Friday, October 30, 2026

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.

ADT $7.2BBBW $327M

TSOH Investment Research Oct 30 1 click

Oct 29 BBW $327M

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

Cassandra Unchained 1 click

Oct 29 MAT $4.3B

This Week in Special Situations: Mattel, Winnebago, PayPal

Latticework by MOI Global 2 clicks

From X

@Adam_Wyden Oct 30

Adam D. Wyden on X

I like snacks,… but this is looking like a meal… @Mark_Penn @jayleveton @ballan11 $STGW https://t.co/PYMi8Q33nJ

@OddDiligence Oct 30

Odd Diligence on X

$SOXL not far from worst say since March 11, 2010 inception https://t.co/pYMYtoBnq3

@StableBread Oct 30

Fajasy on X

Continue reading here for my updated valuation of $QMCO: https://t.co/GXzV3AQBgs

@StableBread Oct 30

Fajasy on X

Quantum $QMCO ran to $34.50 on October 2, 2026, and has fallen 41.3% since, to $20.25/share. No $QMCO insider has bought or sold shares in the open market since my August 16 update, including Dialectic, the activist fund managed by director John Fichthorn. Dialectic received 14.1M shares in June when it settled its convertible notes, 35.8% of the 39.4M shares outstanding, which makes it $QMCO’s largest shareholder. Its lockup, which also covered $QMCO’s officers and directors, ended on August 23, 30 days after the PIPE shares were registered for resale. So Dialectic could’ve sold into the run to $34.50, and it hasn’t reported a sale. On October 1, $QMCO granted options to buy shares at $31.885, that day’s close, to three executives: → Hugues Meyrath (CEO): 500,000 options. → James Clancy (COO): 400,000 options plus 150,000 RSUs. → Anthony Craythorne (Chief Revenue Officer): 200,000 options. The options vest monthly over four years and only pay off above $31.885, 57.5% above $20.25. CFO William White, fired eight days later, got no grant. So the largest holder hasn’t sold, and management’s new options only pay off above $31.885. But no insider bought during the drop either.

@valuedontlie Oct 30

Colin King on X

SOTP idea $MGM https://t.co/6R80w4hHmB

@absreturnchaser Oct 30

absreturnchaser on X

@bcanet @Randall7575 @essential6t7 Plenty of PMs who think $WU Western Union wouldn't mind getting out of the deal and Board occupied selling $WU itself post-offer. @bharringtonw11 reported on it.

@leevalueroach Oct 30

Lee Roach on X

Lets just say my wife was never excited about my $HOG

@DeepSailCapital Oct 30

Deep Sail Capital on X

$HTZ - Borrow still incredibly tight. Moving a bit this morning.

Kratos: Strong Organic Growth And Production Ramp-Ups Support A Buy Rating

Kratos posted Q2 FY2026 revenue growth of 30.5% to $458.8 million as unmanned systems, propulsion and defense-electronics production ramps…

KTOS $7.8B

Arizona Equity Research Oct 29

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 $3.1B

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 $913M

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 $7.1B

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 $4.3B

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 $1.9B

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 $1.6B

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 $7.6B

Speedwell Research Oct 27 5 clicks

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 $5B

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…

FRMI $1.9B

CV's Substack Oct 26 16 clicks

RYZ · long

Ryerson Holding CORP

Ryerson Holding (RYZ) is a long position following its all-stock merger with Olympic Steel, at 1.7105 RYZ shares per Olympic Steel share.

RYZ $1.5B

Value Investors Club Aug 1

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 $1.8B

Calvin Blissett Oct 26 38 clicks

Molina & Kinsale

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

KNSL $8.3B

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 $6.4B

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 $709M

Jimmy's Journal Oct 26 68 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 $1.1BINTR $1.8B

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 $5.8B

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 $4.4B

Cannibal Stocks Oct 25 19 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 80 clicks

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…

EXLS $6.3B

Ignacio Planas Gonzalez Oct 24 4 clicks

Friday, October 30, 2026

Adam D. Wyden on X

Odd Diligence on X

Fajasy on X

Fajasy on X

Colin King on X

absreturnchaser on X

Lee Roach on X

Deep Sail Capital on X

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