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 MDT $119B

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…

DE $187BCPRT $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 $6.2BAMAT $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 $446B

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 $16B

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

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

SIRI · long

Sirius Xm Holdings INC

SiriusXM, SIRI, combines a 32% EBITDA margin with 3.6x net leverage and a 16% free-cash-flow margin despite elevated capex.

SIRI $9.4B

Value Investors Club Jun 2 1 click

Duffy’s Last Dance

CME CEO Terry Duffy moves to executive chairman while suing the CFTC over Kalshi’s approval to list perpetual futures, defending CME’s…

CME $99B

Net Interest Jun 26

Char Technologies ($YES.V) FINS Review

Char Technologies’ Q2 brought $700,000 revenue and a $1.36 million net loss, while weak liquidity, related-party loans and dilution raise…

CTRNF $40M

Wolf's Substack Jun 25

Adobe Business History

Adobe built PostScript, Photoshop and PDF into desktop-publishing standards, using free Acrobat Reader and integrated Creative Suite tools…

ADBE $99B

Speedwell Memos Jun 25 1 click

Deep Dive: XPEL

XPEL sells paint-protection film and DAP cutting software, using 90,000-plus vehicle templates to win share from 3M and Eastman.

XPEL $1.2B

Rebound Capital Jun 24 1 click

On the Horizon

A tiny defense supplier trades at roughly 6.5x estimated normalized EBIT as military-program volumes rise and a strategic review considers…

AIRI $12M

The Mikro Kap Jun 24 1 click

Aimia. Allocator Takeover, Trading Below Book Value. A war-chest of cash ready to deploy

Aimia trades at 0.75 times pro forma book value, with C$163 million to C$192 million of cash after the Bozzetto sale and Rhys Summerton…

AIMFF $173M

Kairos Research Jun 23

Weekend Thoughts: Malone’s Born to Be Wired Book; Thoughts on Cable; Is CHTR Cheap?

Charter’s $11 billion to $8 billion capex plan may not be durable as copper-network upgrades face fiber competition, while CHTR shares have…

CHTR $15BCMCSA $81B

Base Hit Investing Jun 22

Apollo and what even is private credit?

Apollo’s Marc Rowan argues private-credit risk depends on underwriting, seniority, leverage and diversification, not whether a bank or fund…

APO $74B

scuttleblurb Jun 19 1 click

Single Stock Spotlight #10: Mammoth Energy Services (TUSK)

Mammoth Energy Services rose above $3 after trading below net cash, aided by divestments, first-quarter adjusted EBITDA profitability and a…

TUSK $151M

Hidden Rock Capital's Newsletter Jun 18

Wednesday, September 16, 2026

BDC on X

Ian Bezek on X

BDC on X

Trevor Scott on X

Deep Sail Capital on X

BDC on X

BDC on X

BDC on X

Investor Letters

Publications we follow

Newsletters 91

YouTube 4

Blogs 12

Seeking Alpha 29 of 159

X accounts we follow

Investor letters we follow

Sectors