Thursday, September 10, 2026

TransDigm is still in it for the money

TransDigm’s sole-source aerospace parts generate roughly 70% aftermarket margins, with 90% of revenue tied to owned IP and 80% from sole-manufacturer components.

TDG $61B

scuttleblurb Sep 10 1 click

Sep 9 DECK $11B

Quick Value #330 - Deckers Outdoor (DECK)

Value Don't Lie 5 clicks

Sep 9 NSC $71B

[scuttleslops] UNP-NSC merger, HEI, NVDA, AVGO, DG, DLTR

scuttleblurb 3 clicks

From X

@natstewart5 Aug 20 3 clicks

Nat Stewart on X

@ragingbullcap $PBT interesting here to. Merging with royalty acres/surface interests owned by affiliate of the operator, converting to a C-Corp. Softvest is once again the architect as with $TPL https://t.co/acWX95uQQI

@blondesnmoney Aug 20

Cluseau Investments on X

The $NBIS and $CRWV bulls hate each other more than the average nation involved in a Middle Eastern conflict

@blondesnmoney Aug 20

Cluseau Investments on X

$IESC is buying DBM Global from $VATE for $650 Million. Not sure if I am missing something, but DBM's backlog is up 50% year over year, revenue up 25%, and they agreed to sell it for 11x earnings. What?

@kab604 Aug 20

kab60 on X

@BillRoman15 It's not that I'm confident $GPN has a structurally better merchant business. But with Genius, they seem to have a solid offering and perhaps more importantly, post TSYS/Worldpay, they have a focused business, whereas Fiserv will take long to clean up, which will hurt execution

@kab604 Aug 20 1 click

kab60 on X

@BillRoman15 I'm looking at '27 numbers, which gives $FIS and $GPN a full year of owning TSYS+Worldpay. But whatever metric I look at, fwd P/E, FCF or sales looks ballpark similar for the 3. Which honestly makes it a little hard for me to even own $GPN after the pop over buying more $FIS.

@kab604 Aug 20

kab60 on X

@BillRoman15 So my point is and has been for a while that I don't get why people would go with a massive turnaround in Fiserv, when you can get the same exposure but better fundamentals, mngmt with a track record (can debate if good or bad!) with $GPN + $FIS AND withot paying up

@kab604 Aug 20

kab60 on X

@THESAVAGEJOHNSO It's the biggest shitco in a sector full of shitcos. Can get the same exposure with $GPN + $FIS at about the same price, but they already focused their businesses, grow MSD and in a much better spot. $FISV can't hold on to neither execs nor customers, why bother

@kab604 Aug 20

kab60 on X

@BillRoman15 Not sure I follow... I also own $GPN and thinks it is great value despite a nice pop...

Lululemon: Deep Dive Analysis

Lululemon’s Q2 revenue fell 4% and Americas comparable sales 12%, as markdowns, tariffs and activewear rivals pressure its premium apparel…

LULU $11B

Hated Moats Sep 8 6 clicks

P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74

Ryan Tunis discusses P&C insurers, favoring Travelers over Chubb in a soft commercial market and calling AIG a near-book-value self-help…

TRV $79BAIG $39B

Steve Eisman Sep 7 6 clicks

Pinterest: Underlying Growth Remains Stronger Than The Market Thinks

Pinterest’s Q2 showed reaccelerating North American growth, while weaker international trends, AI-related engagement risks and elevated…

PINS $11B

Richard Durant Sep 7 2 clicks

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…

COIN $51B

SixSigmaCapital: Navigating the Financial Markets Sep 6 2 clicks

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

[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,…

VEEV $42B

scuttleblurb Sep 3 24 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.

CME $99B

First Strike Research Sep 3 14 clicks

Selling Where They Ain’t

Dollar General’s Q2 FY26 comparable sales rose 3.5%, beating Walmart U.S.

DG $28B

TSOH Investment Research Sep 3 1 click

Notes from a Dasher Shift, and the Drone Delivery Future

DoorDash’s delivery economics rely on customer tips and flexible labor, while rising courier costs make autonomous delivery central to…

DASH $84B

MBI Deep Dives Sep 2 5 clicks

IREN's Customers Are Starting To Fund The Build

IREN’s AI contracts now include customer prepayments covering 45% to 55% of GPU CapEx, while three-year pricing has risen 125% since…

IREN $19B

Quantryon Capital Sep 2 5 clicks

FTAI · long

Ftai Aviation LTD

FTAI Aviation, valued near $23 billion at roughly $226 per share, is presented as a long investment.

FTAI $20B

Value Investors Club Jun 11

SoFi Technologies: Growth Is Doing The Heavy Lifting, And I Am Buying The Setup

SoFi targets $4.75–$4.85 billion of 2026 adjusted net revenue as lending, loan-platform fees and cross-selling scale its financial-services…

SOFI $22B

The Curious Analyst Sep 8

Top 8 Rebound Stocks for Sep’26

Genuine Parts Company is one of eight potential rebound stocks on RC’s September 2026 watchlist.

GPC $18B

Rebound Capital Sep 2 2 clicks

Reddit: Rapid Earnings Growth With Room For An AI Expansion

Reddit's advertising automation, proprietary data and Reddit Max are driving rapid revenue growth and margin expansion, while AI licensing…

RDDT $29B

Krzysztof Bogdanski Sep 2 4 clicks

WD #356: Software/AI, Estee Lauder, Various Brazilian Stocks

LLM adoption is rising but may not generate returns sufficient to justify current AI investment; the aggressive portfolio exits Estee…

EL $36B

Ian’s Insider Corner Aug 31 1 click

Dollar Tree: Weathering The Storm

Dollar Tree’s $1.25 opening price and multi-price assortment supported 10% two-year comparable-sales growth, outpacing Walmart U.S.

DLTR $21B

TSOH Investment Research Aug 31 1 click

Preview of the Week Ahead: W/C August 31, 2026

The week of August 31 features U.S. manufacturing, jobs and services data, while the S&P 500 and Nasdaq hold above key moving averages and…

COIN $51B

SixSigmaCapital: Navigating the Financial Markets Aug 30

Veeva 2Q’26: “SaaSpocalypse” Cancelled

Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached…

VEEV $42B

MBI Deep Dives Aug 29 10 clicks

BE 2026-08-29

Bloom Energy: 5 Links That Cannot Break

Bloom Energy’s 80x forward earnings valuation relies on concentrated megaprojects, sustained AI data-center power demand and continued…

BE $83B

Valuation Rewind Aug 29 2 clicks

Meta Buys Away its Distraction at Minimal Cost

Meta’s $18 billion teen-addiction settlement makes $5.3 billion contingent on YouTube and TikTok adopting matching restrictions, while…

RBLX $34B

MBI Deep Dives Aug 28 7 clicks

Thursday, September 10, 2026

Nat Stewart on X

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