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Monday, September 7, 2026

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@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)
@ActAccordingly

PAA Research on X

Yes, you're touching on some of the issues that $Z/$ZG faces in the residential real estate landscape. There are reasons that the stock trades at 8-9x FY27 consensus EBITDA even though the company continues to grow revenues at a mid-teens clip YOY organically while generating huge FCF. We've written HUNDREDS of pages on these issues so this is not the right forum to litigate the relative merits of any of these concerns. Zillow has a lot of organic initiatives that should sustain growth for the next few years. From all my work, the commission structure of the industry is not changing much right now, but of course that seems inevitable at some point. If you really drill down to what $Z/$ZG is doing strategically it's all about becoming more deeply integrated into the transaction. Follow-up Boss was the most important acquisition the company ever made IMO. You don't need to see around corners here, but you have to look through the noise to see what the company's doing.

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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…

TII $309M
Sylence Capital 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 $7.1B
TSOH Investment Research 5 clicks

Sangamo Bankruptcy (SGMOQ)

Sangamo Therapeutics’ Chapter 11 asset sales leave common equity tied to $100 million in PTC Fabry therapy approval milestones and a…

SGMO $58M
Triple S Special Situations Investing 6 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $727M
Nat Stewart - Stock Picking Newsletter 15 clicks
LZ · long

Legalzoom.com INC

LegalZoom trades near all-time lows as AI adoption is positioned to accelerate growth.

LZ $1B
Value Investors Club

IEH Corporation: Research Note

IEH Corporation won $6.5 million of APKWS orders, lifting backlog above $45 million as defense connector demand drives capacity expansion.

IEHC $72M
Atrium Research - Equity Research 1 click

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