Sunday, October 4, 2026

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 selling.

OMCC $27M

Capital Employed Oct 4 7 clicks

Oct 4 LESL $1.6M

💥Leslies Term Lenders Toss a Life Preserver💥

PETITION 3 clicks

Oct 4 LESL $1.6M

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

PETITION 3 clicks

From X

@John_Hempton Oct 4 2 clicks

John_Hempton on X

@DavidWeinetayg @TidefallCapital Debt covenants matter. It won't however be the first or last company to buy itself back into ch11. I mean look at last quarter's buy backs in $FICO.

@leevalueroach Oct 4 3 clicks

Lee Roach on X

Looks like we got 13.5 million shares trading of $GME tonight. Not sure what’s going on. Besides the heavy insider buys. https://t.co/cU9aBeRwRR

@BarbarianCap Oct 4 1 click

Barbarian Capital on X

$ONON so in vogue, it made it to the WSJ The Sneaker Taking Over America Was Inspired by iPhones and a Vacuum Cleaner https://t.co/rNjjRCEEnb

@Adam_Wyden Oct 4 1 click

Adam D. Wyden on X

@At50w50882 @310Value @ctfn_news All of their existing debt is portable… this was by design and both mgmt / IR call this out regularly. Only need to raise the new debt….dovigi haters are always gonna hate. That’s why it needs to go private $GFL

@partners_road Oct 4 3 clicks

RiverRoadPartners on X

You can trade many things on the Chicago Merc: soyabeans, gold, lean hogs, crude & rates. Now, CME Group plans to introduce a new commodity to the list: compute. CME calls it “the new currency for the AI economy.” Be careful what you wish for (re: price discovery outside $NVDA).

@convequity Oct 4 1 click

Convequity on X

Convequity’s AI Bubble Barometer (ABBX) — Week of 2 October 2026 Our weekly framework tracks valuations, returns, capex, financing risk and infrastructure capacity across hyperscalers, neoclouds and model labs. Friday 2 Oct 2026 close (US ET): - Price drove the move: EV rose about $44B to about $14,114B. Invested capital (IC) was unchanged at $2,338B. - EV/IC: 6.04x, up 0.02x from 6.02x on 25 Sep. - All-in EV/IC: 6.76x. 1. Returns. Our paired, annualized forward ROIC (which is not trailing accounting ROIC) for Q2 2026 is 30.0%, against an AI WACC of 9.8%: 3.07x ROIC/WACC and a spread of +20.3 percentage points. 2. Capex. Latest-quarter cash capex is $228.7B. 3. Debt. Borrowings are $595B. All-in exposure is $3,624B, or 6.10x borrowings, adding purchase obligations, construction commitments and uncommenced leases on top of borrowings and leases. 4. Gigawatts. Current capacity is 45.7 GW, with 153.4 GW planned. $MSFT versus $GOOGL: MSFT’s all-in exposure is about 17x borrowings, and it is renting more: external capacity is about 12% now and 21% of planned capacity. GOOGL’s all-in exposure is 10.2x borrowings, while its external capacity share remains small at about 4% now. We see a price-led rise in valuation, with modeled forward returns still well above the cost of capital. Future spending commitments are much larger than borrowings alone suggest, and the reliance on rented capacity differs across companies.

@ACapitalLP Oct 4 1 click

A Capital on X

The Muse point is exactly why I think perception is increasingly the whole game. If $GOOGL acquired Muse competitor Instinct tomorrow, does $META’s implied multiple compress before a single earnings estimate changes? Probably. The market is repricing perceived competitive advantage long before anyone can quantify the actual economics.

@DevinLaSarre Oct 4 2 clicks

Devin LaSarre on X

Newest out. British American Tobacco: Harvest $BTI $PM $MO $IMBBY $HAYPP $STG https://t.co/IjOEe4izVz

Investor Letters

All letters

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…

BTI $120B

Invariant Oct 4 5 clicks

Geely: Strategic NIO Battery Deal Is A Win

Geely’s ZEEKR nearly doubled first-half 2026 deliveries to 178,000, while Geely bought 30% of NIO’s battery-swapping unit to reduce…

GELYF $20BNIO $8.6B

The Asian Investor Oct 4 5 clicks

Practical Parametric Yield

Cerebras’s WSE-3 faces parametric-yield constraints that could restrict supply, making power and clock-speed tradeoffs central to its next…

CBRS $39B

Irrational Analysis Oct 4 3 clicks

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…

GPI $2.8B

Cannibal Stocks Oct 4 4 clicks

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 $1.8TMS $294B

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 $877B

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 $248M

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 $18BMRP $3.8B

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 $1.8TNFLX $511B

TSOH Investment Research Oct 2 3 clicks

EEFT · long

Euronet Worldwide INC

Euronet Worldwide (EEFT) is presented as an asymmetric opportunity, citing its strong balance sheet and shareholder-friendly capital…

EEFT $2.4B

Value Investors Club Jun 10 1 click

Instacart’s Unit Economics, and Implications for DoorDash

Instacart’s per-order unit economics provide a benchmark for assessing DoorDash’s LTM profitability and operating model.

DASH $84B

MBI Deep Dives Aug 20 5 clicks

The Neoclouds Series, Part 2: CoreWeave

CoreWeave built the most leveraged neocloud model, stockpiling Nvidia GPUs and renting AI compute from rapidly expanded data centers.

CRWV $46B

Kakashii's Materials Aug 20 1 click

What Top Funds are Buying & Selling

June 2026 13F filings show Baupost doubling Genuine Parts ahead of its 2027 split and Ratan Capital making Silicon Motion its largest…

GPC $18BSIMO $8.9B

Rebound Capital Aug 20

NBIS 2026-08-20

Nebius: The Market Is Arguing About The Wrong Number

Nebius posted 454% revenue growth and a 41% EBITDA margin, while Meta’s $27 billion agreement supports its AI infrastructure backlog.

NBIS $60B

The Quality Growth Investor Aug 20 2 clicks

CCC Is in the Middle of the Wreckage

CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…

CCC $4.5B

scuttleblurb Aug 20 17 clicks

TEM 2026-08-20

Tempus AI Just Had Their Entire Strategy Validated By Moderna's Vaccine Advance

Tempus AI's diagnostics and data businesses grew Q2 2026 revenue 19.4% year over year, with FDA approvals, expanded tests and pricing aimed…

TEM $12BMRNA $79B

Robert J. Lake Aug 20 2 clicks

Roblox: Accepting Uncertainty

Roblox reached 144 million DAUs and 123.9 billion engagement hours by 2025, but Q3 FY26 bookings are set to fall mid-teens, renewing calls…

RBLX $33B

TSOH Investment Research Aug 20 1 click

Aloe Aloe Aloe what 'ave VERRA then?

Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…

VRRM $444M

The Oak Bloke Aug 20 13 clicks

BHP 2026-08-20

BHP: Stop Calling This An Iron Ore Stock

BHP expects copper to generate over half of FY2026 EBITDA and plans a 40% production increase by FY2035 after profit, free cash flow and…

BHP $216B

On the Pulse Aug 20 1 click

John_Hempton on X

Lee Roach on X

Barbarian Capital on X

Adam D. Wyden on X

RiverRoadPartners on X

Convequity on X

A Capital on X

Devin LaSarre on X

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