Sunday, September 27, 2026

An open letter to Senator Elizabeth Warren

NAIC oversight missed Delaware Life’s $13.34 billion affiliated-bond exposure and permits capital treatment that props up Brighthouse’s Delaware captive.

BHF $2.9B

Mispriced Assets Sep 27 1 click

Sep 27 BPRE $1.8B

One Hour Analysis: What would it take to break $BPRE's NAV?

Investing 501 4 clicks

Sep 27 TDG $60B

Hindsight Capital

Rebound Capital 6 clicks

From X

@majgeoinvesting Sep 9

Maj Soueidan on X

OH nooo. $OCC .. flat backlog. It will never keep growing. Backlog cadence: •Oct. 2025: $7.3M •Jan. 2026: $10.4M •Apr. 2026: $13.3M •Jul. 2026: $13.5M Half glass full: they maintained record backlog levels. Can’t believe I’m actually defending OCC, now.🤣

@valuedontlie Sep 9

Colin King on X

$TRIP just keeps drifting lower Chart looking pretty ugly... but soon to receive ~70% of market cap in cash from a divestiture Hmm... https://t.co/id7F8fQ7PS

@ActAccordingly Sep 9 2 clicks

PAA Research on X

@Maku_Capital It's a long list, some secular dynamics, some specific to $CASY, and competition, lots of it. This is not the right platform for me to lay out my entire short thesis....

@valuedontlie Sep 9

Colin King on X

$GME has 50%+ leases expiring in FY2026 and another 24% in FY2027 Maybe some risks in re-leasing at higher costs, but this is a huge advantage to walk away from unprofitable or underperforming stores fast https://t.co/mbsvLtgudI https://t.co/peHc0ImMzs

@ACapitalLP Sep 9

A Capital on X

$TTAN 👀

@majgeoinvesting Sep 9

Maj Soueidan on X

$PPIH is building something special :) https://t.co/6Up5g7be96

@ACapitalLP Sep 9

A Capital on X

Anyone have thoughts on $B going into the North America spin post-Newmont settlement? Feels like it’s been a pretty consistent laggard vs. the gold peers despite the potential value unlock. Curious what I’m missing. https://t.co/0qYNp2oMpe

@irbezek Sep 9

Ian Bezek on X

@CDInewsletter Nice piece. Absolutely agree on owning ones with strong brands/balance sheets like $HSY over the optically cheaper ones that are dividend cut risks. Also quite remarkable how well $KOF has done, as you mentioned, versus the U.S./Canada peers.

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…

HONA $49B

D Invests Sep 26 13 clicks

VersaBank: The Bank Behind the Bank – How a Canadian Branchless Pioneer Wants to Make Asset-Backed Securities Obsolete

VersaBank uses cash holdbacks and put-backs to buy point-of-sale loan cash flows, with C$7 billion in assets and AI-enabled real-time…

VBNK $720M

Substack von Philipp Sep 26 5 clicks

GitLab: Positioned To Benefit From Software Development Explosion

GitLab's Q2 FY2027 beat and raised guidance reflect large deals, paid consumption growth and AI demand, while valuation rests on revenue…

GTLB $8.2B

Research and Value Sep 26 3 clicks

Updates

FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.

FGPR $254MPRTH $642M

Nat Stewart - Stock Picking Newsletter Sep 25 12 clicks

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

Oklo: Shares Have Plunged, But I'm Still Bearish

Oklo shares have fallen 77% since October 2025 as commercialization slips beyond 2027, revenue estimates fall and dilution continues.

OKLO $6.7B

Ian Bezek Sep 25 5 clicks

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…

RL $21BPTON $2.2B

TSOH Investment Research Sep 25 5 clicks

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…

IONQ $18B

Deep Value Investing Sep 25 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…

RKT $33B

Hidden Rock Capital's Newsletter Sep 25 6 clicks

(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…

MNR $1.7B

HFI Research Sep 25 4 clicks

THC · long

Tenet Healthcare CORP

Tenet Healthcare generates roughly two-thirds of profits from hospitals and one-third from ambulatory surgery centers.

THC $21B

Value Investors Club Jun 29

Intuit: Bargain Price, But With Some Risks

Intuit trades at historically low multiples as DIY tax pricing pressure and customer losses test its growth, while assisted tax, Money and…

INTU $75B

Daniel Schönberger Sep 26 2 clicks

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…

OUST $2.9B

Cestrian Capital Research Sep 25 7 clicks

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…

AAON $6.8B

Monte Independent Investment Research Sep 25 8 clicks

IEH Corporation: Research Note

IEH booked $3.6 million in mobile-defibrillator connector orders, lifting its medical revenue outlook and diversifying beyond aerospace and…

IEHC $73M

Atrium Research - Equity Research Sep 24 12 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…

FN $16BCIEN $55B

Aurelion Research Sep 24 4 clicks

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…

HON $68B

Gen Alpha Sep 24 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.

FWONK $23B

Open Insights Sep 24 6 clicks

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…

ASR $6.4B

C Jessen Sep 24 3 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…

FLY $3.9B

Monte Independent Investment Research Sep 24 16 clicks

Sunday, September 27, 2026

Maj Soueidan on X

Colin King on X

PAA Research on X

Colin King on X

A Capital on X

Maj Soueidan on X

A Capital on X

Ian Bezek on X

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