Tuesday, September 29, 2026

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.

OTIS $24B

Asian Century Stocks Sep 29 1 click

Sep 29 EQT $31B

Portfolio and performance update, September 2026

Guardian Research 5 clicks

Sep 29 FTAI $17B

FTAI Aviation (FTAI US) – The Engine Shop That Owns the Engines

Bristlemoon Capital 2 clicks

From X

@pennycheck Sep 29

⚽️📡 on X

Doing this on the eve of the first massive share unlock on $CBRS is quite the move... https://t.co/4S5yCotZ7M

@leevalueroach Sep 29 1 click

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

@DeepSailCapital Sep 29 2 clicks

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.

@ACapitalLP Sep 29

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

@DeepSailCapital Sep 29 1 click

Deep Sail Capital on X

The Greenland trade is played for now. $GRML looks tired, but borrow still runs ~602%, with $GLND at ~684%. The pump may be fading. The squeeze risk hasn’t. Falling borrow fees + returning inventory would make the “party’s over” call much stronger. It would need another news pump item to reignite it.

@BarbarianCap Sep 29

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

@BarbarianCap Sep 29 1 click

Barbarian Capital on X

Shell to Double Production Capacity at LNG Canada $SHEL https://t.co/pWZFyMchXg

@BarbarianCap Sep 29 2 clicks

Barbarian Capital on X

CarMax Posts Higher Profit as Turnaround Takes Shape $KMX https://t.co/A0uMCCqHJN

Joby Vs. Archer: The Race Is No Longer About Who Certifies First

Archer Aviation's Insitu, Wisk and SkyGrid acquisitions add military and drone revenue, cutting FAA-certification dependence and leaving…

ACHR $3.9BJOBY $6B

The Alpha Analyst Sep 29 2 clicks

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…

TTD $5.8B

Yet Another Value Blog Sep 29 5 clicks

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…

CGEM $997M

Myriam Alvarez Sep 29 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…

GPI $2.9BAMR $2.2B

Cannibal Stocks Sep 29 3 clicks

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.

KRMN $4.3B

Monte Independent Investment Research Sep 29 1 click

Robinhood: The Market Is Pricing In A Lot, But Not Really Everything

Robinhood’s long-term value rests on retaining customer assets and becoming a primary financial platform beyond trading.

HOOD $107B

Thomas Veth Sep 29

What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77

Cisco’s Sam Badri says roughly 90% of AI users remain at basic prompting, with few advancing to skills files or AI agents.

CSCO $441B

Steve Eisman Sep 28 5 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…

ZS $33B

Cestrian Capital Research Sep 28 3 clicks

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…

UBER $140BDASH $81B

MBI Deep Dives Sep 28 2 clicks

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…

VEEV $45B

Cestrian Capital Research Sep 28 4 clicks

FTAI · long

Ftai Aviation LTD

FTAI Aviation, valued near $23 billion at roughly $226 per share, is presented as a long investment.

FTAI $17B

Value Investors Club Jun 11

Update on NRP, Variable Dividends, Buybacks and Soda Ash

NRP has retired debt and preferred stock, leaving 13 million acres of mineral rights to fund higher cash distributions, buybacks and soda…

NRP $1.4B

Base Hit Investing Aug 14

Coherent Q4 FY26 Earnings

Coherent’s Q4 FY26 results prompt claims that poor 6-inch InP laser yields are limiting margins versus Lumentum in co-packaged optics.

COHR $63BLITE $94B

Irrational Analysis Aug 14

Research & Analysis: Riot Platforms (NASDAQ: RIOT)

Riot Platforms has 241MW of contracted data center capacity, including a 191MW, 20-year $9.8 billion frontier AI lab deal, as it shifts…

RIOT $7.8B

Monte Independent Investment Research Aug 13 1 click

The Entity That Bought Jinko’s Florida Plant Is Run by the Family of China’s “Sun King”

JinkoSolar sold control of its Florida solar plant to a Delaware entity run by China’s “Sun King” family, potentially sidestepping new…

JKS $479M

Hunterbrook Aug 13

Are Department Stores Finally Shortable?

Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…

M $5.9BKSS $2.1B

Bristlemoon Capital Aug 13 9 clicks

BREAKING: Nebius Told Investors Vineland Data Center Was "On Track" Days After Undisclosed Stop Orders

Nebius told investors its Vineland data center was on track days after officials halted unpermitted Bloom Energy fuel-cell and LNG-tank…

NBIS $64B

Hunterbrook Aug 13

WillScot Q2'26: The Streak Is Over

WillScot Mobile Mini returned to revenue growth in Q2 2026, raised full-year targets and invested $114 million in fleet capacity for data…

WSC $3.1B

Monte Independent Investment Research Aug 13

Adobe Inc.

Adobe’s valuation fell from 70x earnings in 2020 to 11x as generative AI challenges its creative-software franchise; product standards,…

ADBE $92B

Global Outperformers Aug 13

[scuttleslops] ZTS, APO, FISV, TTD, RELY

Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…

ZTS $29B

scuttleblurb Aug 13 9 clicks

Tuesday, September 29, 2026

⚽️📡 on X

Lee Roach on X

Deep Sail Capital on X

A Capital on X

Deep Sail Capital on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

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