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 $363M

Cassandra Unchained Oct 29 2 clicks

Oct 29 MAT $4.4B

This Week in Special Situations: Mattel, Winnebago, PayPal

Latticework by MOI Global 3 clicks

Oct 28 GPI $3.2B

Group 1 Automotive (GPI): Q3 2026 Earnings

Cannibal Stocks 1 click

From X

@eriksen_tim Aug 13 1 click

Tim Eriksen on X

@ShmuelLon Good. That was my intention. It was less about the merits of $EVC in the future and more about recognizing that 1) we have to think about growth properly; and 2)we have to guard against thesis drift.

@DOMOCAPITAL Aug 13

DOMO Capital Management, LLC on X

Agreed, this was PCIs largest market.... this is an enormous win for $PBI ... I think PCI was might be the one's that were targeting Pitneys customers. Definitely didn't work out the way they thought it would. PBI should get a lot of customers back. PCI handles over a billion pieces nationally...

@leevalueroach Aug 13

Lee Roach on X

@Uzocapital Thoughts on $TTD here?

@kab604 Aug 13

kab60 on X

Not saying I told you so, but I did tell you this shitco was a better shitco than $FISV (ignore my posts about $FOUR, that's just a temporary 'mark to market'/'ya, so that's just your opinion man, it really ties the portfolio together'

@eriksen_tim Aug 13 1 click

Tim Eriksen on X

Is $EVC is a classic case of thesis drift for its investors? It was all about sequential hypergrowth (with a supposed SOTP margin of safety). Mgmt said Q3 will be below Q2. Now the thesis is about strong year over year growth. What happens in a few quarters when year over year growth is gone, or is low single digits? Is this really a seasonal business? For me it was a small position due to the nature of the situation. Q2 growth was lighter than I expected so I was selling after hours and have fully exited.

@leevalueroach Aug 13

Lee Roach on X

What price would you guys buy $LFTO at? https://t.co/KotrBWwRVj

@DOMOCAPITAL Aug 13

DOMO Capital Management, LLC on X

HUGE news for $PBI this morning...... major competitor PCI just filed a WARN notice. Permanent closure of facility in Florida. I suspect the Indiana, Texas, and Massachusetts sites are ... not for long. VERY bullish for PreSort operations... https://t.co/WBVUUQugne https://t.co/MXBts3BMEt

@leevalueroach Aug 13

Lee Roach on X

Me seeing $HOG up 5% after a massive insider buy the market missed. https://t.co/PaS59DADNh

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 $977M

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 $7.4B

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 $4.4B

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 $1.5B

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 $8.4B

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 $7.7B

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 $9.9BFRMI $1.3B

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 $1.7B

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 $363M

Rafa F. Oliver, CFA Oct 26 4 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

Molina & Kinsale

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

KNSL $8.8B

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

How to Read a 10-K Like a Short Seller

A four-layer 10-K framework tests revenue timing, receivables, reserves and depreciation against cash flow, using Hertz’s 2012-14…

HTZ $684M

Jimmy's Journal Oct 26 69 clicks

WD 361: Brazil, JetBlue Bankruptcy, Mexican Airlines Merger

Brazil’s Lula victory leaves Nu and Inter’s thesis intact, while JetBlue heads toward bankruptcy and Mexican airlines pursue a merger.

JBLU $1.2BINTR $1.7B

Ian’s Insider Corner Oct 25 11 clicks

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

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

Avalo Therapeutics: Contrarian 'Buy' Ahead Of Abdakibart's Phase 3

Avalo Therapeutics' Abdakibart enters a pivotal hidradenitis suppurativa trial after positive LOTUS data, with monthly dosing and…

AVTX $379M

Myriam Alvarez Oct 25 3 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 $2.4BMQ $1.9B

Calvin Blissett Oct 24 81 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

Thursday, October 29, 2026

Tim Eriksen on X

DOMO Capital Management, LLC on X

Lee Roach on X

kab60 on X

Tim Eriksen on X

Lee Roach on X

DOMO Capital Management, LLC on X

Lee Roach on X

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