TSOH Weekly Roundup (10/30/2026)
Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.
Friday, October 30, 2026
Back to today 
From X
Derek Pilecki on X
I sent out my quarterly letter this morning. I wrote about banks stocks and $AX. If you would like a copy, please DM me your email address.
Voss Capital on X
Leading Proxy Advisory Firm Glass Lewis Supports Voss's Case for Change at Griffon $GFF https://t.co/h2tNhufePW
Voss Capital on X
$GFF https://t.co/YA5tEZxOON
Voss Capital on X
$GFF https://t.co/FPo85cMUjW
Voss Capital on X
$GFF https://t.co/eQnjeegr3S
Voss Capital on X
Voss Capital Responds to Grossly Misleading Griffon Statements https://t.co/OMyO8qWM11 $GFF
Voss Capital on X
Voss Comments on Griffon's Confirmation of Involvement in Candidate Withdrawals https://t.co/kUcMoPf2QG $GFF
Voss Capital on X
Voss sends letter to Griffon Corp. ESOP Participants https://t.co/QMI3Y4eEBy https://t.co/BQoMwwmJG5 $GFF
Investor Letters
All letters- Curreen Capital July–September 2026 AAP $2.9BCUUCF $5.3B
- O'Keefe Stevens Advisory Q3 2026 OCTV $5.7BCALY $2.8B
- East 72 Period to 30 September 2026 AVOL $8.1BFCODF $4.5B
- Broyhill Asset Management third quarter 2026 VVV $4.3B
- Alluvial Capital Management Third Quarter 2026 ZEG $5.6B
- 1 Main Capital third quarter 2026 BFIT $2.2BHGV $3B
- Polaris Capital Management Third Quarter 2026 G $6.6BLKQ $5B
- Bretton Fund 3rd Quarter 2026 MBGL $5.8B
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…
Luuk Wierenga 
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…
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.
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…
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…
Molina & Kinsale
Molina Healthcare and Kinsale Capital’s earnings are reassessed through a long-term lens, emphasizing conviction and detachment during…
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…
Geneva Investor 4 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.
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…
ExlService: A Boring Compounder That Could Double
EXLService's AI-led business, 61% of revenue and growing 30% year over year, trades at 18 times forward earnings after legacy digital…
Ignacio Planas Gonzalez 4 clicks
WULF · long Terawulf INC
TeraWulf is shifting from bitcoin mining toward data centers, seeking a higher-quality and more defensive business model.
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…
Oscar Health: Up Over 200% From The March Lows, Still Room To Run (Ticker: OSCR)
Oscar Health raised 2026 operating earnings guidance to $600 million-$800 million after ACA-marketplace expansion drove 60% membership and…
Trade Alert - Long RIG
HFI Portfolio bought 94,214 shares of Transocean, RIG, for $570,000 at $6.05 per share.
MYR Group q3’26 Earnings Preview
MYR Group’s Q3 2026 preview cites data-center and power transmission demand, with long-term service agreements supporting margin growth and…
Mosaic: Cash from Potash Now, a Recovery in Phosphates Later
Mosaic’s potash business generated $930 million after capital spending and closure cash in 2025, while phosphate operations consumed $207…
Mosaic, Part One: The Story
Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.
Mosaic, Part Two: The Deep Dive
Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.
Undercovered Dozen: Western Digital, Penguin Solutions, Millrose Properties And More
Western Digital, Penguin Solutions and Millrose Properties lead a roundup of 12 lesser-followed stocks featured from Oct. 10 to Oct. 16.
The Undercovered Dozen 17 clicks
Group 1 Automotive (GPI) vs Lithia Motors (LAD)
Group 1 Automotive and Lithia Motors divide two longtime value investors: David Abrams switched to Lithia in 2018, while Greg Alexander…
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Sectors
Ordered by how often our editor reaches for them.
