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Monday October 26th, 53 stock ideas |
| Most viewed |
 | How to Read a 10-K Like a Short Seller A four-layer 10-K framework tests revenue timing, receivables, reserves and depreciation against cash flow, using Hertz’s 2012-14 accounting as a case study. |
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| Technology and AI |
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 | Amkor Q3 FY12/26 Earnings Review Amkor's Q3 sales were flat at $1.991 billion as computing and automotive/industrial growth offset a 27% communications decline; Q4 sales guidance is $1.9 billion to $2.0 billion. |
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 | The Data Center Bridge Small- and mid-cap data center stocks trade as one despite sharply different funding bridges: 12 of 15 cover fixed costs on signed contracts, but 10 cannot do so today. |
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| Consumer Discretionary |
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| Financials |
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| Energy |
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 | Merger Monday & Election Implications EQT’s $50 billion merger with Range Resources and Ovintiv’s $1.26 billion acquisition of Logan Energy reshape North American oil and gas alongside Brazil and British Columbia election results. |
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| Healthcare |
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 | Molina & Kinsale Molina Healthcare and Kinsale Capital’s earnings are reassessed through a long-term lens, emphasizing conviction and detachment during drawdowns. |
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| Communication Services |
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 | “Our Strategy Is Unchanged” Netflix’s $51 billion FY26 revenue outlook and global streaming scale underpin its core strategy as management addresses slowing engagement, layoffs and rising competition. |
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| Consumer Staples |
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| Industrials |
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| Materials |
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 | Namib Minerals: Research Flash Namib Minerals’ How Mine mill reached 55,000 tonnes per month, 36% above prior capacity, while a proposed $30 million Ecobank facility would fund Redwing’s bankability program. |
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| Real Estate |
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| Utilities |
 | Bimergen Energy: Research Flash Bimergen Energy filed for a Texas retail-power license to supply data centers directly and gained eligibility for federal contracts through SAM and CAGE registrations. |
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| Investor letters |
| Third Quarter 2026 International Equity Composite Commentary |
| Third Quarter 2026 Global Equity Composite Commentary |
| Q3 2026 Investor Update |
| The Planning Quarterly |
| International Real Estate Value Fund Q2 2026 |
| Third Avenue International Real Estate Value Fund Portfolio Manager Commentary |
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