Wednesday, September 16, 2026

Copart 4Q26 Business Update: Thesis Shift?

Copart’s 4Q26 revenue grew 2.4% as U.S. insurance volumes fell 7.5%, while a customer loss and higher yard costs pressured profits despite international growth.

CPRT $26B

Speedwell Research Sep 16 1 click

Sep 15 LIFE $2.3B

Ethos' Biggest Distributor by Head Count Ranked It Last on Stage

Hunterbrook 4 clicks

Sep 14 MMED $5.8B

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

Rod’s Ruminations 4 clicks

From X

@BrokenMoats Jul 1 1 click

Broken Moats on X

$DVA not sure exactly whats behind the over 100% gain in shares this year, But at current levels near $230 a share the stock is almost 27x next years numbers (including net debt/per share basis). CMS initial rate for next year came in well below expectations at 1.1% (and while it can be moved higher that I still a considerable headwind). DVA still sits as one of the most negatively exposed to GLP1s and that should be a structural headwind that eats at volumes incrementally each year into the future Valuation and performance spread against their other public peer $FMS opened up significantly again (diverged at key points in recent years) -- FMS traded off 6% (after being weak for months) on the CMS announcement last week. DVA maybe because of the Buffett influence on float (high 40s% ownership) has traded very odd in recent years, but tends to ignore all news then violently reprice on earnings.

@mavix_leon Jul 1 1 click

mavix on X

Portfolio end of July '26: Centrotec $CEV.HM Toyokumo $4058 Evolution $EVO Leatt $LEAT BioRem $BRM.V Secunet Security Networks $YSN -undisclosed- Lindbergh $LDB.MI Shelly $SLYG Enogia $ALENO ErreDue $RDUE Circle Group $CIRC.MI -undisclosed- -undisclosed- Sold: $TRT.L https://t.co/uosmAMwiTH https://t.co/ZCsmkvYuTS

@mavix_leon Jul 1 1 click

mavix on X

I just published my Portfolio Update for June 2026. It includes: ▫️My current portfolio & position sizes ▫️Reasons why I sold Transense $TRT.L ▫️Earnings Updates: $TRT.L ▫️Recent news & Information about $SLYG, $CIRC.MI, -undisclosed- https://t.co/GQhcUJBwCS

@BrokenMoats Jun 30

Broken Moats on X

CFO change and rapid insider selling at $CACC ....could not begin to understand why the stock is up 20% in the past two weeks and nearly 50% ytd. Tougher float dynamics then you would want to see for a short but sure is tempting up here

@mavix_leon Jun 30 2 clicks

mavix on X

Shelly Group $SLYG sees growing importance of intelligent building automation amid increasing summer heatwaves. Intelligent control of cooling, shading and energy consumption is becoming increasingly important. •Shelly sees attractive long-term growth opportunities. https://t.co/WmjPiUUf1Y

@RagingVentures Jun 29

Raging Capital Ventures on X

Bought a bunch of $CMCSA on this fade back to around $25. While it will take around a year to breakup the business (and they don’t plan to buyback stock during this time), separating media/theme parks from cable should be very accretive to the valuation.

@marginofdanger Jun 26 1 click

marginofdanger on X

@RealJimChanos When a 40 year old analyst at Pershing has a stake in $PS worth $1 bn, not only does it tell me that $PS is overvalued, but it also confirms how horrible Ackman's judgment is in allocating such a large percentage of the firm to a well coiffed colleague without any track record.

@BrokenMoats Jun 26

Broken Moats on X

crazy moves both directions over the past month away from AI... $GOLF +30% has got my attention. 30x next years numbers for a low single digit retailer seems odd.

Adobe 3Q26 Update

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

ADBE $93B

Speedwell Memos Sep 14 2 clicks

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

Amazon’s refrigerated same-day network has lifted monthly perishable customers roughly 50%, using grocery frequency to deepen loyalty and…

CPRT $26B

scuttleblurb Sep 14 1 click

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 $6.4B

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 $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 $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

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

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

GTLB · long

Gitlab INC

GTLB $8.2B

Value Investors Club Jun 18

Undercovered Dozen: Ares Capital, Grab, Lenovo, Rigetti And More

Undercovered Dozen profiles 12 lesser-covered stocks, including Ares Capital, Grab, Lenovo and Rigetti.

ARCC $14BGRAB $13B

The Undercovered Dozen Sep 15

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

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

The Williams Companies: A Tough Competitor Tackles The Northeast

Williams Companies faces a revoked Northeast pipeline permit while pursuing growth through Momentum Midstream, Gulf export access and…

WMB $87B

Long Player Sep 10

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

This Company Multi-bags Every Time El Niño Hits. No One Is Talking About It.

Owens Corning's roofing business has historically posted sharp EBITDA and share-price gains during El Niño storm years, as severe weather…

OC $9.6B

Phynvesting Sep 9 3 clicks

Wednesday, September 16, 2026

Broken Moats on X

mavix on X

mavix on X

Broken Moats on X

mavix on X

Raging Capital Ventures on X

marginofdanger on X

Broken Moats on X

Investor Letters

Publications we follow

Newsletters 91

YouTube 4

Blogs 12

Seeking Alpha 31 of 172

X accounts we follow

Investor letters we follow

Sectors