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Sunday, September 13, 2026

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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 $2.5B
The Oak Bloke 3 clicks

From X

@BrokenMoats

Broken Moats on X

$ROL ugly quarter, hate when the call is the following day (same with $MEDP) but as much as Ive beat it up on valuation over the past few years it finally starts to enter the interesting zone under $35. demographic trends to TX and the SE favor increased pest control over time, recurring service, start pushing 15-18x in the low 30s Research considerations - would be curious to see how increased PE movement into the space in different markets continues to impact density and lead generation and pricing as well as m&a opportunities before pulling the trigger here. Not a luxury but an essential service in my neck of the woods.
@ActAccordingly

PAA Research on X

$CB with some pretty chilling, but not entirely commentary on pricing on commercial property lines as the market continues to soften: Pricing on new biz or renewals (-12%) Pricing on the biz they chose not to renew or rejected (-40%) YOY! Otherwise, $CB was brutally honest about the softening across the marketplace in casualty lines and E&S in general. With MGA's flooding the market, this isn't a dynamic that changes overnight. Probably not a great market environment for our friends at $KNSL. Do bulls understand what they own?

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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 $73B
Net Interest 1 click

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
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 5 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 8 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

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