Monday, October 5, 2026

Selling Cenovus: Up 78% in 10 Months

Cenovus Energy, up 78% in 10 months, is sold after agreeing to buy Athabasca Oil for $5.7 billion at a rich valuation.

CVE $61B

Bison Insights Oct 5 4 clicks

Oct 5 GFL $16B

The Final Countdown: An Update on GFL’s Sale

310 Value’s Newsletter

Oct 5 CRWV $34B

The Thin Margin of Safety in Selling Compute

MBI Deep Dives 11 clicks

From X

@petition Aug 26

💥PETITION💥 on X

We've been highly critical of Sweetgreen lately ($SG). Apparently we haven't been critical enough. https://t.co/WxqUGEileF

@pennycheck Aug 26 1 click

⚽️📡 on X

@Waksman84 $bwxt was chosen here not OKLO yet ppl are bidding oklo that burns 200M a yr on 1m revenue over proftabke compounded bwxt trading at 52 wl doing 3.5 billion in revs lol

@BrokenMoats Aug 26

Broken Moats on X

$CRM geez the bar must of been very low...raised guidance by .02% for the year organic. And Operating income ex the non strategic investment gain actually declined yoy. Slack is going well, and has been recently but what about the rest of the company? Still with slack momentum still at 14% rpo

@pennycheck Aug 26 1 click

⚽️📡 on X

$OKTA $CRWD the two most expensive cyber sec names getting rewarded for good earnings bodes very well for the next leg in the sector

@BlueDuckCap Aug 26 3 clicks

BDC on X

Legal issues for social media is all the more reason for $SNAP and @evanspiegel to do right be long suffering shareholders and spin off Specs, which given the form factor and price point will be DOA wrt mass market appeal. The tech is cool and worth something, but its not a commercially viable product yet. Time to spin it and raise capital for it via minority investors, not SNAP shareholders.

@TidefallCapital Aug 26

Trevor Scott on X

Canadian Banks at 3x P/B again.. $RY ($FFH.to very close to 1x P/B when adjusted M2M) https://t.co/XwXAj84Mf0

@KEDM_COM Aug 26

KEDM.com on X

GungHo Online Entertainment $3765.JP has spent more than a decade living off Puzzle & Dragons, drifting into irrelevance. This could be over, and we might finally see some value unlock. Strategic Capital mounted a year-long activist campaign, forcing the company’s long-time boss out. So now we have a new CEO (with a big pay cut compared to the previous chief) and a TSR-linked incentive plan. But this is not the most interesting part. GungHo holds a stake in Gravity $GRVY (~59%). Worth more than GungHo’s entire enterprise value. Gravity itself is interesting, btw: profitable and with a net cash position equal to its market cap. Now let’s see if Strategic can get this thing over the finish line.

@TheBenSchmark Aug 26 2 clicks

JabroniCoin.USD on X

YMTC is another top customer of $ACMR ACM Research seems to be the most clear direct US-listed beneficiary of the inevitable Chinese memory wave https://t.co/zrRv9YQSXQ

Portfolio Update September 2026

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

OTIS $26BCPRT $26B

D Invests Oct 5 1 click

Ciena, A Former Telecom Bust, Is Now In The Early Stages Of A Bona Fide Mega Boom

Ciena’s optical networking equipment sales to stronger telecom customers underpin a 2027 long thesis, unlike its 2000-era boom.

CIEN $51B

Marc Gerstein Oct 5 2 clicks

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

Brazilian fintechs NU, INTR and PICS stand to benefit from a Bolsonaro-led runoff surprise that lowers fiscal risk premiums, rates and the…

NU $75BINTR $3B

Substack von Philipp Oct 5 6 clicks

Nyxoah: Label Expansion Set To Unlock A Monopoly In A Billion Dollar Market.

Nyxoah's Genio implant could reach CCC patients after an FDA label expansion, targeting 30% of the obstructive sleep apnea device market by…

NYXH $112M

Stephen Tobin Oct 5 3 clicks

NVIDIA SERIES | PART 1 : Jensen's Math and the Blackwell Gap: Dies, Chips, GPUs, and Revenue

Nvidia’s Blackwell GPU rollout created an AI compute oversupply after customers preordered millions of chips amid expected shortages.

NVDA $5.2T

Kakashii's Materials Oct 5 3 clicks

OMSE 2026-10-05

The Monday Morning Briefing: AI Drives Everything, Yet ROI on Massive Capex Remains Uncertain

Latticework’s briefing questions AI capex returns while featuring Close Brothers, Green Landscaping and OMS Energy Technologies.

OMSE $177M

Latticework by MOI Global Oct 5 2 clicks

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 $130B

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…

GELHY $162BNIO $8.7B

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 $33B

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 $2.9B

Cannibal Stocks Oct 4 4 clicks

HRVFF · long

Harvia Oyj

HRVFF $937M

Value Investors Club Jul 7 2 clicks

Pyxis Oncology: Better Runway Is Bullish For MICVO's Remaining R&D

Pyxis Oncology's recent financing extends MICVO's runway to clinical milestones as the oncology candidate works to establish a safe,…

PYXS $150M

Myriam Alvarez Oct 4 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

💥PETITION💥 on X

⚽️📡 on X

Broken Moats on X

⚽️📡 on X

BDC on X

Trevor Scott on X

KEDM.com on X

JabroniCoin.USD on X

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