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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 $2.7B
The Oak Bloke 3 clicks

From X

@BrokenMoats

Broken Moats on X

Rate sensitive / consumer spending names starting to really take on water with rates and oil up....Game theory probably suggests the administration is likely to pull more tricks out of their sleeves leading into the midterms to try and increase affability and control rates (at least for talking points). --- Already witnessing a vert activist treasury secretary that (at least so far) did not succeed with his 6B buyback (but next month when the TGA refunding comes out I imagine he will use a much bigger mechanism to manipulate rates through the election) --- I also think the fed is much less likely to raise rates then the market is pricing (the committee members even beyond Warsh do not have the will to raise (Powell, Williams, etc) --- I also believe they will announce some sort of housing plan to have as a talking point for the closing stretch of these raises (down payment assistance, rate support, mass housing supply push on federal lands, etc). Does not matter if they never follow through, but something to come in mind as we play out the coming months I think some select housing plays that are blown out on weak starts, high rates, poor affordability, high commodity prices, etc. could be putting in attractive setups to go the other way for the coming months to election ($QXO, $LOW, $BLDR, $SSD)

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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
MGRC · long

Mcgrath Rentcorp

McGrath RentCorp's conservatively financed hard assets, pricing growth and a struggling competitor, WSC, underpin the long thesis.

MGRC $2.7B
Value Investors Club 2 clicks

Late August 2026 Random Ramblings

Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…

UWMC $2B
Yet Another Value Podcast 13 clicks

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