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
Dalius - Special Sits on X
$GDOT is a cheap bank turnaround hiding inside a fintech story. Trades at ~0.75x TBV with a new management team, an under-earning asset base to fix, and peers well above book. ~30% upside with decent downside protection. Full pitch on SSI👇 https://t.co/QkuJlDJK9N
Timyan Bank Alert on X
Krista continues to do things that benefit all $WCCB constituents. https://t.co/SfnvY46NVh
Deep Sail Capital on X
Quantum / SMRs seems pretty bombed out. I love to see a better entry point on $OKLO or $QBTS
Deep Sail Capital on X
$RUM Great entry the last week. Target back to $6-7 range. $DJT ok entry here, long way to go to zero over the next few years. https://t.co/9cQrIyVmp7
Negligible Capital on X
*ANTHROPIC SIGNS $35B CLOUD DEAL WITH LAMBDA IN TEXAS: WSJ $NVDA holding the lease, developed by $HUT https://t.co/fqoFb2vl2J
Maj Soueidan on X
XBP’s failed post-merger integration leaves its turnaround dependent on contract wins, asset sales and cost cuts overcoming a heavy debt burden.
Cluseau Investments on X
@HoocheeEnjoyer $HRTG hits 30s and you hit the bars immediately??? At 4pm?
Lee Roach on X
@steven_finch Pretty much everything I own has revenues declining. People pissed and moaned when I bought $HOG because it was "dying"
Investor Letters
All letters- Curreen Capital July–September 2026 CLVT $1.4BAAP $2.9B
- O'Keefe Stevens Advisory Q3 2026 OCTV $5.7BCALY $2.8B
- East 72 Period to 30 September 2026 AVOL $8.1BFCODF $4.8B
- Broyhill Asset Management third quarter 2026 MFP $1.9BVVV $4.3B
- Alluvial Capital Management Third Quarter 2026 BSVN $553MFTLF $75M
- 1 Main Capital third quarter 2026 BFIT $2.2BHGV $3.3B
- Polaris Capital Management Third Quarter 2026 G $6.8BLKQ $5.1B
- Langdon Equity Partners Q3 2026 LOECF $740MATS $1.9B
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Seeking Alpha 73 of 273
Adam Schadt
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Arizona Equity Research
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Cypriot Invests
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JR Research
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Khaveen Investments
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Lee Bailey
LL Insights
Long Player
Marc Gerstein
Melissa Tucker
Mike Arnold
Mike Zaccardi, CFA, CMT
Miletus Research
Motti Sapir
Myriam Alvarez
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PropNotes
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Quantryon Capital
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Ron Ferrie
Rubicon Associates
Ryan Canady
Sam Mancini- Seeking Profits
Sharon McArd
SiliconBytes Insights
Simple Investment Ideas
Sorrento Research
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Steven Fiorillo
The Alpha Analyst
The Asian Investor
The Bullionaire
The Curious Analyst
The J Thesis
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The Supercycle Investor
The Undercovered Dozen
Tim Travis
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Value Capital Research
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Every account on this site, hand-picked.
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A Capital
absreturnchaser
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Alpha Vulture
AltayCap
Asif Suria
Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
Brian McGough
Broken Moats
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catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
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Myles
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Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
PAA Research
Paradis
Pernas Research
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Prepared Remarks
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Raging Capital Ventures
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Rusholme Capital
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Serenity
SG
Sheel Mohnot
SouthernValue
Steve Eisman
The Friendly Bear
Tim Eriksen
Timyan Bank Alert
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ToffCap
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Undiscovered Compounders
Voss Capital
Yaron Naymark
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- 1 Main Capital
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- 13D Activist Fund
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- Aegis Value Fund
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- Akre Capital Management, LLC
- Alluvial Capital Management
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- Atai Capital Management
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- Biglari Holdings
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- Bireme Capital
- BlackRock
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- Brasada Capital
- Bretton Fund
- Brighton Jones
- Bristlemoon Capital
- Broadleaf Partners
- Brookfield Asset Management
- Brown Advisory — Large-Cap Growth
- Brown Advisory — Mid-Cap Growth
- Broyhill Asset Management
- Brummer & Partners
- Burke Wealth Management
- ByteTree
- Cambiar Investors
- Cantor Fitzgerald Asset Management
- Carillon Eagle — Mid Cap Growth Fund
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- Carrington Wealth Management
- Castlebay Investment Partners
- Cedar Creek Partners
- Cedar Grove Capital Management
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- Chenavari Investment Managers
- Chevy Chase Trust
- Chilton Capital Management
- Choice Equities
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- Claret Asset Management
- Compound Everyday Capital
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- Confluence Investment Management
- Cooper Investors
- CrossingBridge Advisors
- Crossroads Capital, LLC
- Crypto Native Capital
- Curreen Capital
- Davenport Asset Management
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- Davis Opportunity Fund
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- Diamond Hill — Large Cap Fund
- Diamond Hill — Small Cap Fund
- Diranko Capital
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- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
- DoubleLine
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- EdgePoint Wealth Management
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- Equity Management Associates
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- FPA Crescent Fund
- Fairfax Financial Holdings
- Fairlight Capital
- Fairtree Asset Management
- Fawkes Capital Management
- Fenimore Asset Management
- Fiduciary Management
- Fiera Capital
- Financial Synergies Wealth Advisors
- First Eagle Investments
- Focus Capital Management
- Forager Funds Management
- Frank Capital Partners
- Fred Alger Management, LLC
- GCQ Funds Management
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- GROW Funds
- Gabelli Funds
- Generation Investment Management
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- Glass Lake Wealth Management
- Glenmede Investment Management
- GoodHaven Capital Management
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- Hennessy Funds
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- Heptagon Capital Kettle Hill US L/S Equity Fund
- Highwood Value Partners
- Hinde Group
- Hoisington Investment Management
- Holland Advisors
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- Horos Asset Management
- Hosking Partners
- Hotchkis & Wiley
- Infuse Asset Management
- Integrity Asset Management — Micro Cap Value Equity
- Intrepid Capital
- Invenomic Capital Management
- Ironvine Capital Partners
- Ithaka Group — US Growth Strategy
- JB Global Capital
- JM Finn
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- Janus Henderson Investors
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- Kathmandu Capital
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- Kennedy Capital Management
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- Kingdom Capital Advisors
- LVS Advisory
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- Lakehouse Capital Small Companies Fund
- Langdon Equity Partners
- Lansing Street Advisors
- Latitude Investment Management
- Laughing Water Capital
- Leonard Rickey Investment Advisors
- Lindsell Train Limited
- Long Cast Advisers
- Loomis Sayles — Global Growth Fund
- Lyrical Asset Management
- MJG Capital
- Madison Investments — Small Cap Fund
- Mairs & Power
- Manole Capital Management
- Mar Vista Investment Partners
- Maran Capital Management
- Markel Group
- Marram Investment Management
- Massif Capital
- Matrix Asset Advisors
- Matthews Asia
- Mayar Capital
- McIntyre Partnerships
- Meridian Growth Fund
- Meridian Hedged Equity Fund
- Merion Road Capital
- Miller Value Partners
- Miller/Howard Investments
- Minot Light Capital Partners
- Minotaur Capital
- Moerus Capital Management
- Mondrian Investment Partners
- Moneta Group
- Montaka Global Investments
- Moon Capital Management
- Mott Capital Management
- Mountain Vista Wealth Management
- Muhlenkamp & Company
- Munro Partners
- Myrmikan Capital, LLC
- NS Partners
- Nelnet
- Newport Capital Group
- Next Century Growth Investors
- Night Watch Investment Management
- Nightview Capital
- Nixon Capital
- North Sky Capital
- O'Keefe Stevens Advisory
- Oak Associates Funds
- Oak Ridge Investments
- Oakmark Funds
- Oceana Investimentos
- Oldfield Partners
- Open Insights Capital
- Ophir Asset Management
- Optimist Fund
- Orange Investment Advisors
- Oujo Wealth Strategies
- Overseas Asset Management Asian Recovery Fund
- Overseas Asset Management European Value Fund
- PM Capital
- Packer & Co
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- Peak Asset Management
- Peapack Private
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Penn Davis McFarland
- Pershing Square Holdings
- Pittenger & Anderson
- Plural Investing
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Private Capital Management
- Protean Funds
- Pzena Investment Management
- QV Investors
- QuantStreet Capital
- Quercus Fund
- RD Capital Partners
- REQ Capital
- RF Capital Management
- RGA Investment Advisors
- ROCKLINC Investment Partners
- Regal Partners Global Investments
- Regency Wealth Management
- Renaissance Investment Management — Large Cap Growth
- Rewey Asset Management
- Right Tail Capital
- RiverPark Funds
- Riverwater Partners
- Robinson Capital Management
- Rowan Street Capital
- Royce Investment Partners
- Rozendal Partners
- SRK Capital
- Saga Partners
- SaltLight Capital
- Sandon Capital — Activist Fund
- Sawgrass Asset Management
- Seafarer Capital Partners
- Sequoia Fund
- Seven Corners Capital
- Sharp Capital
- Shelton Capital Management
- Sigil
- Signia Capital Management
- Skybound Wealth Management
- Smead Capital Management
- Social Capital
- Sorfis Investments
- Sound Shore Management
- Southeastern Asset Management
- SouthernSun Asset Management
- Sparrow Wealth Management
- Spyglass Capital Management
- Starvine Capital
- Stenham Asset Management
- Stewart Asset Management
- Steyn Capital
- Stone Ridge Asset Management
- Stone Sentinel Capital
- Stonehearth Capital Management
- Summers Value Partners
- Sustainable Growth Advisers
- TEAM Asset Management
- TIFF Investment Management
- Tall Oak Capital Advisors
- The London Company
- Third Avenue Management
- Third Point
- TimesSquare Capital Management
- Troy Asset Management
- Tweedy, Browne
- Unconventional Value
- Upslope Capital Management
- VH Standard Asset Management
- Value Line Funds
- Victory Capital — Sycamore Mid Cap Value Equity
- Vision Capital Fund
- Vltava Fund
- Voss Capital
- Voya Investment Management — MI Dynamic Small Cap Fund
- Vulcan Value Partners
- Warden Capital
- Wasatch Global Investors — Micro Cap Fund
- Wasatch Global Investors — Small Cap Growth Strategy
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- Wellington Management — Quarterly Market Review
- WestEnd Capital Management
- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
