POST · long Post Holdings INC
Post Holdings remains a large position after the stock's recent decline.
Friday, July 10
Friday, July 10, 2026
Everything we published on this day.
10 stories
POST · long 
SITE · long Siteone Landscape Supply INC
SiteOne Landscape Supply, a 673-branch distributor, reaches roughly half of U.S.
Half-Year Returns + Short Portfolio Update
Emerging Moats returned 30.57% since July 2024 versus 43.37% for the S&P 500, with Oscar Health accounting for half its gains and a…
SK Hynix ADR Debuts Today. Here's the Gameplan.
SK Hynix's U.S. ADR begins trading as SKHYV before switching to SKHY, with HBM demand expected to outstrip supply as AI server memory…
MercadoLibre: Valuation Model
MercadoLibre’s sum-of-the-parts model values commerce and payments on FCFF, credit on equity returns, producing a $1,980 base-case target…
Ian Bezek on X
Citigroup $C ... is it a credit card issuer or an investment bank/broker? I think the market's making the wrong call here, but I could be mistaken. https://t.co/SlQxPnmuGc
Nat Stewart on X
@calleymeans @SecKennedy Seems like a tailwind for Lifeway $LWAY
Meta On the Offense!
Meta’s Muse Spark 1.1 targets agentic enterprise work, backed by employee workflow data and 3,000 engineers building reinforcement-learning…
U-Haul Bought at the Top
U-Haul’s pandemic-era fleet purchases at inflated prices now drive higher depreciation and disposal losses as truck and van prices…
$50M Cash, No Debt, 0.74x Book: A Deep-Value Machine Tool Setup
A debt-free machine tool company with $50 million in cash trades at 0.74 times book value and below net current asset value.
