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 5 clicks

Oct 1 TWLO $46B

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

Cestrian Capital Research 2 clicks

Oct 1 AVGO $1.7T

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

The Monetary Matters Network 5 clicks

From X

@P_Remarks Oct 1 1 click

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 2 clicks

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 2 clicks

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 1 click

Barbarian Capital on X

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

@BarbarianCap Oct 1 2 clicks

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

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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 $5.8T

Cassandra Unchained Oct 1 10 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 $1.9TDASH $81B

MBI Deep Dives Oct 1 1 click

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 $46B

Cestrian Capital Research Oct 1 1 click

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 2 clicks

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 $4.4B

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 2 clicks

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 2 clicks

CDNS · long

Cadence Design Systems INC

Cadence Design Systems sells chip-design software as AI computing drives a structural increase in semiconductor design complexity.

CDNS $97B

Value Investors Club May 21 2 clicks

FactSet’s Take-Private Rumours

FactSet has drawn take-private interest from Thoma Bravo and Hellman & Friedman, with its recurring subscription revenue, 90% client…

FDS $9.6B

Global Outperformers Mar 11

Visa Inc update

Visa and Mastercard meet a 15% five-year IRR target at 25x and 26x 2026 earnings, while American Express needs more margin for…

V $676BMA $495B

Global Outperformers Mar 11 1 click

We Dramatically Improved our Machine Learning Model to Price Kalshi Earnings Contracts. It Went 11/13.

A two-layer machine-learning model correctly called 11 of 13 CrowdStrike earnings-word contracts on Kalshi, using historical transcripts…

CRWD $279B

First Strike Research Mar 7 1 click

Berkshire Hathaway: Willing and Abel

Berkshire Hathaway CEO Greg Abel will spend his after-tax $25 million salary buying Berkshire shares as he reshapes the conglomerate’s…

BRK.A $1.1T

Eagle Point Capital Mar 7

Mount Logan's Run: When the Board Pays $9.43 and Mr. Market Hands You a Mulligan at $5.00

Mount Logan Capital repurchased shares at $9.43 before an oversubscribed tender and forced selling drove them to $5.00, below $10.39 book…

MLCI $38M

Rod’s Ruminations Mar 6 1 click

Sea Limited (SE) Q4'25 - Shopee in Focus, 11 Reasons To Keep Investing

Sea Limited generated about $3.5 billion in free cash flow as Shopee invests in Southeast Asian and Brazilian growth despite lower 2027…

SE $59B

Sleep Well Investments Mar 6

Hallador Pt. 2 — "Massive" Data Center Incoming in Sullivan, IN? ($HNRG)

Hallador’s 1 GW Merom plant could supply a proposed 1,000-acre Sullivan County data center, with local filings and Stantec references tying…

HNRG $644M

Multibagger Monitor Mar 5 10 clicks

Theravance Biopharma: Failed Phase 3 Trial, Strategic Review

Theravance Biopharma began a strategic review after a failed Phase 3 trial.

TBPH $884M

Clark Street Value Mar 5 3 clicks

The Green Dot Breakup: Grocery Money, Not Coffee Money

Green Dot’s breakup offers $8.11 cash plus 0.2215 BankCo shares, while GDOT’s $11.50 price implies a 0.55x tangible-book valuation for the…

GDOT $713M

Rod’s Ruminations Mar 5 1 click

Thursday, October 1, 2026

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