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.
Saturday, September 5, 2026
Back to today 
From X
David Orr on X
$GS should have ponied up the money. https://t.co/isJsSGuEzB
David Orr on X
Great companies are built by doing things differently, taking risks. $IBKR https://t.co/3sLFcI0ImD
Chris Camillo on X
@UncleAlpha007 FCL is a pretty useless valuation metric for a company deliberately reinvesting to fund explosive growth. And there’s a massive spread of outcomes on what $BE revenue even looks like in 2030.
Chris Camillo on X
hell of a week to own the future. $BE https://t.co/Un6jGv7rrR
A Capital on X
Thoughts on $FDXF @ $128?
Trevor Scott on X
New $LULU CEO is from $NKE too https://t.co/zf4Rwl1rH3
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
Investor Letters
All letters- Akre Capital Management, LLC Q3 2026 AMT $82BMA $497B
- Bristlemoon Capital Q3 2026 SNDK $236B
- Janus Henderson Investors July 2026 KLAC $243BMCK $104B
- Asset Value Investors Ltd July 2026 UNVGY $27B
- Forager Funds Management July 2026 SGE $12B
- PenderFund Capital Management Ltd. July 2026 GNRC $12B
- Lindsell Train Limited July LDNXF $53BSGGEF $12B
- Protean Funds July 2026 EVGGF $17BNVO $175B
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
CNH · long Cnh Industrial NV
CNH Industrial, the No. 2 global agricultural-equipment OEM, is pitched long at about $10 per share.
Revisiting Veeva #2
Veeva plans Falcon agents for pharmacovigilance, clinical-trial documents and regulatory writing, targeting multibillion-dollar…
Shitcos, Griftcos, and alignment versus enrichment at $IREN
IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing…
Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge
DoorDash’s integrated autonomous-delivery strategy contrasts with Uber’s 2026 divestment of Serve Robotics, its former delivery-robot…
Revisiting my Rubrik pitch and what I am doing now after a 100% run
Rubrik, RBRK, has risen more than 100% since a February pitch at $48; the investor updates plans for shares bought at a $53 average.
The Airbnb Blueprint
Airbnb’s Q3 guidance implies 17% TTM GBV growth, while World Cup-driven North American strength may create a difficult Q2 FY27 comparison.
Cerebras Systems, Inc.
Cerebras Systems’ WSE-3 wafer-scale chip targets low-latency AI inference with faster decode than GPU racks, while higher per-token costs…
WD #354: Colombia Earthquake, Software, CIB/AVAL/NU Earnings
Colombia’s earthquake frames risks for Tecnoglass as Grupo Aval, Bancolombia and Nu report strong earnings, including Nu’s 67% EPS growth.
Deep Dive: Uber ($UBER)
Uber generated $52 billion of FY25 revenue and $10 billion of free cash flow as investors weigh whether autonomous vehicles can erode its…
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Seeking Alpha 29 of 157
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X accounts we follow
Every account on this site, hand-picked.
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A Capital
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BDC
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catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Multiples Capital
Myles
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Negligible Capital
Odd Lot Arbitrageur
PAA Research
Pernas Research
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Prepared Remarks
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Rusholme Capital
Sahil Khetpal
SG
Tim Eriksen
Timyan Bank Alert
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ToffCap
Trevor Scott
Voss Capital
Yaron Naymark
Investor letters we follow
- 1851 Capital
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpinum Investment Management AG
- Ariel Investments
- Artisan Partners
- Askeladden Capital
- Asset Value Investors Ltd
- Baron Funds
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- Biglari Holdings
- Bireme Capital
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- Broyhill Asset Management
- Cantor Fitzgerald Asset Management
- Cedar Creek Partners
- Choice Equities
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- Crossroads Capital, LLC
- Distillate Capital
- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
- FPA Crescent Fund
- First Eagle Investments
- Forager Funds Management
- Fred Alger Management, LLC
- Giverny Capital
- Grandeur Peak Global Advisors
- Greenhaven Road Capital
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- Halvio Capital
- Hayden Capital
- Heartland Advisors
- Hoisington Investment Management
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- Intrepid Capital
- Invenomic Capital Management
- Janus Henderson Investors
- Kaydan Wealth Management
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- LVS Advisory
- Laughing Water Capital
- Lindsell Train Limited
- Macro Ops
- Maran Capital Management
- Markel Group
- Massif Capital
- McIntyre Partnerships
- Merion Road Capital
- Myrmikan Capital, LLC
- O'Keefe Stevens Advisory
- Oakmark Funds
- Palm Harbour Capital
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- Patient Capital Management
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Protean Funds
- RGA Investment Advisors
- Rowan Street Capital
- Royce Investment Partners
- Sequoia Fund
- Southeastern Asset Management
- Third Avenue Management
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- Upslope Capital Management
- Vulcan Value Partners
- Wedgewood Partners
- Weitz Investment Management
- White Falcon Capital Management
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