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.
Sunday, October 4, 2026
Back to today 
From X
KEDM.com on X
Synchrony Financial $SYF popped a new buyback to the tune of $6.5bn, roughly 24% of its market cap. This one has been and remains a true share cannibal. https://t.co/c4cbOsC4jk
Trevor Scott on X
$APP price now under when Muddy Waters released a short report on the stock last year. https://t.co/U3w8oUnomI https://t.co/SS1Mp9vjRi
Farmer on X
All that complexity and blow-up risk to clone $SPY's returns in a bull market? https://t.co/kYImPyU49M
Lee Roach on X
$BTC is at $77k. You can just buy hated stuff and tell the market to suck your balls. https://t.co/ZmzYHBZLoA
SG on X
$SUJA just under $9m in purchases from Paine Schwartz, telegraphed beforehand with a press release.👀 https://t.co/nwmFTEx0kE https://t.co/wUTLfBKL2p
Timyan Bank Alert on X
Deutsche Bank $DB freed from consent order in 2010s FX scandal https://t.co/BsHGBheaWK
Maj Soueidan on X
Looks like $KLNG is winning the subsea battle vs. $MIND. https://t.co/WCc2il0NhZ
Trevor Scott on X
$DECK back at multi year low valuations but concern is the classic value trap risk that margins and ROC are at cyclical peaks. Growth has really fallen off too from 15-18% in 2023-2025 to just 7% in 2026. https://t.co/jvT5HnDjnH
Investor Letters
All letters- Protean Funds September 2026 0RD7 0RHA
- Broadleaf Partners Third Quarter 2026
- Patient Capital Management third quarter of 2026
- Quercus Fund 2026 (Jan-Aug) FCODF $4.8B
- 1851 Capital August 2026
- Ophir Asset Management August 2026
- QuantStreet Capital August 2026
- Asset Value Investors Ltd August 2026 MSLOF $17B
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…
💥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.
🤿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…
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…
Albert Anthony 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…
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…
Sameer Shahzad 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…
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…
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…
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…
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.
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.
Deep Value Investing 3 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…
[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.
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.
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…
ServiceNow: Still A 'Strong Buy' As AI Revenues Gain Traction
ServiceNow expects AI annual contract value to reach $1.5 billion by year-end, with assist-pack consumption pricing supporting growth…
Jetstream Research 1 click
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…
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…
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…
Albert Anthony 1 clickPublications we follow
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Newsletters 107
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Seeking Alpha 52 of 235
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Petri Dish Reports
Philip Wang
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PV Research
Quantryon Capital
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The Alpha Analyst
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The J Thesis
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The Undercovered Dozen
Tim Travis
Value Capital Research
Vishal Jadaun
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Every account on this site, hand-picked.
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💥PETITION💥
A Capital
absreturnchaser
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BDC
Bill Ackman
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Broken Moats
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catechwilliams
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Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
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George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
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Kuppy
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Lee Roach
Little Owl Research
Maius
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marginofdanger
mavix
Mike
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Myles
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Negligible Capital
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SG
Sheel Mohnot
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The Friendly Bear
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Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Undiscovered Compounders
Voss Capital
Yaron Naymark
Investor letters we follow
- 1 Main Capital
- 1851 Capital
- Advisory Research
- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpine Capital Research
- Alpinum Investment Management AG
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- Andvari Associates
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- Auxier Asset Management
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- Forager Funds Management
- Frank Capital Partners
- Fred Alger Management, LLC
- Gabelli Funds
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- Greenhaven Road Capital
- GreensKeeper Asset Management
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- Hayden Capital
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- Highwood Value Partners
- Hinde Group
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- Hood River Capital Management
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- Lindsell Train Limited
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- Markel Group
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- Merion Road Capital
- Miller Value Partners
- Moon Capital Management
- Muhlenkamp & Company
- Myrmikan Capital, LLC
- Nelnet
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- O'Keefe Stevens Advisory
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- Oldfield Partners
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- Optimist Fund
- Orange Investment Advisors
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- Peapack Private
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Pittenger & Anderson
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Protean Funds
- QuantStreet Capital
- Quercus Fund
- RF Capital Management
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- Regency Wealth Management
- Rewey Asset Management
- Right Tail Capital
- RiverPark Funds
- Riverwater Partners
- Robinson Capital Management
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- Royce Investment Partners
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- Sequoia Fund
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- Stone Sentinel Capital
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- Summers Value Partners
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- TIFF Investment Management
- The London Company
- Third Avenue Management
- Troy Asset Management
- Tweedy, Browne
- Upslope Capital Management
- Vision Capital Fund
- Vltava Fund
- Vulcan Value Partners
- Warden Capital
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- White Brook Capital
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
