Sunday, October 4, 2026

British American Tobacco: Harvest

British American Tobacco’s U.S. reset revives combustibles and rebuilds its nicotine-pouch portfolio after legacy-brand writedowns and Velo 1.0’s failure.

BTI $130B

Invariant Oct 4 5 clicks

Oct 4 CBRS $33B

Practical Parametric Yield

Irrational Analysis 3 clicks

Oct 4 GPI $2.9B

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

Cannibal Stocks 4 clicks

From X

@OddDiligence Aug 11

Odd Diligence on X

oklolol $oklo https://t.co/52h6TZs8vg

@leevalueroach Aug 11

Lee Roach on X

Here is my update on $EVC after Q2 earnings. Just sent out to all subs. Happy to hear any thoughts. https://t.co/TmdiUzv4my

@stockgutter Aug 11

SG on X

Not in $OGI at the moment but this was a good report. Congrats to those who held. cc @danreaven https://t.co/Nvtr15omhI

@stockgutter Aug 11

SG on X

$RILY gapping up this morning on favorable earnings report from $BW. BRC Holdings owns 27.6m shares of Babcock and Wilcox. https://t.co/SN5tDEz3T5

@BlueDuckCap Aug 10 1 click

BDC on X

@BillAckman @MikeBenzCyber Maybe it’s time for $mrna to you know reflect its fair value of $0.

@majgeoinvesting Aug 10 1 click

Maj Soueidan on X

Microcap Earnings Calls I’m tracking tomorrow + why: $MDP.TO New drug momentum $TISI Turnaround + activist $ACCS Competitive environment $BWEN Turbine business pulse $ATGN Hail Mary $FF Nice Q per @GrumpierBTDay $TACT Recurring revenue push $OPXS Backlog trends @InfoArbMonitor https://t.co/Ca9uFHBWVM

@david_katunaric Aug 10 1 click

Mikro Kap David on X

For reference, this is what an impressive quarter from $EVC looked like just a year ago. Covered my thoughts on Q2 2026 in the paid chat. Heading to sleep now. https://t.co/h1BLsnRzvE

@irbezek Aug 10 2 clicks

Ian Bezek on X

@SowingAlphaSeed I had $U long $APP short on for a while. Still long Unity, but shouldn't have covered Applovin, would have been right on both ends.

M&T: Buy Reaffirmed, Despite Market Pullback, As Growth And Earnings Story Remain Strong

M&T Bank's 10.4% five-year revenue CAGR, improving net interest margin and commercial loan growth support its earnings resilience despite a…

MTB $31B

Albert Anthony Oct 3 2 clicks

The Art of Doing Financial Engineering

AI infrastructure’s $6.3 trillion financing gap is driving structured debt and asset-backed solutions, starting with Meta’s planned 5GW…

META $1.9TMS $285B

Net Interest Oct 3 5 clicks

Walmart: Fiscal 2028 Consensus Leaves No Room For Diesel Or Rollbacks

Walmart's FY28 consensus requires 15–18% operating-income growth above plan despite diesel costs, price investments and a non-recurring…

WMT $910B

Sameer Shahzad Oct 3 2 clicks

EVI Industries. Margin inflection or fake out?

EVI Industries says its ERP and service-platform build is largely complete, testing whether 10.8% revenue growth can finally outpace…

EVI $243M

Kairos Research Oct 2 2 clicks

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

Lennar is selling homes to former spinoff Millrose, whose revenue largely comes from Lennar and whose largest voting shareholder is…

LEN $17BMRP $3.7B

Hunterbrook Oct 2 2 clicks

TSOH Weekly Roundup (10/02/2026)

TSOH Weekly Roundup covers Meta’s AI agent ambitions, Netflix’s TV gaming strategy and Arc’teryx’s rise from $500 million to more than $2…

META $1.9TNFLX $511B

TSOH Investment Research Oct 2 4 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

Nike: The Defense Holds, the Offense Is Unproven

Nike targets EBIT margin recovery from 5.2% in FY2027 to 13% by FY2032 as revenue declines persist and wholesale, China and digital remain…

NKE $52B

Latticework by MOI Global Oct 2 3 clicks

[scuttleslops] Cloudflare wants bots to pay; OpenAI’s ad ambitions; Memory chip competition; Muse is a proactive assistant; the Wintel of cars and robots; Atlassian as a coordinating layer

Cloudflare is building HTTP 402 payments for AI agents, using its web network to let publishers charge bots for content access.

NET $110B

scuttleblurb Oct 2 1 click

Nike, Part Two: The Deep Dive

Nike’s second Latticework program examines the company and the global athletic footwear and apparel industry for professional investors.

NKE $52B

Latticework by MOI Global Oct 2 1 click

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 $976M

Value Investors Club Jul 6 3 clicks

Beware, Bears: Chipmakers Are Still Lubricating The AI Financing Wheel

Chipmakers are backstopping AI compute financing with guarantees, equity and loans, delaying a potential neocloud debt squeeze.

NVDA $5.2T

Deep Value Investing Oct 3 3 clicks

Nike, Part One: The Story

Nike grew from a $1,000 shoe-distribution venture in 1964 into the largest sports brand, using athlete endorsements, product innovation and…

NKE $52B

Latticework by MOI Global Oct 2 2 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…

RKLB $35BIRDM $4.9B

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 $3.9B

Monte Independent Investment Research Oct 2 4 clicks

American Healthcare REIT: A Dip Buy Driven By Senior-Care And Outpatient Tailwind

American Healthcare REIT’s senior-housing and outpatient portfolio is driving FFO growth and dividend safety, while a rich valuation limits…

AHR $12B

Albert Anthony Oct 2 1 click

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 $4.1B

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 $6B

Emerging Moats Research Oct 2 4 clicks

Sleep Well Portfolio (Sept 2026) - New Pick coming up - SWI#25.

CrowdStrike faces a trim at a $270 billion valuation and 140x free cash flow, despite AI-driven cybersecurity demand and a $20 billion ARR…

CRWD $233B

Sleep Well Investments Oct 2 3 clicks

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