Friday, November 13, 2026

Research & Analysis: CoreWeave (NASDAQ: CRWV)

CoreWeave targets 2 GW of active compute capacity, backed by high GPU rental rates, fast paybacks and a growing backlog despite a debt-heavy buildout.

CRWV $31B

Monte Independent Investment Research 54m ago 1 click

3h ago BN $93B

Industry Primer: Alternative Asset Managers

Latticework by MOI Global 3 clicks

5h ago RELY $4.9B

Remitly Global: Scaling The Wall Of Worry (Ticker: RELY)

Emerging Moats Research 3 clicks

From X

@leevalueroach 17m ago

Lee Roach on X

Liftoff $LFTO had a customer over 10% of revenues last year and this Q they had none. Looks like they just grew into the customer concentration risk. Receivables went from 26% single customer risk to 14%. Management sees no structural reason for margin gains to stop. Management beat and raised.

@aleabitoreddit 18m ago

Serenity on X

Following the $MRVL and $LITE acquisition announcement… Samsung Electronics has been doing vertical integration of their own in photonics to thermal: - New report from Bloomberg states that Samsung Electronics is in talks to buy $MOD Modine. Which supplies thermal/cooling infrastructure for AI data centers. - 2 days ago from Digitimes, Samsung has purchased series of silicon photonics patents from Rockley Photonics (that previously was bankrupt). Covering modulators and PICs, mainly around design and integration. This follows earlier leaks that “Samsung is reportedly considering acquisitions in the silicon photonics space” After Samsung’s reportedly pursues optical engine and PIC manufacturing by 2027, and CPO services by 2029. We’ll likely see this trend accelerate with M&A vertical integration across AI supply chains. Especially considering valuations from smaller upstream companies collapsed recently, despite their strategic significance.

@John_Hempton 55m ago

John_Hempton on X

@Jovanijoe pretty clear box office is now sufficient to make $AMC at least temporarily solvent. Whether it continues is an open question. But for the last six months shorts including me have been wrong.

@InvestSpecial 59m ago

Dalius - Special Sits on X

$ENGN up 50% in just a few days! Final trial results improved over interim data, but efficacy still trails competitors. The stock has now reached my target, even if the thesis played out differently than expected. Closing this one out at +50%. Pitch on SSI👇

@stockgutter 1h ago

SG on X

When companies report in trillions, its time to revalue that currency. 🇨🇴 $EC

@Mr_Neutral_Man 11h ago 1 click

Mr Neutral Man aka "Howard Marks of REITs” on X

When investing in liquidations, sometimes your security stops trading and gets priced at $0.00 and you have to just ignore how it looks in your brokerage account From a 5 figure cost to $0 in my IRA NOT MY FIRST RODEO!!! $ARI P.S. This illiquidity is kind of awesome!

@Adam_Wyden 11h ago

Adam D. Wyden on X

Judd updating folks….Only difference is the high 20s stock is on ‘27 not ‘28… I may need to go back to school to get my teaching certificate bc people are very bad at math right now. @Mark_Penn @jayleveton @ballan11 $STGW $PLTR $NOW $timeforthenextdouble

@Adam_Wyden 11h ago

Adam D. Wyden on X

Judd updating folks. Only difference is the high 20s is focus on ‘27 not ‘28… I may need to go back to school to get my teaching certificate bc people are very bad at math right now. @Mark_Penn @jayleveton @ballan11 $STGW $PLTR $NOW $timeforthenextdouble

Looking Back at Another Successful Thesis

DoubleU Games raised its all-cash tender offer for DoubleDown Interactive minority holders to $16.25 per ADS from $11.25 after net cash…

DDI $778M

The Value Road 22h ago 4 clicks

Bloom Energy: Voters Want Data Centers Off Their Bill, Buy

Bloom Energy’s fuel cells offer data centers grid independence as Q3 operating income rose 518% on 138% revenue growth.

BE $60B

Ignacio Planas Gonzalez 8h ago 2 clicks

QXO Inc Earnings Update: Q3 2026

QXO's Q3 sales rose 79% to $4.9 billion after TopBuild and Kodiak acquisitions, while acquisition debt lifted interest expense to $163…

QXO $13B

SixSigmaCapital: Navigating the Financial Markets 10h ago 2 clicks

GrabAGun Q3 2026: Where Did the Cash Go?

GrabAGun’s $34 million Camfour acquisition cuts pro forma net cash to about $54 million as sales decline, losses widen and its buyback…

PEW $52M

XIX Value 14h ago 2 clicks

Trading Post November 12, 2026: Enough is Enough, NVIDIA, SMH vs SOXX, Earnings Quality

NVIDIA faces DOJ antitrust probes alongside inquiries into Megaspeed and Super Micro, after charges over $2.5 billion of GPUs allegedly…

SMCI $18B

Cassandra Unchained 17h ago 4 clicks

This Week in Special Situations: Coursera, eToro, Fluor, Trade Desk

Coursera trades at roughly $150 million enterprise value after Pale Fire Capital took 14.7%, with cash and Treasuries covering 83% of its…

COUR $930M

Latticework by MOI Global 20h ago 6 clicks

Qure Anniversary Update

UniQure’s Huntington’s disease BLA has a May 1, 2027 priority-review date, with an FDA advisory committee expected in late first quarter.

QURE $1.7B

Triple S Special Situations Investing 20h ago 2 clicks

Floor & Decor 3Q’26: Déjà Vu, But Priced For A Lost Decade

Floor & Decor cut its 2026 outlook again, with EBITDA guidance falling to $535-550 million and 2027 openings slowing to 10-15 as housing…

FND $5.3BMHK $8.5B

MBI Deep Dives 20h ago 3 clicks

Big Short: Fidelity & Guaranty

F&G’s main insurer held $66.5 billion of assets against $1.38 billion of statutory capital, while private credit, reinsurance dependence…

FG $3.1B

Mispriced Assets 21h ago 3 clicks

AutoNation (AN): The CEO Takes a Driving Test

AutoNation’s new CEO Mike Manley brings Jeep and Fiat Chrysler experience after the dealer chain cycled through three leaders in 30 months.

AN $5.8B

Cannibal Stocks 21h ago 3 clicks

BR · long

Broadridge Financial Solutns

Broadridge Financial Solutions is framed as a high and rising free-cash-flow generator at a depressed valuation, with insider buying…

BR $22B

Value Investors Club Aug 4

Twilio CEO: ‘Buy the dip!’

Twilio CEO Khozema Shipchandler urged investors to “buy the dip” after earnings sent the software maker’s shares down 17% after hours.

TWLO $34B

The Technology Letter Oct 29 2 clicks

OSS Q3 FY12/26 Earnings Analysis

One Stop Systems grew Q3 continuing-operations revenue 36% to $12.6 million, raised FY2026 revenue guidance to $45 million, and used $11.8…

OSS $118M

Cestrian Capital Research Oct 29 1 click

CoStar: 3Q26 Business Recap

CoStar’s 3Q26 revenue growth slowed to 14% as bookings fell to $37 million, while cost cuts lifted EBIT margin to 8.8%.

CSGP $12B

Speedwell Memos Oct 29 3 clicks

Carpenter Technology (CRS) Q1'27: The Sell-Off Resets the Entry Point

Carpenter Technology fell 25% after Q1 2027 despite revenue rising 9%, EPS up 34%, and commercial aerospace bookings up 25%.

CRS $15B

Monte Independent Investment Research Oct 29 3 clicks

Alamos Gold: Minor Delays With Island Gold Growth, But There Is Still A Lot Of Value Here

Alamos Gold targets nearly 1 Moz of annual production by decade-end as Island Gold shaft commissioning offsets recent Young-Davidson…

AGI $12B

Bang For The Buck Oct 29 1 click

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

Build-A-Bear’s lease overhaul, off-mall expansion and partner-led wholesale growth reshaped a debt-free retailer with $80 million EBITDA,…

BBW $350M

Cassandra Unchained Oct 29 3 clicks

[scuttleslops] GOOGL, AMZN, BRO, KNSL, ODFL, MCO, SPGI

Google’s AI search could improve ad economics, while Amazon protects its retail ad funnel from shopping agents and specialty insurers face…

BRO $23B

scuttleblurb Oct 29 1 click

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 $884M

Latticework by MOI Global Oct 29 3 clicks

Fortinet (NASDAQ: FTNT) - Do Nothing - Q3 FY12/26 Earnings Review

Fortinet’s revenue rose 20% to $2.08 billion, but its 15% Q4 growth guide drove a 25% post-earnings stock drop as product, billings and…

FTNT $95B

Cestrian Capital Research Oct 28 5 clicks

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Friday, November 13, 2026

Lee Roach on X

Serenity on X

John_Hempton on X

Dalius - Special Sits on X

SG on X

Mr Neutral Man aka "Howard Marks of REITs” on X

Adam D. Wyden on X

Adam D. Wyden on X

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Seeking Alpha 84 of 289

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