Tuesday, November 3, 2026

Stevanato down 30%. Yikes.

Stevanato fell 30% after forecasting low-single-digit 2027 growth as lower Nexa syringe volumes from a GLP-1 customer offset solid Q3 margins and non-GLP biologics demand.

STVN $5.4B

Best Anchor Stocks Nov 3 3 clicks

Nov 3 RIG $6.6B

Transocean (RIG): Q3 2026 Earnings

Cannibal Stocks 2 clicks

Nov 3 BXDC $2.1B

Blackstone Digital Infrastructure Trust (NYSE: BXDC)

Real Assets, Real Value 5 clicks

From X

@BillAckman Sep 25 1 click

Bill Ackman on X

The Howard Hughes Holdings Inc. ($HHH) 2026 Shareholder Meeting will take place next Wednesday September 30th at The Auditorium at 787 Seventh Ave in New York City. At the meeting, among other topics, we will discuss how we intend to accelerate the transformation of HHH to an insurance holding company by dramatically reducing the capital intensity of our Howard Hughes Communities real estate subsidiary, freeing up capital to be invested in Vantage, our insurance subsidiary. HHH CEO David O'Reilly, Ryan Israel CIO, Marc Grandisson Executive Chairman of Vantage, and I will make a presentation and address audience Q&A. Advanced registration for the meeting is required with priority given to HHH stockholders. To register, visit: https://t.co/mPPE8xiQd2

@John_Hempton Sep 25

John_Hempton on X

See that sudden spike down in $AMC. That is what a naked short selling ladder attack looks like. It is hard to tell when executed in dark pools but this one is so much fun to watch.

@valuedontlie Sep 25

Colin King on X

Activist Starboard Value putting pressure on former spin-off $KNF Been a wild post-spin ride... $40 to $100+ back to $50 Starboard arguing KNF margins are half (!!) of peers and should close the gap by 2029 or sell the business https://t.co/nEylz6nGkI

@BarbarianCap Sep 24

Barbarian Capital on X

"an unusual turn of events that comes just after People withdrew its own bid to buy the casino and resort company" MGM Resorts Eyeing Bid for Barry Diller’s People Incorporated $MGM https://t.co/FjkNJ0r1PJ

@stockgutter Sep 24

SG on X

$DUOL as if the prior insider sales this month were not enough, Luis von Ahn just filed a form 144 revealing another $6.8m in sales. https://t.co/OMjQfsw4qd

@ActAccordingly Sep 24 2 clicks

PAA Research on X

All trading below their 200-day moving averages right now: - Dow transports ($DJT) - Industrials $XLI - Retail $XRT - $GS Right at the 200-day MA - $KRE. $RUT seems destined to test the 200-day. Normal late September action, but it doesn't feel good. I guess we're setting the state for some golden crosses come late October/November or we're going lower. $MAGS carrying the day like 2024 when we dreamed of lower deficits and lower rates....

@valuedontlie Sep 24

Colin King on X

$PPLI withdraws bid for $MGM Shares of MGM down 11% today (essentially back to where they were before PPLI buyout proposal) Stock trades at less than 10x FCF and PPLI still owns ~27% https://t.co/I9RiOvWkri

@calvinblissett Sep 24 2 clicks

Calvin Blissett on X

Given today’s $ZIM news that the improved offer has been submitted, likely delaying closing of the same $35 acquisition to 1H 2027 I think it is even more relevant to understand why this is a good thing, which I explain in the attached article as well as backing it up with some facts and figures

Portfolio Update: October 2026 + Q3 Earnings outlook

Calumet and other refiners sold off alongside AI names, but the RIN thesis for renewable fuel earnings remains unchanged ahead of Q3…

CLMT $3.8B

Treasure Hunting Nov 1 3 clicks

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…

ABR $2.2B

John Hempton's Newsletter Oct 31 3 clicks

Life360 ($LIF): The Family App Wall Street Fell Out of Love With

Life360 has fallen 60% despite 40% revenue growth, 100 million monthly users and profitability, as its family-safety subscriptions and…

LIF $4B

Substack von Philipp Oct 31 3 clicks

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 $7.2B

TSOH Investment Research Oct 30 1 click

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,…

TNGX $3.7B

Terry Chrisomalis 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 $4.4B

Latticework by MOI Global Oct 29 3 clicks

Kratos: Strong Organic Growth And Production Ramp-Ups Support A Buy Rating

Kratos posted Q2 FY2026 revenue growth of 30.5% to $458.8 million as unmanned systems, propulsion and defense-electronics production ramps…

KTOS $7.7B

Arizona Equity Research Oct 29

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 $3.2B

Cannibal Stocks Oct 28 1 click

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 $7.4B

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 $4.4B

Substack von Philipp Oct 28 3 clicks

PRIM · long

Primoris Services CORP

Primoris Services, a $5 billion EPC contractor, has fallen about 60% from its peak.

PRIM $3.9B

Value Investors Club Aug 4

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…

DX $2.7BRITM $5.3B

Benjamin C. Barry Oct 30

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 $8.4B

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 $7.7B

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

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 $9.9B

CV's Substack Oct 26 16 clicks

Molina & Kinsale

Molina Healthcare and Kinsale Capital’s earnings are reassessed through a long-term lens, emphasizing conviction and detachment during…

KNSL $8.8B

Bearstone Oct 26 8 clicks

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…

DUOL $7.6B

Geneva Investor Oct 26 4 clicks

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.

SIG $4.5B

Cannibal Stocks Oct 25 20 clicks

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…

BLKB $2.4B

Calvin Blissett Oct 24 81 clicks

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Tuesday, November 3, 2026

Bill Ackman on X

John_Hempton on X

Colin King on X

Barbarian Capital on X

SG on X

PAA Research on X

Colin King on X

Calvin Blissett on X

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