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

@leevalueroach Sep 23

Lee Roach on X

Pokemon is such a hot product that people are breaking into card stores to sell them. Wall Street suits are sleeping on $GME with their entire thumb up their ass. https://t.co/jTm9Sj7DWI

@leevalueroach Sep 23

Lee Roach on X

Imagine being a Wall Street suit, drooling all over your big fat belly, and refusing to buy $GME in this cycle of obese adults buying card board squares of lizards that can spit fire for 69x the cost to print. Pokemon cards still hold value better than the failing U.S. dollar. Wall Street suits are staring at their silly little models, playing with their dumb discount rate, with the inability to pleasure their wives while GameStop transformed their entire business model.

@ACapitalLP Sep 23 1 click

A Capital on X

Perception <> Reality $OWL selling off on a $1bn Loparex restructuring headline, despite having already marked its second-lien exposure to 5 cents on the dollar at June 30, down from 63 cents in March. That excludes any potential equity recovery… Thx for the “gift” Bloomberg… https://t.co/5p1wrv5PzL

@leevalueroach Sep 23

Lee Roach on X

This is why I’m long $GME. Because of dumb Disney Adults. Go there sometime. It’s a bunch of adults without kids acting like children. Now these Disney adults are piling into trading cards. They are reliving their childhood because they will never have kids of their own. Even Toys R Us is reopening to target these morons. It’s turbo time.

@junkbondinvest Sep 23

junkbondinvestor on X

Remember during COVID, $RCL was raising debt (secured by 28 of its own ships btw) at 11% just to stay alive? Well, they just agreed to pay $3bn for Sandals, the biggest deal in its history 6 years ago, the question was whether they would still exist...how times change https://t.co/qsdrXBcHhA

@kab604 Sep 23

kab60 on X

It's always weird when analysts don't address the elephant in the room - you'd think things were going splendid at $CHTR and they were running with net cash: https://t.co/NPBWGrKxuQ

@ACapitalLP Sep 23 1 click

A Capital on X

$LPLA’s customer is the independent financial advisor, not the end investor. Advisors own the client relationship. LPL provides the custody, compliance and infrastructure. The idea that Muse justifies a 7.5% selloff is perception <> reality… https://t.co/VA013VwL2T

@MaiusPartners Sep 22 4 clicks

Maius on X

Love it or hate it, but the $GNRC / $AMZN deal is an extremely bearish read-through for the legacy backup power suppliers $CMI / $CAT. The equivalent would be $GM coming to China and taking 20% of the market overnight from BYD. https://t.co/loOU0ZaB7V

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

INVH · long

Invitation Homes INC

Invitation Homes owns more than 85,000 homes valued at $43 to $48 per share, versus a roughly $30 share price, with occupancy above 96%.

INVH $16B

Value Investors Club Jun 24 5 clicks

Tempus AI: Data And Applications Will Unlock More Upside

Tempus AI’s Q2 oncology testing volumes rose 31%, while data and applications revenue grew 28% as its clinical data flywheel expands.

TEM $15B

Bay Area Ideas Sep 21 2 clicks

[Emergency Lunch-Hour Market Memo] Coherent admits their CPO/NPO Laser is garbage + Cerebras delusional bonus roast

Coherent’s CPO/NPO laser misses 1 MHz effective-linewidth requirements, Irrational Analysis argues.

COHR $63BCBRS $40B

Irrational Analysis Sep 21 3 clicks

[CoStar] Homes are different

CoStar spent more than $1 billion building Homes.com to challenge Zillow, betting seller-agent leads, proprietary listing content and…

CSGP $11B

scuttleblurb Sep 21 4 clicks

“Going Through Some Pain”

Dick’s Sporting Goods’ $2.4 billion Foot Locker acquisition nearly quadruples its store count and adds international exposure, risking a…

DKS $12B

TSOH Investment Research Sep 21 1 click

The Monday Morning Briefing

Latticework’s weekly briefing spotlights discounted European assets including Barco, Bolloré, Brookfield and D’Ieteren, with catalysts…

BN $82B

Latticework by MOI Global Sep 21 4 clicks

Genuine Parts: NAPA Self-Help, Motion Recovery, And The 2027 Separation Support Upside

Genuine Parts targets NAPA network improvements, Motion’s industrial recovery and a 2027 Automotive-Industrial separation to lift sales,…

GPC $17B

Value Capital Research Sep 21 2 clicks

Deep Dive: Brookfield Corporation

Brookfield Corporation, down 20% YTD, manages $1.27 trillion across asset management, insurance and operating businesses as rates, debt and…

BN $82BBAM $71B

Capitalist Letters Sep 20 4 clicks

Southwest Airlines: Buy The Transformation Despite The Oil Shock

Southwest Airlines targets more than $2 billion of 2026 EBIT from assigned seating, extra legroom and bag fees despite higher fuel costs…

LUV $20B

Dhierin Bechai Sep 20 4 clicks

Thoughts on GFL’s Take Private - Is Dovigi Indifferent?

GFL’s take-private process has drawn KKR, Blackstone, Brookfield and IFM, while CEO Patrick Dovigi signals he will accept only the right…

GFL $15B

310 Value’s Newsletter Sep 19 2 clicks

Friday, September 25, 2026

Lee Roach on X

Lee Roach on X

A Capital on X

Lee Roach on X

junkbondinvestor on X

kab60 on X

A Capital on X

Maius on X

Investor Letters

Publications we follow

Newsletters 93

YouTube 4

Blogs 12

Seeking Alpha 41 of 198

X accounts we follow

Investor letters we follow

Sectors