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.

GPK · long

Graphic Packaging Holding CO

Graphic Packaging (GPK) is pitched as a long with $22 fair value, implying roughly 100% upside, based on its low-cost paper-based packaging…

In Conversation: Cerebras Systems (CBRS)

Cerebras Systems sells WSE-3 wafer-scale AI chips and cloud capacity, with cloud and services rising to 43% of revenue after an OpenAI…

Matan on Stitch Fix

Stitch Fix’s rushed Freestyle pivot cannibalized its profitable Fix business, driving active clients below 3.4 million, quarterly revenue…

Under The Hood - Sprouts Farmers Market, Inc.

Sprouts Farmers Market’s 483-store fresh-food format combines dedicated distribution, curated assortments and long-built site selection,…

$50M Cash, No Debt, 0.74x Book: A Deep-Value Machine Tool Setup

A debt-free machine tool company with $50 million in cash trades at 0.74 times book value and below net current asset value.

MercadoLibre: Valuation Model

MercadoLibre’s sum-of-the-parts model values commerce and payments on FCFF, credit on equity returns, producing a $1,980 base-case target…

U-Haul Bought at the Top

U-Haul’s pandemic-era fleet purchases at inflated prices now drive higher depreciation and disposal losses as truck and van prices…

[scuttlebits] CPRT, ADBE, FIG, NVDA, QCOM, FDS, Memory chips

Copart’s returning CEO Jay Adair plans to restart European expansion and build domestic whole-car sales on its global buyer network amid…

Corporate dark arts: the strangest 8-K I've ever seen $DMRC

DMRC’s incoming CEO can earn more than $40 million if shares rise roughly fivefold, despite an 8-K warning of substantial doubt about the…

Double Down Interactive (DDI): Update

DoubleU’s $11.25-per-share bid for DoubleDown Interactive values its operating business at 0.25-0.7x EBITDA; minority holders can block it…