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 $5.8B

Rod’s Ruminations Sep 14 4 clicks

Sep 14 ADBE $93B

Adobe 3Q26 Update

Speedwell Memos 2 clicks

Sep 14 DE $188B

[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

@LittleOwlRes May 8

Little Owl Research on X

1/ So first things first, $HHH missed on top and bottom line. Am I concerned? Absolutely not. Value was created for shareholders and I'll briefly explain why...

@catechwilliams May 3

catechwilliams on X

$OII Niche leader in subsea robotics at 12x P/E. Offshore rig count accelerating (70% share), A&D growing DD, new autonomous tech a major growth driver in other end markets (lifts, etc). Investor day next week will showcase products and new LT targets. >50% NTM upside, IMO.

@catechwilliams Apr 30

catechwilliams on X

@TheMuffinMan28 SRS is a PE rollout, bit of a hodgepodge of assets. Concentration in landscaping, pool and roofing. No exclusive relationships (GMS is for $AWI, regional duopoly across most categories). End customers are small homebuilders (more competitive, less scale benefit for distributors).

@catechwilliams Apr 30

catechwilliams on X

$GMS Underfollowed building products distributor, HSD growth, favorable mix shift/ margin, tracking to beat estimates, trading at 10x EPS, 7x EBITDA. Peers at >50% higher multiples. $HD just acquired lower quality peer SRS for 17x EBITDA. GMS = $240 or +150% at that multiple.

@catechwilliams Apr 19 1 click

catechwilliams on X

$LYTS Very attractive acq of EMI following successful prior M&A blueprint--significant cross-selling op, cost reduction, expands product set which further solidifies dominant national position. Seeing +50% upside to shares from here.

@LittleOwlRes Apr 16 1 click

Little Owl Research on X

@Tonyforever2003 @marketplunger1 This is exactly what came to my mind when reading this. I'm long $GPRK and $GTE for precisely this reason.

@LittleOwlRes Apr 16 1 click

Little Owl Research on X

Here is a little pricing guide for any of you looking into $HHH at the moment. Credit to @mfwarder for the format. https://t.co/MeZP5qopmR

@catechwilliams Apr 16

catechwilliams on X

$DAKT. Over the last 3 weeks have won several large upgrades—Colorado, UVa football stadiums. Each $15M projects to boost backlog and revenue >10% in the next quarter, further solidifying dominant market position. https://t.co/JFou9jCYxr

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 $385B

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 $18B

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 $93B

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 $5.9B

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

Barnes & Noble Education: Improving Fundamentals

Barnes & Noble Education is shifting from campus bookstore retail toward recurring-revenue infrastructure for inclusive-access course…

BNED $386M

Given Mahlangu Sep 14 2 clicks

Unpolished Thoughts on Stocks #1

Genius Sports aims to turn official sports data into AI-driven, real-time advertising, with media and ads already about 40% of revenue.

GENI $1.6B

Sylence Capital Sep 13 2 clicks

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

SLVM · long

Sylvamo CORP

Sylvamo, a $1.6 billion uncoated freesheet paper producer, has fallen about 60% from its November 2024 high above $95 to roughly $40.

SLVM $1.4B

Value Investors Club Jun 16 2 clicks

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

USA Compression: Unlocking Efficiency As It Heads To The Texas Stock Exchange

USA Compression targets nearly 30% full-year EBITDA growth as JW Power synergies, telemetry and maintenance reduce costs; its units yield…

USAC $3.7B

Ron Ferrie Sep 11 3 clicks

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 $405B

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 $53B

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 $21BPTON $2.1B

TSOH Investment Research Sep 11 2 clicks

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 $385B

Cestrian Capital Research. Sep 11

Tsakos Energy Navigation: Watch Those Oil Prices

Tsakos Energy Navigation benefits from higher oil prices and stronger tanker sentiment, but faces long-term demand destruction and…

TEN $1.4B

Long Player Sep 11

Monday, September 14, 2026

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