Thursday, October 29, 2026

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, despite 25% short interest.

BBW $327M

Cassandra Unchained Oct 29 1 click

Oct 29 MAT $4.3B

This Week in Special Situations: Mattel, Winnebago, PayPal

Latticework by MOI Global 2 clicks

Oct 28 GPI $3.1B

Group 1 Automotive (GPI): Q3 2026 Earnings

Cannibal Stocks 1 click

From X

@Mr_Neutral_Man Oct 29

Mr Neutral Man aka "Howard Marks of REITs” on X

More $CUBE news Sold 80% to Heitman in a JV valued $197mm at a roughly mid 5% cap rate and used proceeds to buy back better assets like those in NYC in that 6.3% to 6.5% cap rate range Improves quality and sell non-core at lower cap rate than higher quality assets Retains management and builds annuity mgt fee stream

@Mr_Neutral_Man Oct 29

Mr Neutral Man aka "Howard Marks of REITs” on X

I have consistently talked about buying $CUBE in the past year and highlighted their incredible NYC/NNJ portfolio It accounts for 1/4 of the company's NOI, up 5.5% in Q3 on a YOY basis. Moves the needle. Overall NOI up 2.1% YOY High barrier, no rent regs like housing, truly a great asset NOI declines mostly in Sunbelt high supply markets Story is as old as time Bought at a rough 6.7% cap about a year ago at $36 ish now $41.08 plus about $2.12 in dividends since Not too shabby for a 20% one year return for buying a high quality SS with low leverage

@orrdavid Oct 29

David Orr on X

$PURR https://t.co/yeJJ2cHVeE

@stockgutter Oct 29

SG on X

$CAKE execs are sellers into the political hype. Form 144s filed today indicate ~$3m of sales. https://t.co/3UrKd4AXRe

@DeepSailCapital Oct 29 1 click

Deep Sail Capital on X

$DNA - Looks to have peaked mid day today. https://t.co/EcCnSY98aH

@stockgutter Oct 29

SG on X

$COLM Columbia Sportswear is the latest apparel manufacturer to post a good report. Per market pulse, the apparel manufacturers overall are up 15.43% over the past month. Np in Columbia but I own $VFC (North Face) and others. https://t.co/jGMxLBridY

@david_katunaric Oct 29

Mikro Kap David on X

Well timed by insiders. $HOG turnaround going better than I thought it would. https://t.co/MnY4WBAEQY

@david_katunaric Oct 29

Mikro Kap David on X

For anyone chasing yield while everyone seems bearish on duration, I noticed that $VNO preferreds are currently yielding >8.2%, while Manhattan office leasing activity is at its strongest level since 2000. At the same time, I struggle to see credit risk here. The sector seems to have weathered the worst of the downturn, Vornado's balance sheet looks more than capable of handling its corporate debt obligations, and several major refinancings are now behind it. Personally, my hurdle is higher, and as a 🇭🇷 investor, the currency risk and 30% US dividend withholding tax make the setup much less attractive to me. But I figured it was worth sharing for anyone looking for income opportunities.

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

Alexandria Real Estate: Market Sees Declining Occupancy, I See Early Recovery Signs (Rating Downgrade)

Alexandria Real Estate (ARE) faces lease expirations and occupancy pressure through 2028, but leasing momentum supports a projected…

ARE $7.1B

Luuk Wierenga Oct 28

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

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 $1.6B

The Technology Letter Oct 27 6 clicks

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

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…

FRMI $1.9B

CV's Substack Oct 26 16 clicks

Lula wins, Brazil panics, then rallies. It’s happened every time. A 16% ROE bank at 7.4x earnings and book value, down 36% in a day. Up to 3.8x

A Brazilian digital bank with 45 million clients fell 36% after Lula’s election, despite 16.3% ROE, 13 record quarters and a 7.4x earnings…

INTR $1.8B

Calvin Blissett Oct 26 38 clicks

Build-A-Bear Workshop: The Price Assumes Its Worst Quarter Lasts Forever

Build-A-Bear Workshop’s failed pre-made toy line compressed margins, but resilient children’s sales support a $39.39 fair value estimate…

BBW $327M

Rafa F. Oliver, CFA Oct 26 4 clicks

KMBIF · long

Kambi Group PLC

Kambi’s B2B sportsbook platform thesis centers on four major customers: DraftKings, Penn, 888 and Kindred.

KMBIF $408M

Value Investors Club Jul 19 4 clicks

Group 1's CEO Said "Competitive Advantages and Opportunities." A Car Dealer? I Went Looking.

Group 1’s 19% ownership cap, tied to automaker franchise agreements, frames Conifer’s 1.9 million-share stake and potential buyback-driven…

GPI $3.1B

Cannibal Stocks Oct 1 1 click

Not So Fast

Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.

EVC $588M

The Mikro Kap Oct 1 6 clicks

Q3 2026 Consolidated Holdings, Performance, and Ideas

Irrational Analysis reports 51.55% outperformance versus a semiconductor ETF, adding Credo for SerDes and QMCO for AI-driven tape storage…

QMCO $798M

Irrational Analysis Oct 1

LeMaitre Vascular: The Q2 Miss Hides A Stronger Acquisition Machine

LeMaitre Vascular’s shift to larger acquisitions lifted its success rate to 80% and gross margin to 72%, supported by $376 million of cash…

LMAT $1.9B

Bruno Montoya Amador Oct 1

Progress CEO has an answer to tokenomics: ‘Combine the meters’

Progress Software shares fell 6% after third-quarter results, as a lower profit forecast offset an otherwise well-received earnings report.

PRGS $1.8B

The Technology Letter Sep 30

NASDAQ:YB 10% dividend, 2x P/E, 30% growth, AI beneficiary, secular tailwinds, founder CEO I think is as good as Bezos/Walton

Yuanbao pairs a 10.2% dividend and cash exceeding its market value with 33.5% first-half profit growth from AI-enabled Chinese insurance…

YB $527M

Calvin Blissett Sep 30 4 clicks

Undercovered Dozen: Vicor, Rayonier, Accenture And More

Vicor, Rayonier, Accenture and nine other lesser-covered stocks make up Seeking Alpha’s Undercovered Dozen.

VICR $9.6BRYN $5.7B

The Undercovered Dozen Sep 30 5 clicks

CareDx ($CDNA): Phantom Revenue is Driving the Rally

CareDx's rally rests on prior-period collection adjustments, while transplant test volumes grew 17% and competition, management turnover…

CDNA $3.7B

Shallow Dives Sep 30

Sezzle: Why I Think The Sell-Off Is An Opportunity

Sezzle reports subscribers up 76.4%, transactions up 32% and quarterly GMV up 38%, with expanding margins supporting improved profitability…

SEZL $4.5B

The J Thesis Sep 30

Thursday, October 29, 2026

Mr Neutral Man aka "Howard Marks of REITs” on X

Mr Neutral Man aka "Howard Marks of REITs” on X

David Orr on X

SG on X

Deep Sail Capital on X

SG on X

Mikro Kap David on X

Mikro Kap David on X

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