Saturday, November 14, 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 25h ago 4 clicks

40h ago FND $5.3B

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

MBI Deep Dives 3 clicks

40h ago FG $3.1B

Big Short: Fidelity & Guaranty

Mispriced Assets 5 clicks

From X

@Adam_Wyden 8h ago

Adam D. Wyden on X

$STGW @CorneliaLake Judd riffing on $STGW at min 40….lfg @Mark_Penn @jayleveton @ballan11 @AndrewYAVB @ACapitalLP

@Fierce__beast 12h ago

Fierce_beast on X

you can see what's generally implied in stocks, i usually see ranges of like 0-10% perpetual growth implied in stocks for like 20 years. $SKYW is one that is looking like even less than 0% implied growth for 20 years but $HTFL still looks like it's closer to >7% $skyw seems a little too low, $htfl seems around right

@stockgutter 13h ago

SG on X

Investors love $CHA plans for a $1.95 special dividend. I'm still long but its pretty extended here.

@ACapitalLP 14h ago

A Capital on X

What am I missing with $FUL (H.B. Fuller)? Ancora is involved, the stock is down ~17% YTD while $AVY is up ~3% and $RPM is flat. Trading at ~7x EBITDA despite improving margins and a potential BAS divestiture that could accelerate deleveraging. I understand the AMS acquisition and leverage overhang, but at what point does the valuation disconnect become too wide to ignore?

@StockJabber 14h ago

Edwin Dorsey on X

@blondesnmoney $DKNG $SERV

@AsifSuria 14h ago

Asif Suria on X

I wanted to think about it for a bit before responding and time go away from me this week. I think NBCU makes a lot of sense as an acquisition for Netflix $NFLX given its size and the optionality it provides the company. However beyond the tax part, getting this deal through antitrust will not be easy and integration will be even harder given all the moving parts to an organization of NBCU's size and Netflix's current culture as a tech company. $LION is much easier tuck-in acquisition on both those fronts.

@AsifSuria 15h ago

Asif Suria on X

Interesting if real! $HUBS is one of the few software companies that did not rebound from the summer SaaSpocalpse related selloff.

@DeepSailCapital 18h ago

Deep Sail Capital on X

At these valuations, AI management teams seeing no slowdown in demand are likely eyeing competitors as acquisition targets. I wouldn’t be surprised to see a wave of AI-related acquisitions, like $MOD and $LITE

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 41h 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 44h 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 45h ago 4 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 46h ago 6 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 Nov 11 5 clicks

Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings

Lumen was upgraded to Accumulate after Q3 revenue fell 12% to $2.7 billion, while strategic business revenue rose 10% and reached 55% of…

LUMN $4.3B

Cestrian Capital Research Nov 11 2 clicks

TransMedics: 2027 Setting Up To Be A Pivotal Year

TransMedics targets multi-organ transplant growth through 2027 trials, OCS Kidney and European expansion after Q3 revenue rose 41% to $203…

TMDX $3.2B

Conviction Queue Nov 11

Cat-Scratch Fervo

Fervo Energy raised $2 billion in its May IPO, then fell nearly 70% below issue price after a Morpheus short report, despite targeting 1 GW…

FRVO $3.8B

Doomberg Nov 11 5 clicks

Irreplaceable Assets, Explosive Growth, On Sale: LandBridge Q3 2026 Update

LandBridge’s Q3 revenue rose 39%, while newly acquired pore space could lift pro forma EBITDA and cut its 2027 EV/EBITDA multiple from…

LB $5.4B

310 Value’s Newsletter Nov 10 2 clicks

Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate After Q3 FY12/26 Earnings

Joby Aviation reported $55.1 million in Q3 revenue, raised 2026 guidance to $135 million to $140 million, and expects FAA pilot training in…

JOBY $6B

Cestrian Capital Research Nov 10 3 clicks

PTRN · short

Pattern Group INC

Pattern Group is a fragile consumer business targeted on the short side.

PTRN $3.7B

Value Investors Club Jul 15 3 clicks

Quick Value #331 - Corteva / Vylor Spin-Off

Corteva will spin off its Pioneer seed business, Vylor, on October 1, leaving crop protection RemainCo that could trade at 6.5-8.5x 2026…

CTVA $6.1B

Value Don't Lie Sep 21 5 clicks

[CoStar] Homes are different

CoStar spent more than $1 billion building Homes.com to challenge Zillow, betting seller-agent leads, proprietary listing content and…

ZG $6.7B

scuttleblurb Sep 21 6 clicks

I Tested Three Cannibals Against Dillard’s. I Bought Two. (CROX, CNX, GPI)

Crocs, CNX and Group 1 are tested against Dillard’s buyback-driven share-count reduction, with Group 1 leading and CNX’s convertible notes…

CROX $7.2BCNX $5.2B

Cannibal Stocks Sep 20 2 clicks

Aggressive Portfolio Trades: Buy Vail Resorts, Buy ORR, Short GEO

Vail Resorts, down 60% since 2022, is pitched for an El Niño-driven ski-season rebound; the portfolio also buys ORR and shorts GEO.

MTN $5.4BGEO $4.2B

Ian’s Insider Corner Sep 20 9 clicks

Who Really Runs Crocs? The Autopsy.

Crocs CEO Andrew Rees turned around the core brand, then borrowed $2 billion for HEYDUDE, whose $737 million write-down followed wholesale…

CROX $7.2B

Cannibal Stocks Sep 19 4 clicks

Research & Analysis: Ultra Clean Holdings (NASDAQ: UCTT)

Ultra Clean Holdings targets a $4 billion annualized revenue run rate by H2 2027 through manufacturing expansion and a broader…

UCTT $2.3B

Monte Independent Investment Research Sep 18 2 clicks

Power Semiconductors: The Follow-Up

STMicroelectronics, Navitas and Wolfspeed offer contrasting power-semiconductor cases tied to NVIDIA’s 800V AI data-center architecture,…

NVTS $2.7B

SixSigmaCapital: Navigating the Financial Markets Sep 17 4 clicks

The Offshore Message From Oslo

Offshore drillers have secured 105 rig-years by September, 42% above all of 2025, as national oil companies lock up long-term capacity.

RIG $5.9B

Cannibal Stocks Sep 17 2 clicks

Progyny: Best-In-Class And Likely To Exceed Analyst Estimates In 2027

Progyny's Q2 revenue rose 11% excluding Amazon, with margin expansion and nearly 100% EPS growth guidance for 2026 supporting…

PGNY $2.7B

Robert J. Lake Sep 17

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Saturday, November 14, 2026

Adam D. Wyden on X

Fierce_beast on X

SG on X

A Capital on X

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Asif Suria on X

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