Sunday, September 13, 2026

Oak Bloke Bonkers Conkers 13th September 2026

Oak Bloke’s 2026 picks have returned 37% in GBP, with AltynGold, Geiger Counter, Silvercorp and China-focused trusts still rated buys despite higher prices and unresolved project risks.

SVM $2.7B

The Oak Bloke Sep 13 3 clicks

Sep 11 LULU $11B

Lululemon: The 15-Minute Thesis

Hated Moats 2 clicks

Sep 11 LULU $11B

Why “Affordable Luxury” Doesn't Compound

MBI Deep Dives 2 clicks

From X

@TidefallCapital Sep 3

Trevor Scott on X

$LULU Hilariously bad guide -15% AH "For Q3 of 2026, the Company expects net revenue to be in the range of $2.290 billion to $2.320 billion, representing a decline of 10% to 11%."

@BlueDuckCap Sep 3

BDC on X

@AltaFoxCapital @DeepSailCapital $SNAP

@negligible_cap Sep 3

Negligible Capital on X

$LULU comp sales fell 9% compared to last year. Jesus https://t.co/HkUK6ym4oR

@irbezek Sep 3 1 click

Ian Bezek on X

@burningbushcap $CIB is a quarter of the Colombia ETF, $AVAL is 4%. Need folks to go stock-picking in individual names, right now, people are mostly buying the index.

@KEDM_COM Sep 3

KEDM.com on X

Icon $ICLR finally published their restated financials. The revenue had been overstated by roughly 1% in 2024 and 2025. With shares up 40 percent since we added this name, we're declaring victory and will remove this from the monitor. We doubt AI will fully disrupt the others; this narrative will probably pressure the multiple going forward.

@ChrisCamillo Sep 3 2 clicks

Chris Camillo on X

@SkillJoy_00 how many GTA VI launch month, quarter, yr 1 units and what eventual online ARPU do you think the market is currently pricing in to $TTWO ? And how does your analysis differ from those expectations?

@DeepSailCapital Sep 3 1 click

Deep Sail Capital on X

Anti Software trade. Short $OKTA and $TWLO. Both are up 80-120% this year. If software trends down they both will get crushed 30%.

@DeepSailCapital Sep 3

Deep Sail Capital on X

$CRDO It’s pretty rare you find such a high moat business with massive growth that has been managed so well to keep extending their growth pathways. Three years ago they were just copper, now much more. The optics position: Credo isn’t just an AEC (copper) story anymore — they now own the full AI interconnect stack: • Optical DSPs (record Q1 revenue, 50G/100G-per-lane shipping now, 1.6T ramping later this FY) • ZeroFlap Optics • Silicon Photonics PICs (first revenue post-DustPhotonics deal) Management’s guiding >$600m in optical revenue for FY27 alone, with each of DSP/ZeroFlap/SiPho individually clearing $100m As AI clusters scale and speeds push past 800G toward 1.6T, connectivity becomes the bottleneck, everyone knows this. Credo sits at nearly every layer of that bottleneck, it’s been really thoughtful about product expansion so far. Management deserves more credit.

The Five Deals That Made Apollo

Apollo Global Management’s five defining deals, from Executive Life to Intel, built a $1 trillion asset manager spanning insurance and…

APO $74B

Net Interest Sep 11 1 click

TSOH Weekly Roundup (09/11/2026)

TSOH weekly roundup covers Meta’s child-safety settlement, Markel’s leadership transition, Peloton’s gym strategy and an upcoming Alarm.com…

MKL $22BPTON $2.1B

TSOH Investment Research Sep 11 2 clicks

Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate - Initiating Coverage

Joby Aviation is initiated at Accumulate after booking $116m of trailing revenue, forming a Toyota manufacturing venture and agreeing to…

JOBY $6.2B

Cestrian Capital Research. Sep 11

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…

TDG $61B

scuttleblurb Sep 10 1 click

Gaming And Leisure Properties: Guilty By Association With VICI

Gaming and Leisure Properties raised AFFO guidance and dividends after Q2, trading at 10.2 times forward AFFO with an 80% payout ratio and…

GLPI $12BVICI $26B

Dividend Collection Agency Sep 10

Quick Value #330 - Deckers Outdoor (DECK)

Deckers Outdoor has fallen about 60% from its late-2024 peak and trades at 11x earnings as HOKA growth slows.

DECK $11B

Value Don't Lie Sep 9 5 clicks

Intercontinental Exchange: AI-Driven Selloff Overdone, The Valuation Case Is Stronger (Rating Upgrade)

Intercontinental Exchange's valuation case rests on 5% Q2 revenue growth, a 61% adjusted margin and $100 million of MarketAxess synergies.

ICE $87B

Mike Zaccardi, CFA, CMT Sep 9

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

Union Pacific’s $85 billion Norfolk Southern merger pitch centers on a coast-to-coast rail network that cuts interchange delays and wins…

NSC $71B

scuttleblurb Sep 9 3 clicks

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 5 clicks

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

UHS · long

Universal Health Svcs INC

Universal Health Services is a profitable hospital operator whose $146 share price over-discounts an earnings-collapse scenario.

UHS $10B

Value Investors Club Jun 14 5 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

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 Sep 7 7 clicks

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%…

ONON $9.9B

Substack von Philipp Sep 7 5 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

X-Energy Could Be Building One Of Nuclear Energy's Most Valuable Platforms

X-energy targets $1.8 billion in annual revenue and more than 42% gross margins by 2032 through reactor IP, project services and…

XE $4.7B

Simple Investment Ideas Sep 6 2 clicks

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…

RYN $6B

The Value Road Sep 4 27 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 Sep 4 5 clicks

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

Tim Dunn Sep 4

Sunday, September 13, 2026

Trevor Scott on X

BDC on X

Negligible Capital on X

Ian Bezek on X

KEDM.com on X

Chris Camillo on X

Deep Sail Capital on X

Deep Sail Capital on X

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