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 $371M

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

@LaughingH20Cap Jul 14 1 click

Laughing Water Capital on X

@thecontracap 1/x)$ANAB also not a lawyer but seems to me that the implications of GSK's position would be catastrophic for contract law in DE if supported by the court. Effectively, any acquiror could disavow the obligations of a purchased subsidiary. Which seems "absurd" in the legal sense.

@ActAccordingly Jul 14

PAA Research on X

In light of this blow up at $PNR, it's kind of remarkable to me that $HAYW hasn't cracked at any point in the past 3-years. The stock trades in this slowly ascending channel between $12 and $16. Maybe that changes. I recognize it's a business people "want to own", but it's held a healthy multiple for a long time.

@marginofdanger Jul 14 2 clicks

marginofdanger on X

If a company is OTC listed and consistently reducing its share count, it seems like a high percentage of the time, it works out well... $MCEM $WEBC $APTL $FMBL $BWEL(?)

@OddDiligence Jul 14

Odd Diligence on X

the KOSPI shares should open up higher.. Maybe 5 to 10%? Just depends on the Korean vibes i guess over there, hard to pin down. for $SKHY 177.9M shares in IPO, 118.6M shares went to top 25 IPO buyers. Unfair to say they are not trading but have to think a lot of them are not for now. So just napkin math hypotheticals, 59.3M shares after top 25 IPO buyers. $DRAM ETF has 2,898,599 kospi shares currently, and have started buying $SKHY already - they have 850,000 SKYH shares. 2,898,599 KOSPI shares is equivalent to 28,985,990 SKHY. I dont think theyve said that they would switch but IF they did that's another 29.8M shares or so just for that 1 ETF Then SKYH is down to 29.5M shares... All this is hypothetical of course... Just basic hypotesis. Not to mention all the other ETFs that will hold this, all the funds that had no access to Korean markets who can trade this now. All the dumb levered ETFs. I think the premium can get real dumb. Im long both SKYH and $660.KS. for my trading there i think there's opportunity cost in monitoring this trade, when being in the spread, which doesn't fit my personal style - so i dont think i'll be in the spread at all - but thats personal preference

@OddDiligence Jul 14

Odd Diligence on X

$CCXI options start trading tomorrow

@Fierce__beast Jul 13 1 click

Fierce_beast on X

$MORN? https://t.co/pksTLRmJoS

@eriksen_tim Jul 13 1 click

Tim Eriksen on X

Solitron Devices $SODI reported fiscal Q1 results today. Revenue and earnings higher. Link to PR https://t.co/7dqZ6WwENP

@mavix_leon Jul 13 1 click

mavix on X

Shelly Group $SLYG published preliminary revenues for H1 2026 of EUR 68.3 million (+27% yoy). Cash increased by 62% qoq and by 72% yoy supported by continued normalization of trade receivables. Full results will be published on August 12. https://t.co/KSvQWpLZQd

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 $4.3B

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 $9.2BFRMI $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 $5.7B

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 $371M

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

Namib Minerals: Research Flash

Namib Minerals’ How Mine mill reached 55,000 tonnes per month, 36% above prior capacity, while a proposed $30 million Ecobank facility…

NAMM $46M

Atrium Research - Equity Research Oct 25 2 clicks

Bimergen Energy: Research Flash

Bimergen Energy filed for a Texas retail-power license to supply data centers directly and gained eligibility for federal contracts through…

BESS $22M

Atrium Research - Equity Research Oct 25 3 clicks

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Thursday, October 29, 2026

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