Toll roads in the sky
Asia's elevator boom favors maintenance and modernization providers, with Otis deriving nearly 90% of operating profit from after-sales services rather than new installations.
Tuesday, September 29, 2026
Back to today 
From X
⚽️📡 on X
Doing this on the eve of the first massive share unlock on $CBRS is quite the move... https://t.co/4S5yCotZ7M
Lee Roach on X
Can someone find me a single CEO own has bought as much stock in the open market as Ryan Cohen has done for $GME? I know it’s a hated stock on Wall Street but come on guys. This is massively bullish. https://t.co/URKXXIxstM
A Capital on X
$TLN sub $290 was indeed a joke. $1.5bn accelerated buyback, retiring >10% of shares by Q1 2027. $3bn total authorization… https://t.co/RsDYuTjylo https://t.co/yyHIHcZ0yd
Barbarian Capital on X
Carnival Logs Higher Profit, Revenue on Accelerating Demand $CCL https://t.co/vnpiVFB7ub
Trevor Scott on X
@The_Pro_Invest @Muneeb0Muzaffar CEO will get fired $FICO
Cluseau Investments on X
Heading $TLT short interest is just days away from obtaining a nuclear weapon @PeteHegseth @SecRubio
Lee Roach on X
Ryan Cohen just bought another $10 million of $GME in the open market. This is over $60 million in less than a month. Is there any company with insider buys this big? Wall Street is completely ignoring this stock. They are asleep at the wheel drooling all over their fat bellies. https://t.co/FOlZ2vnFnC
Calvin Blissett on X
@alex7frey Very sorry I mixed up my investors it is Chuck Akre with the mental model I am parroting relating to $FICO. Chuck Akre on $MCO and mandated regulatory competition after the GFC. Link: https://t.co/z6dkyBDouS
Investor Letters
All letters- Asset Value Investors Ltd August 2026 MSLOF $16B
- Guinness Global Investors August AFL $56BDBOEY $58B
- Janus Henderson Investors July 2026 NXT $12BTKOMY $98B
- Asset Value Investors Ltd July 2026 UNVGY $26B
- PenderFund Capital Management Ltd. July 2026 GNRC $12B
- Lindsell Train Limited July LDNXF $52BSGGEF $12B
- Protean Funds July 2026 EVGGF $15B
- Night Watch Investment Management Q2 2026 ADYEY $30B
Kimberly-Clark's Dividend And Safe Haven Trade Outweigh Post-Merger Risks
Kimberly-Clark's 5% dividend yield and Kenvue merger upside outweigh Tylenol litigation risk after a 30% share-price decline.
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…
Uber: The Aggregator on Trial
Uber's $193 billion in gross bookings and $10 billion in free cash flow contrast with modest stock gains as autonomous vehicles and…
Veeva Systems (NYSE: VEEV) Stock Rating: Distribute After Q2 FY1/27 - Significant Gains To Bank
Veeva Systems moved VEEV to Distribute at $277 after a 41% gain in less than two months, despite Q2 revenue growth of 18% and 45% EBITDA…
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.
Hindsight Capital
Hindsight Capital tests crisis-era investment decisions using anonymized company financials, including TransDigm, Halma and Texas Pacific…
The Brookfield Moat Masterclass
Brookfield’s BN, BAM, BIP, BEP and BBUC span asset management, infrastructure, renewables and private equity, with BN valued at a 15–20%…
Brad Thomas 
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…
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…
Hong Chew Eu 
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.
CPT · long Camden Property Trust
Camden Property Trust owns multifamily properties across the U.S. Southeast and Southwest.
Trading Post 9/4/2026
Lululemon reported a 9% global comparable-sales decline, 20% lower leggings sales and mid-single-digit operating-margin guidance, with…
Short Thoughts - Cassandra in Flames?
Tailored Brands’ bankruptcy erased an asset-backed small-cap thesis, while lululemon has become the portfolio’s largest and most…
Portfolio Update August 2026
Portfolio update: Honeywell Aerospace was added after a 20% post-earnings drop, while vertical software remains over 35% of holdings amid…
Synopsys q3’26 Earnings Update
Synopsys reported 8% EDA and 11% Design IP growth in Q3 2026, with Multiphysics Fusion expected to add revenue from fiscal 2027.
Sleep Well Portfolio (Aug 2026) - Recovery continues, Cyber Security roared back.
Sleep Well Portfolio’s August gains were led by Veeva, CrowdStrike and cybersecurity, while Cellebrite and WiseTech reported early AI…
Expand Energy: Short-Term Protection From Hedges, Long-Term Upside
Expand Energy’s hedge book and Twin Eagle acquisition support free cash flow through weak gas prices, while LNG export growth could lift…
Elliott Gue 4 clicks
This Week in Special Situations: Abercrombie, PagSeguro, Vodafone
Special-situations survey profiles 31 activist, buyback, M&A and strategic-review cases, including Abercrombie, PagSeguro and Vodafone.
[scuttleslops] VEEV, CRM, WDAY, SNPS, NVDA
Veeva targets CRM share gains from Salesforce migration delays while Falcon agentic labor expands its reach into life-sciences safety,…
Intuit: The Recovery Is Only Beginning
Intuit targets 9.1% FY2027 revenue growth and 23% EPS growth after Q4 revenue rose 13.7%, supported by Global Business Solutions, Credit…
Treading Softly 5 clicksPublications we follow
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Blogs 12
Seeking Alpha 41 of 198
Albert Anthony
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Bay Area Ideas
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Dhierin Bechai
Equity Eagle
Eudaemon Research
Fernanda Galvez Jalil
Henrik Alex
High Alpha Professor
Investor Overview
IWA Research
Jaden Mealy
Khaveen Investments
LL Insights
Long Player
Marc Gerstein
Mike Zaccardi, CFA, CMT
Miletus Research
Myriam Alvarez
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PV Research
Robert J. Lake
Ron Ferrie
Sam Mancini
Sharon McArd
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Sorrento Research
Stephen Ayers
Steven Fiorillo
The Alpha Analyst
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The Undercovered Dozen
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A Capital
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BDC
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Calvin Blissett
catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
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Lee Roach
Little Owl Research
Maius
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marginofdanger
mavix
Mike
Mikro Kap David
Multiples Capital
Myles
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Negligible Capital
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Odd Lot Arbitrageur
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Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital
RiverRoadPartners
Rusholme Capital
Sahil Khetpal
SG
Sheel Mohnot
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Voss Capital
Yaron Naymark
Investor letters we follow
- 1 Main Capital
- 1851 Capital
- Advisory Research
- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
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- Chautauqua Capital Management
- Chilton Capital Management
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- Crossroads Capital, LLC
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- Diranko Capital
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- Dodge & Cox Stock Fund
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- FPA Crescent Fund
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- Forager Funds Management
- Frank Capital Partners
- Fred Alger Management, LLC
- Gabelli Funds
- Giverny Capital
- GoodHaven Capital Management
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- GreenWood Investors
- Greenhaven Road Capital
- GreensKeeper Asset Management
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- Harry Qelm Baabsman
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- Latitude Investment Management
- Laughing Water Capital
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- Lindsell Train Limited
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- Markel Group
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- Matthews Asia
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- Miller Value Partners
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- Muhlenkamp & Company
- Myrmikan Capital, LLC
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- Optimist Fund
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- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Pittenger & Anderson
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
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- Praetorian Capital
- Protean Funds
- QuantStreet Capital
- Quercus Fund
- RF Capital Management
- RGA Investment Advisors
- Regency Wealth Management
- Rewey Asset Management
- Right Tail Capital
- RiverPark Funds
- Riverwater Partners
- Robinson Capital Management
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- Sequoia Fund
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- Summers Value Partners
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- The London Company
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- Troy Asset Management
- Tweedy, Browne
- Upslope Capital Management
- Vision Capital Fund
- Vltava Fund
- Vulcan Value Partners
- Warden Capital
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- White Brook Capital
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
