When the liquidity does not add up
Arbor Realty Trust’s dividend suspension is presented as creating $60 million of liquidity, raising questions about its ability to meet 2027 debt maturities.
Saturday, October 31, 2026
Back to today 
From X
Voss Capital on X
In Voss's Q3 2023 letter we give updates on $ECN and $CROX and highlight a new long idea, $CRH (base case PT $120, 118% upside). Link here: https://t.co/iCyikUpqno https://t.co/NtFZk6UERg
Little Owl Research on X
If anyone has any questions on $HHH feel free to DM me.
Little Owl Research on X
For anyone interested in knowing more about Howard Hughes Holdings $HHH I've posted my write up on the company. This is not investment advice. https://t.co/a7b9FJclsp
Derek Pilecki on X
@blanco1973 $BANC, lol!
Idea Brunch on X
New Idea Brunch with Theo Rosenthal of TMR Capital, a long/short equity fund he launched in October 2019 after graduating from Johns Hopkins We discuss his approach to inflection investing, shorting, and more! $IAC $BJ $SII https://t.co/DEmsYmqki0
Voss Capital on X
Our Q2 letter can be found here: https://t.co/o5utXBMM7n Updates on $PLYA, $ASO, $ECN
Voss Capital on X
While I joined the $GFF Board late in the strategic review process, I was pleased w/ the extent of it. There were many parties involved, unfortunately the timing of a transaction didn't work out right now due to unique circumstances & valuations that didn't appropriately reflect
Voss Capital on X
the ongoing business strength. We still have many opportunities to unlock value & I will remain deeply engaged on the Board. We love the r/r of the stock here & believe the undervaluation will get rectified. In the meantime, $GFF will repurchase shares at very attractive levels.
Investor Letters
All letters- Curreen Capital July–September 2026 AAP $2.9BCUUCF $5.3B
- O'Keefe Stevens Advisory Q3 2026 OCTV $5.7BCALY $2.8B
- East 72 Period to 30 September 2026 AVOL $8.1BFCODF $4.5B
- Broyhill Asset Management third quarter 2026 VVV $4.3B
- Alluvial Capital Management Third Quarter 2026 ZEG $5.6B
- 1 Main Capital third quarter 2026 BFIT $2.2BHGV $3B
- Polaris Capital Management Third Quarter 2026 G $6.6BLKQ $5B
- Bretton Fund 3rd Quarter 2026 MBGL $5.8B
Tango: Upgrading 'Buy' Based On ESMO 2026 Vopimetostat PDAC Data And Pathway Advancement Clarity
Tango Therapeutics reported an 82% response rate and 88% nine-month PFS for vopimetostat plus RASONQUE in RAS-mutant pancreatic cancer,…
Terry Chrisomalis 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.
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…
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…
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.
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…
Nicolas Bolsinger 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…
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…
Molina & Kinsale
Molina Healthcare and Kinsale Capital’s earnings are reassessed through a long-term lens, emphasizing conviction and detachment during…
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…
Geneva Investor 4 clicks
PSN · long Parsons CORP
Parsons generates roughly half of its $6.4 billion revenue from Federal Solutions, serving defense and intelligence customers.
The Fed Hiked And Dynex Bled, Rithm Held
Rithm Capital’s 0.74x-book valuation and 2.2x dividend coverage contrast with Dynex’s payout above earnings, leaving RITM better positioned…
Benjamin C. Barry 
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.
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…
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…
Ignacio Planas Gonzalez 4 clicks
TSOH Weekly Roundup (10/23/2026)
TSOH Weekly Roundup covers Ally’s improving credit and capital returns, Pepsi’s weak beverage brands, and Match Group’s plan to revive…
Oscar Health: Up Over 200% From The March Lows, Still Room To Run (Ticker: OSCR)
Oscar Health raised 2026 operating earnings guidance to $600 million-$800 million after ACA-marketplace expansion drove 60% membership and…
Trade Alert - Long RIG
HFI Portfolio bought 94,214 shares of Transocean, RIG, for $570,000 at $6.05 per share.
MYR Group q3’26 Earnings Preview
MYR Group’s Q3 2026 preview cites data-center and power transmission demand, with long-term service agreements supporting margin growth and…
Mosaic: Cash from Potash Now, a Recovery in Phosphates Later
Mosaic’s potash business generated $930 million after capital spending and closure cash in 2025, while phosphate operations consumed $207…
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