Monday, October 5, 2026 · Bullpen.News

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Portfolio Update September 2026

Portfolio added Otis Worldwide in the mid-$60s, increased Pool, Copart and Floor & Decor, and sold Berkshire Hathaway.

D Invests Oct 5 1 click

Oct 5 INTR $3.2B

Brazil could be the Q4 Macro Play – My stock ideas: $NU, $INTR, $PICS and maybe $STNE, $PAGS, $DLO and $MELI

Substack von Philipp 3 clicks

Oct 4 GPI $2.8B

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

Cannibal Stocks 4 clicks

From X

@stockgutter Oct 5

SG on X

@MattJMcClintock you don't need to squint to see the underperformance of $RH vs the rest of sector over the past month or ytd 😉 https://t.co/lyt7NOg23h

@TheBenSchmark Oct 5

JabroniCoin.USD on X

Best to be long stocks like $NEU which have no analyst coverage. Can’t miss earnings if there is no earnings consensus… https://t.co/dD5mVOVXsZ

@irbezek Oct 5 1 click

Ian Bezek on X

@valuedrift $CAAP up 4% but $ASR flat because apparently it is better to own 1 Brazilian airport today than own a dozen Brazilian airports in three months once the M&A deal closes.

@ACapitalLP Oct 5 4 clicks

A Capital on X

When rates jerk higher and everything rate-sensitive gets smoked together, that’s when you want to swoop in on the names where you actually have conviction. Rates spike. $FTAI, $CORZ, $CIFR, $OWL all gap down 5%. Did anything change in the catalyst? No? Buy the dislocation.

@kab604 Oct 5 1 click

kab60 on X

$FOUR trading on ME headlines is one of the dumbest things in this dumbass mkt

@kab604 Oct 5

kab60 on X

No clue how this plays out, but $ABG CEO during Q2 earnings what seems to have played out at $AN in Q3... So some of it seems like poor execution/mngmt?

@kab604 Oct 5

kab60 on X

Will be interesting to see Q3 results, but $AN built up used inventory and apparently had to liquidate wholesale at a loss in Q3. But, that seems like an $AN issue... Look at this comment from $ABG's CEO:

@kab604 Oct 5

kab60 on X

$ABG bought back 7% of shares in H1, $LAD hammered the buyback in Q1 before stock ripped. Robert Penske/Mitsui wants to take over $PAG (at a fwd PE of 15x). Meanwhile rest of sector starting to trade closer to 6x, after $AN CFO spooked mkt.🧐

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…

Gary Gambino Oct 3 3 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…

Hunterbrook 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…

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…

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…

Cestrian Capital Research Oct 2 1 click

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…

Emerging Moats Research Oct 2 4 clicks

Mattel: M&A Buzz And A CEO Change Create Substantial Uncertainty

Mattel rose 19% on takeover speculation, but a potential $20-per-share bid, margin pressure and CEO transition leave its standalone…

Seeking Profits 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…

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…

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…

Kurt Christensen Oct 1

EQPT · long

Equipmentshare.com INC

EquipmentShare.com, EQPT, is presented as a long idea and potential multibagger following its recent IPO, with a setup compared to Carvana.

Value Investors Club May 26

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