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Thursday, September 10, 2026

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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 1 click

From X

@stockgutter

SG on X

$DBI out with a beat-and-raise, strong commentary: "Our second quarter results represent significant improvement in profitability year-over-year, highlighted by meaningful gross margin expansion as well as impressive sales growth in our Brand Portfolio segment," said Doug Howe, Chief Executive Officer. "We remain focused on generating long term value for our shareholders and are encouraged by the progress we are making against our strategic plan. These efforts have contributed to improved retail trends and a positive start to the third quarter, giving us confidence in raising our full year guidance." This is a stark contrast to rival $SHOE, which is puking on poor results and citing heavy promotional activity, and suppliers $NKE and $DECK which are testing 52-week lows.
@BlueDuckCap

BDC on X

$BKD - accelerating occupancy on operational improvements. Red-hot August making up for a softer than expected June. New chief sales officer seems to be doing a solid job. Renovations also helping. Like this management team. It might be an obvious play on Boomers aging but just because its obvious doesn't mean it won't work. The supply/demand mismatch is just econ 101. Lots of room to go if they keep up this solid execution under new management. Higher rates for longer keeps deters new supply too.

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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 6 clicks

Celsius: The Pepsi Put

Celsius holds 20% of the U.S. energy-drink market and 40% of sugar-free sales, but its $1.65 billion Alani acquisition complicates…

CELH $7.1B
TSOH Investment Research 7 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
CC · long

the chemours inc.

Chemours (CC) is presented as a long investment in its three-segment specialty chemicals business.

CC $2.3B
Value Investors Club

Affirm (AFRM): Buy Now, Cry Later

Affirm, a $25 billion buy now, pay later lender, faces a short thesis comparing its model with failed subprime monoline finance companies.

AFRM $24B
Kerrisdale Capital

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