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 AVGO $1.7T

The AI Bubble is Bleeding Cash, Part 2: Anthropic's Receipts | Ed Zitron

The Monetary Matters Network 4 clicks

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

Investor Letters

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Constellium: The Spread Between Feedstock And End Prices Keeps Widening

Constellium’s widening feedstock-to-end-price spread supports 2026 EBITDA guidance of $980M-$1.02B and free cash flow above $300M.

CSTM $3.5B

Andres Veurink Oct 1

Don’t Believe Your Lyin’ Eyes, GPU Depreciation & Useful Lives

Nvidia argues A100, H100 and B200 GPUs retain value beyond five-year depreciation schedules, reviving comparisons with the 1960s…

NVDA $5.5T

Cassandra Unchained Oct 1 9 clicks

Why Muse May Never Need Ads

Muse could sidestep ads by becoming a neutral commerce agent, while DoorDash and Airbnb build proprietary agents that steer users toward…

META $1.8TDASH $81B

MBI Deep Dives Oct 1

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 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

GENI · long

Genius Sports LTD

Genius Sports, a sports data and adtech provider, is pitched as a re-rating opportunity obscured by acquisition noise.

GENI $1.7B

Value Investors Club May 26 1 click

A non-consensus thesis: the forthcoming demise of Bristol Myers Squibb.

Bristol Myers Squibb’s bear case centers on patent-cliff revenue losses, debt, and failed drug investment after $28.3 billion of 2019–23…

BMY $120B

John Hempton's Newsletter May 26 8 clicks

Adobe Deep Dive

Adobe trades at 14x earnings after a 65% decline, with AI, Canva and Figma threatening subscriptions, customer acquisition and…

ADBE $92B

Speedwell Memos May 26 2 clicks

Seaport Entertainment (SEG): Four Catalysts Begin in August 2026

Seaport Entertainment targets positive property-level EBITDA as announced leases and programming add $31 million, while an August 2026…

SEG $291M

Hidden Gems Investing May 26

Glow Lifetech ($GLOW.C) FINS Review

Glow Lifetech’s Q1 revenue hit a record $643,000, up 35% year over year, while its $9.6 million market cap and fading warrant overhang…

GLWLF $5.4M

Wolf's Substack May 26

The $130M Company That Rules What Others Refuse To Touch...(MRDN)

Meridian Holdings (MRDN) operates online betting and casino platforms in 25 countries, arguing its long-standing licenses create a…

MRDN $152M

Phynvesting May 25

Atlas Engineered Products ($AEP.V)

Atlas Engineered Products reported Q1 revenue down 15.5%, gross margin at 3%, and a $1.73 million loss while drawing $2 million on its…

APEUF $30M

Wolf's Substack May 25 1 click

NVIDIA: The AI Factory Is Still Undervalued

NVIDIA reported $81.6 billion revenue, $75 billion data-center sales and $49 billion free cash flow, then weighs custom chips, hyperscalers…

NVDA $5.5T

Modern Value Investing May 25

TIC Solutions Update: New performance framework and a path to $26+ per share.

TIC targets $3 billion of 2029 revenue, 18% adjusted EBITDA margin and 85% free cash flow conversion, requiring roughly $400 million of…

TIC $1.8B

Kairos Research May 22

The Chains Buffett Forged

Warren Buffett's discipline built Berkshire's 22.2% book-value compounding but excluded high-growth winners such as Amazon, Netflix, Google…

BRK.A $1.1T

Bearstone May 20

Thursday, October 1, 2026

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