Thursday, October 29, 2026

OSS Q3 FY12/26 Earnings Analysis

One Stop Systems grew Q3 continuing-operations revenue 36% to $12.6 million, raised FY2026 revenue guidance to $45 million, and used $11.8 million of operating cash.

OSS $117M

Cestrian Capital Research Oct 29 1 click

Oct 29 BBW $363M

Build-A-Bear (BBW) Part II: The Scion Capital Analyst Tempate and the All Map

Cassandra Unchained 3 clicks

Oct 29 MAT $4.3B

This Week in Special Situations: Mattel, Winnebago, PayPal

Latticework by MOI Global 3 clicks

From X

@cfrischer1 Aug 24

Charles Frischer on X

$NN. This podcast is must listening. Doesn’t mention NN by name, but amazing insights into FCC strategy under Chairman Carr. This Week: The FCC's Spectrum Pipeline with Arpan Sura - The Week with Roger | Podcast on Spotify https://t.co/tSebqMRetN

@petition Aug 24

💥PETITION💥 on X

Saddened to learn that Lovesac Company ($LOVE) doesn’t have any funded debt. Would have been fun to watch a dumbf*ck reaction to a social media post (by the riotous, Deric Cahil) take down, say, Ares, lol. https://t.co/a466vIoOtP

@DeepSailCapital Aug 24

Deep Sail Capital on X

Yeah it’s pretty hard to predict, I think with good data tracking and social sentiment you might be able to gain an edge. If you can predict only a handful a year your returns could be outstanding. I successfully predicted $BYND last year for a sizeable return. You could also subscribe to https://t.co/7R7A2Nonkw

@ActAccordingly Aug 24

PAA Research on X

@herbgreenberg @ParagonIntelNYC As it turns out we've had a short call out on $LOPE since the start of the year...

@P_Remarks Aug 24 1 click

Prepared Remarks on X

$celh https://t.co/apPT4ADdcm https://t.co/kGhsFi95q7

@blondesnmoney Aug 24

Cluseau Investments on X

If the $BHF deal goes through the SEC needs to investigate whoever bought 500 of the September 55's for $1.30 today

@evantindell Aug 24

Evan Tindell on X

Ziff Davis $ZD on their Q2 earnings call: "We've seen huge increases in the amount of code generated by AI. We shipped 24% more code in the second quarter and we expect nearly 100% of new code to be generated by AI by the end of the year"

@cfrischer1 Aug 24

Charles Frischer on X

$OMER My friend Matt just sent this to me. Great review of how Yartemlia works. Narsoplimab Mechanism of Action: Fighting Transplant–Associated Thrombot... https://t.co/cxTshzo3Qq via @YouTube

Group 1 Automotive (GPI): Q3 2026 Earnings

Group 1 Automotive trades at 5.5 times earnings as aging gasoline vehicles and EV repairs sustain service profits; insiders bought while…

GPI $3.2B

Cannibal Stocks Oct 28 1 click

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

Xenia Hotels: A Buy Ahead Of Q3 Results, Betting On Continued Portfolio Quality

Xenia Hotels & Resorts pairs luxury hotel assets, brand affiliations and planned renovations with investment-grade credit and covered…

XHR $2B

Albert Anthony Oct 28 2 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 $1.5BAMKR $8.8B

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

WULF · long

Terawulf INC

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

WULF $5B

Value Investors Club Jul 29

Amkor Q3 FY12/26 Earnings Review

Amkor's Q3 sales were flat at $1.991 billion as computing and automotive/industrial growth offset a 27% communications decline; Q4 sales…

AMKR $8.8B

Cestrian Capital Research Oct 26 4 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

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 $806M

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 $1.3BINTR $1.7B

Ian’s Insider Corner Oct 25 11 clicks

💥Is Getty a Prepack in Name Only?💥

Getty Images' 2026 Chapter 11 filing is challenged as a prepack after warrant litigation, a failed Shutterstock merger and AI pressure.

SSTK $161M

PETITION Oct 25 4 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

Thursday, October 29, 2026

Charles Frischer on X

💥PETITION💥 on X

Deep Sail Capital on X

PAA Research on X

Prepared Remarks on X

Cluseau Investments on X

Evan Tindell on X

Charles Frischer on X

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