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

@leevalueroach Sep 22

Lee Roach on X

Here is my slide on $GME four wall economics. $1.9 million of sales per store. $580k of EBITDA at a 30% margin. Corporate SG&A only $64k per store as Ryan Cohen has slashed costs and is running this like a startup. These unit economics are stunning. This is why they are beginning to reopen stores again after shutting down 5,000. The payback is less than a year. Wait until the drooling suits figure this out. Management is buying in size, this is one of the reasons. More info: https://t.co/Re7vRQ6uHG

@TheBenSchmark Sep 22

JabroniCoin.USD on X

The franchisee in bankruptcy also pointed to the reduced effectiveness of Wendy’s brand marketing and national promotional strategies. $WEN they gonna stop trian? https://t.co/oFWD9DSqud https://t.co/WyL5iMVgs8

@kab604 Sep 22 1 click

kab60 on X

@aurelius28 What do you think they needs to change? I honestly don't think much has changed (apart from valuation) in the case of $FIS and $JKHY (which is too expensive). $FISV seems to have real issues. But despite all the complaints, industry seems to be fine, stickiness high as hell.

@kab604 Sep 22 2 clicks

kab60 on X

$FIS keep pumping, mkt ain't buying it: https://t.co/EPq99nXOmZ https://t.co/u1KVlLvuCO https://t.co/yUGBPTnvRa

@convequity Sep 22 10 clicks

Convequity on X

Three planar generations of Kirin added 150 MHz in total. The first folded one added 350 MHz in a single step, on the same non-EUV process. How Huawei did it, and why it matters for $NVDA, $AVGO and the Western toolmakers. https://t.co/pzpPjCUIJ7

@leevalueroach Sep 22 2 clicks

Lee Roach on X

While everyone was pounding the table about Ryan Cohen buying $26 million of $GME stock yesterday, we had another director, Alain Attal, buy 17,500 shares in the open market. $400k purchased by a director is a massive buy. See more details on the entire thesis here: https://t.co/W8q9tPCX8Y

@ACapitalLP Sep 22 5 clicks

A Capital on X

Anyone looking at $BBWI as a potential activist-driven pre-deal? Barington pushing for buybacks / strategic alternatives, ~$4bn market cap, ~$1.2bn EBITDA and trading ~5-6x EV/EBITDA. Real FCF business despite the top-line issues. What does this get taken out for if someone can underwrite a turnaround? Cc: Sycamore

@kab604 Sep 22

kab60 on X

These $JEF guys seem to keep getting swindled... "Jefferies fund’s ... financed $3.8 billion of Glencore invoices alone for Radiant World and Sapphire Minmetals since 2021." 🤔

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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 $3.3B

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

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 3 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

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.

META $1.8TNVDA $5.5T

SixSigmaCapital: Navigating the Financial Markets Sep 30 6 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

Thursday, October 1, 2026

Lee Roach on X

JabroniCoin.USD on X

kab60 on X

kab60 on X

Convequity on X

Lee Roach on X

A Capital on X

kab60 on X

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