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 $363M

TSOH Investment Research Oct 30 1 click

Oct 29 OSS $129M

OSS Q3 FY12/26 Earnings Analysis

Cestrian Capital Research 1 click

Oct 29 BBW $363M

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

Cassandra Unchained 2 clicks

From X

@KEDM_COM Oct 8

KEDM.com on X

American Assets Trust’s $AAT Chairman Rady continues to buy shares, now already owning 38% of s/o. The 13D also mentions that he may ‘discuss or encourage extraordinary transactions - including mergers, take‑private deals, asset sales, recapitalizations or board/management changes.’

@TimyanBankAlert Oct 8

Timyan Bank Alert on X

@shidellian @CorpusCol Or the good folks in Altavista, VA- $PPBN

@BlueDuckCap Oct 8 3 clicks

BDC on X

This seems really positive for $stln as it validates their value prop to payers. https://t.co/RG5Js9xVFm

@AsifSuria Oct 8

Asif Suria on X

One of four companies I added to my watchlist after attending the @PlanetMicroCap conference in Vegas earlier this year. $PDEX In this case, the trajectory of financials matches management's enthusiasm. Scores 80 on our quantitative model. https://t.co/RxlCUUiHic https://t.co/eqZIigoK2W

@DeepSailCapital Oct 8

Deep Sail Capital on X

$ARQQ down 20% today on preliminary results. Still worth $300m or like 450x revenue. https://t.co/65vF1lGHP7

@aleabitoreddit Oct 8

Serenity on X

Real bubble is in VC land with private companies like Instinct… $10B valuations off 100k users while $SNAP is worth less with close to 1 Billion MAU. Supply chain stocks aren’t a bubble though, if anything names like $AAOI and others are very undervalued relative to forward growth. And you have demand visibility from hyperscalers extending multiple years…

@aleabitoreddit Oct 8

Serenity on X

Can someone explain how media headlines about OpenAI’s ~$50B ARR… (vs. ~$70B from incorrect accounting comparisons with Anthropic) Somehow ends a 3-5 year laser shortage with $AAOI or memory shortage with $MU? Hint: it doesn’t. https://t.co/FiVsvg8I0G

@stockgutter Oct 8 5 clicks

SG on X

starting buy-writes in a bunch of beaten-down former "compounders" $POOL $AN compounder bros, what else should I be looking at in this regard? https://t.co/99vZNMmNIx

This Week in Special Situations: Mattel, Winnebago, PayPal

Mattel, Winnebago and PayPal lead 37 special situations spanning activist campaigns, buybacks, M&A and strategic alternatives.

MAT $4.4BWGO $903M

Latticework by MOI Global Oct 29 3 clicks

Duos Technologies Pivot To Data Center Pods Is Gaining Traction

Duos Technologies, DUOT, has shifted to modular edge data center pods, with Q2 revenue up 30% to $6.18 million and FY27 revenue guided…

DUOT $192M

Shareholders Unite Oct 29 2 clicks

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

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

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 $8.6B

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 $5.2B

Monte Independent Investment Research Oct 27 1 click

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 $1.7B

Value Investors Club Aug 1

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

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 $9.9BFRMI $1.9B

CV's Substack Oct 26 16 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 $1.8B

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 $363M

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 $8.3B

Bearstone Oct 26 8 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 $684M

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 $1.2BINTR $1.8B

Ian’s Insider Corner Oct 25 11 clicks

💥Is Getty a Prepack in Name Only?💥

Getty Images' 2026 Chapter 11 filing is challenged as a prepack after warrant litigation, a failed Shutterstock merger and AI pressure.

SSTK $160M

PETITION Oct 25 4 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 $6.1B

Fountainhead Oct 25 2 clicks

Friday, October 30, 2026

KEDM.com on X

Timyan Bank Alert on X

BDC on X

Asif Suria on X

Deep Sail Capital on X

Serenity on X

Serenity on X

SG on X

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