Monday, September 7, 2026

On Holding $ONON: I Bought the Shoes First, Then the Stock

On Holding $ONON combines a high-margin direct-to-consumer footwear model with replacement-driven demand, after Q2 2026 sales rose 21.6%…

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…

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

U.S. CPI and PPI headline the September 7 week as the S&P 500 holds key averages, Bitcoin faces $82,000 resistance and gold tests its…

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…

Looking For A 2027 Defense Play: Honeywell Fits The Bill

HONA $53B

SA Petri Dish Reports Sep 4 3 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…

The Afterburners Could Kick In Soon On Southwest Airlines Stock - Rating Upgrade

Southwest Airlines is adding ancillary fees, assigned seating and premium products after a 6.7% Q2 adjusted operating margin, targeting up…

LUV $20B

SA Tim Dunn Sep 4

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

Veeva targets CRM share gains from Salesforce migration delays while Falcon agentic labor expands its reach into life-sciences safety,…

Intuit: The Recovery Is Only Beginning

Intuit targets 9.1% FY2027 revenue growth and 23% EPS growth after Q4 revenue rose 13.7%, supported by Global Business Solutions, Credit…

INTU $81B

SA Treading Softly Sep 3 5 clicks

Perpetual Futures and CME: What the Early Data Shows

CME perpetual-futures activity is tested against more than 240,000 CFTC data points on open interest and dealer positioning.

STRL · short

Sterling Infrastructure INC

Sterling Infrastructure short pairs STRL against EME and FIX, arguing data-center sitework contractors lack the margin upside available to…

Under The Hood: Ulta Beauty, Inc. ($ULTA)

Ulta Beauty’s 46 million-member loyalty model drove strong historical cash flow, but earnings have stalled since fiscal 2022 as SG&A rose;…

GCI Liberty (GLIBK) Acquires Quintillion: What is John Malone up to?

GCI Liberty is acquiring Alaska’s Quintillion fiber network for $360 million, giving John Malone a platform to expand GLIBK beyond its…

Buyout Update for Hidden Rock Capital Names

RE/MAX’s $13.80-per-share Real Brokerage offer is capped at $80 million cash, implying roughly $11.40 of value at REAX’s $2.02 share price.

Under The Hood, HCA Healthcare - $HCA

HCA Healthcare generated $75.6 billion of 2025 revenue and an 18.9% ROIC, pairing hospital-market scale with expanding margins and lower…

An Open Letter to the TPL Board

Texas Pacific Land shareholders urge two board additions, data-center expertise, and capital spending beyond mineral royalties toward…

Single Stock Spotlight #7: XPEL, Inc. (XPEL)

XPEL's paint-protection-film sales accelerated to 13% growth in 2025 as inventory resets eased, with margin recovery targeted after…

Linking RCM Technologies to a Multibillion-Dollar Hyperscale Buildout

RCM Technologies is providing engineering services to Cipher Digital, whose 3.4 GW contracted and pipeline capacity implies more than $20…

Our Q1 2026 Letter & Look Ahead: Oil, Iran, OXY & PTON

Open Square Capital’s Q1 2026 letter discusses the oil market, Iran, Occidental Petroleum and Peloton.

Defying the Surveys

PNC CEO Bill Demchak says consumer spending, savings, activity and loan growth contradict record-low University of Michigan consumer…