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Friday, October 16, 2026· 2019 stock ideas· 217 writers·
17,179 views· 7,929 clicks

PesoRama: Research Flash

PesoRama will reach 54 JOi Dollar Plus stores by November after raising C$28.4 million, funding more than 50 additional Mexican store openings.

TBBB $6.8B
Atrium Research - Equity Research 1 click

From X

@BrokenMoats

Broken Moats on X

Rate sensitive / consumer spending names starting to really take on water with rates and oil up....Game theory probably suggests the administration is likely to pull more tricks out of their sleeves leading into the midterms to try and increase affability and control rates (at least for talking points). --- Already witnessing a vert activist treasury secretary that (at least so far) did not succeed with his 6B buyback (but next month when the TGA refunding comes out I imagine he will use a much bigger mechanism to manipulate rates through the election) --- I also think the fed is much less likely to raise rates then the market is pricing (the committee members even beyond Warsh do not have the will to raise (Powell, Williams, etc) --- I also believe they will announce some sort of housing plan to have as a talking point for the closing stretch of these raises (down payment assistance, rate support, mass housing supply push on federal lands, etc). Does not matter if they never follow through, but something to come in mind as we play out the coming months I think some select housing plays that are blown out on weak starts, high rates, poor affordability, high commodity prices, etc. could be putting in attractive setups to go the other way for the coming months to election ($QXO, $LOW, $BLDR, $SSD)

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October 2026 Random Ramblings

October 2026 market commentary covers SOLS’s cancelled merger, a hypothetical Starbucks-Chipotle deal, Russell 2000 weakness and AI…

SOLS $9.7B
Yet Another Value Podcast 84 clicks

LQDA: finer powder, higher doses

Liquidia’s Yutrepia sales reached $170.4 million in Q2 2026, while a patent ruling threatens its PH-ILD label but leaves PAH sales and a…

LQDA $2.4B
Trade Ideas Flow 4 clicks
SPHR · long

Sphere Entertainment CO

Sphere Entertainment is shifting from construction and startup spending to a high-margin, cash-generative venue-operator model, with…

SPHR $3.7B
Value Investors Club 1 click

Deep Dive: Inter & Co

Inter & Co, Brazil’s second-largest neobank, grew over 20% with controlled delinquencies and 15% book-value compounding while trading at…

INTR $3B
Capitalist Letters 7 clicks

You Understand Now, Why You Came This Way

Brazil’s October 25 runoff puts Bolsonaro’s likely victory at the center of a bullish regional-stock case; Golar LNG (GLNG) also reports…

GLNG $4.7B
WHAT ARE WE DOING? “Contrarians At The Gate” 3 clicks

Thursday Tailwinds #10: 8 Oct 2026

US aluminium tariffs, European glass automation and Foraco’s constrained drilling fleet create multi-year pricing tailwinds, with Century…

CENX $3.4B
Trade Ideas Flow 2 clicks

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