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Sunday, September 6, 2026

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@ActAccordingly

PAA Research on X

Someone just sent me a brief slide deck on $MCD and it made me realize that I never, I mean never hear anyone talk about it on this platform. Not even @jeffmacke mentions $MCD at his 3:45AM Denny's sessions and he likes to keep everyone on their toes about monster consumer franchises that receive little investor attention in this tech driven era. It did remind me that Ron Dottin called the bottom in this stock in late 2002 after $MCD went through 3-CEOs in a few years (one of which who died) and the company was seemingly in shambles. The stock went up 5x in 5-years. That was back when that meant something. On paper, $MCD looks like the least interesting setup (long or short) I've seen in a really long time.
@BrokenMoats

Broken Moats on X

After Montgomery-Caribe and the impact on liability for brokers, and the general trend of dramatically higher insurance across the trucking space in recent years. How do people close to the freight market think about the truck rental companies like a U-Haul? If we are pushing liability on professional drivers, what is the case to give everyday drivers access to various side truck fleets and send them off to drive them on American highways? Clearly this practice seems unlikely to go away and U-Haul likely can pass escalating insurance costs on consumers better than the professional transport market but something to think about relative to margins and future demand in this space I think..... $UHAL
@BrokenMoats 1 click

Broken Moats on X

still feel the rotation from July-current is more about a short squeeze (the opposite end of the Situational Awareness portfolio) and the dispersion of having to unwind the long semi trade portion. But that rubber band is similarly stretched as it was the opposite direction at the end of June. Still feel its in the process of reversing (even the morning action today looks like a top could set in?) $RNG, $IT, $APPN, $TGT, $EXPE, $FDS, $PAYC, $ELF, $MET, $MFC, $GDDY, $V, and many more that were AI losers that have had incredible runs in the past 4-6 weeks seem like good ways to be short against a snap back to AI or a more seasonal unwind from policy risk trying to control rates, midterm/fall seasonal factors, etc. Especially with SaaS earnings taking the stage later this week and next (overshadowed by $NVDA on Wednesday)

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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…

COST $398B
TSOH Investment Research 5 clicks
MOH · long

Molina Healthcare

Molina Healthcare faces unprecedented Medicaid managed-care cost inflation and margin compression after its shares declined since October…

MOH $11B
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