Monday, September 14, 2026

No Cap? Currently Capped by Three Hundredths of a Percent: Medtronic’s MiniMed Split-Off Odd Lot

Medtronic’s MiniMed split-off gives odd-lot MDT holders priority on a 7% discounted exchange, but a 4.5939-share cap has begun reducing the payoff.

MDT $116BMMED $5.9B

Rod’s Ruminations Sep 14 4 clicks

Sep 14 ADBE $99B

Adobe 3Q26 Update

Speedwell Memos 2 clicks

Sep 14 DE $187B

[scuttleslops] Amazon grocery, John Deere and AI, picks and pans in P&C Insurance, Copart earnings and the ACV acquisition

scuttleblurb 1 click

From X

@irbezek Aug 16 2 clicks

Ian Bezek on X

@MoodyWriter13 I think $NBIS is as viable of a business as $OKLO is -- that is to say, a clear stock promote as opposed to a for-profit business. But little reason to post about it. The bulls have their view and reality will come for them in due time. I'm not going to change their mind.

@DeepSailCapital Aug 16

Deep Sail Capital on X

$RKLB at $5 - $2.5b valuation for the only real launch vehicle business that is competitive with SpaceX. Founder led, engineering focused, good M&A deals. Sold at ~$50 last year. $PNG.v at $1.2. Subsea batteries moat, co-developed products with Andruil, huge ramp, good management.

@AltayCapital Aug 16 2 clicks

AltayCap on X

New writeup on the 'Stack. MegaChips (TYO 6875). After-tax stake in $SITM in the U.S. + NCAV is ¥19,842 vs ¥11,250 stock price. Operating biz is capital light and management aims for ¥10bn in OP in FY30. There's other financial assets too. mcap: ¥158.3 billion ($1 bn USD) https://t.co/gPhHG8P5nY

@irbezek Aug 15 4 clicks

Ian Bezek on X

@boujee_banker @Nobilis_Capital @HettyGreen2020 $FMX reports Bara data, it's growing double digits as well, albeit slower than $TBBB. https://t.co/hlJy1GhSnZ

@irbezek Aug 15 3 clicks

Ian Bezek on X

@sadvalueinvestr Anthropic buying Pacifico Airports $PAC at 25x EBITDA would be accretive to their earnings, and I'd be a willing seller at that price. Let's make a deal!

@majgeoinvesting Aug 15

Maj Soueidan on X

Been thinking about $FTEK for the last couple days. My first reaction to the Q2 report was disappointment (although, it was largely expected). However, I’m trying to get better at flipping my initial positive or negative emotional reactions and think of the counter responses. For FTEK, that would be: ✔️Tiny bit of information arbitrage in the earnings call that they are trying to iron out some things with a data center customer on supply chain guarantees. The key here is that they’re having active discussions with that customer. I don’t think they previously got anywhere close to that. ✔️The new CEO could potentially flip the narrative on FTEK pretty quickly. It looks like the company has a bloated expense profile. I want to see if there’s anything in that structure that could be eliminated, that would quickly make the company profitable. ✔️Furthermore, maybe the new CEO takes the company’s $30M cash balance, and makes an acquisition. Due to his experience working at $CECO prior to joining FTEK, he should have some experience evaluating acquisitions,

@majgeoinvesting Aug 15

Maj Soueidan on X

Here’s another example of why investing is hard. You got the social and financial media telling you that AI is a bubble and that the level CAPEX can’t last. Then you got companies like $STRL and $TPC with great visibility… and now $CECO with visibility out to 2030.🤷 https://t.co/DWLzQBGNCm

@DOMOCAPITAL Aug 14

DOMO Capital Management, LLC on X

Looks like a nationwide bankruptcy... Huge for $PBI presort business... https://t.co/giIQNCyH2Y

Cestrian Rating Actions - Week Ending 11 September 2026

Cestrian initiated Joby Aviation at Accumulate and upgraded Applied Materials and Broadcom to Accumulate for the week ended 11 September…

JOBY $6.4BAMAT $375B

Cestrian Capital Research. Sep 14

Oracle Corporation (NYSE: ORCL) - Q1 FY2027 Earnings: Record CDS Spreads, $88B Net Debt, And The OpenAI Question

Oracle’s $88.3 billion net debt and $90-95 billion capex plan pushed five-year CDS to 215 bps, despite 121% OCI growth and a $664 billion…

ORCL $437B

Cestrian Capital Research. Sep 14

MKS Instruments: Penang Expansion Boosts WFE Outlook Despite Margin Pressure

MKS Instruments posted $1.25 billion in Q2 revenue and is expanding Penang capacity for a $200 billion to $250 billion wafer-fab-equipment…

MKSI $17B

The Straits Strategist Sep 14

Adobe 3Q26 Update: Nothing Broken, Nothing Explained

Adobe’s fiscal 3Q26 revenue grew 13%, while ARR growth was about 9.3% excluding Semrush.

ADBE $99B

Speedwell Research Sep 14 1 click

Enel Chile S.A.: Cheap, Profitable, And Operating In Chile's Next Great Energy Revolution

Enel Chile uses battery storage and grid management to turn renewable oversupply into flexibility, lifting H1 2026 EBITDA 3.9% and net…

ENIC $6.1B

Ryan Canady Sep 14 4 clicks

Alarm.com: False Alarm?

Alarm.com, founded after CEO Steve Trundle’s bad home-security experience, has fallen from $105 in 2020 to about $55, testing whether…

ALRM $2.6B

TSOH Investment Research Sep 14 1 click

Booking Holdings Deep Dive: An Attractive Setup

Booking Holdings trades at 19x earnings, its lowest since 2022, after a 20% annual decline, with the thesis resting on durable online…

BKNG $117B

Capitalist Letters Sep 13 4 clicks

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…

SVM $2.5B

The Oak Bloke Sep 13 3 clicks

Nintendo: The Software Payoff Is Still Ahead

Nintendo expects software, digital sales and character licensing to drive growth, with FY2027 revenue forecast at ¥2.05 trillion and…

NTDOY $61B

LL Insights Sep 13

AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap

Ten-year Treasury yields breach 4.9% as Steve Eisman discusses AI fears, OpenAI's price cut, Oracle's 30% revenue growth and Tesla's…

ORCL $437B

Steve Eisman Sep 11 2 clicks

TYL · long

Tyler Technologies INC

Tyler Technologies, TYL, is positioned as a resilient govtech software provider if AI disrupts enterprise SaaS.

TYL $14B

Value Investors Club Jun 16

Keurig Dr Pepper: Beverage Momentum And JDE Peet's Synergies Support A Buy

Keurig Dr Pepper’s U.S. beverage growth and JDE Peet’s acquisition support earnings growth as coffee-cost and tariff pressures ease.

KDP $42B

Value Capital Research Sep 12 1 click

Lululemon: The 15-Minute Thesis

Lululemon’s North American sales, margins and legging demand are falling as Alo and Vuori gain share, leaving its brand moat and depressed…

LULU $11B

Hated Moats Sep 11 2 clicks

Chevron: $100 Oil Price Can Last Longer Than You Think

Chevron’s 2027 EPS could be underestimated by about $4.50 per share if U.S.-Iran conflict keeps oil near $100 rather than forecast $74 to…

CVX $403B

Envision Research Sep 11 1 click

Why “Affordable Luxury” Doesn't Compound

Lululemon’s growth stalled as affordable-luxury apparel brands face fading post-Covid demand, cheap social-media influence and China…

LULU $11BNKE $54B

MBI Deep Dives Sep 11 2 clicks

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 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

Independence Realty Buying Centerspace: Opportunity And Implications

Independence Realty Trust is buying Centerspace in stock to create an $8.1 billion apartment REIT, targeting 5% 2027 Core FFO per-share…

IRT $3.8B

Dane Bowler Sep 11

Applied Materials (NASDAQ: AMAT) Stock Rating: Upgrade To Accumulate After Q3 FY10/26 Earnings - Accumulation Zone And Stop Inside

Applied Materials reported Q3 revenue of $9.1 billion, up 25%, and $2.3 billion in free cash flow as AMAT fell roughly 40% from its June…

AMAT $375B

Cestrian Capital Research. Sep 11

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 $6.4B

Cestrian Capital Research. Sep 11

Monday, September 14, 2026

Ian Bezek on X

Deep Sail Capital on X

AltayCap on X

Ian Bezek on X

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Maj Soueidan on X

DOMO Capital Management, LLC on X

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