$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.
Thursday, October 1, 2026
Back to today 
From X
⚽️📡 on X
Doing this on the eve of the first massive share unlock on $CBRS is quite the move... https://t.co/4S5yCotZ7M
Lee Roach on X
Can someone find me a single CEO own has bought as much stock in the open market as Ryan Cohen has done for $GME? I know it’s a hated stock on Wall Street but come on guys. This is massively bullish. https://t.co/URKXXIxstM
Deep Sail Capital on X
Just buy $QURE every time it drops 50% and sell it when it recovers 100%. It’s happened like 3 times already. Wild one.
A Capital on X
$TLN sub $290 was indeed a joke. $1.5bn accelerated buyback, retiring >10% of shares by Q1 2027. $3bn total authorization… https://t.co/RsDYuTjylo https://t.co/yyHIHcZ0yd
Deep Sail Capital on X
The Greenland trade is played for now. $GRML looks tired, but borrow still runs ~602%, with $GLND at ~684%. The pump may be fading. The squeeze risk hasn’t. Falling borrow fees + returning inventory would make the “party’s over” call much stronger. It would need another news pump item to reignite it.
Barbarian Capital on X
El Pollo Loco to open first New York restaurant as it aims to become national chicken chain $LOCO https://t.co/eNyH3J68ZR
Barbarian Capital on X
Shell to Double Production Capacity at LNG Canada $SHEL https://t.co/pWZFyMchXg
Barbarian Capital on X
CarMax Posts Higher Profit as Turnaround Takes Shape $KMX https://t.co/A0uMCCqHJN
Investor Letters
All letters
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.
Andres Veurink 
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…
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…
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 $8.30 billion to…
HOOY: A Hold For The YieldMax HOOD Option Income Strategy ETF
YieldMax HOOD Option Income Strategy ETF pays high weekly income from Robinhood volatility, but return-of-capital distributions and a 0.99%…
Ivan Gaddari 
How Ethos Sold Wall Street on AI While Powering an Analog Boiler Room
Ethos Technologies ($LIFE) sells AI-driven life insurance while relying heavily on multilevel marketing agencies using aggressive cold…
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…
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…
Kurt Christensen 
[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…
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…
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…
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.
Not So Fast
Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.
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…
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…
Bruno Montoya Amador 
ELME · long Elme Communities
Elme Communities, a REIT, is nearing the end of a long liquidation process.
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…
Gen Z Investor 
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…
The Next Consumer is a Computer
Meta’s Muse illustrates how persistent AI agents shift compute from per-query to per-user, driving heavier GPU, CPU and memory demand.
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…
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