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 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

@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.

@finphysnerd Sep 16

Myles on X

Bought some $AMZN 2029 calls.

@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

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

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

FOUR · long

Shift4 Payments INC

Shift4 Payments trades at roughly 5 times a $7.50 2029 free-cash-flow-per-share estimate after stock compensation.

FOUR $3.3B

Value Investors Club Jun 18 2 clicks

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…

META $1.7TMKL $22B

TSOH Investment Research Sep 11 2 clicks

Independence Realty Buying Centerspace: Opportunity And Implications

Independence Realty Trust is buying Centerspace in stock to create an $8.1 billion apartment REIT, targeting 5% 2027 Core FFO per-share…

IRT $3.8BCSR $935M

Dane Bowler Sep 11

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 $161M

Triple S Special Situations Investing Sep 11 2 clicks

Broadcom Could Be Above $1,000 In 2 Years

Broadcom targets $230 billion in AI revenue by 2028 as custom XPUs and multiyear orders from Anthropic, OpenAI and Meta drive growth.

AVGO $1.7T

PropNotes Sep 11 1 click

Applied Materials (NASDAQ: AMAT) Stock Rating: Upgrade To Accumulate After Q3 FY10/26 Earnings - Accumulation Zone And Stop Inside

Applied Materials reported Q3 revenue of $9.1 billion, up 25%, and $2.3 billion in free cash flow as AMAT fell roughly 40% from its June…

AMAT $331B

Cestrian Capital Research. Sep 11

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 $6.2B

Cestrian Capital Research. Sep 11

NewtekOne: Pivot Towards Holding Guaranteed Loans A Good Strategy

NewtekOne’s bank conversion and retention of SBA-guaranteed loans target recurring income, while a 6% yield and book-value valuation…

NEWT $343M

Stephen Nemo Sep 11

Sofwave Medical: Lifting Skin While the Beauty Sector Sags

Sofwave Medical grew Q2 revenue 43% as recurring usage fees reached 46% of sales for its non-invasive ultrasound skin-tightening devices.

SOFWF $364M

Substack von Philipp Sep 11 1 click

One of the Best Business Models in the World Just Went on Sale

AppLovin trades at 18 times EBITDA after a 57% drop, despite 84% EBITDA margins, rapid growth and a machine-learning advertising platform.

APP $104B

The Value Road Sep 10 4 clicks

Wednesday, September 16, 2026

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