New Position (ONON): Game is On
On Holding (ONON) is gaining sportswear share, expanding store space and launching soccer with Kylian Mbappé as investors debate U.S. consumer weakness and China growth.
Tuesday, October 6, 2026
Back to today 
From X
Evan Tindell on X
Blog post alert: $MRNA https://t.co/32w6RYXr0p
Ian Bezek on X
@taobanker $U up every day, $APP down every day, $RBLX demolished. Things as they should be.
Ian Bezek on X
@2suns2moons @bold_perception $CIB dividend up from $2.25/year in 2022 to more than $6/share now. Covers a lot of living expenses. If you relocate to another country, good to own some stuff there so you have an economic stake if its conditions improve...
Deep Sail Capital on X
$MRNA - Who wants to hold this over the weekend after the week it had and potential secondary overhang?
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
Timyan Bank Alert on X
Deutsche Bank $DB freed from consent order in 2010s FX scandal https://t.co/BsHGBheaWK
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- Cedar Grove Capital Management Q3 2026 AXON $34B
- Protean Funds September 2026 DSV $42BNTOIF $28B
- Asset Value Investors Ltd August 2026 MSLOF $15B
- Guinness Global Investors August 2026 AFL $58BDBOEY $60B
- Janus Henderson Investors July 2026 NXT $13B
- Asset Value Investors Ltd July 2026 UNVGY $27B
- PenderFund Capital Management Ltd. July 2026 GNRC $13B
- Lindsell Train Limited July 2026 LDNXF $56BSGGEF $13B
Dynatrace, Inc. (NYSE: DT) Stock Rating: DISTRIBUTE To Bank Rangebound Gains.
Dynatrace is rated Distribute after a 90% rally to $60.21 nears $62 resistance, while revenue and RPO growth decelerate ahead of November…
Why Nebius Is Getting The Better End Of The Deal From Palantir
Nebius gains preferred sovereign infrastructure status for Palantir’s enterprise AI stack, using its customer base to accelerate modular…
Petri Dish Reports 3 clicks
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.
Canterra Minerals: Research Note
Canterra Minerals increased Lundberg indicated tonnage 55% to 26.1Mt, with 226.2Kt of contained copper equivalent, supporting a Buchans…
Kenorland Minerals: Research Flash
Franco-Nevada bought 10.0 million Kenorland shares, a 12.4% stake, for C$22.2 million in a secondary transaction that issued no new shares.
The Final Countdown: An Update on GFL’s Sale
GFL Environmental’s take-private bids reportedly fall within $50 to $55, with a top-of-range offer likely needed to secure shareholder…
The Thin Margin of Safety in Selling Compute
CoreWeave’s compute-selling economics face a narrowing margin of safety if new capacity closes today’s AI supply-demand gap.
Portfolio Update September 2026
Portfolio added Otis Worldwide in the mid-$60s, increased Pool, Copart and Floor & Decor, and sold Berkshire Hathaway.
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.
Marc Gerstein 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…
GFL · long Gfl Environmental INC
GFL Environmental, North America’s fourth-largest waste manager with a US$19 billion market cap, is pitched long.
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…
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
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…
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…
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…
Boeing F/A-XX Win: A Surprise Blow For Northrop
Boeing won the $20 billion Navy F/A-XX contract after securing the Air Force F-47, concentrating U.S.
Dhierin Bechai 
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…
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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