Sunday, October 4, 2026

Did Group 1 Overpay for Hennessy? The Seller’s Own Banker Says It Was a Record.

Group 1 paid $1 billion of goodwill for Hennessy’s 10 dealerships, a record $100 million per store, financed largely with $1.25 billion of debt.

GPI $2.7B

Cannibal Stocks Oct 4 4 clicks

Oct 2 EVI $238M

EVI Industries. Margin inflection or fake out?

Kairos Research 2 clicks

Oct 2 MRP $3.8B

EXCLUSIVE: Lennar’s Big New Customer Is Its Own Spinoff, Millrose

Hunterbrook 2 clicks

From X

@BlueDuckCap Sep 2

BDC on X

The rheumatologists on the call also confirmed 2 things: 1.) XGN tests are superior in identifying lupus markers vs legacy and 2.) Myositis is critical to rule out early to avoid very serious lung issues. $XGN launches Myositis labs early next year. Confirmed the entire bull case imho.

@natstewart5 Sep 2

Nat Stewart on X

@HiddenGemsInves $CHCI ° Asset light, high ROIC asset manager ° Track record of revenue, FCF growth, clear strategy ° ~30% owned by Dwight Shar, founder/former CEO of $NVR ° move into data center development is a potential grand slam - a cheap call option

@negligible_cap Sep 2

Negligible Capital on X

*GOPRO SHARES EXTEND THREE-DAY RALLY TO MORE THAN 180% $GPRO up another 40% today despite the merger announcement yesterday https://t.co/ChwU3GIvrX

@SowingAlphaSeed Sep 2

Farmer on X

@simcity31 $ORR has been a great investment and I'm happy with it. I just don't think any investment should be sized as large as I sized it. https://t.co/HnwLbpAPID

@SowingAlphaSeed Sep 2

Farmer on X

@ridireresearch Why $PURR instead of $THYP?

@SowingAlphaSeed Sep 2

Farmer on X

@GrumpierBTDay @vanillager Off topic, but have you looked at $AERG?

@LittleOwlRes Sep 2 1 click

Little Owl Research on X

$KLAR seems too easy… obviously recession=write-offs, but the value proposition to consumers would strengthen? What am I missing?

@John_Hempton Sep 2

John_Hempton on X

Everything is going right for Apes. Box office last month was an all time record. And the Apes can't get $AMC above $3 or should I say 30 cents before the reverse split. Only conclusion I have: Apes weak, Ken Griffin strong. Be like Ken Griffin.

40 Best Stock Pitches (28th-4th October) 🟢

Old Market Capital, a delisted holding company owning a rural fiber network, trades below comparable network valuations after institutional…

OMCC $27M

Capital Employed Oct 4 7 clicks

💥Leslies Term Lenders Toss a Life Preserver💥

Leslie’s and nine affiliates filed Chapter 11 in Texas on September 30, 2026, after 18 months of deteriorating performance.

LESL $1.6M

PETITION Oct 4 3 clicks

🤿New Chapter 11 Bankruptcy Filing - Leslie’s Inc.🤿

Leslie’s, the pool-supplies retailer, filed Chapter 11 after deteriorating operations, pricing and inventory missteps, and a burdensome…

LESL $1.6M

PETITION Oct 4 3 clicks

Single Stock Spotlight #16: Huckleberry.AI (HUCK)

Huckleberry.AI trades near $3.30 against $221 million of cash and $900 million-plus of NOLs after selling its operating business, creating…

HUCK $147M

Hidden Rock Capital's Newsletter Oct 2 5 clicks

Rocket Lab (NASDAQ: RKLB) Stock Rating: Accumulate After Q2 FY12/26 Earnings

Rocket Lab reported Q2 revenue up 62% to $234.1 million and backlog up 137% to $2.36 billion, while operating losses and cash burn…

IRDM $5B

Cestrian Capital Research Oct 2

Research & Analysis | AAR Corp. (NYSE: AIR): MRO Holdings Reshapes the Margin Profile

AAR’s $1.8 billion acquisition of a 65% stake in MRO Holdings adds widebody aircraft maintenance and targets a 19% to 20% EBITDA margin by…

AIR $4B

Monte Independent Investment Research Oct 2 4 clicks

The Trade Desk (NASDAQ: TTD) Stock Rating: Do Nothing After Q2 FY12/26 Earnings

The Trade Desk's Q2 revenue grew 3% to $715 million as Q3 guidance called for a year-over-year decline; TTD has fallen over 90% from its…

TTD $5.8B

Cestrian Capital Research Oct 2 1 click

Belden Inc.: The Ruckus Debt Looks Scarier Than The Math

Belden targets net leverage of 2.9x by 2027 from 3.9x, using RUCKUS's 65%+ gross margins and free cash flow to reduce debt.

BDC $4.3B

Lee Bailey Oct 2

Crocs: Double-Digit Buyback Yield (Ticker: CROX)

Crocs has $2 billion of buyback authorization, more than a third of its market cap, as North American sales stabilize and HeyDude drags on…

CROX $5.6B

Emerging Moats Research Oct 2 4 clicks

$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 2 clicks

BV · long

BrightView Holdings

BrightView Holdings' 2.5-year turnaround has returned organic growth, with 30-50% stock upside tied to market confidence in the inflection.

BV $1B

Value Investors Club Jul 6 3 clicks

Howard Hughes: Still Attractive Despite Risks Of Rapid Transition

Howard Hughes plans to raise nearly $4 billion by selling real estate assets and condos, accelerating Vantage’s insurance expansion while…

HHH $4.3B

Gary Gambino Oct 3 3 clicks

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 $2.6B

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 $4.2B

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 $2B

Kurt Christensen 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 $7.6B

Latticework by MOI Global Oct 1 1 click

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 $2.7B

Cannibal Stocks 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 $598M

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…

QMCO $1.1B

Irrational Analysis Oct 1

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

BDC on X

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Negligible Capital on X

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Little Owl Research on X

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