD on X

David Einhorn: We think $CENX will beat consensus estimates, as the sell-side is not yet capturing all the subsidy and tariff benefits … expect to generate cash equal to 90% of EV by the end of the Trump administration But there’s more… https://t.co/U3dFL1T5cP

@stockgutter Oct 27 1 click

SG on X

Buying $KYIV here. Cheap optionality on a deal imo, and if no deal it should be fine too. https://t.co/D1mjH0PX86 https://t.co/KOQWUSGVmY

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 $9.7B

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 $6.3B

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 $4.2B

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 $5.8B

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 $5.8B

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 $5.8B

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

A Capital on X

Negligible Capital on X

Fajasy on X

Lee Roach on X

Serenity on X

Serenity on X

JabroniCoin.USD on X

SG on X

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