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 $4.5BSKHY $701B
- 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
- Ophir Asset Management September 2026
- ByteTree Q3 2026
- White Brook Capital Third Quarter 2026 ACNT $123MCCLD $79M
- Lansing Street Advisors Q3 2026
Free Recaps of the best new stock ideas, delivered every morning.
AGI Inc: The Bargain Is Even More Attractive
AGI Inc trades at 5.6x earnings after a 35% post-IPO decline, despite roughly 30% ROE and resilient INSS payroll-loan growth.
Multiplo Invest 
[scuttleslops] AMZN, MTCH, SPOT, Open vs. closed models
Amazon’s fulfillment network and customer-review base limit autonomous AI shopping agents, whose referrals generate under 0.5% of major…
💥Hain Celestial: Earthly Issues💥
Hain Celestial sold its North American snacks business for $115 million as declining sales and EBITDA left $558 million of secured debt…
Taiwan Semiconductor: The Margin Peak That Isn't
TSMC says 2nm ramp costs and overseas fabs are temporarily pressuring gross margin as AI demand keeps semiconductor supply tight.
Gil Rotstein 1 click
Monte Investments Market Brief Vol. CXXXII
CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…
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…
IWA Research 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…
Copper Fox Metals: Research Flash
Copper Fox’s C$9.1 million Schaft Creek program advances metallurgical, tailings, water and road studies toward a pre-feasibility study,…
Muse Spark Open, Meta + Apple, Thin and Thick
Meta and Apple are partnering to run Meta’s open-source Muse Spark model locally on Apple devices.
WD #360: New Trade, Recent Market Action, Brazil/Inter Update
Atlassian is sold after a 130% gain, while iShares MSCI Indonesia ETF is added following the market plunge; the update also assesses the…
LEEEF · long Leef Brands INC
LEEF Brands, California’s largest cannabis extract manufacturer, supplies distillate, live resin and rosin to leading California brands.
Bread Financial ($BFH): When You Outsource Everything Except the Downside
Bread Financial is a short thesis centered on outsourcing operations while retaining downside risk.
Three Transactions in 48 Hours: ESRT Is Reshaping the Portfolio
Empire State Realty Trust bought a vacant $46 million Williamsburg retail property and refinanced 10 Union Square East with a $53.5…
Updates: Judges Scientific, Jet2, XPEL (JDG, JET2, XPEL)
Judges Scientific reported 6% organic revenue growth, but US sales fell 22%; NIH funding release and a Geotek coring expedition are its key…
Why Nike ($NKE) Won't Make It Into the Bearhold Universe
Nike is excluded from Bearhold’s universe because cultural relevance and consumer taste drive demand, leaving its revenue model less…
Future-proofing A Portfolio (An Excerpt From Our Recent Letter)
Eagle Point favors McKesson, AutoZone and other physical-network businesses with durable demand, scale moats and lower disruption risk than…
Under the Hood, Copart ($CPRT)
Copart’s salvage-auction network pairs scarce storage land with global online bidding, supporting insurer returns and a durable moat…
The $55,000 Shell Company That Became a $480M Healthcare REIT
Chiron Real Estate (XRN), a $480 million healthcare REIT, trades at 7.3 times AFFO amid a ticker change, reverse split, dividend cut and…
AXT’s Tongmei Problem: Great Asset, Fragile Economics
AXT’s 85.5%-owned Tongmei depends on offshore pricing, export approvals and transfer-pricing economics despite AI-optics demand.
Cracks in the Coconuts: Why Vita Coco’s ($COCO) Growth Narrative is Spoiling
Vita Coco’s growth narrative is deteriorating, supporting a short thesis on COCO.
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