Wednesday, September 30, 2026

NASDAQ:YB 10% dividend, 2x P/E, 30% growth, AI beneficiary, secular tailwinds, founder CEO I think is as good as Bezos/Walton

Yuanbao pairs a 10.2% dividend and cash exceeding its market value with 33.5% first-half profit growth from AI-enabled Chinese insurance distribution.

YB $553M

Calvin Blissett Sep 30 4 clicks

Sep 30 EQT $31B

EQT Corporation (NYSE: EQT) Stock Rating: Hold After Q2 FY12/26 - Why Europe's Gas Shortage Has Not Lifted The Stock

Cestrian Capital Research 2 clicks

Sep 30 STRS $147M

3 Mergers and 1 Liquidation in the Danger Zone

Triple S Special Situations Investing

From X

@John_Hempton Sep 30

John_Hempton on X

@SilverBacked737 @ishedtruth444 I know you were not talking to me. But I hope you buy more $AMC anyway.

@John_Hempton Sep 30

John_Hempton on X

@SilverBacked737 @ishedtruth444 I am not mad about you buying $AMC. I have tried to encourage it. Please buy more.

@DeepSailCapital Sep 30 1 click

Deep Sail Capital on X

@P_Remarks $THEON $DLO $TOI.NE

@stockgutter Sep 30

SG on X

Happy $MKTW dividend day for those who celebrate ( $PAGS $EVC too)

@convequity Sep 30

Convequity on X

$PANW and $DDOG both put something real inside the customer's systems that an AI lab cannot recreate by calling SaaS APIs. Palo Alto's install is still harder to replace with AI. 1. Datadog's agents mostly sit outside the traffic and watch production. A bad agent version rarely takes the business down the way a bad firewall rule can. 2. Palo Alto's firewalls and SASE cloud gateways sit inside the traffic and decide what to allow, deny, decrypt or inspect. A wrong allow or deny hits live traffic and live machines. 3. Many Datadog users start the day in a coding agent and open Datadog when something looks wrong. Many Palo Alto users start in its console and stay there through alerts, triage and response. For them, an outside AI agent is an add-on. Cybersecurity work splits two ways on AI risk. Work done before code ships ("shift-left") or from outside the traffic, such as scanning code, checking cloud settings and sorting collected alerts, gives answers that are easy to check. AI agents are already taking over more of it. Work in live traffic and on live machines ("shift-right") means judging whether an attacker is still inside and whether blocking them is safe. That is more ambiguous and mistakes cost more, so enterprises move slower and demand earned trust. Palo Alto is not risk-free. In our view its exposure is the easily checked detection and vulnerability work inside its platform, which AI agents can take over sooner. The threat is not an AI-native firewall startup.

@KEDM_COM Sep 30

KEDM.com on X

American Assets Trust’s $AAT Chairman Rady continues to buy shares, now already owning 38% of s/o. The 13D also mentions that he may ‘discuss or encourage extraordinary transactions - including mergers, take‑private deals, asset sales, recapitalizations or board/management changes.’

@stockgutter Sep 30

SG on X

@grok compare the revenue $RGTI has earned ytd with the proceeds of $RGTI insider stock sales ytd

@leevalueroach Sep 30

Lee Roach on X

Pretty good thesis on $MNRO here. I think it gets sold soon. https://t.co/nx6knvA1Ng

💥Yield!💥

Beyond Meat’s Q2 2026 revenue fell 8.2% as U.S. retail and foodservice volumes declined, while a flatter, not inverted, Treasury curve…

BYND $138M

PETITION Sep 30

POSCO Holdings: A Resource Conglomerate Still Priced Like A Distressed Steel Mill

POSCO Holdings trades at a 78.6% P/B discount as lithium, gas and trading profits reshape the steelmaker, while capex and lithium prices…

PKX $17B

Capital Connoisseur Sep 30

Research Roundup Vol. LIV

Research Roundup covers AAON's data-center cooling ramp, Knife River's margin recovery, ChronoScale's Microsoft-backed neocloud buildout…

AAON $6.8BKNF $2.9B

Monte Independent Investment Research Sep 30

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…

OTIS $24B

Asian Century Stocks Sep 29 1 click

Portfolio and performance update, September 2026

Portfolio returned 65.7% through September 28 versus the S&P 500’s 13.2%, while backing Tourmaline, EQT, Athabasca and SLB on gas demand…

EQT $31B

Guardian Research Sep 29 5 clicks

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

FTAI Aviation’s engine-exchange model swaps CFM56 engines in days rather than 200-day overhauls, driving Aerospace Products adjusted EBITDA…

FTAI $17B

Bristlemoon Capital Sep 29 2 clicks

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

OKLO · short

Oklo INC

Oklo is framed as a portfolio basket short and a concept company that could become a compounding short.

OKLO $6.7B

Value Investors Club Jun 5

Here Is Every Cheap Stock On The OTC

A review of 2,144 OTC listings identifies more than 200 profitable companies trading cheaply on earnings or assets, beginning with…

AATC $31MACMT $16M

Easy Value Jun 29

Quick Value #320 - Somnigroup (SGI)

Somnigroup’s $2.5 billion all-stock Leggett & Platt acquisition adds vertical integration as the bedding leader targets mid-single-digit…

SGI $14B

Value Don't Lie Jun 29

[ZTS] Zoetis could use a booster shot

Zoetis’ pet-drug blockbusters have shifted its mix from low-growth livestock medicines to durable companion-animal franchises with softer…

ZTS $29B

scuttleblurb Jun 29 5 clicks

Everybody Sold the Power

Fermi, a $6 billion Texas power developer with 17 gigawatts of planned capacity, needs its first data-center lease before turbine financing…

FRMI $2.6B

Mispriced Assets Jun 29 1 click

Weekend Digest 348: Buy-And-Hold Purchases: MKTX, BSX, BAH, JD, Various LatAm Names

Weekend Digest 348 adds MarketAxess, Boston Scientific, JD and Walmex to a buy-and-hold portfolio, alongside views on Colombian markets,…

MKTX $5.8BBSX $63B

Ian’s Insider Corner Jun 28

A Growing Business at a Discount to Its Own Cash

GrabAGun’s $68 million market capitalization sits below $98.5 million net cash, while PEW Logistics and ammunition subscriptions target…

PEW $60M

XIX Value Jun 28

$FOX dropped 25% buying $ROKU. Is the market wrong? | Simeon McMillan, Accrued Interest

Fox’s $22 billion Roku deal cut FOXA 25%, but Simeon McMillan argues Roku’s streaming-TV reach, advertising upside and synergies make the…

FOX $24B

Yet Another Value Blog Jun 28 1 click

Under The Hood, Wingstop Inc. ($WING)

Wingstop generates most of its $697 million revenue from franchise royalties across a 3,153-restaurant, 98%-franchised system while…

WING $2.9B

Bearhold Research Jun 28 2 clicks

Staying the course on H&R REIT

H&R REIT’s renewed talks with Blackstone cover some assets, following office and U.S.

BX $84B

Nugget Capital Partner's Substack Jun 27

Wednesday, September 30, 2026

John_Hempton on X

John_Hempton on X

Deep Sail Capital on X

SG on X

Convequity on X

KEDM.com on X

SG on X

Lee Roach on X

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