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 $58B

Bison Insights Oct 5 2 clicks

Oct 5 GFL $15B

The Final Countdown: An Update on GFL’s Sale

310 Value’s Newsletter

Oct 5 CRWV $43B

The Thin Margin of Safety in Selling Compute

MBI Deep Dives 9 clicks

From X

@TidefallCapital Sep 23 3 clicks

Trevor Scott on X

What a glow up. $META 2026: Grant permission to all data for Muse $META 2020: https://t.co/iHZizTpG85

@ACapitalLP Sep 23 2 clicks

A Capital on X

Event-driven 🤮 We saw this last week w/ $COO Good entry point? 🤷‍♂️ https://t.co/5eZ8Fpxj2w

@leevalueroach Sep 23

Lee Roach on X

Does anyone have access to this expert call on $EVC? https://t.co/qzqUNc627j

@irbezek Sep 23

Ian Bezek on X

@caseyjdonaldson @lhamtil I made 6-8x on $CNQ calls from that time period. I expect to make 3x on my long duration U.S. gov bonds ($EDV specifically). Could do better with calls but I don't have a strong view on exact timeline it plays out.

@DeepSailCapital Sep 23

Deep Sail Capital on X

Trading around $BWET has been crazy with +10% moves pretty regularly. One of the more interesting ETF situations that I have come across. https://t.co/KmOjtlbCUR

@TidefallCapital Sep 23 1 click

Trevor Scott on X

@HatedMoats the pump is crazy, but people comparing this to $TTD when it's already down by half and at pretty reasonable valuation given growth seems a bit excessive. I find the company pretty intriguing.

@OddDiligence Sep 23 9 clicks

Odd Diligence on X

Interesting $FSLY finding from testing Meta Muse. Through a series of hundreds of tests, it appears that the $FSLY role with Meta Muse is greater than analysts have noted Over the past week, I created several test websites and ran 738 controlled tests to send traffic from Muse agents to my websites I set up analytics on my website, and I was able to track things like IP address, user agent, operating system, etc From the IP addresses, across the 738 tests, Muse sent traffic from: -Cloudflare: 37.0% -Fastly: 29.3% -Meta: 19.4% -AWS: 14.4% Cloudflare is not a surprise – as there has been a lot of analyst commentary about Muse using Cloudflare. Fastly, on the other hand, was a surprising result I ran many different situations and tasks to try to understand why, or when, Muse sends traffic through Fastly – or others. And when I looked deeper, Muse used Fastly for 100% of the tests when browser navigation was required (e.g., “go to my favorite restaurant’s website and find me the menu”). And when Muse was requested to navigate on a website (e.g., make me a doctor appointment), Fastly was used in 100% of tests Then in other situations, for example when an API is involved or a curl request required, Cloudflare was used in 100% of tests Lastly, when requesting Muse to search the web, Muse split traffic through Fastly, Cloudflare, Meta directly, and AWS

@DeepSailCapital Sep 23

Deep Sail Capital on X

$BWET up 5,400% over the last year, but can you short it? https://t.co/DTOpkmZxsf

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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.

OTIS $25BCPRT $25B

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 $57B

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 $74BINTR $3.3B

Substack von Philipp Oct 5 3 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 $130M

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 $5.5T

Kakashii's Materials Oct 5 1 click

Alliance Resource Partners: A ~10% Yield Backed By Contracted Coal And Growing Royalties

Alliance Resource Partners has 2026 coal sales fully contracted and is expanding oil and gas royalties through AllDale, supporting its 9.8%…

ARLP $3.2B

Timur Mekhantev Oct 5 4 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 $183M

Latticework by MOI Global Oct 5 2 clicks

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…

OMCC $27M

Capital Employed Oct 4 7 clicks

💥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.

LESL $1.6M

PETITION Oct 4 3 clicks

🤿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…

LESL $1.6M

PETITION Oct 4 3 clicks

HRVFF · long

Harvia Oyj

HRVFF $927M

Value Investors Club Jul 7 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 $121B

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 $168BNIO $8.9B

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 $2.7B

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 $238M

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

Trevor Scott on X

A Capital on X

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Deep Sail Capital on X

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