Thursday, November 5, 2026
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Raging Capital Ventures on X
Solid Q and nice guidance hike from $SKIN, with growth in consumable revenues, improved margins, and good cost controls. New mgmt is focused on improving execution and product innovation. Biz is capital lite and trades at just ~4x EV/EBITDA with only 6.5 mm shares out.
Maj Soueidan on X
Not saying $MCHP is cheap, but so far, their Q3 earnings narrative is exactly what most AI beneficiaries are saying about their AI and data center related growth. Political posturing might impact near-term investor sentiment, but it shouldn’t impact overall growth trajectories of a good deal of these companies. Valuation is another story.
Calvin Blissett on X
$CCLD $YB $CCOI $BOC $AMR $HCC $CNR $METC $USIO $HHS $HY $ARKO $SLM https://t.co/XRRQSpa8YO
Barbarian Capital on X
General Mills Considering Separation of Haagen-Dazs Business Outside North America $GIS https://t.co/wtqQjtZKGO
Barbarian Capital on X
Sweetgreen Sees Milder Same-Store Sales Decline Following Rebound From Cyclospora Outbreak $SG https://t.co/B49E72ba61
Barbarian Capital on X
DraftKings Cuts Outlook as It Pours More Money Into Prediction Markets $DKNG https://t.co/lGrshk7yNl
Kuppy on X
Florida is the last sane place in USA. Got $JOE…?? https://t.co/RJLt2GPIFB
Mr Neutral Man aka "Howard Marks of REITs” on X
This is the main reason why we own 3 to 4 times as much of $CPT vs $MAA and $NXRT Blended leases up 1.0% in Q3 with new lease down 2% YOY vs new leases down 6% for MAA and down 4.5% for NXRT The renewal - new lease is too high for MAA for my liking. Much healthier for Camden Same store NOI -0.2% in Q3 vs -1.8% for MAA and -8.2% for NXRT (large chunky expenses that is not run rate for NXRT) @jayparsons
Investor Letters
All letters- Forager Funds Management October 2026 OFX $72MPLT $99M
- FCL Capital October 2026 ANPDF $28BCNSWF $53B
- Protean Funds October 2026 AAK $4.7BLFABF $13B
- JB Global Capital Q3 2026 FLO $1.4BPYPL $49B
- Pendelhaven Asset Management B.V. Q3 2026 DR0 $417MALM $2.5B
- Chautauqua Capital Management Q3 2026 ADYEY $32BBEKE $21B
- Night Watch Investment Management Q3 2026 AZLGF $3.3BIMCDY $6.7B
- Greystone Capital third quarter of 2026 KTYCF $461MSRTA $498M
Trading Post November 5, 2026
MercadoLibre’s logistics expansion cut margins by 60 basis points, while Mercado Pago grew credit 62% with 7% NPLs.
Problems at Twist Bioscience (TWST)
Twist Bioscience’s $200 rebound followed an Anthropic-linked short squeeze, yet its DNA and protein services face broad competition while…
VSH Earnings Review
Vishay reported record Q3 revenue of $979 million, up 24%, and guided Q4 to about $990 million as rising backlog and margins contrast with…
This Week in Special Situations: Lear, AutoNation, NexPoint, AudioCodes, Xponential Fitness
AutoNation, Lear, NexPoint, AudioCodes and Xponential Fitness lead a 52-situation screen spanning buybacks, insider purchases, M&A and…
Array Technologies And Shoals Merger Creates Upside Potential
Array Technologies and Shoals Technologies plan to merge, targeting cross-selling and cost synergies as ARRY's order book holds firm and…
Caffital Research 3 clicks
Telkom Indonesia (TLKM/TLK): 9x P/E, 11% dividend, separable assets ≈80–95% of market cap, stub at ~2x EBITDA. Industry went from 11 operators to 3, a new rule kills the price war, and MSCI is forcing the sellers.
Telkom Indonesia trades at 9x earnings and an 11% yield as MSCI-driven selling obscures telecom consolidation, price increases and…
Thursday Tailwinds #13: Nov 5, 2026
Florida marinas are 92% full as boat counts rise and permits constrain new supply, creating pricing power for existing operators such as…
eToro: Expanding Beyond Crypto
EToro trades at 2.89x EV/FCF with $304 million in trailing free cash flow, expanding from crypto into equities, commodities, currencies and…
Max Arnoldi 5 clicks
The Buyback Shows Up (ESRT Q3 2026)
Empire State Realty Trust repurchased $85.8 million of shares at $4.56 each, using 1359 Broadway sale proceeds to fund buybacks and debt…
Warrior (HCC): Q3 2026 Earnings
Warrior Met Coal’s Blue Creek mine cut costs to about $93 a ton, offsetting a wider discount for High Vol A coking coal as US supply…
CHGG · long Chegg Inc
Chegg is framed as a binary long with 500% upside against 20% downside.
Vertiv Holdings Co. (VRT)
Vertiv's 33% stock decline followed a 2026 forecast increase, despite a $15 billion backlog and rising AI data-center demand for power and…
Lesaka: A $4.69 Stock With a $20–30 Case
Lesaka CEO Ali Mazanderani has bought more than $10 million of stock while pursuing a $20 to $30 valuation case through targeted…
Alamar: The Consumables Flywheel Is Just Getting Started
Alamar Biosciences' consumables revenue rose 147% in 2Q26, lifting gross margin to 60% as the company expands into clinical diagnostics.
Petri Dish Reports 1 clickWhat I’ve Been Up To
Cogent Communications and AI data-center bottlenecks feature in a newsletter update on recruiting, financial media and conference takeaways.
Lesaka: Why He's Betting Big | Ali Mazanderani | Ep. 5
Lesaka’s executive chairman has invested more than $10 million personally and targets EPS compounding above 40% through consumer, merchant…
I Finally Proved That the Market Is Not Efficient
Bread Financial’s 10-year Signet card deal transfers an estimated $526.5 million in NPV to Signet and $1 billion in payments, while BFH…
ezCater and the Other Half of Uber's FCF
Uber’s $2.3 billion cash purchase of ezCater extends its buy-versus-build strategy and raises questions about the price and capital…
L3Harris Technologies (NYSE: LHX) Upgraded Rating: Accumulate
L3Harris upgraded to Accumulate after a 38% stock decline, backed by 8% Q2 revenue growth, a $42 billion backlog and planned Missile…
Cerebras: OpenAI's Nvidia Move Doesn't Break The 750 MW Deal
Cerebras retains its 750 MW commitment despite OpenAI's Nvidia move, but TSMC supply, owned capacity and gross-margin recovery remain the…
Deep Value Investing Publications we follow
Every publication on this site, hand-picked.
Newsletters 109
- 310 Value’s Newsletter
- Absurdly Cheap Stocks
- Altay Capital - Mostly Value Investing
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Blogs 15
- Atrium Research - Equity Research
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- Choice Equities Capital Management
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- Stratechery by Ben Thompson – On the business, strategy, and impact of technology.
- The Technology Letter
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Seeking Alpha 74 of 277
Adam Schadt
Albert Anthony
Alexander Grover
Andres Veurink
Arizona Equity Research
Bay Area Ideas
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Capital Connoisseur
Cypriot Invests
Dane Bowler
David Zanoni- Deep Value Investing
Dhierin Bechai
Dilantha De Silva
Dustin Quasney
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Equity Eagle
Eudaemon Research
Fernanda Galvez Jalil
Fountainhead
Geneva Investor
Given Mahlangu
Henrik Alex
High Alpha Professor
Ignacio Planas Gonzalez
Infinity Curve
Investor Overview
IWA Research
Jaden Mealy
JR Research
Julia Ostian
Khaveen Investments
Kurt Christensen
Lee Bailey
LL Insights
Long Player
Marc Gerstein
Melissa Tucker
Mike Arnold
Mike Zaccardi, CFA, CMT
Miletus Research
Motti Sapir
Myriam Alvarez- Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PropNotes
PV Research
Quantryon Capital
Robert J. Lake
Ron Ferrie
Rubicon Associates
Ryan Canady
Sam Mancini
Seeking Profits
Sharon McArd
SiliconBytes Insights
Simple Investment Ideas
Sorrento Research
Stephen Ayers
Steven Fiorillo
The Alpha Analyst
The Asian Investor
The Bullionaire
The Curious Analyst
The J Thesis
The Market Auditor
The Supercycle Investor
The Undercovered Dozen
Tim Travis
Uttam Dey
Value Capital Research
Vishal Jadaun
Zoltan Ban
X accounts we follow
Every account on this site, hand-picked.
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💥PETITION💥
A Capital
absreturnchaser
Adam D. Wyden
Alpha Vulture
AltayCap
Asif Suria
Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
Brian McGough
Broken Moats
BuccoCapital Bloke
Calvin Blissett
catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
Multiples Capital
Myles
Nat Stewart
Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
PAA Research
Paradis
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital- RiverRoadPartners
Rohan Pavuluri
Rusholme Capital
Sahil Khetpal
Serenity
SG
Sheel Mohnot
SouthernValue
Steve Eisman
The Friendly Bear
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Undiscovered Compounders
Voss Capital
Yaron Naymark
Investor letters we follow
- 1 Main Capital
- 103 Advisory Group
- 1290 Funds
- 13D Activist Fund
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- 49 Financial
- ABS Global Investments
- ACATIS Investment
- Aberdeen Investments
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- Allspring Global Investments
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- Amber River
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- Andvari Associates
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- Aoris Investment Management — Aoris International Fund
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- Aristotle Funds
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- Askeladden Capital
- Asset Value Investors Ltd
- Atai Capital Management
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- BBH
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- Bengal Capital
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- Brown Advisory — Large-Cap Growth
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- Broyhill Asset Management
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- Burke Wealth Management
- ByteTree
- Cambiar Investors
- Cantor Fitzgerald Asset Management
- Carillon Eagle — Mid Cap Growth Fund
- Carillon Eagle — Small Cap Growth Fund
- Carrington Wealth Management
- Castlebay Investment Partners
- Cedar Creek Partners
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- Chenavari Investment Managers
- Chevy Chase Trust
- Chilton Capital Management
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- Crossroads Capital, LLC
- Crypto Native Capital
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- Davis Opportunity Fund
- Davis Real Estate Fund
- Diamond Hill — Large Cap Fund
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- Diranko Capital
- Distillate Capital
- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
- DoubleLine
- Downing
- East 72
- East Capital
- Easterly Asset Management
- EdgePoint Wealth Management
- Elm Ridge Management
- Emerald Wealth Partners
- Emeth Value Capital
- Equity Management Associates
- Evolve Private Wealth
- FCL Capital
- FPA Crescent Fund
- Fairfax Financial Holdings
- Fairlight Capital
- Fairtree Asset Management
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- Fiduciary Management
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- Focus Capital Management
- Forager Funds Management
- Frank Capital Partners
- Fred Alger Management, LLC
- GCQ Funds Management
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- Gabelli Funds
- Generation Investment Management
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- Glenmede Investment Management
- GoodHaven Capital Management
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- Hennessy Funds
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- Holland Advisors
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- Hosking Partners
- Hotchkis & Wiley
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- Infuse Asset Management
- Integrity Asset Management — Micro Cap Value Equity
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- Invenomic Capital Management
- Invesco — Discovery Fund
- Ironvine Capital Partners
- Ithaka Group — US Growth Strategy
- JB Global Capital
- JM Finn
- Jacob Asset Management
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- Jemekk Capital Management
- Jenga Investment Partners
- Kathmandu Capital
- Kaydan Wealth Management
- Kennedy Capital Management
- Kernow Asset Management
- Kingdom Capital Advisors
- LVS Advisory
- Lakehouse Capital Global Growth Fund
- Lakehouse Capital Small Companies Fund
- Langdon Equity Partners
- Lansing Street Advisors
- Latitude Investment Management
- Laughing Water Capital
- Lazard Asset Management
- Leonard Rickey Investment Advisors
- Lindsell Train Limited
- Long Cast Advisers
- Loomis Sayles — Global Growth Fund
- Lyrical Asset Management
- MJG Capital
- Madison Investments — Small Cap Fund
- Mairs & Power
- Manole Capital Management
- Mar Vista Investment Partners
- Maran Capital Management
- Markel Group
- Marram Investment Management
- Massif Capital
- Matrix Asset Advisors
- Matthews Asia
- Mayar Capital
- McIntyre Partnerships
- Meridian Growth Fund
- Meridian Hedged Equity Fund
- Merion Road Capital
- Miller Value Partners
- Miller/Howard Investments
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- Minotaur Capital
- Moerus Capital Management
- Mondrian Investment Partners
- Moneta Group
- Montaka Global Investments
- Moon Capital Management
- Mott Capital Management
- Mountain Vista Wealth Management
- Muhlenkamp & Company
- Munro Partners
- Myrmikan Capital, LLC
- NS Partners
- Nelnet
- Newport Capital Group
- Next Century Growth Investors
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- Nightview Capital
- Nixon Capital
- North Sky Capital
- O'Keefe Stevens Advisory
- Oak Associates Funds
- Oak Ridge Investments
- Oakmark Funds
- Oceana Investimentos
- Oldfield Partners
- Open Insights Capital
- Ophir Asset Management
- Optimist Fund
- Orange Investment Advisors
- Oujo Wealth Strategies
- Overseas Asset Management Asian Recovery Fund
- Overseas Asset Management European Value Fund
- PM Capital
- Packer & Co
- Palm Harbour Capital
- Palm Valley Capital
- Parnassus Investments
- Patient Capital Management
- Peak Asset Management
- Peapack Private
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Penn Davis McFarland
- Pershing Square Holdings
- Pittenger & Anderson
- Plural Investing
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Private Capital Management
- ProChain Capital
- Protean Funds
- Pzena Investment Management
- QV Investors
- QuantStreet Capital
- Quercus Fund
- RD Capital Partners
- REQ Capital
- RF Capital Management
- RGA Investment Advisors
- ROCKLINC Investment Partners
- Rathbones
- Regal Partners Global Investments
- Regency Wealth Management
- Renaissance Investment Management — Large Cap Growth
- Rewey Asset Management
- Right Tail Capital
- RiverPark Funds
- Riverwater Partners
- Robinson Capital Management
- Rowan Street Capital
- Royce Investment Partners
- Rozendal Partners
- SRK Capital
- Saga Partners
- SaltLight Capital
- Sandon Capital — Activist Fund
- Sands Capital — Select Growth Fund
- Sawgrass Asset Management
- Seafarer Capital Partners
- Sequoia Fund
- Seven Corners Capital
- Sharp Capital
- Shelton Capital Management
- Sigil
- Signia Capital Management
- Skybound Wealth Management
- Smead Capital Management
- Social Capital
- Sorfis Investments
- Sound Shore Management
- Southeastern Asset Management
- SouthernSun Asset Management
- Sparrow Wealth Management
- Spheria — Global Smaller Companies Fund
- Spyglass Capital Management
- Starvine Capital
- Stenham Asset Management
- Stewart Asset Management
- Steyn Capital
- Stone Ridge Asset Management
- Stone Sentinel Capital
- Stonehearth Capital Management
- Summers Value Partners
- Sustainable Growth Advisers
- TEAM Asset Management
- TIFF Investment Management
- Tall Oak Capital Advisors
- Tapasya Investment
- The London Company
- Third Avenue Management
- Third Point
- TimesSquare Capital Management
- Touchstone — Balanced Fund
- Troy Asset Management
- Tweedy, Browne
- Unconventional Value
- Upslope Capital Management
- VH Standard Asset Management
- Value Line Funds
- Victory Capital — Sycamore Mid Cap Value Equity
- Vision Capital Fund
- Vltava Fund
- Voss Capital
- Voya Investment Management — MI Dynamic Small Cap Fund
- Vulcan Value Partners
- Warden Capital
- Wasatch Global Investors — Micro Cap Fund
- Wasatch Global Investors — Small Cap Growth Strategy
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- Wellington Management — Quarterly Market Review
- WestEnd Capital Management
- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
