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Thursday, September 17, 2026

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House of Weichai

Weichai Power built a global engine group through Baudouin and a 46% stake in PSIX, positioning both for large-bore generator demand from data centers.

PSIX $1.1B
Maius Partners 2 clicks

From X

@ActAccordingly

PAA Research on X

5%+ SSS comps for the core franchise at $CAKE this quarter. The stock was obviously telling everyone about the inflection in trend. I would like to see better comps at North Italia. Flower Child units could grow faster, but it's clear some of the menu changes and technology improvements are yielding better traffic. It's been a long time since they posted a 5%+ comp. SSS + unit growth is a rare breed in consumer land, $CAKE has it. The LLOK trade remains alive and well. @TiberiusCapital
@BlueDuckCap

BDC on X

From the $TOI Q4 call: “That’s actually a very important question and something that we continue to try to drive clarity with our investors on, which is the MA rate cycle and sort of pressure that you’ve seen health plans and full risk, medical groups that are getting a percent of premium face is actually a tailwind for TOI.Our top line Medicare Advantage reimbursement is not a percent of total premium. It’s not impacted by risk adjustment. In fact, pressure on the top line for payers generally causes them to reach out more proactively when it comes to seeking opportunities to provide great care for their patients and good access while also driving improvement in utilization. And so from that perspective, that actually helps our growth. So we tend to get lumped into some of those macro issues with payers, but I just want to make it very clear that, that is actually probably a good thing for TOI.”
@BrokenMoats 1 click

Broken Moats on X

Dispersion trade creating opportunities of fundamentals not matching price: $FDS now higher than the before SaaS (apocalypse) took off. Hard to argue they are not one of the most disrupted names across data services / software $PAYC $PCTY $WDAY - same challenges across software names and pricing / seat pressures. These names also face heavy increased competition from Rippling $EXPE - Hotels going direct has already started and OTAs should see supply pressure and take rate pressure $RNG - Does anyone legitimately believe they're an AI play? Agents don't need calls, don't need phones, and you don't need RNG to provide those agents - especially as every sb and up software provider and crm/erp Many others across software but also in financials, industrials and consumer

Investor Letters

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Copart 4Q26 Business Update

Copart's U.S. insurance volumes fell 7.5% in 4Q26, largely from one customer loss, while international insurance units rose 11.2% and…

CPRT $26B
Speedwell Memos 3 clicks

Vizsla Silver (VZLA)

Vizsla Silver's Panuco project in Sinaloa remains shut after nine workers were found dead, delaying construction of a fully funded 17.4 Moz…

VZLA $2B
Triple S Special Situations Investing 1 click

A2Gold: Research Note

A2Gold's McIntosh drilling found 0.23 g/t gold over 65.5m, 370m southwest of the existing resource, and extended mineralization 86m…

KGC $34B
Atrium Research - Equity Research 2 clicks
EFXT · long

Enerflex LTD

Enerflex, a $3 billion natural gas infrastructure and equipment company, blends contracted energy-services cash flows with equipment…

EFXT $2.8B
Value Investors Club 2 clicks

Adobe 3Q26 Update

Adobe’s fiscal 3Q26 revenue grew 13%, while ARR growth slowed to 9.3% excluding Semrush.

ADBE $93B
Speedwell Memos 2 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 1 click

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