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Saturday, September 19, 2026

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@majgeoinvesting 1 click

Maj Soueidan on X

Was a good week for $MTW (cranes), up 10% this week. @mascarosergi recently pitched the stock in his written Q&A style Skull Sessions. Their increasing emphasis on service revenue is interesting, something a lot of construction type companies have been doing over the past few years. It’s the “magic formula” for construction companies, which can result in a huge expansion of historical valuation ratios. You’ve seen that in stocks like $STRL and $BDT.TO. The cool thing about this kind of set up is that a lot of investors won’t believe there will be a valuation re-rate in a cyclical industry, until it’s actually happened… then they’ll say it’s overvalued🤷 Watching closely. Thx Sergi..
@ACapitalLP

A Capital on X

“Hey honey, Trump signed a deal with Greenland. I’m going to get ahead of everyone by buying Greenland Energy stock on my Robinhood account. It’s a sure thing!” You absolutely fade this. $GLND is so far from commercial production it’s a joke. Retail will pump it because it has “Greenland” in the name. This isn’t anything like the situation with $KYIV, an established business that has generated hundreds of millions of dollars of FCF, with a potential Ukraine peace deal as additional upside optionality…

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Groceries, Aggregators, and Agents

DoorDash's grocery push targets a shift from weekly stock-up trips to frequent online fill-in orders, though smaller baskets complicate…

DASH $84B
MBI Deep Dives 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 $2.1B
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 $11B
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

Unpolished Thoughts on Stocks #1

Genius Sports aims to turn official sports data into AI-driven, real-time advertising, with media and ads already about 40% of revenue.

GENI $1.6B
Sylence Capital 1 click

Lululemon: The 15-Minute Thesis

Lululemon’s North American sales, margins and legging demand are falling as Alo and Vuori gain share, leaving its brand moat and depressed…

LULU $11B
Hated Moats 2 clicks

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