Friday, September 4, 2026

TSOH Weekly Roundup (09/04/2026)

TSOH Weekly Roundup covers Costco’s $4.99 chicken supply chain, Celsius’s 20% energy-drink share, and California utilities’ wildfire liability risks.

COST $398B

TSOH Investment Research Sep 4 5 clicks

Sep 3 VEEV $42B

[scuttleslops] VEEV, CRM, WDAY, SNPS, NVDA

scuttleblurb 24 clicks

Sep 3 CME $99B

Perpetual Futures and CME: What the Early Data Shows

First Strike Research 14 clicks

From X

@ChrisCamillo Sep 4

Chris Camillo on X

hell of a week to own the future. $BE https://t.co/Un6jGv7rrR

@ActAccordingly Sep 4

PAA Research on X

Fantastic work by all of those involved in the $FICO short. The (-60%+) decline from the peak feels right in a lot of ways. The chart is as good as you'll get for a short seller. However, like every other great short idea, bears endured THREE contra-trend rallies of 30-40% on the march to a (-60%+) decline over the past 18-months. That is typical and one of the reasons why shorting is so difficult.

@ACapitalLP Sep 4

A Capital on X

Thoughts on $FDXF @ $128?

@TidefallCapital Sep 4

Trevor Scott on X

New $LULU CEO is from $NKE too https://t.co/zf4Rwl1rH3

@TheBenSchmark Sep 4

JabroniCoin.USD on X

StoneX highlights $ZM into the post labor day Anthropic S-1 Unlike certain SPVs/tokens, Zoom has actual ownership. $125 PT that becomes $135+ if Anthropic meets $2T https://t.co/o0xtRsx5KG

@orrdavid Sep 4

David Orr on X

$LULU's old brand was exclusive, high quality clothes. Curated for only the best thing. Back in 2015. Over time, they expanded a ton and from too-high of volume alone, it would have been impossible to keep quality high. Recently this spun out of control and quality is downright terrible. How can this problem possibly be fixed? Don't they use a zillion different suppliers? I don't think there are enough good ones to replace them, even if someone executed very well. On top of quality problems, they ruined the brand image with DEI garbage. I don't see how that is repairable, at least not for many years. And finally, the whole athleisure category is stale. Which is $LULU's entire brand. Point being, if I was management, I would see no path to turning this ship around within 5 years. And the remaining company at the end would be much smaller than it is today. And that'd be the good outcome, with any of the above three points being a failure mode anyway.

@negligible_cap Sep 4

Negligible Capital on X

Why has $LULU never tried to buildout specialized yoga studios or acquire a chain like Corepower? Seems like it would be a great way to get more stable / recurring revenue via memberships and a good opportunity to cross sell products and attract the companies core clientele (fit yoga girls? I don't even know anymore man)

@Fierce__beast Sep 4 1 click

Fierce_beast on X

@FishtownCap Are there any decent food brand stocks any more? $MDLZ also seems troubled

Selling Where They Ain’t

Dollar General’s Q2 FY26 comparable sales rose 3.5%, beating Walmart U.S.

DG $27B

TSOH Investment Research Sep 3 1 click

Notes from a Dasher Shift, and the Drone Delivery Future

DoorDash’s delivery economics rely on customer tips and flexible labor, while rising courier costs make autonomous delivery central to…

DASH $84B

MBI Deep Dives Sep 2 5 clicks

Top 8 Rebound Stocks for Sep’26

Genuine Parts Company is one of eight potential rebound stocks on RC’s September 2026 watchlist.

GPC $18B

Rebound Capital Sep 2 2 clicks

Reddit: Rapid Earnings Growth With Room For An AI Expansion

Reddit's advertising automation, proprietary data and Reddit Max are driving rapid revenue growth and margin expansion, while AI licensing…

RDDT $29B

Krzysztof Bogdanski Sep 2 4 clicks

CrowdStrike (NASDAQ: CRWD) Stock Rating: Do Nothing After Q2 FY1/27 Earnings

CrowdStrike posted 25.8% Q2 revenue growth and $333 million of net new ARR, while FY27 ARR guidance rose to 34% despite a 150% stock rally…

CRWD $256B

Cestrian Capital Research. Sep 1

WD #356: Software/AI, Estee Lauder, Various Brazilian Stocks

LLM adoption is rising but may not generate returns sufficient to justify current AI investment; the aggressive portfolio exits Estee…

EL $36B

Ian’s Insider Corner Aug 31 1 click

Hewlett Packard Enterprise Q3: Margins Matter More Than AI Orders

Hewlett Packard Enterprise’s Q3 hinges on converting AI-networking orders while preserving its 21.6% segment margin, after booking $1.8…

HPE $81B

Deep Value Investing Aug 31 2 clicks

Palantir Q2 - We Move To “Distribute” Rating For 48hrs, Then To “Do Nothing”.

Palantir shares at $183 exceed Cestrian’s $177 target after Q2 revenue grew 93%, prompting a 48-hour Distribute rating as Q3 growth…

PLTR $440B

Cestrian Capital Research. Aug 31

Dollar Tree: Weathering The Storm

Dollar Tree’s $1.25 opening price and multi-price assortment supported 10% two-year comparable-sales growth, outpacing Walmart U.S.

DLTR $21B

TSOH Investment Research Aug 31 1 click

PayPal: Stripe Reportedly Walks Away; Here Are 2 Fallback Options

PayPal's failed Stripe and Advent bid leaves a Venmo spin-off or aggressive buybacks as value-unlocking options amid slowing growth and a…

PYPL $45B

The Asian Investor Aug 31 4 clicks

GPC · long

Genuine Parts CO

Genuine Parts trades at roughly 9x EBITDA as cyclical weakness and elevated NAPA investment temporarily depress earnings.

GPC $18B

Value Investors Club May 6 2 clicks

AngelAlign - Chinese clear aligners (6699 HK)

AngelAlign holds 3% of global clear aligners and sells about HK$10,000 below Invisalign in Hong Kong, alongside speculation that MBK could…

ALGN $11B

Healthy Stock Picks Sep 22

MNST Trading Below $53 Offers Nearly Risk-Free Return

Monster Beverage’s modified Dutch auction lets odd-lot holders buy 99 MNST shares below $53 and tender them at $53 to $60.

MNST $86B

Rod’s Ruminations May 23

Some Thoughts on Roaring Kitty

Roaring Kitty’s GameStop resurgence revisits GME shareholder activism and the meme-stock trading episode, with references to Bed Bath &…

GME $12B

Rod’s Ruminations May 21

(C)riminally (V)alued (S)caled Healthcare Services

CVS Health fell 20% after cutting 2024 adjusted EPS guidance to $7, but its Aetna insurance and Caremark PBM businesses support a…

CVS $111B

Rod’s Ruminations May 1

Does anyone remember when Alnylam went up 50 percent in a day on a phase three result

Alnylam’s 2022 50% phase-three gain faces FDA advisory-panel scrutiny over its amyloidosis drug’s label extension.

ALNY $32B

John Hempton's Newsletter Sep 12

Value Roundup

Talen’s post-bankruptcy nuclear assets, FREIT’s $22 Kushner bid and Calithera’s failed liquidation vote illustrate unusual small-cap…

TLN $14B

Exploring with Alluvial Capital Jul 5

Going Nuclear with Nuveen

Nuveen municipal-bond closed-end funds could unlock illiquid Energy Harbor holdings through Vistra’s acquisition, receiving cash and a…

VST $47BFE $26B

Exploring with Alluvial Capital Mar 21

Essex Biotechnology (1061 HK) - Core products fund investment portfolio

Essex Biotechnology trades at 8 times earnings despite patented Chinese biologics, near-60% niche market share and a portfolio built with…

PFE $158B

Healthy Stock Picks Apr 5

Friday, September 4, 2026

TSOH Weekly Roundup (09/04/2026)

[scuttleslops] VEEV, CRM, WDAY, SNPS, NVDA

Perpetual Futures and CME: What the Early Data Shows

From X

Chris Camillo on X

PAA Research on X

A Capital on X

Trevor Scott on X

JabroniCoin.USD on X

David Orr on X

Negligible Capital on X

Fierce_beast on X

Investor Letters

Selling Where They Ain’t

Notes from a Dasher Shift, and the Drone Delivery Future

Top 8 Rebound Stocks for Sep’26

Reddit: Rapid Earnings Growth With Room For An AI Expansion

CrowdStrike (NASDAQ: CRWD) Stock Rating: Do Nothing After Q2 FY1/27 Earnings

WD #356: Software/AI, Estee Lauder, Various Brazilian Stocks

Hewlett Packard Enterprise Q3: Margins Matter More Than AI Orders

Palantir Q2 - We Move To “Distribute” Rating For 48hrs, Then To “Do Nothing”.

Dollar Tree: Weathering The Storm

PayPal: Stripe Reportedly Walks Away; Here Are 2 Fallback Options

Genuine Parts CO

AngelAlign - Chinese clear aligners (6699 HK)

MNST Trading Below $53 Offers Nearly Risk-Free Return

Some Thoughts on Roaring Kitty

(C)riminally (V)alued (S)caled Healthcare Services

Does anyone remember when Alnylam went up 50 percent in a day on a phase three result

Value Roundup

Going Nuclear with Nuveen

Essex Biotechnology (1061 HK) - Core products fund investment portfolio

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Blogs 12

Seeking Alpha 29 of 159

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Friday, September 4, 2026

Chris Camillo on X

PAA Research on X

A Capital on X

Trevor Scott on X

JabroniCoin.USD on X

David Orr on X

Negligible Capital on X

Fierce_beast on X

Investor Letters

Publications we follow

Newsletters 91

YouTube 4

Blogs 12

Seeking Alpha 29 of 159

X accounts we follow

Investor letters we follow

Sectors