Thursday, October 1, 2026

Twilio (NYSE: TWLO) Stock Rating: Hold After Q2 FY12/26 Earnings - Distribute Below $260

Twilio posted Q2 revenue of $1.50 billion, up 22%, and guided 16% Q3 growth; the note rates TWLO Hold at $305, with a $260 risk line.

TWLO $45B

Cestrian Capital Research Oct 1 1 click

Oct 1 DASH $81B

Why Muse May Never Need Ads

MBI Deep Dives

Oct 1 ADSK $44B

Autodesk (NASDAQ: ADSK) Stock Rating: Accumulate After Q2 FY1/27 Earnings - New Rating Bands, Stop And Price Targets Inside

Cestrian Capital Research

From X

@P_Remarks Oct 1

Prepared Remarks on X

I cannot reconcile the significant insider buying at $celh w/Bloom’s scanner data, clear shelf space gains, & social momentum. Plus freight headwind Alani LTOs (witches brew) are doing well/slight accel but core CELH doesn’t have accel potential until Q1 Too much risk I think

@leevalueroach Oct 1 1 click

Lee Roach on X

On timber companies $RYN and $WY. If the long end keeps going up. 6-7% which I think is definitely possible. Then timber companies will get crushed. But my overall thesis remains and is happening in real time: energy-driven inflation, fiscal deterioration, failed treasury buybacks, the Fed losing the long end. Right now the market is repricing duration before it reprices scarcity. This gap can run for decades. Equities were destroyed in real terms through 1973 and 1974. But hard assets won the decade. I’m praying both of these timber companies keep going down. Land is my favorite asset to own. You can see it. You can touch it. You can hunt on it. You can fish on it. And you can grow productive timber on it. Huge swaths of land have massive optionality. Let’s hope Scott “I am the house” Bessent continues to lose the bond market. I want to see a bloodbath here.

@junkbondinvest Oct 1 1 click

junkbondinvestor on X

“Good news. We got you your full $PSKY allocation.” https://t.co/oKKwqUnBNn

@BarbarianCap Oct 1

Barbarian Capital on X

Keurig Dr Pepper Hires Kimberly-Clark President Torres to Helm Coffee Spinoff $KDP $KMB https://t.co/8CPQhRReM4

@BarbarianCap Oct 1

Barbarian Capital on X

McCormick Is Working to Win Over Value-Conscious Shoppers $MKC https://t.co/cNn2B5biRP

@BarbarianCap Oct 1

Barbarian Capital on X

Accenture Revenue Rises on Growth Across Geographies, Industries $ACN https://t.co/hKXPmc5ov2

@BarbarianCap Oct 1 1 click

Barbarian Capital on X

$HAS also moved up Barbie-Maker Mattel Draws Takeover Interest From Authentic Brands Group $MAT https://t.co/HZXNiDyOkj

@BarbarianCap Oct 1 1 click

Barbarian Capital on X

getting more interesting Nike Projects Sales Decline This Year After Lower First-Quarter Revenue $NKE https://t.co/pV51lJLbbK

HOOY: A Hold For The YieldMax HOOD Option Income Strategy ETF

YieldMax HOOD Option Income Strategy ETF pays high weekly income from Robinhood volatility, but return-of-capital distributions and a 0.99%…

HOOD $107B

Ivan Gaddari Oct 1

How Ethos Sold Wall Street on AI While Powering an Analog Boiler Room

Ethos Technologies ($LIFE) sells AI-driven life insurance while relying heavily on multilevel marketing agencies using aggressive cold…

LIFE $2.2B

Hunterbrook Oct 1 1 click

Karman Holdings q2’26 Earnings Update

Karman Holdings reported 58% Q2 revenue growth, $1.3 billion backlog and margin expansion while replacing leadership and remediating…

KRMN $4.3B

Monte Independent Investment Research Oct 1

Innodata: The 45% Pullback Has Changed My View (Rating Upgrade)

Innodata's 45% pullback resets its valuation after two quarters of 50% revenue growth, though two customers still supply 71% of revenue and…

INOD $2.4B

Kurt Christensen Oct 1 1 click

[ROL – Rollins] The exterminator’s dilemma

Rollins’ shares have fallen more than 50% from their peak, resetting valuation as route density, reliable service and pricing support…

ROL $14B

scuttleblurb Oct 1 1 click

This Week in Special Situations: Pearson, CarMax, Talen Energy, KBR, Apollo Commercial Real Estate

Pearson, CarMax, Talen Energy, KBR and Apollo Commercial Real Estate lead a 33-company survey of activist campaigns, buybacks, M&A and…

KMX $7.8BTLN $15B

Latticework by MOI Global Oct 1 1 click

Group 1's CEO Said "Competitive Advantages and Opportunities." A Car Dealer? I Went Looking.

Group 1’s 19% ownership cap, tied to automaker franchise agreements, frames Conifer’s 1.9 million-share stake and potential buyback-driven…

GPI $3B

Cannibal Stocks Oct 1 1 click

Deckers (DECK): From Clown Shoes To Compounder

Deckers built HOKA into a brand nearing UGG’s scale, with HOKA revenue up about fivefold since FY21.

DECK $11B

TSOH Investment Research Oct 1 1 click

Q3 2026 Consolidated Holdings, Performance, and Ideas

Irrational Analysis reports 51.55% outperformance versus a semiconductor ETF, adding Credo for SerDes and QMCO for AI-driven tape storage…

CRDO $40BCBRS $40B

Irrational Analysis Oct 1 1 click

Occidental Petroleum: Great Inventories To Ride Lower Structural Capex In The Industry

Occidental Petroleum could benefit as declining shale inventories and high rates curb industry capex, tightening oil supply against demand…

OXY $55B

Gen Z Investor Sep 30

MIDD · long

Middleby CORP

Middleby trades at about 11 times EBITDA, below its history and peers, as a sharper management focus is expected to address the commercial…

MIDD $4.7B

Value Investors Club May 6

Highlights from Darden Restaurants' Q2 '23 Conference Call

Darden Restaurants posted 2.8% same-store sales growth as Olive Garden and LongHorn outperformed a softer casual-dining market, while…

DRI $23B

Investing 501 Dec 17

Takeaways From McDonald's Investor Day

McDonald’s investor day framed digital loyalty scale, delivery and AI-driven offer personalization as drivers of incremental restaurant…

MCD $164B

Investing 501 Dec 7

Summary of Q3 Public Restaurant Conference Calls

Public restaurant chains report easing commodity inflation, 3-5% labor inflation and 3-10% unit growth, while digital, delivery and…

TXRH $10BCMG $41B

Investing 501 Nov 18

A Value Trap, an Ancient Stock Pitch, a Glimpse Into The Past

Four Corners’ insider-backed asset sale cut shareholder proceeds to roughly 80% of its prior share price. A 2016 Wilh.

FCPT $2.7B

Exploring with Alluvial Capital Sep 27

Does anyone remember when Alnylam went up 50 percent in a day on a phase three result

Alnylam’s 2022 50% phase-three gain faces FDA advisory-panel scrutiny over its amyloidosis drug’s label extension.

ALNY $31B

John Hempton's Newsletter Sep 12

We can get some extra votes. Pity they are worthless and scumbags are in charge of governance.

Campari’s five-year loyalty plan grants five votes per share, letting its controlling shareholder sell stock while retaining control and…

DVCMY $8.2B

John Hempton's Newsletter Aug 7 1 click

Value Roundup

Talen’s post-bankruptcy nuclear assets, FREIT’s $22 Kushner bid and Calithera’s failed liquidation vote illustrate unusual small-cap…

TLN $15B

Exploring with Alluvial Capital Jul 5

Going Nuclear with Nuveen

Nuveen municipal-bond closed-end funds could unlock illiquid Energy Harbor holdings through Vistra’s acquisition, receiving cash and a…

VST $49BFE $25B

Exploring with Alluvial Capital Mar 21

Essex Biotechnology (1061 HK) - Core products fund investment portfolio

Essex Biotechnology trades at 8 times earnings despite patented Chinese biologics, near-60% niche market share and a portfolio built with…

PFE $160B

Healthy Stock Picks Apr 5

Thursday, October 1, 2026

Prepared Remarks on X

Lee Roach on X

junkbondinvestor on X

Barbarian Capital on X

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Barbarian Capital on X

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Barbarian Capital on X

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