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 $26BACVA $1.8B

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

@natstewart5 Aug 5 1 click

Nat Stewart on X

@JohnHuber72 I believe $NRP's production jump in Appalachia was primary due to $ARLP's Tunnel Ridge mine, which should be a stable producer going forward.

@ActAccordingly Aug 5

PAA Research on X

Doug Bergeron of Verifone fame going activist on $ETD. As we pointed out here in the past, there's a ton of value in this business and there's no doubt that the brand has enormous potential. "Ethan Allen" still has tremendous brand equity.

@majgeoinvesting Aug 5

Maj Soueidan on X

Here they come - ~50 microcap earnings calls today. I’m most interested in learning about: $FTEK - Growing data center pipeline that they can’t close. $OESX - Was huge Qtr from one time project awards? Data center initiatives timeline vs hype. $KRMD - New product adoption. https://t.co/ywCPDNODCl

@majgeoinvesting Aug 5

Maj Soueidan on X

Be very careful relying heavily on stock screeners for your research, especially right now. Lots of Cos. are getting tariff refunds, which is inflating operating income and margins. It’s why I love reading press releases to get a broader picture. @InfoArbMonitor $WEYS👇 https://t.co/UQrxoM5tSm

@stockgutter Aug 5 1 click

SG on X

$SB #sugar looks like it is breaking out of this congestion. Mar27 contract below 👇 https://t.co/QMvIM6m2Ab

@TimyanBankAlert Aug 4 1 click

Timyan Bank Alert on X

Dogged determination by Stilwell & Co on $PFBX. Seems just a matter of time now. https://t.co/LAh5oS4BdN https://t.co/E0Uz5QxwnF

@ActAccordingly Aug 4

PAA Research on X

$WYNN shares are trading at January 2007 levels despite significant EBITDA growth. The stock has been rangebound for 7-8 years. Valuation compression has been monumental. We all miss Steve talking about his Lagoon and other matters. Perhaps the opening of the Al Marjan casino in about 13-months will be the catalyst for a massive breakout. I think they've set an extremely low bar for that property.

@RagingVentures Aug 4

Raging Capital Ventures on X

Bought $CTRI ~$22-$22.50 into this post-earnings sell off. Margins were disappointing, but $CTRI is growing nicely given the tailwinds in energy and utility services. Margins should follow in time from greater scale & pricing power, and the balance sheet is vastly improved.

Dassault Aviation: Rafale Upside Makes This A Strong Buy

Dassault Aviation reported 46% first-half sales growth and a €45.4 billion backlog, with Rafale F5 demand offsetting Falcon 10X delays and…

DUAVF $26B

Dhierin Bechai Sep 14 1 click

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

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

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

Initiation Report

Zentek initiation report.

ZTEKF $71M

Atrium Research - Equity Research Sep 13 4 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

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

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

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

NET Power (NPWR):

NET Power’s $1.80 shares are paired with January $2 covered calls for 40 cents as the company pivots from carbon capture to Permian…

NPWR $160M

Triple S Special Situations Investing Sep 11 2 clicks

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

Wednesday, September 16, 2026

Nat Stewart on X

PAA Research on X

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