Heico Corporation
HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts expire.
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Myles on X
$CRWD and $AAPL down while $RSP and $IWM are moving higher. The rotation is going on. https://t.co/kI2lak0n6e
Mr Neutral Man aka "Howard Marks of REITs” on X
$SITC is $3.60 right now This is a huge 6% move for a late stage liquidation with mostly cash at this point Get $3.00 back in 2 weeks Sad I couldn't buy more yesterday, hands were tied https://t.co/lpnBQSrdIh
SG on X
covered half of the $BSP calls
SG on X
Robotics company prints triple-digit sales growth and market doesn't care. Once the hype fades it is hard to get it back $KSCP https://t.co/wf9kQLZCAi
Prepared Remarks on X
$orcl https://t.co/JO02f0DuyR
Mr Neutral Man aka "Howard Marks of REITs” on X
$WD falls into this cathartic IMO
Deep Sail Capital on X
$HTZ - Short squeeze is accelerating. Borrow rates above 50%.
Adam D. Wyden on X
Hight quality white collar talent with their own agentic OS @Mark_Penn @jayleveton @ballan11 SNACKWELL AI !!! 🤖 🖥️📈 https://t.co/2guP71b85B $STGW
Investor Letters
All letters- Blue Tower Asset Management third quarter 2026 ENVA $4.5B
- The London Company 3Q2026 CCC $4.5BDECK $12B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 AGX $4.9BBE $70B
- Artisan Partners Q3 2026 CGNX $9.6BCLH $17B
- White Brook Capital Third Quarter 2026 ACNT $123MCCLD $79M
- Davenport Asset Management Q3 2026 ACM $7.6BACN $138B
- Distillate Capital 2026 Q3 ORCL $403BTOL $12B
- Ariel Investments Quarter Ended September 30, 2026 BIO $9.7BCRL $15B
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