Friday, September 25, 2026

Reddit: DCF Valuation

Reddit’s DCF values shares at $225, driven by international ARPU expansion from $2.2 to $8.3 by 2035 and 38% operating margins.

RDDT $28B

Hated Moats Sep 25 7 clicks

Sep 25 RL $21B

TSOH Weekly Roundup (09/25/2026)

TSOH Investment Research 5 clicks

Sep 25 RKT $33B

Single Stock Spotlight #15: Rocket Companies (RKT)

Hidden Rock Capital's Newsletter 6 clicks

From X

@ACapitalLP Sep 25 3 clicks

A Capital on X

@WaterworldCapi1 @madthunderdome $TLN - Josh Shapiro will privatize it.

@blondesnmoney Sep 25 2 clicks

Cluseau Investments on X

Blackjack 21 Index (favorite collection of global banks and insurers) jumps to +38%, 36% ahead of $XLF Notable ATH's: Juroku Financial, Mebuki Financial https://t.co/HIBUQ57PBF

@RagingVentures Sep 25 2 clicks

Raging Capital Ventures on X

Along with our great guest speakers (outlined below), our Ideas & Networking Conference next Thursday, October 1st in NYC will feature a few investment ideas from yours truly. Over the years, we’ve highlighted some good ones, including: 2023 — $EFXT below $6, now $23+; $FPH below $3, now $4.65 2024 — Alphawave Semiconductor, subsequently acquired by $QCOM at a 70% premium; $MRAM below $6, now $18; $WBD below $9, now $30 2025 — Short $ORCL at $285 Plus, many more ideas along the way. We’re down to just a handful of seats for next week. Click below to register: https://t.co/NZIcFTuLGW

@TidefallCapital Sep 25 2 clicks

Trevor Scott on X

New low on $NKE -2% off BofA downgrade "Nike’s innovation continues to be overshadowed by pressure on its classics business." https://t.co/ClkHft164S

@AltayCapital Sep 24 1 click

AltayCap on X

@rubicon59 Problem is $APP is in the "this might be a total scam" bucket. If it's not, yeah it's cheap. I'm not so sure. Could be wrong, but it never smelled right to me.

@leevalueroach Sep 24 2 clicks

Lee Roach on X

You guys are sleeping on $GME https://t.co/i9EzDPRTz1

@BarbarianCap Sep 24

Barbarian Capital on X

GoDaddy receives takeover offer from maker of Norton antivirus software $GDDY https://t.co/mVxICV9LMa

@BarbarianCap Sep 24

Barbarian Capital on X

Darden Restaurants Posts Sales Gains but Profit Slips on Higher Expenses $DRI https://t.co/gf0C60Y1T6

Ciena & Fabrinet: The Road Ahead for Optics

Ciena and Fabrinet benefit as AI clusters require high-speed optics within and between data centers, through networking systems and…

FN $16BCIEN $55B

Aurelion Research Sep 24 4 clicks

Formula 1: Liberty Media’s Drive for Success

Liberty Media bought Formula 1 for $4.4 billion in 2017 and monetizes its exclusive commercial rights through racing, media and sponsorship.

FWONK $23B

Open Insights Sep 24 6 clicks

Atlassian: A $140 Billion Market Growing At 14% Annually Creates A Massive Opportunity

Atlassian targets a $140 billion market growing 14% annually, with Rovo reaching 5 million monthly active users and assisted actions rising…

TEAM $48B

Muhammad Cheema Sep 24

CoreWeave, Inc (CRWV)

CoreWeave funds GPU data-center expansion with debt backed by $104 billion in contracted revenue, while GPU cloud rentals generate roughly…

CRWV $49B

SixSigmaCapital: Navigating the Financial Markets Sep 22 9 clicks

Analog Semiconductor Smorgasbord, Feat. TXN, ON, VSH

Texas Instruments, ON Semiconductor and Vishay are rated Accumulate on rising robotics demand for analog, power and discrete chips after a…

ON $30B

Cestrian Capital Research Sep 22 6 clicks

Reddit's Valuation Is A Compelling Opportunity: Upgrading To Strong Buy

Reddit’s subreddit-driven communities support targeted advertising, and its 0.3 PEG ratio makes RDDT undervalued, according to the upgrade…

RDDT $28B

Fountainhead Sep 22 4 clicks

Credo Technology: New Position in My Private Portfolio

Credo Technology was added at $170.54 after a 40% selloff, backed by its high-speed AECs and optical connectivity for AI data centers.

CRDO $40B

Hated Moats Sep 22 18 clicks

Copart's Return To Growth Starts Now: Adair's $1.9B Bet On ACV Auctions

Copart’s $1.9 billion ACV Auctions acquisition targets renewed growth, with EPS accretion expected by fiscal 2028 as insurance…

CPRT $25B

Robert J. Lake Sep 22 2 clicks

GameStop Is Extreme Deep Value

GameStop's collectibles mix rose to 45% of sales as gross margin reached 44%, supporting a deep-value case built on cash and store…

GME $12B

The Value Road Sep 21 8 clicks

A2Gold: Research Note

A2Gold’s first Taylor drill holes returned 20.96 g/t AuEq over 1.5m and 209.4 g/t silver over 10.7m, alongside 141.10 g/t gold at…

KGC $29B

Atrium Research - Equity Research Sep 21 3 clicks

PYPL · long

Paypal Holdings INC

PayPal’s valuation implies free cash flow will shrink 9.3% annually over the next decade, framing a long thesis against its recent revenue…

PYPL $45B

Value Investors Club May 25

Figma 2Q'26: Near-Term Re-acceleration vs. Long-Term Durability

Figma raised its 2026 revenue growth guide to 39%, but a roughly 1% sequential 3Q outlook and unchanged $125-135 million operating-income…

FIG $11B

MBI Deep Dives Aug 10 10 clicks

WD #353: Colombia, Earnings (INTR, BRKR, TEAM)

Colombia’s Abelardo de la Espriella signals tax cuts and an Ecopetrol revival, while Inter & Co.

TEAM $48B

Ian’s Insider Corner Aug 9

💥New Chapter 11 Bankruptcy Filing - Hughes Satellite Systems Corporation💥

Hughes Satellite Systems, owned by EchoStar, and 11 affiliates filed Chapter 11 cases in the Southern District of Texas on August 2, 2026.

ECHO $26B

PETITION Aug 9 1 click

OXY's Plan for Financial FREEDOM

Occidental Petroleum’s plan targets debt-free operations and roughly double 2025 cash generation under new CEO Richard Jackson, following…

OXY $55B

Open Insights Aug 7

Airbnb 2Q'26: Widening the Gap with Booking

Airbnb added 14 million booked nights and seats, up 10%, and guided low-double-digit third-quarter growth as North America and EMEA…

ABNB $94B

MBI Deep Dives Aug 7 6 clicks

TSOH Weekly Roundup (08/07/2026)

TSOH’s weekly roundup covers Crocs’ $218.6 million Malta tax savings, Roblox’s forecast bookings decline and Lululemon’s CEO change amid…

RBLX $30BLULU $11B

TSOH Investment Research Aug 7

DoorDash 2Q'26: Growth Beyond the Restaurant

DoorDash’s 2Q 2026 orders rose 27% and marketplace GOV grew 36%, with DashPass driving a slight acceleration in U.S. restaurant demand.

DASH $81B

MBI Deep Dives Aug 6 2 clicks

Grab Q2'2026 Business Update - Preparing for AV

Grab reported 54 million monthly transacting users, up 16.7%, and $168 million of adjusted EBITDA, while autonomous driving threatens its…

GRAB $13B

Sleep Well Investments Aug 5

Trading Post August 5, 2026 - One Buy, One Sale, One Reason

Flutter cut forecasts after U.S. gambling EBITDA fell 70% to $119 million, with prediction markets pressuring FanDuel as leverage rises to…

FLUT $13B

Cassandra Unchained Aug 5

Friday, September 25, 2026

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