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Sunday, September 20, 2026

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@BrokenMoats 1 click

Broken Moats on X

still feel the rotation from July-current is more about a short squeeze (the opposite end of the Situational Awareness portfolio) and the dispersion of having to unwind the long semi trade portion. But that rubber band is similarly stretched as it was the opposite direction at the end of June. Still feel its in the process of reversing (even the morning action today looks like a top could set in?) $RNG, $IT, $APPN, $TGT, $EXPE, $FDS, $PAYC, $ELF, $MET, $MFC, $GDDY, $V, and many more that were AI losers that have had incredible runs in the past 4-6 weeks seem like good ways to be short against a snap back to AI or a more seasonal unwind from policy risk trying to control rates, midterm/fall seasonal factors, etc. Especially with SaaS earnings taking the stage later this week and next (overshadowed by $NVDA on Wednesday)
@ActAccordingly

PAA Research on X

Yes, you're touching on some of the issues that $Z/$ZG faces in the residential real estate landscape. There are reasons that the stock trades at 8-9x FY27 consensus EBITDA even though the company continues to grow revenues at a mid-teens clip YOY organically while generating huge FCF. We've written HUNDREDS of pages on these issues so this is not the right forum to litigate the relative merits of any of these concerns. Zillow has a lot of organic initiatives that should sustain growth for the next few years. From all my work, the commission structure of the industry is not changing much right now, but of course that seems inevitable at some point. If you really drill down to what $Z/$ZG is doing strategically it's all about becoming more deeply integrated into the transaction. Follow-up Boss was the most important acquisition the company ever made IMO. You don't need to see around corners here, but you have to look through the noise to see what the company's doing.

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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…

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 $1.1B
Atrium Research - Equity Research 2 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
TPLKF · long

PVA Tepla

PVA TePla (XTRA:TPE) is presented as a long position.

TPLKF $725M
Value Investors Club 2 clicks

Research Roundup Vol. LII

Dell’s AI-server demand and Microchip’s data-center components lead updates on Cirrus Logic and STMicroelectronics, alongside a weekly…

CRUS $6B
Monte Independent Investment Research

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