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
Deep Sail Capital on X
Just buy $QURE every time it drops 50% and sell it when it recovers 100%. It’s happened like 3 times already. Wild one.
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
El Pollo Loco to open first New York restaurant as it aims to become national chicken chain $LOCO https://t.co/eNyH3J68ZR
Barbarian Capital on X
CarMax Posts Higher Profit as Turnaround Takes Shape $KMX https://t.co/A0uMCCqHJN
Barbarian Capital on X
Piper Sandler Holds Talks to Buy Perella Weinberg $PIPR $PWP https://t.co/L1WIMzMpIO
Barbarian Capital on X
Carnival Logs Higher Profit, Revenue on Accelerating Demand $CCL https://t.co/vnpiVFB7ub
Investor Letters
All letters- Quercus Fund 2026 (Jan-Aug) FCODF $4.7B
- Asset Value Investors Ltd August 2026 MSLOF $16B
- PenderFund Capital Management Ltd. August 2026 VHI $336M
- Forager Funds Management August 2026 BVSFF $1.4BIDPUF $554M
- Guinness Global Investors August AFL $56BDBOEY $58B
- Protean Funds August 2026 BVNKF $2.5B
- PenderFund Capital Management Ltd. July 2026 KXS $3.4BMDA $4.8B
- Janus Henderson Investors July 2026 NXT $12BTKOMY $98B
Dark arts or infinite reload? $TTD’s CEO options and the repricing proxy
The Trade Desk’s CEO received a new 10-year option package targeting $105 per share as the company seeks shareholder approval to reprice…
Cullinan Therapeutics: Compelling Pullback For CLN-978's Potential In Autoimmune Diseases
Cullinan Therapeutics plans December 2026 autoimmune updates for CLN-978, while zipalertinib awaits an FDA decision in previously treated…
Myriam Alvarez 2 clicks
Group 1 Automotive (GPI) vs Alpha Metallurgical Resources (AMR)
Alpha Metallurgical Resources director Ken Courtis bought $10.5 million above $190 after a blackout lifted, while Conifer’s 12.7% Group 1…
Monte Investments Market Brief Vol. CXXX
Monte Investments upgrades Karman Holdings to Buy with a $133 target after a 65% drawdown, citing 28.83x EV/aEBITDA and governance changes.
Applied Optoelectronics: The Biggest Growth Phase Starts Now
Applied Optoelectronics targets $1.1 billion in 2026 revenue as 800G and 1.6T data-center demand drives capacity expansion, despite…
Infinity Curve 2 clicks
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…
Quick Value #332 - Gentherm (THRM)
Gentherm’s Oct. 1 Reverse Morris Trust with Modine adds commercial and off-highway operations, leaving THRM at 7.4x pro forma EBITDA with…
QuantumScape: Sell The Stock That Has No Revenue And No Factory Until 2029
QuantumScape faces a 2029 PowerCo plant delay, reduced partner commitments and no revenue, with a scenario-weighted $2.12 per-share…
Bears of Wall Street 
SE · long Sea Limited
Sea Limited is pitched as a GARP long, backed by AI tailwinds, founder-led execution and emerging-markets exposure despite competitive and…
FICO FY 3Q'26: Welcome to "Gaming"
FICO's fiscal third-quarter 2026 revenue rose 26% year over year but missed consensus, and shares fell about 24% after earnings.
Watches of Switzerland's Investor Day (WOSG), Earnings at Judges Scientific (JDG) and Douglas Dynamics (PLOW)
Watches of Switzerland says Roberto Coin, e-commerce and pre-owned watches generate 24% of revenue, as private equity interest follows its…
“The tip of the iceberg.”
Stevanato's 8% organic Q2 growth and 21% adjusted EBITDA growth came with a modest FY 2026 guidance lift after the Balda divestiture.
Single Stock Spotlight #12: X Marks the Spot
Xerox is pitched as a cash-generating managed-decline value play, with debt, activist interest and short interest setting up a potential…
[scuttleslops] BLDR, RYAN, APG, GFL, FND
Builders FirstSource reported Q2 2026 sales down 9% to $3.9 billion as weak housing demand and aggressive competitor pricing cut EBITDA…
WD #352: Situational Awareness, Warsh, ICE/MKTX, Overvalued EM Currencies
ICE's purchase of MarketAxess spotlights takeout risk for value stocks, while the Situational Awareness blow-up, Kevin Warsh's FOMC presser…
Floor & Decor 2Q'26: Tentative Green Shoots
Floor & Decor held 2026 guidance after a 2Q beat, with comps improving through June; tariff refunds lifted margins and may fund pricing…
Interview with Roderick van Zuylen
Roderick van Zuylen discusses Night Watch’s value strategy, catalyst-driven screening and positions in Asian equities including Dream…
FTAI update.
FTAI Aerospace margins fell to 28.5% as it pursues airline market share, while Power signed a $1.465 billion hyperscaler order and targets…
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Newsletters 93
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Seeking Alpha 42 of 199
Albert Anthony
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Investor Overview
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Khaveen Investments
LL Insights
Long Player
Marc Gerstein
Mike Zaccardi, CFA, CMT
Miletus Research- Myriam Alvarez
Petri Dish Reports
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A Capital
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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
Laughing Water Capital
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
PAA Research
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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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- Alpinum Investment Management AG
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- Aristotle Funds
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- Crossroads Capital, LLC
- Curreen Capital
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- Davis Real Estate Fund
- Diranko Capital
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- Dodge & Cox Stock Fund
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- FPA Crescent Fund
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- Fiduciary Management
- Fiera Capital
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- First Eagle Investments
- Forager Funds Management
- Frank Capital Partners
- Fred Alger Management, LLC
- Gabelli Funds
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- GreenWood Investors
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- Lindsell Train Limited
- Long Cast Advisers
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- Mar Vista Investment Partners
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- Markel Group
- Marram Investment Management
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- Matrix Asset Advisors
- Matthews Asia
- McIntyre Partnerships
- Merion Road Capital
- Miller Value Partners
- Moon Capital Management
- Muhlenkamp & Company
- Myrmikan Capital, LLC
- Nelnet
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- Nixon Capital
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- Oakmark Funds
- Oldfield Partners
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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
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- Vision Capital Fund
- Vltava Fund
- Vulcan Value Partners
- Warden Capital
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- Wedgewood Partners
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- White Brook Capital
- White Falcon Capital Management
Sectors
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