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Heico Corporation

HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts expire.

HEI $43B

D Invests 4h ago 1 click

4h ago NOC $68B

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Update - Accumulate, Record Backlog, Zones And Stop Inside

Cestrian Capital Research 1 click

7h ago CRWV $34B

Monte Investments Market Brief Vol. CXXXII

Monte Independent Investment Research 1 click

From X

@DeepSailCapital Sep 10

Deep Sail Capital on X

Across all 110 position-instances: Average short return: +25.7%Median: +23.1%Hit rate: 81% — 89 of 110 names fell Best call, and it wasn't close: $EVTL Vertical Aerospace $5.00 → $0.58 Top performer on all five lists. The Sept '25 entry is +88%. Even the July '26 entry is +66%. The company flagged going-concern risk in a filing this month.

@DeepSailCapital Sep 10 1 click

Deep Sail Capital on X

The rest of the Sept '25 podium — a full year of holding: $EVTL +88% $SMR +77% $LVWR +76% $OKLO +73% $BTQ +73% $SOUN +69% $RGTI +67% 19 of the 20 names on that list fell. Nineteen.

@DeepSailCapital Sep 10

Deep Sail Capital on X

Biggest miss was $RUM. $RUM was my worst pick on four of five lists. Average: -23%. $PLTR: -13% average across four lists. Right on the multiple, wrong on the stock, repeatedly. $CVNA: -4% average — and I had it tagged Potential Fraud.

@stockgutter Sep 10

SG on X

@BertrandPirel to what do you attribute the substantial availability (1.85m shares) and low borrow cost (3.25%) for $GPRO at IBKR?

@BlueDuckCap Sep 10

BDC on X

Astute observation here. $STLN could not be better situated for the current environment, imo. https://t.co/sy97F9J9YU

@valuedontlie Sep 10

Colin King on X

August quick value write-ups... 1) $CALM -- cheap P/B mean reversion idea 2) $MNRO -- strategic review + activist + CEO incentive 3) $FOUR -- beaten down roll-up 4) $MKTW -- fundamental inflection point https://t.co/RcptMg3HfE

@ACapitalLP Sep 10 2 clicks

A Capital on X

$COO vs. $STE https://t.co/9MyttwErCs

@stockgutter Sep 10

SG on X

$DBI out with a beat-and-raise, strong commentary: "Our second quarter results represent significant improvement in profitability year-over-year, highlighted by meaningful gross margin expansion as well as impressive sales growth in our Brand Portfolio segment," said Doug Howe, Chief Executive Officer. "We remain focused on generating long term value for our shareholders and are encouraged by the progress we are making against our strategic plan. These efforts have contributed to improved retail trends and a positive start to the third quarter, giving us confidence in raising our full year guidance." This is a stark contrast to rival $SHOE, which is puking on poor results and citing heavy promotional activity, and suppliers $NKE and $DECK which are testing 52-week lows.

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Read past recaps

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 $7.5B

IWA Research 8h ago 1 click

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 $2.9B

Cannibal Stocks 9h ago 3 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 $268M

Sorrento Research 11h ago

Copper Fox Metals: Research Flash

Copper Fox’s C$9.1 million Schaft Creek program advances metallurgical, tailings, water and road studies toward a pre-feasibility study,…

TECK $31B

Atrium Research - Equity Research 18h ago 1 click

WD #360: New Trade, Recent Market Action, Brazil/Inter Update

Atlassian is sold after a 130% gain, while iShares MSCI Indonesia ETF is added following the market plunge; the update also assesses the…

TEAM $52B

Ian’s Insider Corner 18h ago 11 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Preview - Accumulate Rating, Zones And Stop Inside

Northrop Grumman reports Q3 2026 on October 20 with a $105 billion backlog, up 16% year over year, and trades at 23 times trailing…

NOC $68B

Cestrian Capital Research 22h ago 3 clicks

Nebius: The Pullback Strengthens The Case For An AI Infrastructure Champion

Nebius reported Q2 revenue growth of 454% and $3 billion ARR, targeting 5GW of AI capacity by 2030 after a Palantir partnership.

NBIS $56B

Salix Research 23h ago 10 clicks

AppLovin Deep Dive

AppLovin rebuilt its ad model with AXON 2.0, lifting LTM revenue to about $7 billion and margins to 77% as Unity competition threatens ad…

APP $88BU $19B

Speedwell Memos 24h ago 39 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 $525M

Trade Ideas Flow 29h ago 14 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 $317M

TSOH Investment Research 31h ago 13 clicks

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,…

LEN $18BFLO $1.3B

Latticework by MOI Global 33h ago 27 clicks

LendingTree (NASDAQ: $TREE) – A Cyclical Comeback Story Priced as if the Cycle Never Turns

LendingTree derives roughly two-thirds of revenue from insurance and trades near 4 times expected adjusted earnings despite record revenue,…

TREE $362M

Substack von Philipp 33h ago 7 clicks

Exelon: Shelter From The Storm And Nice Yield As Utilities Catch A Bid

EXC $45B

Michael Fitzsimmons 35h ago 4 clicks

Our Q3 2026 Update: Our Companies (OXY, RIG, VAL)

Occidental Petroleum’s debt should fall further after Q3 oil prices averaged $85 per barrel WTI and $91 Brent.

OXY $62BRIG $6.2B

Open Insights 35h ago 10 clicks

SKIN · long

Skinhealth Systems INC

SkinHealth Systems owns a dominant professional skincare consumables franchise but trades at roughly $115 million market cap and $255…

SKIN $73M

Value Investors Club Jul 21 1 click

Undercovered Dozen: Hess Midstream, Iovance Biotherapeutics, Netlist, And More

Hess Midstream, Iovance Biotherapeutics, Netlist and nine other lesser-covered stocks make this week’s Undercovered Dozen.

HESM $6.3BIOVA $6.7B

The Undercovered Dozen 41h ago 12 clicks

Zscaler CEO and CFO: We have the opportunity of a lifetime

Zscaler CEO Jay Chaudhry and CFO Kevin Rubin discuss the cybersecurity company’s growth prospects and valuation.

ZS $34B

The Technology Letter 42h ago 5 clicks

What Lies Beneath: The Developer Building a Data Center on a Former Army Dump Laced With Munitions and Carcinogens

Digital Realty paid $120 million for Atlanta-area parcels including a former Army dump with buried carcinogens and military ordnance.

DLR $60B

Hunterbrook 46h ago 22 clicks

Cerebras Systems: Beaten To A Pulp On Irrational Fears (Rating Upgrade)

Cerebras, a wafer-scale AI chipmaker, is forecast to nearly 10x sales by 2028 as capacity expands, while its shares have fallen on capacity…

CBRS $33B

Stone Fox Capital Oct 18 10 clicks

Semtech Analyst Day Review

Semtech raised Q3 guidance and targets $3.2 billion of fiscal 2030 revenue, excluding upside from its AI data-center optical and copper…

SMTC $16B

CV's Substack Oct 17 13 clicks

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