Friday, October 30, 2026

Bloom: Chinese Scandium Supply Route Restarts

Bloom may have reopened imports of scandium-containing components from China to the United States, according to new trade data.

BE $63B

Hunterbrook Oct 30 4 clicks

Oct 30 MKL $23B

TSOH Weekly Roundup (10/30/2026)

TSOH Investment Research 1 click

Oct 30 VRSK $26B

Wall Street Erased $16 Billion From a Legal Monopoly Over an AI Myth.

First Strike Research 7 clicks

From X

@ACapitalLP Oct 30

A Capital on X

Look at $FDXF. A month of underperformance based on “channel checks,” followed by a ~15% move and multiple analyst upgrades after a single session (catalyst day). https://t.co/X81f5cl6Eh https://t.co/FfwGWZlciQ

@BarbarianCap Oct 30

Barbarian Capital on X

Reddit stock plunges 30% after weak outlook, heads for worst day ever $RDDT https://t.co/aemPgp56rc

@BarbarianCap Oct 30 1 click

Barbarian Capital on X

CD&R pursues buyout of $40 bn card processor Global Payments $GPN https://t.co/Wil5Zf6xn7

@BarbarianCap Oct 30

Barbarian Capital on X

"higher sales and recent cost-savings efforts weren’t able to fully offset steeper-than-expected inflation." $NWL Newell Brands Swings to Loss Despite Higher Sales https://t.co/WPRdY3lzz3

@StableBread Oct 30

Fajasy on X

Id say the cash has to cover building v5 too, not just getting it to work. Hurst told the Portland Business Journal in August that RoboFab is making fewer than 100 a year and should reach triple digits in 2027. The S-4 also admits they don't have the capacity, staff or equipment for high volume yet. free $CCXI writeup: https://t.co/DsEJ2d9TkU

@StableBread Oct 30 1 click

Fajasy on X

@Teo_Sinamin And $ELMT isn't betting on Vietnam alone. It holds 23.7M shares of $EQR.AX, which runs Mt. Carbine in Australia and Barruecopardo in Spain, and takes 70% of the JV restarting the Springer APT plant in Nevada, 4,000 tonnes a year in phase one.

@StableBread Oct 30 1 click

Fajasy on X

That $465M is more than the $395.8M of gross equity Agility raised in its whole history through 2025. And it'll need it, the S-4 says all $300M of v5 orders are RaaS, so Agility carries every one of those robots on its own balance sheet. free $CCXI writeup: https://t.co/DsEJ2d9TkU

@cfrischer1 Oct 30 1 click

Charles Frischer on X

$OMER The company just issued 500k shares to the CEO. The grants are four 125k tranches. They vest at $25, $30, $35 and $40 over the next five years. I love seeing this type of incentive structure and wish more companies did it this way. At $40, shares have to be up 120%.

Tango: Upgrading 'Buy' Based On ESMO 2026 Vopimetostat PDAC Data And Pathway Advancement Clarity

Tango Therapeutics reported an 82% response rate and 88% nine-month PFS for vopimetostat plus RASONQUE in RAS-mutant pancreatic cancer,…

TNGX $3.7B

Terry Chrisomalis Oct 30 2 clicks

What a Marvell-Lumentum Deal Means for DSPs, Lasers, and Modules

Marvell’s reported Lumentum bid would combine DSPs, lasers and optical modules, but $4 billion of cash and $5 billion of debt point to a…

LITE $62B

Vik's Newsletter Oct 30 1 click

Another Haircut with Avy the Barber

SoFi’s stock case hinges on interest rates, tangible book value and private-credit loan sales after its $1.5 billion equity offering.

SOFI $22B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 29 3 clicks

Miami International: Q3 Growth And Operating Leverage Impress (Rating Upgrade)

Miami International Holdings posted 20% Q3 revenue growth and 47% EBITDA growth as options volumes, market-share gains and operating…

MIAX $3.2B

Seeking Profits Oct 29 4 clicks

Twilio CEO: ‘Buy the dip!’

Twilio CEO Khozema Shipchandler urged investors to “buy the dip” after earnings sent the software maker’s shares down 17% after hours.

TWLO $31B

The Technology Letter Oct 29 2 clicks

Incyte (INCY) Q3 FY 12/26 Earnings Review

Incyte reported Q3 FY26 revenue of $1.56 billion, up 14%, while a $1.23 billion Vega acquisition charge drove a $708 million operating loss.

INCY $24B

Cestrian Capital Research Oct 29 2 clicks

CoStar: 3Q26 Business Recap

CoStar’s 3Q26 revenue growth slowed to 14% as bookings fell to $37 million, while cost cuts lifted EBIT margin to 8.8%.

CSGP $12B

Speedwell Memos Oct 29 3 clicks

Carpenter Technology (CRS) Q1'27: The Sell-Off Resets the Entry Point

Carpenter Technology fell 25% after Q1 2027 despite revenue rising 9%, EPS up 34%, and commercial aerospace bookings up 25%.

CRS $15B

Monte Independent Investment Research Oct 29 3 clicks

Alamos Gold: Minor Delays With Island Gold Growth, But There Is Still A Lot Of Value Here

Alamos Gold targets nearly 1 Moz of annual production by decade-end as Island Gold shaft commissioning offsets recent Young-Davidson…

AGI $12B

Bang For The Buck Oct 29 1 click

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,…

BBW $363M

Cassandra Unchained Oct 29 2 clicks

QTWO · long

Q2 Holdings INC (qtwo)

Q2 Holdings sells banking software to more than 1,200 financial institutions and 27.8 million registered users, after selling off with…

QTWO $4.4B

Value Investors Club Jun 5

ASR: Sureste Airports Soaring To 50%+ Upside, Market Is Missing The New Assets

Sureste Airports’ 20-airport Motiva acquisition and U.S. concessions are set to lift EBITDA, while shares trade at 7x forward EBITDA.

ASR $7B

Ian’s Insider Corner Jun 14

Under The Hood - Rollins ($ROL)

Rollins ($ROL) pairs automatically renewing pest-control contracts with route density and family-business acquisitions, producing 24…

ROL $17B

Bearhold Research Jun 14

A Hardware Multiple on a Software Powerhouse

A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…

CALX $2.4B

The Value Road Jun 12 5 clicks

Grupo Aeroportuario Del Centro Norte: World Cup Inflection? (Ticker: OMAB)

Grupo OMAB trades at 9 times EV/EBITDA after an 11% YTD decline, as Monterrey international traffic fell 2.9%; expansion, price hikes and…

OMAB $4.9B

Emerging Moats Research Jun 12 1 click

Adobe

Adobe’s bear case is that generative AI breaks new-user habit formation, leaving its professional base sticky but aging as growth slows and…

ADBE $96B

Bearstone Jun 9

Single Stock Spotlight #9: Fiserv (FISV)

Fiserv trades below 7 times 2026 earnings after a 60% decline, as new management resets guidance and seeks to stabilize its banking…

FISV $28B

Hidden Rock Capital's Newsletter Jun 9

The Bottleneck Was Never the Finding

Tenable’s $27 valuation reflects fears that AI commoditizes vulnerability scanning, while the thesis says AI increases demand for…

TENB $5.2B

Mispriced Assets Jun 9

ADF Group Inc. ($DRX.TO) FINS Review

ADF Group’s Q1 FY2026 revenue rose 78% to $99.3 million and net income 37%, aided by the LAR acquisition despite steel and aluminum tariff…

ADFJF $336M

Wolf's Substack Jun 9 1 click

Peru & Colombia Election Results & Investment Outlook

Keiko Fujimori’s expected Peru victory and Abelardo’s win in Colombia reduce regulatory risk for AUNA, whose operations generate roughly…

AUNA $329M

Ian’s Insider Corner Jun 8

Friday, October 30, 2026

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