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 $27B

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 NVDA $5.3T

The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75

Steve Eisman 5 clicks

From X

@kab604 Sep 16

kab60 on X

"The story of the year has to be the consumer. It's been remarkably resilient in the auto space, and we've seen that with the last couple of months of industry demand, probably been a little bit stronger than we even thought coming into Q3" GM CFO $GM $F $ABG $GPI $AN $KMX

@kab604 Sep 16

kab60 on X

Mkt shitting on $JKHY as investor day outlines more core wins but pretty much more-of-the-sale growth going forward (HSD)... bullish imo, much higher growth would challenge sticky nature (don't like valuation though) $FISV $FIS

@RagingVentures Sep 15

Raging Capital Ventures on X

@BigIdeasCapital I agree with the logic and own both $CHTR and $CMCSA, but what if cell phones are stickier than broadband lines? $T’s fiber “loss leader” offering might be more attractive than cable’s cheap wireless service?

@negligible_cap Sep 15

Negligible Capital on X

*INSTINCT IN TALKS FOR $10B VALUATION: INFORMATION Instinct rocks. It’s probably not better than Muse but I find myself using it way more often. When $AAPL or $GOOG buy Instinct?

@ACapitalLP Sep 15

A Capital on X

@Pembrokestcap @NewcomerInvest Fine. Just mark the NAV off $BAM. At least that’s a liquid, observable mark. https://t.co/cAJsIPxM8x

@stockgutter Sep 15

SG on X

Goldman may have 99 ethical problems, but this isn't one of them. To everyone crapping on Goldman because its analyst is not on the same page as its traders re $SMCI -- that is a good thing. You want to see that wall within a bank. https://t.co/CEqJtDbIOU

@BlueDuckCap Sep 15

BDC on X

Man - imagine if $meta is the one who comes out on top here. They certainly have that potential. If nothing else, Zuck does appear to be thinking about the opportunity and risks and even implications for humanity in a measured and rational way. Other CEOs should take notes. https://t.co/kf207XRCXR

@P_Remarks Sep 15

Prepared Remarks on X

$orcl https://t.co/lv6A1lGqQp

Rubrik: Plenty Of Steam In This Rally As AI Security Concerns Grow

Rubrik's Q2 results and AI-driven cybersecurity demand have lifted RBRK nearly twofold from its year-to-date low, alongside a larger 2029…

RBRK $22B

Gary Alexander Sep 14 2 clicks

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…

MDT $119BMMED $5.9B

Rod’s Ruminations Sep 14 4 clicks

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

Meta’s Trojan Horse for the Consumer Internet

Meta’s Muse strategy targets the consumer internet through a Trojan-horse product.

META $1.7T

MBI Deep Dives 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…

AMZN $2.7TDE $187B

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 $331B

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

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 $5.9B

Ryan Canady Sep 14 4 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 $11B

The Undercovered Dozen Sep 15

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 $2.7B

TSOH Investment Research Sep 14 1 click

Preview of the Week Ahead: W/C September 14, 2026

The week of September 14 features the FOMC decision, retail sales and housing data after the S&P 500 fell 0.8%.

GOOGL $4.3T

SixSigmaCapital: Navigating the Financial Markets Sep 13 3 clicks

Owning the Seven PM Slot

Netflix is using AI visual effects and dubbing to cut production costs, expand global distribution and reinforce its recommendation-driven…

NFLX $511B

Bearhold Research Sep 13 1 click

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 $126B

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 $2.7B

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 $62B

LL Insights Sep 13

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…

TSLA $1.4TNVDA $5.3T

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 $3.8B

Ron Ferrie Sep 11 3 clicks

Wednesday, September 16, 2026

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