Sunday, September 6, 2026

Titan Mining Q2 Update

Titan Mining reported Q2 revenue of $25.7 million and adjusted EBITDA of $9.6 million as zinc output rose, while advancing its Kilbourne graphite project and germanium recovery.

TII $309M

Sylence Capital Sep 6 4 clicks

Sep 6 AMZN $2.8T

Preview of the Week Ahead: W/C September 7, 2026

SixSigmaCapital: Navigating the Financial Markets 2 clicks

Sep 6 APP $104B

AppLovin Deep Dive: Not A No Brainer

Capitalist Letters 6 clicks

From X

@ChrisCamillo Sep 6

Chris Camillo on X

Been getting the same pushback on my $TSLA cybercab take for yrs: “you just don’t get it.” Meanwhile, the opportunity cost of parking capital in $TSLA during this period of stratospheric returns across AI winners would have been catastrophic. If robotaxi starts showing signs of being 5x bigger than I’m modeling, or when optimus materializes, I’ll happily lean into the trade late. Until then, I’m continue to allocate capital where I have better visibility into what I can actually observe vs. speculative scenarios that are years out. no hate to the tesla fanboys. your win if it happens won’t be my loss

@leevalueroach Sep 6

Lee Roach on X

There will be a point where I just slam my nuts on the table and buy $LULU. Too much hate. The more you guys hate it the better a contrarian signal. https://t.co/bZvCjLOkvk

@ACapitalLP Sep 6 3 clicks

A Capital on X

$FLEX pre-spin interesting in $100-$105 range.

@leevalueroach Sep 6 2 clicks

Lee Roach on X

This chart is looking sexy. Seems like a great contrarian bet. I could see an activist coming in. Seems like a good fit for Sycamore Partners. $NKE. https://t.co/RZUxUyL7AN

@ACapitalLP Sep 6 1 click

A Capital on X

Post $LEG acquisition, $SGI seems interesting here. I understand the bedding trough could last longer, but what’s the real downside? Industry volumes are already below the GFC trough, the company is growing EPS despite the environment, and now you layer on immediately accretive LEG + significant self-help. What am I missing?

@orrdavid Sep 5 3 clicks

David Orr on X

$GS should have ponied up the money. https://t.co/isJsSGuEzB

@orrdavid Sep 5 3 clicks

David Orr on X

Great companies are built by doing things differently, taking risks. $IBKR https://t.co/3sLFcI0ImD

@ChrisCamillo Sep 5 1 click

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.

RBC Bearings Has Fallen Enough To Shift Gears (Rating Upgrade)

RBC Bearings' Q1 2027 revenue rose 19.2% and net income 48.2%, while a $2.3 billion backlog driven by aerospace and defense supports growth…

RBC $16B

Daniel Jones Sep 6 1 click

Amazon’s AI Economics

Amazon combines AWS AI infrastructure, model-company stakes and retail automation, with AWS targeting $1 trillion in annual revenue over…

AMZN $2.8T

Modern Value Investing Sep 6 7 clicks

SSR Mining: The Cash Is In, And Shares Are Still Cheap

SSR Mining holds $1.8 billion cash with no debt after exiting Turkey, while higher costs persist.

SSRM $7.8B

The Supercycle Investor Sep 6 2 clicks

When Anyone Can Make a Movie, Netflix Still Wins

Netflix’s roughly $20 billion content budget can become an editorial advantage as generative AI cuts production costs and floods viewers…

NFLX $511B

Bearhold Research Sep 5 8 clicks

Bypassing RevenueBench to Buy the Feedback Loop

Meta’s free model strategy lifted OpenCode token share from 25% to 40%, building coding-data feedback loops and reducing reliance on…

META $1.7T

MBI Deep Dives Sep 5 2 clicks

Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap

OpenAI's potential failure could expose the US economy's growing dependence on AI capital spending, according to Steve Eisman.

NVDA $5.4TMETA $1.7T

Steve Eisman Sep 4 18 clicks

The Fed Is Going to Lose the Bond Market and I Found the Asset That Gets Paid When It Does

Rayonier’s 4.0 million acres are valued at $393 an acre after other assets, versus $1,200 to $1,800 cutover-land sales, framing the timber…

RYN $6B

The Value Road Sep 4 27 clicks

Spare a Thought for Broadcom Shareholders

Broadcom’s FY2028 revenue estimate rose from $162 billion to about $270 billion and EPS from $17.60 to $30, while the stock remained flat…

AVGO $1.7T

MBI Deep Dives Sep 4 10 clicks

Equinor: Positive Fundamentals Could Be Stifled By EU Emergency Measures (Rating Downgrade)

Equinor’s H1 2026 net income doubled to $7.94 billion as European gas prices rose, but EU energy-crisis measures could curb profitability.

EQNR $104B

Zoltan Ban Sep 4 4 clicks

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…

CELH $7.1BCOST $398B

TSOH Investment Research Sep 4 5 clicks

TDC · short

Teradata CORP

Teradata is a short as its on-premises analytics business declines while enterprises shift workloads to cloud-native platforms.

TDC $2.7B

Value Investors Club May 16

Contrarian Low-Cost Producer at a 15% FCF Yield + Excess Real Estate

California Resources (CRC) trades at a 15% FCF yield, owns roughly $80 per share of proven reserves and acquired Berry Petroleum at a steep…

CRC $4.7B

Base Hit Investing Dec 29

Data Centers in the Permian Basin Part 3 - First Comes Power

Chevron’s proposed $6.5 billion, 2.5GW West Texas gas plant could support Permian AI data centers, with TPL, Oxy and WaterBridge land…

TPL $23B

310 Value’s Newsletter Dec 19 2 clicks

TransDigm (TDG) – The King of Aerospace Private Equity

TransDigm built a $72 billion aerospace-components consolidator through 90 acquisitions, delivering 23.1% annualized stock returns since…

TDG $61B

Bristlemoon Capital Dec 18

Haw Par Corporation Limited

Haw Par combines Tiger Balm’s stable cash flows with property, leisure and healthcare operations plus stakes in UOB and UOL.

HAWPY $3B

smallvalue. Dec 17 4 clicks

QXO

QXO, Brad Jacobs’ building-materials distributor roll-up, targets rapid acquisitions and a $50 billion revenue run rate by 2032.

QXO $13B

Kairos Research Dec 11

Revisiting Veeva #1

Veeva’s AI tools for pharmacovigilance case processing and trial-document management target more than $1 billion of potential revenue,…

VEEV $42B

Lewistown Capital Dec 11

Hemnet – Broken Moat or Misunderstood Monopoly?

Hemnet’s Swedish listings monopoly has fallen from SEK420 to about SEK160 as growth slows, leaving investors to judge whether its 90% share…

HMNTY $669M

Bristlemoon Capital Dec 8

Movie Theaters Risk and Opportunities; Netflix/WBD Deal; Is Disney Cheap?

Netflix’s Warner Bros. Discovery bid pushed Cinemark down 25% in two weeks, raising concerns that Warner Bros.

CNK $4.2BNFLX $511B

Base Hit Investing Dec 8

Carving Up the TPU

Google’s TPUs give it vertically integrated AI training and inference economics as Anthropic and Meta consider adoption, challenging…

GOOGL $4.3T

Citrini Research Nov 27 2 clicks

Sunday, September 6, 2026

Chris Camillo on X

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A Capital on X

Lee Roach on X

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