Friday, November 13, 2026

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

Remitly’s Q3 keeps its remittance growth thesis intact as spending cards, memberships and credit products target $1 billion in annual revenue by 2030.

RELY $4.9B

Emerging Moats Research 4h ago 3 clicks

21h ago DDI $778M

Looking Back at Another Successful Thesis

The Value Road 4 clicks

19h ago COUR $930M

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

Latticework by MOI Global 6 clicks

From X

@John_Hempton 7m 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 10m 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👇

@Mr_Neutral_Man 10h 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 10h 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 10h 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

@majgeoinvesting 11h ago 1 click

Maj Soueidan on X

$LEAT Q3 call no real divergence from the PR. Nice that they repurchased a $182K shares during the first 9 months of 2026. Seems like a gift. Maybe CEO had dinner with $NVDA CEO 20 years ago. But, the comment about geopolitical risks spooked people even though they said business is expected to remain strong.

@BarbarianCap 12h ago

Barbarian Capital on X

Yeti Cuts Year Outlook on Consumer Caution $YETI

@BarbarianCap 12h ago

Barbarian Capital on X

Once Upon a Farm Slashes Outlook Following ‘Tractor Wheels’ Recall $OFRM

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 13h ago 2 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 19h 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 19h 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 20h 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 20h ago 3 clicks

International Seaways: Q3 Earnings Point To A Stronger Q4

International Seaways reported $291.4 million of Q3 adjusted net income and has 53% of Q4 booked at strong spot rates, supporting projected…

INSW $5.2B

Kevin Avroutskii 23h ago 3 clicks

Peloton: Beyond The Bike

Peloton’s connected-fitness subscribers fell 9% year over year to 2.475 million, with another high-single-digit holiday decline forecast as…

PTON $2.5B

TSOH Investment Research 25h ago 3 clicks

DHT Holdings: Over A 20% Dividend In A Single Quarter

DHT Holdings earned $1.68 per share in Q3 and projects Q4 EPS of $4.25, supporting a single-quarter dividend above 20% at projected spot…

DHT $3.6B

Melissa Tucker 25h ago 4 clicks

Quick note on LSAK and GRPN

Lesaka expects its Bank Zero acquisition to close by end-January 2027, though it could still close this calendar year.

LSAK $293MGRPN $513M

Mispriced Assets 42h ago 5 clicks

WaterBridge Q3 Update: Speed Ramp Powers Record Quarter and Datacenters on the Horizon

WaterBridge grew Q3 revenue 16.9% year over year as Speedway Phase I lifted produced-water volumes, while pursuing large-scale data center…

WBI $3.4B

310 Value’s Newsletter 43h ago 4 clicks

ONT · long

Onterris INC

Onterris, formerly Montrose Environmental Group, trades at 8.6x next-12-month EBITDA as an environmental consulting and response services…

ONT $825M

Value Investors Club Aug 4 1 click

From Fat to Follicles - Is Hair Loss the Next Blockbuster?

Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.

MANE $6.5B

Cestrian Capital Research Oct 20 41 clicks

Monte Investments Market Brief Vol. CXXXII

CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…

MYRG $4.3B

Monte Independent Investment Research Oct 20 8 clicks

Urban Outfitters: Nuuly Is More Valuable Than Its Margins Suggest

Urban Outfitters' Nuuly subscription service grew sales 28.6% and reached a 10.1% operating margin, with management targeting $700 million…

URBN $7.3B

IWA Research Oct 20 5 clicks

Group 1 Automotive: The Debt Stress Test

Group 1 Automotive’s $1.25 billion Atlanta borrowing lifts net corporate debt to about $4.4 billion; a 2009-style downturn leaves it near…

GPI $3.1B

Cannibal Stocks Oct 20 12 clicks

LCNB: Solid Q3 2026 With A 4.7% Yield

LCNB’s Q3 2026 net interest income rose 8.6% year over year as the bank beat revenue and EPS estimates, while trading at a 27% discount to…

LCNB $279M

Sorrento Research Oct 20 2 clicks

LXS.DE: a 2028 sale it can force

Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.

LPTH $505M

Trade Ideas Flow Oct 19 21 clicks

Sell Eagle Point Credit Now - Match The Loss With Portfolio Gains To Lower Income Taxes

Eagle Point Credit's NAV is down 25% YTD and shares nearly 50%, while its expense ratio climbed to 9.21% despite a 25% yield.

ECC $282M

Anthony Cataldo Oct 19 5 clicks

Build-A-Bear: A Narrower Path

Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.

BBW $350M

TSOH Investment Research Oct 19 18 clicks

FLO 2026-10-19

The Monday Morning Briefing: Meta, Tesla, Netflix, P&G on Deck

Lennar’s land-bank costs pressure homebuilding margins, while Flowers Foods weighs a Tastykake sale after falling branded-bread share,…

FLO $1.3B

Latticework by MOI Global Oct 19 36 clicks

Publications we follow

Every publication on this site, hand-picked.

130 publications

YouTube 4

Blogs 15

Seeking Alpha 84 of 289

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts

Nominate an account

Investor letters we follow

376 firms

Sectors

Ordered by how often our editor reaches for them.

Friday, November 13, 2026

John_Hempton on X

Dalius - Special Sits on X

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

Adam D. Wyden on X

Adam D. Wyden on X

Maj Soueidan on X

Barbarian Capital on X

Barbarian Capital on X

Investor Letters

Publications we follow

Newsletters 110

YouTube 4

Blogs 15

Seeking Alpha 84 of 289

X accounts we follow

Investor letters we follow

Sectors