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 3 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 Aug 27

A Capital on X

Buy a a temporarily execution-dislocated AI cooling business at $186 before the mediocre automotive business disappears and the RemainCo gets a clean public valuation? $MOD 🤷‍♂️ https://t.co/oUeZanrue7

@Adam_Wyden Aug 27

Adam D. Wyden on X

@unknowncapital1 Well, no restatement costs/charge for agn… comps for take 5/ new store growth and tailwind from higher pricing and lower input costs in 27… I’m at 550 of ebitda but honestly could be higher if stars align…$drvn

@negligible_cap Aug 27

Negligible Capital on X

The GTA 6 trailer is insane. Could genuinely cause a boom in strip clubs, guns, drugs and alcohol GTA IV Basket: $RICK likely gets slammed $SWBI $RGR $MSOS $TAP $DEO Etc.

@TheBenSchmark Aug 27

JabroniCoin.USD on X

Victory Capital $VCTR is a traditional asset manager that has crushed traditional and alternative asset managers over the last 8 years. Despite being in a “melting ice-cube” industry and not having that much multiple expansion… https://t.co/4uzVT9gRJl https://t.co/rrHsOqxTvM

@Adam_Wyden Aug 27

Adam D. Wyden on X

$DRVN So, $VVV will generate $130 mm FCF on a 4.2bn cap in '27 and $DRVN will generate $285 mm FCF (our estimate) in 27 and is a 2.2bn cap. Please explain?

@finphysnerd Aug 27

Myles on X

@ArgonathCapital Yeah the problem is crowd strike has a really narrative behind it. $ASAN is my largest single stock short atm.

@KEDM_COM Aug 27

KEDM.com on X

Great things happen when strong tailwinds coincide with event-driven change. We shared our thesis on select payment companies back in November, while flagging Remitly $RELY's CEO change and aggressive RSU package for the incoming CEO. RELY continues to execute, and CEO S. Gunningham clearly sees an opportunity to keep costs flat while continuing their 20%+ growth

@BlueDuckCap Aug 27 1 click

BDC on X

@BoxLongs They wont close it down. But they could structure something so that $SNAP shareholders no longer footing the bill directly

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 $5.2B

Monte Independent Investment Research Oct 27 1 click

The Data Center Bridge

Small- and mid-cap data center stocks trade as one despite sharply different funding bridges: 12 of 15 cover fixed costs on signed…

IREN $9.9B

CV's Substack Oct 26 16 clicks

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 $7.6B

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 $4.5B

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

TSOH Weekly Roundup (10/23/2026)

TSOH Weekly Roundup covers Ally’s improving credit and capital returns, Pepsi’s weak beverage brands, and Match Group’s plan to revive…

MTCH $9.7B

TSOH Investment Research Oct 23 5 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 $6.1B

Fountainhead Oct 25 2 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 $6.6B

HFI Research Oct 22 10 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 $2.9BMRP $4.5B

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

Thursday, October 29, 2026

A Capital on X

Adam D. Wyden on X

Negligible Capital on X

JabroniCoin.USD on X

Adam D. Wyden on X

Myles on X

KEDM.com on X

BDC on X

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