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
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.
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
Shell to Double Production Capacity at LNG Canada $SHEL https://t.co/pWZFyMchXg
Barbarian Capital on X
CarMax Posts Higher Profit as Turnaround Takes Shape $KMX https://t.co/A0uMCCqHJN
Investor Letters
All letters- Quercus Fund 2026 (Jan-Aug) FCODF $4.7B
- 1851 Capital August 2026
- Ophir Asset Management August 2026
- QuantStreet Capital August
- Asset Value Investors Ltd August 2026 MSLOF $16B
- PenderFund Capital Management Ltd. August 2026 TGMPF $183MVHI $336M
- Forager Funds Management August 2026 BVSFF $1.4BEMCHF $66M
- Oldfield Partners August 2026
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…
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.
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.
Thomas Veth 
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.
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…
Value Capital Research 
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.
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…
UHS · long Universal Health Svcs INC
Universal Health Services is a profitable hospital operator whose $146 share price over-discounts an earnings-collapse scenario.
META Deep Dive: Opportunity or a Trap?
Meta’s 2022 selloff bottomed near $90 after Apple privacy changes and metaverse spending.
Alpha Metallurgical Resources (AMR) vs. Warrior Met Coal (HCC)
Warrior Met Coal’s lower-cost longwall mines and Blue Creek expansion protect cash flow, while new high-vol supply depresses Alpha…
Trip.com (TCOM US)
Trip.com dominates China’s online travel market with over 50% share and has grown international platform traffic from 1 million monthly…
TFX 2026-08-22 Teleflex: Portfolio Surgery Creates A Better Medtech Compounder
Teleflex is divesting lower-growth units, using proceeds for debt reduction and buybacks while focusing on faster-growing Vascular and…
Equity Eagle 1 click
WD #355: AUNA/CAAP Earnings, Brazil, USMCA Trade Situation
CAAP reported decent second-quarter earnings and its first dividend, while Brazil rose on an election poll and USMCA trade developments…
UUUU 2026-08-22 Energy Fuels: The Largest Combined Uranium And Rare Earth Company In North America
Energy Fuels produces uranium and separated rare earth elements at its White Mesa Mill, with NdPr output since April 2024 and a domestic…
Joseph L. Shaefer 1 click
“Clarity and the rally are the same event” (NOTW#105)
Moderna and Merck reported positive Phase III INTerpath-001 results for a personalized cancer vaccine, turning clinical clarity into a…
The Non-linear Economics of Grocery Delivery Basket
Instacart’s larger grocery baskets create disproportionately better delivery economics than DoorDash’s, making half the basket size worth…
NVDA 2026-08-22 Nvidia: It's All About SpaceX Now
Nvidia’s exclusive SpaceX partnership targets a 10 GW data-center buildout and could add $120 billion to $230 billion of revenue beyond…
Uttam Dey 2 clicksPublications we follow
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Seeking Alpha 42 of 199
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A Capital
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Convequity
David Orr
Deep Sail Capital
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DOMO Capital Management, LLC
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Farmer
Fierce_beast
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JabroniCoin.USD
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mavix
Mike
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SG
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Investor letters we follow
- 1 Main Capital
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- Dodge & Cox Stock Fund
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- FPA Crescent Fund
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- Forager Funds Management
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- Gabelli Funds
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- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
