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 $27BACVA $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 $5.9B

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

Rod’s Ruminations 4 clicks

From X

@BlueDuckCap Sep 16 3 clicks

BDC on X

Idk it not worth nothing. Snap whole market cap $9b and yet we apparently paying trillions for commoditized “frontier” LLMs that are political nightmares with major leadership questions. $snap is cheap. Specs will get a minority investor. Snap snap can do $1 in FCF / share next year. Consensus is always wrong at these moments.

@irbezek Sep 16 2 clicks

Ian Bezek on X

@dede_eyesan I'm sure $CAAP would bid as well if there is an open process. Ultimately would imagine government is just going to sell to Brookfield though.

@BlueDuckCap Sep 16 2 clicks

BDC on X

Maybe this earlier post is hyperbolic. But Specs potential is real and the applications are very real and the implied value to $snap is negative. Btw go back and look at all my snap tweets - been as big a bear as any of you. But the worm is turning. Sub business 85% yy $1b+ rr and ads stable and 16% HC reduction to cut $500mn opex and SBC offset by buyback. So there’s a lot to like here and if specs can get a minority investor which i think is much more likely after today then game on. Oh and by the way snap could still cut opex by 50% just to get in line with $rddt on cost/employee.

@TidefallCapital Sep 16

Trevor Scott on X

These $SNAP glasses could cure cancer and still wouldn't sell. ($2,195) https://t.co/3S183d3W44

@DeepSailCapital Sep 16

Deep Sail Capital on X

$JMKE Getting some shade from Stavros https://t.co/n0Fd9n41rb

@BlueDuckCap Sep 16

BDC on X

Specs might be the only tech in the world that could fully replace your phone and your life would be better. What's that worth? $snap

@BlueDuckCap Sep 16

BDC on X

Learning applications for Specs are going to insane. Forget tablets or laptops. Every school in America should give their kids some Specs. $snap

@BlueDuckCap Sep 16

BDC on X

Wow - kinda nailed the need for cellular partner except the partner is VZ, not $SPCX. Good, regardless. $SNAP https://t.co/SaiRhAUmRr

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 $99B

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 $27B

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 $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

CHPY: Anthropic's AI Slowdown Call Makes This 40% Yield ETF More Attractive

CHPY pairs a roughly 40% distribution rate with capped weekly upside for investors retaining semiconductor exposure amid Anthropic's AI…

CHPY

Geneva Investor Sep 14 1 click

Initiation Report

Zentek initiation report.

ZTEKF $96M

Atrium Research - Equity Research Sep 13 4 clicks

CVD Equipment Corporation (NASDAQ:CVV)

CVD Equipment is winding down manufacturing, cutting half its staff and weighing liquidation, with $23.5 million of cash and a…

CVV $31M

Obscure Stocks Sep 13 2 clicks

AIRS · long

Airsculpt Technolo INC

AirSculpt (AIRS) operates roughly 30 centers offering premium self-pay body contouring, fat removal, fat transfer and skin-tightening…

AIRS $174M

Value Investors Club May 26

[$VEEV] Veeva Systems

Veeva serves 1,500 life-sciences customers with cloud software and targets AI-driven industry efficiency gains as new commercial and R&D…

VEEV $42B

Lewistown Capital Jun 24

NL Industries

NL Industries’ $330 million market value is backed by $626 million of public stakes and cash, less estimated legal fees, creating a…

NL $341MCIX $475M

Sylence Capital Jun 20

Golden Dome, Quantum, Next-Gen GPS, Oh My... ($FEIM)

Frequency Electronics ($FEIM) trades at its lowest EV/EBITDA multiple since 2016 despite satellite-timing exposure to Golden Dome spending…

FEIM $1B

Multibagger Monitor Jun 16 8 clicks

Cheap stock(s) within a cheap stock

WNMLA trades near $4 versus estimated $8.95 NCAV, but loss-making fund management and cross-holdings leave value dependent on capital…

WNMLA $7.7M

Obscure Stocks May 30

NSTS Bancorp: Post 3-Year Thrift Conversion, Possible Sale

NSTS Bancorp’s three-year thrift-conversion anniversary could clear the way for a potential sale.

NSTS $74M

Clark Street Value May 22 1 click

Envista (NVST)

Envista, Danaher’s dental spin-off, is pitched as a de-risked long-term opportunity after U.S.

NVST $3.9B

Healthy Stock Picks May 22

Brookfield's New Lawsuit

Brookfield faces whistleblower allegations over its VC funds; $569 million of Q1 buybacks challenges claims that $8 million of remaining…

BN $85B

310 Value’s Newsletter May 15 3 clicks

Chinese Manufacturer with Negative Enterprise Value; ~9% Dividend Yield

Deswell Industries trades at a negative $28 million enterprise value, 0.38 times book value and a roughly 9% dividend yield despite…

DSWL $50M

XIX Value May 12

When extend and pretend is a virtue

Upstart says longer repayment terms lifted Q1 debt-settlement acceptances 50%, but does not disclose delinquency changes or the number of…

UPST $2.5B

John Hempton's Newsletter May 6 2 clicks

Wednesday, September 16, 2026

BDC on X

Ian Bezek on X

BDC on X

Trevor Scott on X

Deep Sail Capital on X

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BDC on X

BDC on X

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