Wednesday, September 30, 2026

Back to today

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…

CCOI · long

Cogent Communications Hldgs

Cogent Communications (CCOI) is presented as a long investment idea, revisiting prior bull cases from 2022 and 2025.

TSOH Weekly Roundup (09/11/2026)

TSOH weekly roundup covers Meta’s child-safety settlement, Markel’s leadership transition, Peloton’s gym strategy and an upcoming Alarm.com…

Publications we follow

Every publication on this site, hand-picked.

110 publications

Newsletters 93

X accounts we follow

Every account on this site, hand-picked.

72 accounts

Investor letters we follow

189 firms

Sectors

Ordered by how often our editor reaches for them.