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 OSS $129M

OSS Q3 FY12/26 Earnings Analysis

Cestrian Capital Research 1 click

Oct 29 BBW $327M

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

Cassandra Unchained 2 clicks

From X

@DOMOCAPITAL Oct 30

DOMO Capital Management, LLC on X

Woah, massive $PESI news out tonight... DOE breaks ground on new cleanup system at Hanford Site - Elkhorn Media Group https://t.co/jYZklPDW4S

@DOMOCAPITAL Oct 30 1 click

DOMO Capital Management, LLC on X

Woah, massive $PESI news out tonight... DOE breaks ground on new cleanup system at Hanford Site - Elkhorn Media Group https://t.co/QUDq7IMaas

@BarbarianCap Oct 30

Barbarian Capital on X

"higher sales and recent cost-savings efforts weren’t able to fully offset steeper-than-expected inflation." $NWL Newell Brands Swings to Loss Despite Higher Sales https://t.co/WPRdY3lzz3

@StableBread Oct 30

Fajasy on X

Id say the cash has to cover building v5 too, not just getting it to work. Hurst told the Portland Business Journal in August that RoboFab is making fewer than 100 a year and should reach triple digits in 2027. The S-4 also admits they don't have the capacity, staff or equipment for high volume yet. free $CCXI writeup: https://t.co/DsEJ2d9TkU

@StableBread Oct 30 1 click

Fajasy on X

@Teo_Sinamin And $ELMT isn't betting on Vietnam alone. It holds 23.7M shares of $EQR.AX, which runs Mt. Carbine in Australia and Barruecopardo in Spain, and takes 70% of the JV restarting the Springer APT plant in Nevada, 4,000 tonnes a year in phase one.

@StableBread Oct 30 1 click

Fajasy on X

That $465M is more than the $395.8M of gross equity Agility raised in its whole history through 2025. And it'll need it, the S-4 says all $300M of v5 orders are RaaS, so Agility carries every one of those robots on its own balance sheet. free $CCXI writeup: https://t.co/DsEJ2d9TkU

@cfrischer1 Oct 30 1 click

Charles Frischer on X

$OMER The company just issued 500k shares to the CEO. The grants are four 125k tranches. They vest at $25, $30, $35 and $40 over the next five years. I love seeing this type of incentive structure and wish more companies did it this way. At $40, shares have to be up 120%.

@cfrischer1 Oct 30 1 click

Charles Frischer on X

$OMER I don't think any CEO would accept this type of compensation structure unless they had extremely strong conviction of hitting these targets. I think the CEO knows he will likely hit them based upon the information the company already has about Yartemlia sales. https://t.co/O6Z2Nc1wmx

Smart Fit: Global Fitness Ambitions (Ticker: SMFT3)

Smart Fit, Brazil’s SMFT3, is expanding its low-cost gym network across Latin America, with corporate-wellness platform TotalPass adding to…

ESMR $1.9M

Emerging Moats Research Oct 30 2 clicks

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 $842M

Latticework by MOI Global Oct 29 2 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

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

GNCGF · long

Greencore Group PLC

Greencore is the UK’s leading fresh prepared food producer, pitched as undervalued with potential to nearly double within 12–24 months.

GNCGF $3.1B

Value Investors Club Jul 15 1 click

Ultragenyx ($RARE): A Catalyst-Driven Thesis With Asymmetric Upside

Ultragenyx targets $730-760 million of 2026 revenue after GENGLYCOS approval, with UX111’s FDA decision and GTX-102 Phase 3 data due in…

RARE $1.6B

Hated Moats Aug 30

FTRE 2026-08-30

Fortrea Holdings: The Turnaround Is Showing Up In Earnings Before Revenue

Fortrea’s adjusted EBITDA rose 24% in H1 as cost cuts outpaced a 3.4% revenue decline, while new business awards increased 19%.

FTRE $2B

Manimala Misra Aug 30 2 clicks

Three small caps from my watchlist (August 2026)

EverQuote, an $864 million digital insurance marketplace, and PAR Technology, an $808 million restaurant software provider, lead a…

EVER $802MPAR $736M

Inglenook Growth Aug 30

Tidewater (TDW): The $225,000 Boat They Laughed At Built the Biggest Fleet on Water

Tidewater’s 200-vessel offshore fleet trades at 40% of replacement cost as the global orderbook sits at 4% of supply, versus 34% last cycle.

TDW $4.3B

Cannibal Stocks Aug 30

PAHC 2026-08-30

Phibro Animal Health: Zoetis Integrated And Better Cash Flow Ahead

Phibro Animal Health’s Zoetis MFA acquisition broadens its vaccines, nutrition and companion-animal businesses, while Chicago Heights…

PAHC $1.6B

Myriam Alvarez Aug 30 2 clicks

Burry on Build-A-Bear, Part 1

Michael Burry on Build-A-Bear Workshop, Part 1.

BBW $327M

Cassandra Unchained Aug 29 2 clicks

RR 2026-08-29

Richtech Robotics: An Easy Pass Based On Lackluster RaaS Growth Quality

Richtech Robotics faces 9.5% revenue growth, 159% higher OPEX and a RaaS contract pipeline that fell from $6.6 million to $2.1 million.

RR $196M

Andres Veurink Aug 29 1 click

NTG Clarity Networks ($NCI.V) FINS Review

NTG Clarity’s $18.6M of Q2 service revenue sat in contract assets, while $4.6M cash burn cut cash to $2.85M and raises liquidity concerns.

NYWKF $12M

Wolf's Substack Aug 28 8 clicks

StandardAero: Largest Independent Aerospace Engine Aftermarket Firm

StandardAero’s exclusive engine licenses and LEAP aftermarket position underpin a projected rise in LEAP revenue from $100 million in 2025…

SARO $7.7B

Latticework by MOI Global Aug 28 1 click

Friday, October 30, 2026

DOMO Capital Management, LLC on X

DOMO Capital Management, LLC on X

Barbarian Capital on X

Fajasy on X

Fajasy on X

Fajasy on X

Charles Frischer on X

Charles Frischer on X

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