New Buy : Honeywell Aerospace $HONA
Honeywell Aerospace, newly spun off as HONA, fell 41% from post-listing highs after Q2 2026 as supply-chain bottlenecks delayed revenue catch-up despite long-lived aerospace aftermarket…
Saturday, September 26, 2026
Back to today 
From X
DOMO Capital Management, LLC on X
New 52 week high for $GPRE...
DOMO Capital Management, LLC on X
Interesting opportunity today..... $ALTO should be following $GPRE higher shortly...... Ethanol market continues to operate in a goldilocks environment.
Adam D. Wyden on X
Possibility. LOL. @CODIequity $CODI https://t.co/LSHzCD0WvF
Charles Frischer on X
$NN Some commentators on this board believe satellite companies have no interest in buying NN 900 MHz spectrum. I think this NPRM for space part 15 for 900 MHz implies the exact opposite is true. I believe satellite companies will show strong interest in NN spectrum.
Charles Frischer on X
@vdoubleux1 $NN While we would to have the NPRM already, I understand the company is working with full force towards that goal. CEO has long history of successfully navigating FCC approval process. This is not her first rodeo. She did this for years while working for Charlie Ergen.
Charles Frischer on X
@vdoubleux1 $NN The company will and does take calls from investors. This management team has delivered on all fronts. Purchased Telesaurus at a fantastic price, had the FCC do the public comment, had the FCC issue NOI and submit NPRM to OIRA for approval. I think CEO and her team are great
Laughing Water Capital on X
@FriendlyCapMgmt @thecontracap there have been some things i view as negative for $ANAB and some that are positive. but in my view in order to make this investment you have to focus on the future cashflows, not the trial.
Laughing Water Capital on X
@cfrischer1 The use cases for satellite part 15 are extremely limited, & to suggest this is bad for $NN is silly. If there is interference or not is the only thing that matters whether on land or in space.
Investor Letters
All letters- Protean Funds August 2026 BVNKF $2.5B
- Janus Henderson Investors July 2026 NXT $14BTKOMY $6.4B
- Pendelhaven Asset Management B.V. July 2026 DR0 $445MALM $3.3B
- Asset Value Investors Ltd July 2026 079940 $390MUNVGY $26B
- PenderFund Capital Management Ltd. July 2026 NEO $898MVNP $1.9B
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.3B
- Lindsell Train Limited July 2026 RMVEY $3.7BLDNXF $52B
- Palm Harbour Capital July 2026 082920 $961MVVVNF $1.6B
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.
TSOH Weekly Roundup (09/25/2026)
TSOH Weekly Roundup covers Ralph Lauren’s $1 billion distribution pullback, Peloton’s $2,195 foldable treadmill and $800 million…
IonQ: Nvidia QPU Catalyst Isn't Enough
IonQ's Q2 2026 revenue rose 287% to $80.1 million, but durability hinges on its $485 million RPO and enterprise adoption for production AI…
Deep Value Investing 2 clicks
Single Stock Spotlight #15: Rocket Companies (RKT)
Rocket Companies combines Redfin, Rocket Mortgage and Mr. Cooper into an end-to-end homeownership platform, adding mortgage servicing fees…
(Public) Mach Natural Resources - A Buying Opportunity
Mach Natural Resources' Q2 distributable cash fell to $60.1 million as development spending rose, prompting a distribution cut; its units…
Ouster (NASDAQ: OUST) Stock Rating: Accumulate - Initiating Coverage
Ouster began coverage at Accumulate as lidar revenue rose 56% in Q2, while annual cash burn near $80 million has driven an 86% share-count…
Research & Analysis: The Aaon Group (NASDAQ: AAON)
AAON's BASX data-center cooling business targets $1 million to $1.5 million per megawatt, with new capacity and backlog conversion expected…
Vista Energy: The Cash Engine Is On
Vista Energy's Q2 2026 production rose 32% and revenue 89% as Vaca Muerta acquisitions expand its Argentine export platform and cash…
Alan Galecki 6 clicks
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…
Honeywell: Post-Spin Growth Story Is Just Getting Started
Honeywell is refocusing on automation after its Aerospace and Advanced Materials spinoffs, with a 1.1x book-to-bill ratio, raised guidance…
Gen Alpha 1 click
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.
Grupo Aeroportuario Del Sureste: Quant Ratings Say Sell, But The Underlying Moat Says Strong Buy
ASR’s $992 million Motiva acquisition broadens its South American airport network after a 25% YTD decline, while its 8.5% FCF yield and…
C Jessen 4 clicks
Firefly Aerospace q2’26 Earnings Update
Firefly Aerospace ended Q2 2026 with $1.5 billion backlog and a 2.49x book-to-bill ratio, adding lunar, defense and launch contracts for…
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…
Muhammad Cheema 1 click
GLIBA · long Liberty Capital CORP
Liberty Capital Corp, GLIBA, is pitched long following its July 2025 spinoff from Liberty Broadband.
A special situation with a 23% spread (110% IRR) by Q4 2026. Where the worst-case scenario is the deal closing and upside is higher if it doesn’t
ZIM’s proposed deal carries a claimed 23% spread and 110% IRR by Q4 2026, with Q3 and Q4 dividends potentially raising returns if closing…
Research Roundup Vol. LIII
Micron’s customer agreements, Analog Devices’ acquisitions, Ondas’ GATE deal and Baker Hughes’ power systems position them for AI…
New Era Energy & Digital: 207 MW Deal Could Unlock 1.4 GW AI Giant
New Era Energy & Digital secured a 20-year Vistra power deal for 200 to 207 MW, reducing Phase 1 risk for its planned 1.4 GW West Texas AI…
Ryan Canady 1 click
$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital
Shift4 trades at 6.5x EBITDA despite 11% reported organic growth, with Shift4 Dine equipment leases cited as evidence of net-new merchant…
CoreWeave, Inc (CRWV)
CoreWeave funds GPU data-center expansion with debt backed by $104 billion in contracted revenue, while GPU cloud rentals generate roughly…
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