Monday, September 28, 2026

Zscaler (NASDAQ: ZS) Stock Rating: Accumulate After Q4 FY7/26 Earnings

Zscaler posted 25% Q4 revenue growth to $898.2 million and a 24.3% operating margin, but guided FY27 growth down to 16.6%-17.5% as free cash flow fell.

ZS $33B

Cestrian Capital Research Sep 28 3 clicks

Sep 28 DASH $81B

Uber: The Aggregator on Trial

MBI Deep Dives 2 clicks

Sep 28 VEEV $45B

Veeva Systems (NYSE: VEEV) Stock Rating: Distribute After Q2 FY1/27 - Significant Gains To Bank

Cestrian Capital Research 4 clicks

From X

@calvinblissett Sep 28

Calvin Blissett on X

@bull_moose26 @ConsensusGurus I'm saying to the GSEs, if there isn't differentiated pricing grid they don't need to use $FICO to sell $10m worth of loans to save say $300k due to pricing grids, its just parity now. No large incentive from that angle

@BarbarianCap Sep 28

Barbarian Capital on X

Northern Star Rejects $27 Billion Takeover Proposal From Gold Fields $GFI https://t.co/loTzZWh7IZ

@blondesnmoney Sep 28

Cluseau Investments on X

> day in the life of Bill Pulte > wake up > check mortgages rates > 7.5% aw **** > buy another 1 billion in mbs > check $FICO price > there's some work to be done... > nuke FICO, scroll twitter to see growth baggies dig in > nuke FICO again for good measure > sleep

@DeepSailCapital Sep 28

Deep Sail Capital on X

$TEM is being pumped by just about everyone on the recent FDA clearance on EKG-AI wins, but the revenue is far off and unsure if it materialises.

@finphysnerd Sep 28 1 click

Myles on X

@ArgonathCapital The real trade is $RSPD/ $QQQ. That's blown out completely.

@BrokenMoats Sep 28

Broken Moats on X

A bunch of these bio tech "arms dealers" and "tech" companies need cash and are sitting on tremendous short term gains (2-4x in less than a few months) as they are being pushed aggressively by someone* Kind of odd to not see them hit the bid - $TXG, $GRAL, $MRNA could all use more cash, what are they waiting for?

@finphysnerd Sep 28 2 clicks

Myles on X

I'm not a big chart guy but this feels like something. $RSPD https://t.co/V4jLm7iMmQ

@negligible_cap Sep 28

Negligible Capital on X

Imagine being CJ Desai watching $MDB market cap shed $8B on the announcement of your departure https://t.co/rbFIKiixe1

The Monday Morning Briefing: Micron and Nike Earnings on Deck

Micron and Nike earnings headline a weekly briefing featuring Exor’s NAV discount, Meta’s Muse agent and Bellway’s UK housing valuation.

NKE $53B

Latticework by MOI Global Sep 28 3 clicks

Hindsight Capital

Hindsight Capital tests crisis-era investment decisions using anonymized company financials, including TransDigm, Halma and Texas Pacific…

TDG $60BTPL $23B

Rebound Capital Sep 27 6 clicks

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

Roblox: When Will Growth Turn Into Profits?

Roblox needs an estimated $6.5 billion in revenue to break even, versus $4.9 billion projected for 2025, making sustained growth and cost…

RBLX $30B

Hong Chew Eu Sep 26

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

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 $21B

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

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 $67B

Gen Alpha Sep 24 1 click

ZTS · long

Zoetis INC

Zoetis, the animal prescription-medicines company, is presented as a long investment despite concerns around its 2026 and 2027 outlook.

ZTS $29B

Value Investors Club May 8 3 clicks

Software Continued

Microsoft, SAP, Oracle, Adobe and Intuit generate 90.2% of listed IT software net income, though AI has compressed Adobe and Intuit…

ADBE $92BINTU $72B

Global Outperformers Apr 21

The $FTAI Report Cost Me a Fortune. The $APP Report Taught Me a Lesson

A custom AI agent monitors Muddy Waters reports, calls investors with target tickers, and pairs fast alerts with filing-based checks of…

FTAI $17BAPP $95B

Singularity Research Apr 17 1 click

Our Q1 2026 Letter & Look Ahead: Oil, Iran, OXY & PTON

Open Square Capital’s Q1 2026 letter discusses the oil market, Iran, Occidental Petroleum and Peloton.

OXY $55B

Open Insights Apr 17

Defying the Surveys

PNC CEO Bill Demchak says consumer spending, savings, activity and loan growth contradict record-low University of Michigan consumer…

PNC $88B

Net Interest Apr 17

Mention Market Analysis: Truist Financial

Truist Financial’s April 17 call is forecast to feature “tailwind” in NIM and asset-repricing discussions, with the 51-cent Kalshi contract…

TFC $57B

First Strike Research Apr 14

Capitulation in packaged food consumer staples?

Conagra’s CEO change and 9% yield intensified a packaged-food selloff, while General Mills trades near historical valuation lows despite…

GIS $18B

Nugget Capital Partner's Substack Apr 13

First Takes on GFL's Acquisition of Secure

GFL Environmental is buying Secure Waste at 11x 2026E EBITDA before synergies, adding high-margin produced-water and waste assets with $25…

GFL $15B

310 Value’s Newsletter Apr 13 1 click

Under The Hood, ResMed ($RMD)

ResMed’s 30 million connected sleep-apnea patients, recurring masks and software support a data-driven healthcare platform; 11.9% annual…

RMD $32B

Bearhold Research Apr 8 1 click

Why Nike ($NKE) Won't Make It Into the Bearhold Universe

Nike is excluded from Bearhold’s universe because cultural relevance and consumer taste drive demand, leaving its revenue model less…

NKE $53B

Bearhold Research Apr 5 1 click

Monday, September 28, 2026

Calvin Blissett on X

Barbarian Capital on X

Cluseau Investments on X

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