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

@ACapitalLP Oct 8 2 clicks

A Capital on X

$CIFR < $14 👀

@stockgutter Oct 8

SG on X

$BYRN continues to disappoint. Other than cost/inventory reductions, there are few green shoots here. No position, and would want to see revenue gains before I get involved. Note that these results would be even worse without a tariff refund (recorded as a deduction to cost of goods sold), which will not recur.

@OddDiligence Oct 8 1 click

Odd Diligence on X

$CCXI nice endorsement from Nvidia Head of Robotics Ecosystem and Edge AI Product today: “Now the robot is literally unchained—the safety goes with the robot wherever it goes,” Goel told Ars. “Now they can operate everywhere in a factory or a warehouse without having to set up a brand new infrastructure every time they want to do a new task.” https://t.co/sbpukEX2HK

@ACapitalLP Oct 8 2 clicks

A Capital on X

Still a lot of smart money involved in $SOC (and adding). Wondering if the upcoming catalysts, particularly Hondo’s restart, potential NDAA protections and a West Coast SPR decision, could finally get this thing moving? The prospective FCF generation is pretty remarkable if they can execute…

@kab604 Oct 8

kab60 on X

$AN $GPI $ABG $LAD

@aleabitoreddit Oct 8 2 clicks

Serenity on X

$CCXI looks like it's going public Q4 2026. And my hope is that it sort of looks like $OKLO if they generate enough excitement. Watched the investor presentation the other day, just waiting for the public listing anytime soon (I personally added some the other day). Big fan of humanoids, pretty confident physical AI shift is coming next. I'm personally not looking too much about the price action while it's in its filing phase, fun usually begins after ticker change. We'll see what happens

@kab604 Oct 8 2 clicks

kab60 on X

UK numbers for Group 1 Automotive are out and it ain't looking good (no surprise, flagged by co already)! Plz fix that and sell it to Vertu, they can issue shares at ATH, and then $GPI can focus 100% on the US: https://t.co/xsqYhoJgqa $GPI

@leevalueroach Oct 7 2 clicks

Lee Roach on X

Point72 is buying E.W. Scripps $SSP https://t.co/8lbK8IuI2y

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

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