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 $26B

Asian Century Stocks Sep 29 1 click

Sep 29 EQT $33B

Portfolio and performance update, September 2026

Guardian Research 4 clicks

Sep 29 FTAI $17B

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

Bristlemoon Capital 3 clicks

From X

@CapitalVoss Feb 11

Voss Capital on X

They've implemented EXTR IOT into their $EXTR CloudIQ apps for free w/ the Pilot version. It has built in analytics, data collection, can adjust security on an IoT device by device basis, e.g. can set a security policy to only allow an MRI machine to communicate w/ imaging server https://t.co/IDFDer7M9T

Investor Letters

All letters

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 4 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 $907M

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 $2.7BAMR $2.4B

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 $4B

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 $91B

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 $5.5T

Key Context by Tae Kim Sep 29 4 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 $162B

Value Capital Research 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 $455B

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 $37B

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 1 click

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 $146BDASH $84B

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 $48B

Cestrian Capital Research Sep 28 4 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…

THRM $1.7BMOD $9.2B

Value Don't Lie Sep 28 3 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 $959BMETA $1.9T

SixSigmaCapital: Navigating the Financial Markets Sep 28 2 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 $247B

Vishal Jadaun Sep 28 2 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 $12B

TSOH Investment Research Sep 28 4 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 $429B

Tech Stock Pros Sep 28 2 clicks

MU 2026-09-28

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 $1TNKE $52B

Latticework by MOI Global Sep 28 3 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 $5.7B

Investor Overview Sep 28

Tuesday, September 29, 2026

Toll roads in the sky

Portfolio and performance update, September 2026

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

From X

Voss Capital on X

Investor Letters

The Case for Meta Enterprise Platform

Dark arts or infinite reload? $TTD’s CEO options and the repricing proxy

Cullinan Therapeutics: Compelling Pullback For CLN-978's Potential In Autoimmune Diseases

Group 1 Automotive (GPI) vs Alpha Metallurgical Resources (AMR)

Monte Investments Market Brief Vol. CXXX

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

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

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

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

Zscaler (NASDAQ: ZS) Stock Rating: Accumulate After Q4 FY7/26 Earnings

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

Uber: The Aggregator on Trial

Veeva Systems (NYSE: VEEV) Stock Rating: Distribute After Q2 FY1/27 - Significant Gains To Bank

Quick Value #332 - Gentherm (THRM)

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

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

On’s Premium Playbook

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

The Monday Morning Briefing: Micron and Nike Earnings on Deck

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

Publications we follow

YouTube 4

Blogs 17

Seeking Alpha 49 of 225

X accounts we follow

Investor letters we follow

Sectors

Tuesday, September 29, 2026

Voss Capital on X

Investor Letters

Publications we follow

Newsletters 107

YouTube 4

Blogs 17

Seeking Alpha 49 of 225

X accounts we follow

Investor letters we follow

Sectors