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Friday, September 18, 2026

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@BrokenMoats

Broken Moats on X

Interesting the $AMZN Supply Chain Services announcement has been glossed over by competitor share price action after the initial announcement hit. $UPS has been up virtually everyday for the past 2 weeks + even though they alongside the LTL carriers like $SAIA $XPO are probably the most exposed to competitive pressures or price pressures. Trucking is being supported by heavy admin crackdowns (that will help foster inflation later this year and into next year) and AI demand in areas like flatbed. But LTL and parcel demand is lagging and has relied heavily on price in recent years to compensate for higher costs and volumes....AMZN entrance should pressure both sides for these companies especially domestic players, much less for global routes
@Fierce__beast 2 clicks

Fierce_beast on X

To me it's a situation where you just need one bad actor to go crazy with compute scale and it practically forces the hand of everyone else to do the same because they are scared if they don't they will lose the race. Or even better, they actually agree that you should go crazy with compute so they are doing it for rational reasons. Here this bad actor may not even be acting in bad faith and they might even be right. Look at OpenAI buying insane amounts of compute early on and many thinking they are insane and shorting stocks like $ORCL but suddenly over the last 2 months now hearing they are servicing their customers better than antrhopic and many people moving to openai.

Investor Letters

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TSOH Weekly Roundup (09/18/2026)

TSOH Weekly Roundup covers organized retail crime, Home Depot’s centralized operating missteps under Bob Nardelli, and research updates on…

HD $295B
TSOH Investment Research 1 click

QNT: The 100× Question

Quantinuum's improving logical-qubit error correction, 1,504 successful-circuit benchmark score and paid deployments at RIKEN, BMW and…

QNT $2B
Mispriced Assets 3 clicks

Deep Dive: Grab Holdings ($GRAB)

Grab generates 53% of revenue from delivery, 36% from mobility and 10% from financial services, using its Southeast Asian marketplace to…

GRAB $13B
Rebound Capital 1 click

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…

PSIX $1.1B
Maius Partners 2 clicks

Diamond Estates: Research Note

Diamond Estates Wines & Spirits plans to expand grocery and export sales, invest in six brands, and improve winery operations through FY29.

LSDAF $1.2B
Atrium Research - Equity Research 2 clicks

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
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

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