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.
Friday, September 4, 2026
Back to today 
From X
Chris Camillo on X
spent a couple hrs this wk on $LULU research, as i do with numerous retailers during back to school and holiday season. lots of conflicting data and a tough setup to handicap going into the report. often the best trade is the one you don’t make. https://t.co/z3xvfjOsRE
Trevor Scott on X
Where were the signs $LULU https://t.co/B1RLkiGdlH
BuccoCapital Bloke on X
$IOT 13% after hours. Monster company firing on all cylinders https://t.co/Zfo3Wy7qxN
Trevor Scott on X
$LULU Hilariously bad guide -15% AH "For Q3 of 2026, the Company expects net revenue to be in the range of $2.290 billion to $2.320 billion, representing a decline of 10% to 11%."
Negligible Capital on X
$LULU comp sales fell 9% compared to last year. Jesus https://t.co/HkUK6ym4oR
Ian Bezek on X
@burningbushcap $CIB is a quarter of the Colombia ETF, $AVAL is 4%. Need folks to go stock-picking in individual names, right now, people are mostly buying the index.
Chris Camillo on X
@SkillJoy_00 how many GTA VI launch month, quarter, yr 1 units and what eventual online ARPU do you think the market is currently pricing in to $TTWO ? And how does your analysis differ from those expectations?
Investor Letters
All letters- Akre Capital Management, LLC Q3 2026 AMT $82BMA $497B
- Bristlemoon Capital Q3 2026 SNDK $236B
- Forager Funds Management July 2026 SGE $12B
- PenderFund Capital Management Ltd. July 2026 GNRC $12B
- Lindsell Train Limited July LDNXF $53BSGGEF $12B
- Asset Value Investors Ltd July 2026 UNVGY $27B
- Protean Funds July 2026 EVGGF $17BNVO $175B
- Royce Investment Partners year-to-date period ended 6/30/26 SANM $11BSNX $21B
Selling Where They Ain’t
Dollar General’s Q2 FY26 comparable sales rose 3.5%, beating Walmart U.S.
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…
Top 8 Rebound Stocks for Sep’26
Genuine Parts Company is one of eight potential rebound stocks on RC’s September 2026 watchlist.
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…
Krzysztof Bogdanski 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…
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…
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…
Deep Value Investing 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…
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.
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…
The Asian Investor 4 clicks
MOH · long Molina Healthcare
Molina Healthcare faces unprecedented Medicaid managed-care cost inflation and margin compression after its shares declined since October…
Salesforce Q2 - Hold - Destination Unknown - STP<$165
Salesforce trades at 14x trailing unlevered pretax free cash flow after Q2, with 10.8% revenue growth and unproven agentic AI adoption.
Tower Semiconductor: Silicon Photonics Inflection, Buy The Drawdown
Tower Semiconductor generated nearly half its revenue from AI optical content as Q2 2026 revenue reached a record $460 million and…
Miletus Research 3 clicks
Preview of the Week Ahead: W/C August 31, 2026
The week of August 31 features U.S. manufacturing, jobs and services data, while the S&P 500 and Nasdaq hold above key moving averages and…
SBAC 2026-08-29 SBA Communications Corporation: Fast-Growing Dividend, Undervalued
SBA Communications, target $230, pairs 2.3% Q2 revenue growth from international leasing with a 41% dividend payout ratio, buybacks and…
Philip Wang 2 clicks
Veeva 2Q’26: “SaaSpocalypse” Cancelled
Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached…
BE 2026-08-29 Bloom Energy: 5 Links That Cannot Break
Bloom Energy’s 80x forward earnings valuation relies on concentrated megaprojects, sustained AI data-center power demand and continued…
Valuation Rewind 2 clicks
ServiceNow: When SAAS Meets AI = Opportunities
ServiceNow targets $30 billion in FY2030 revenue and a Rule of 60+ as it expands premium agentic AI offerings and consumption-based pricing.
Meta Buys Away its Distraction at Minimal Cost
Meta’s $18 billion teen-addiction settlement makes $5.3 billion contingent on YouTube and TikTok adopting matching restrictions, while…
TSOH Weekly Roundup (08/28/2026)
TSOH Weekly Roundup tracks Dick’s Sporting Goods’ Foot Locker setback and Brown-Forman’s internal debate over a potential Pernod Ricard…
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Investor letters we follow
- 1851 Capital
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