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Tuesday, October 20, 2026· 8364 stock ideas· 220 writers·
20,529 views· 9,600 clicks

From X

@KEDM_COM 1 click

KEDM.com on X

Deep Sail @DeepSailCapital turns up twice in our Q2 sweep. SK Hynix was one. Celestica $CLS is the bigger bet: Deep Sail initiated $CLS in Q2 and holds it as its largest conviction: after canvassing the whole space, it sees Celestica as the cheapest way to own the AI data-center build-out, with structural margin expansion and design wins secured in 1.6T and co-packaged optics. Deep Sail puts at least three years of runway on the build-out.
@BlueDuckCap

BDC on X

This is the fundamental reason we too like $SNAP. And the catalyst now is that a decade of Specs capital deployment with material negative ROE to date is coming to a cross roads. Either Specs shows enough promise, while fully acknowledging that the units sold this season will not be much due to price point/form factor, OR it's a pretty underwhelming event which will raise pressure to guardrail spend going forward. Wildcard would be some sort of partner announcement. We'd love that to be a minority investor in Specs such as $SPCX where we've found a lot of industrial logic. In any event, FCF per share is going up.
@KEDM_COM

KEDM.com on X

Old KEDM flag Butler National $BUKS continues to perform, and insiders are still adding shares on the open market. The last quarter (ending Jan. 2026) showed very strong, accelerating revenue growth and an EBITDA margin of>40%. As a reminder, Butler has a casino and an aerospace business (because why not). It's mainly the latter that is performing quite well. Plenty of aircraft need (military) modifications. Still 8x LTM EV/EBITDA (though EBITDA can be lumpy), strong margins, ramping cash flow, no coverage.

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