Thursday, October 1, 2026

$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital

Turning Point Brands' FRE and Alp nicotine pouches aim to become a third C-store brand behind ZYN and Velo as PMTA rules limit new entrants.

TPB $1.1B

Yet Another Value Podcast Oct 1 3 clicks

Oct 1 TWLO $45B

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

Cestrian Capital Research 1 click

Oct 1 DASH $81B

Why Muse May Never Need Ads

MBI Deep Dives

From X

@TimyanBankAlert Sep 30

Timyan Bank Alert on X

$CBNK merging into $PEBO https://t.co/PBhnl65UhD

@KEDM_COM Sep 30

KEDM.com on X

TIM Brazil $TIMS3.BZ / $TIMB will be buying back ~55m shares over the next 18 months. Not a huge buyback (2.3% of s/o), but this one is notable because s/o have been roughly stable since, what, 2014? Also, the stock is down 40% from ATH over the past few months while TIM keeps growing. We saw something very similar in 2024 (the price action, not the buyback), with the shares moving +100% the following year.

@leevalueroach Sep 30

Lee Roach on X

I am fascinated by $FICO. So many people have been blown out by it. Many on X have given up and said it’s going much lower. I haven’t done enough work to even tell you if it’s a buy or not. I just love following these beaten down names. Many once compounders are getting killed now. Building a watch list of compounder names that are getting killed to see what ones are best to own.

@DOMOCAPITAL Sep 30

DOMO Capital Management, LLC on X

$ALTO StoneX initiates with a Buy rating and $7 price target: https://t.co/AnUoeGvT6X

@valuedontlie Sep 30

Colin King on X

$CALM down ~8% pre-market on 1Q27 results Likely another few quarters til cycle turn (?), balance sheet still rock solid, minimal buybacks, dividend is variable so no payout when losing money $55/sh BV (~$50 TBV) vs. $63 pre-market = 1.15x P/B https://t.co/Xx0kmu7j66

@negligible_cap Sep 30 2 clicks

Negligible Capital on X

Aterio flagging that they see a material risk that $ORCL misses their 2H 2027 delivery guidance on their 1.3 GW Wisco datacenter, with meaningful load now unlikely before mid-2028 https://t.co/Rywn1UhoOC https://t.co/zmgGeRZ7eR

@DOMOCAPITAL Sep 30

DOMO Capital Management, LLC on X

$PBI https://t.co/MFR4Wes8aM

@valuedontlie Sep 30

Colin King on X

And here's another CVR from $SSTI buyout... Stock trading at $8.20 with $8 cash + $3 CVR https://t.co/yxJvpDQX67 https://t.co/Ikq0lfpTq3

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

Autodesk reported Q2 revenue growth of 16% to $2.05 billion, while RPO growth slowed to 2%; FY2027 guidance calls for $8.30 billion to…

ADSK $44B

Cestrian Capital Research Oct 1

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

[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

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

HubSpot Valuation: SaaS-Pocalypse Discount And DCF Imply More Upside

HubSpot trades at 18.4x forward earnings and 3x sales after the SaaS selloff; a DCF using 22% FCF growth values shares at $302.66.

HUBS $10B

Bishop Research and Analytics Oct 1 2 clicks

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 $2.9B

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

Not So Fast

Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.

EVC $682M

The Mikro Kap Oct 1 2 clicks

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 $40BQMCO $1.3B

Irrational Analysis Oct 1 1 click

LeMaitre Vascular: The Q2 Miss Hides A Stronger Acquisition Machine

LeMaitre Vascular’s shift to larger acquisitions lifted its success rate to 80% and gross margin to 72%, supported by $376 million of cash…

LMAT $1.9B

Bruno Montoya Amador Oct 1

ELME · long

Elme Communities

Elme Communities, a REIT, is nearing the end of a long liquidation process.

ELME $155M

Value Investors Club Jul 3

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

Zentek Research Note

Zentek shipped its first ZenGUARD air-filter order to a Canadian federal facility as its Albany graphite PEA confirmed a US$3.85 billion…

ZTEKF $63M

Atrium Research - Equity Research Sep 30 2 clicks

Chevron (NYSE: CVX) Stock Rating: Move To Distribute After Q2 FY12/26 Earnings - Near-Peak Margins And The Iran War

Chevron moved to Distribute at $204 after Q2 free cash flow reached $18.1 billion on $104 Brent, with near-peak margins driving supernormal…

CVX $407B

Cestrian Capital Research Sep 30

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…

YB $553M

Calvin Blissett Sep 30 4 clicks

Undercovered Dozen: Vicor, Rayonier, Accenture And More

Vicor, Rayonier, Accenture and nine other lesser-covered stocks make up Seeking Alpha’s Undercovered Dozen.

VICR $14BRYN $5.5B

The Undercovered Dozen Sep 30 4 clicks

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

EQT remains tied to roughly $3 Henry Hub gas despite European prices near $23 per MMBtu, with US LNG export capacity limiting overseas…

EQT $31B

Cestrian Capital Research Sep 30 1 click

Thursday, October 1, 2026

Timyan Bank Alert on X

KEDM.com on X

Lee Roach on X

DOMO Capital Management, LLC on X

Colin King on X

Negligible Capital on X

DOMO Capital Management, LLC on X

Colin King on X

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