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 5h ago 3 clicks

22h ago DDI $778M

Looking Back at Another Successful Thesis

The Value Road 4 clicks

20h ago COUR $930M

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

Latticework by MOI Global 6 clicks

From X

@leevalueroach 39m 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 40m 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 1h 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 1h 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 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

@majgeoinvesting 12h 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.

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 15h 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 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 22h 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 25h 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 26h 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 26h 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 43h 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 44h ago 4 clicks

ATS · long

Ats CORP

ATS Corporation is a turnaround under new leadership, targeting secular growth opportunities.

ATS $1.6B

Value Investors Club Jul 29

EXCLUSIVE: Lennar’s Big New Customer Is Its Own Spinoff, Millrose

Lennar is selling homes to former spinoff Millrose, whose revenue largely comes from Lennar and whose largest voting shareholder is…

MRP $4.3B

Hunterbrook Oct 2 2 clicks

Single Stock Spotlight #16: Huckleberry.AI (HUCK)

Huckleberry.AI trades near $3.30 against $221 million of cash and $900 million-plus of NOLs after selling its operating business, creating…

HUCK $160M

Hidden Rock Capital's Newsletter Oct 2 5 clicks

Rocket Lab (NASDAQ: RKLB) Stock Rating: Accumulate After Q2 FY12/26 Earnings

Rocket Lab reported Q2 revenue up 62% to $234.1 million and backlog up 137% to $2.36 billion, while operating losses and cash burn…

IRDM $4.9B

Cestrian Capital Research Oct 2

Research & Analysis | AAR Corp. (NYSE: AIR): MRO Holdings Reshapes the Margin Profile

AAR’s $1.8 billion acquisition of a 65% stake in MRO Holdings adds widebody aircraft maintenance and targets a 19% to 20% EBITDA margin by…

AIR $4.4B

Monte Independent Investment Research Oct 2 4 clicks

The Trade Desk (NASDAQ: TTD) Stock Rating: Do Nothing After Q2 FY12/26 Earnings

The Trade Desk's Q2 revenue grew 3% to $715 million as Q3 guidance called for a year-over-year decline; TTD has fallen over 90% from its…

TTD $7.6B

Cestrian Capital Research Oct 2 3 clicks

Crocs: Double-Digit Buyback Yield (Ticker: CROX)

Crocs has $2 billion of buyback authorization, more than a third of its market cap, as North American sales stabilize and HeyDude drags on…

CROX $7.2B

Emerging Moats Research Oct 2 4 clicks

$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital

Turning Point Brands' FRE and Alp nicotine pouches aim to become a third C-store brand behind ZYN and Velo as PMTA rules limit new entrants.

TPB $1.2B

Yet Another Value Podcast Oct 1 2 clicks

Mattel: M&A Buzz And A CEO Change Create Substantial Uncertainty

Mattel rose 19% on takeover speculation, but a potential $20-per-share bid, margin pressure and CEO transition leave its standalone…

MAT $4.4B

Seeking Profits Oct 1

How Ethos Sold Wall Street on AI While Powering an Analog Boiler Room

Ethos Technologies ($LIFE) sells AI-driven life insurance while relying heavily on multilevel marketing agencies using aggressive cold…

LIFE $2.4B

Hunterbrook Oct 1 1 click

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Friday, November 13, 2026

Lee Roach on X

Serenity on X

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

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