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 $25B

Asian Century Stocks Sep 29 2 clicks

Sep 29 EQT $33B

Portfolio and performance update, September 2026

Guardian Research 6 clicks

Sep 29 FTAI $17B

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

Bristlemoon Capital 3 clicks

From X

@kab604 Aug 12 1 click

kab60 on X

Is it correct that Adyen hasn't developed their own A2A payment option? (think I heard on some expert call). And now $FOUR owns Global Blue and soon an A2A biz which is attractive for big ticket purchases/luxury goods?

@leevalueroach Aug 12 1 click

Lee Roach on X

What price would you guys buy $NCMI at? Stock plunging from terrible acquisition. But there’s a price for everything. Last terrible acquisition I followed was $BTU and their stock collapsed too and they got out of the deal. Stock re-rated hard. https://t.co/ecUOLwfD4H

@leevalueroach Aug 12 2 clicks

Lee Roach on X

@CapitalFang Worked for $BTU. Not sure if something will work here.

@TheBenSchmark Aug 12 2 clicks

JabroniCoin.USD on X

JPM taking $ACMR PT from $70 to $110 >105% order growth (memory likely more than half) > international markets expanding > ECP lead (#3 globally) > “Platform in the making” https://t.co/caRVrfHgSm

@mavix_leon Aug 12 3 clicks

mavix on X

Shelly Group $SLYG H1 '26 results: ▫️Revenues +26.5% ▫️EBIT +45.6% ▫️EBIT margin of 26% (vs. 22.6%) ▫️Net result +51.4% ▫️OCF +260.6% ▫️FCF +354.3% ▫️Cash +133.1% ▫️DSO of 147 days (-21) ✅ Guidance confirmed https://t.co/do39CfwTEk

@stockgutter Aug 12 2 clicks

SG on X

Jun28 $BE 85P x 510C strangle currently fetches about $100. Tempted to sell a few.

@leevalueroach Aug 12 2 clicks

Lee Roach on X

The CEO of $HOG bought $250k of shares in the open market yesterday and you morons are selling it off today? https://t.co/gjtDirn6Hp

@ToffCap Aug 12 3 clicks

ToffCap on X

$MRX Q2: +39% revenue growth, 17% PAT margin (cont ops), 37% ROE, ~$2 EPS growing 100%+, mgt guiding further strong growth... Still 8.5x annualised PE https://t.co/ihSaFMMBLO

The Case for Meta Enterprise Platform

Meta’s Enterprise Platform creates a third-party compute outlet, reducing the cost of overbuilding AI infrastructure while adding…

META $1.9T

MBI Deep Dives 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 $5.7B

Yet Another Value Blog Sep 29 7 clicks

Beam Therapeutics: Ignore The Anthropic Noise And Focus On Clinical Progress

Beam Therapeutics’ BEAM-302 AATD gene-editing program anchors its 2028–2029 upside, while a 2–3 year cash runway leaves dilution likely…

BEAM $2.6B

Robert J. Lake Sep 29 1 click

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 $3BAMR $2.2B

Cannibal Stocks Sep 29 4 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 $4.4B

Monte Independent Investment Research Sep 29 2 clicks

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 $98B

Thomas Veth Sep 29 1 click

Jensen Huang Press Q&A: 'Nvidia Stock Is Undervalued'

Nvidia CEO Jensen Huang says the company will buy back hundreds of billions of dollars of stock in coming years.

NVDA $5.8T

Key Context by Tae Kim Sep 29 5 clicks

Pfizer: Growth Portfolio And Cost Cuts Support A Buy Through The LOE Trough

Pfizer’s new products and $9.7 billion cost-cut plan target earnings support through COVID normalization and patent expiries, alongside a…

PFE $160B

Value Capital Research Sep 29 1 click

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 $465B

Steve Eisman Sep 28 6 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 4 clicks

Dox for Me, O Muse: Meta’s New AI Agent Built Lists of People in Vulnerable Groups on Request

Meta’s Muse AI compiled dossiers on vulnerable Facebook and Instagram users, bypassing safeguards with minor prompt changes.

META $1.9T

Hunterbrook Sep 28 2 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 $83B

MBI Deep Dives Sep 28 3 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 $46B

Cestrian Capital Research Sep 28 5 clicks

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…

MOD $9.7B

Value Don't Lie Sep 28 4 clicks

Inside AMD and Meta’s Equity-for-Compute Deal

AMD granted Meta warrants for nearly 10% of its shares tied to a 6 GW compute commitment, creating roughly $100 billion of potential…

AMD $1.1TMETA $1.9T

SixSigmaCapital: Navigating the Financial Markets Sep 28 3 clicks

RTX Corporation: Improving Margins Could Unlock More Value From Its Backlog

RTX’s $289 billion backlog and margin gains at Raytheon and Collins support its 2026 sales target of $95–96 billion, while Pratt & Whitney…

RTX $248B

Vishal Jadaun Sep 28 4 clicks

On’s Premium Playbook

On Holdings targets premium growth through 2029, using LightSpray soccer cleats and higher pricing, with ASPs rising from $145 to $170…

ONON $11B

TSOH Investment Research Sep 28 5 clicks

Oracle: Here's How Badly The AI Trade Could Go (Rating Downgrade)

Oracle faces rising credit and spending risks as OpenAI-linked backlog, Project Jupiter delays and higher component costs threaten FY27…

ORCL $439B

Tech Stock Pros Sep 28 4 clicks

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.

MU $1.2TNKE $50B

Latticework by MOI Global Sep 28 4 clicks

Campbell's: Profit Continues To Fall, But The Stock Is Becoming Interesting

Campbell’s $500 million savings program and Rao’s growth could lift EBIT despite weak FY2027 guidance, while volume declines and inflation…

CPB $5.6B

Investor Overview Sep 28 1 click

Tuesday, September 29, 2026

kab60 on X

Lee Roach on X

Lee Roach on X

JabroniCoin.USD on X

mavix on X

SG on X

Lee Roach on X

ToffCap on X

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