Tuesday, October 6, 2026

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.

ONON $11B

Aurelion Research Oct 6 3 clicks

Oct 6 ROL $16B

Rollins (ROL), Verisure (VSURE), and the cost of standing still (Part 1)

Best Anchor Stocks

Oct 6 INTU $79B

Deep Dive: Intuit ($INTU)

Rebound Capital 4 clicks

From X

@BarbarianCap Oct 6

Barbarian Capital on X

Energy Transfer to Acquire Vaquero Midstream for $2.63 Billion $ET https://t.co/1pJ4LXgSc6

@BarbarianCap Oct 6 1 click

Barbarian Capital on X

$LW Lamb Weston Says Cost-Saving Efforts Are Paying Off https://t.co/ZfdGZtyiqi

@BarbarianCap Oct 6

Barbarian Capital on X

Constellation Brands Profit Rises on Higher Beer, Spirits Sales $STZ https://t.co/TG7FcZt9xX

@StableBread Oct 6

Fajasy on X

@ValueInvestShow $DECK is a heavy buyer of its own stock too. It repurchased $338M in Q1 alone, and the board added $3.5B in May, leaving $4.7B authorized as of June 30. Tho there's also ~$120M of old IEEPA tariffs it started filing to claw back that isn't in the guide yet.

@ACapitalLP Oct 6

A Capital on X

@DavidBarbato_ I’m not talking about today’s price action. Explain the last month’s divergence from $CBOE thx https://t.co/vqrepoDuOQ

@leevalueroach Oct 6

Lee Roach on X

Geo Group $GEO down 8% on a massive facility sale seems kind of crazy.

@pennycheck Oct 6

⚽️📡 on X

New $BFLY BCI customer announced today https://t.co/OENwMSIz0I

@ACapitalLP Oct 6 3 clicks

A Capital on X

Wondering if $MIAX is a perception vs. reality trade? Perception: Kalshi single-stock perps will cannibalize options and structurally impair $MIAX. Reality: perps are initially limited to mega-cap, highly liquid names, there’s no evidence of cannibalization yet, options volumes remain strong, and $MIAX can ultimately participate in perps itself… 🤷‍♂️

Monte Investments Market Brief Vol. CXXX

Golar LNG’s fourth FLNG vessel targets 3.5MTPA capacity and a 2029 delivery, supporting projected adjusted EBITDA above $1 billion in…

GLNG $4.9B

Monte Independent Investment Research Oct 6 1 click

Group 1 Automotive (GPI): The CEO Takes a Driving Test

Group 1 Automotive CEO Daryl Kenningham’s Toyota ties, capital-allocation decisions, compensation and stock sales face scrutiny after the…

GPI $2.8B

Cannibal Stocks Oct 6 3 clicks

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…

DT $17B

Cestrian Capital Research Oct 6 2 clicks

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…

NBIS $60B

Petri Dish Reports Oct 6 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.

CVE $58B

Bison Insights Oct 5 2 clicks

Canterra Minerals: Research Note

Canterra Minerals increased Lundberg indicated tonnage 55% to 26.1Mt, with 226.2Kt of contained copper equivalent, supporting a Buchans…

EQX $13B

Atrium Research - Equity Research Oct 5

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.

FNV $46B

Atrium Research - Equity Research Oct 5 1 click

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…

GFL $15B

310 Value’s Newsletter Oct 5

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.

CRWV $46B

MBI Deep Dives Oct 5 9 clicks

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

VSEC · long

Vse CORP

VSE Corp trades at $185, with a stated $246 fair value and 2027 estimated EV/EBITDA of 15x.

VSEC $4.8B

Value Investors Club May 30 1 click

Single Stock Spotlight #9: Fiserv (FISV)

Fiserv trades below 7 times 2026 earnings after a 60% decline, as new management resets guidance and seeks to stabilize its banking…

FISV $24B

Hidden Rock Capital's Newsletter Jun 9

The Bottleneck Was Never the Finding

Tenable’s $27 valuation reflects fears that AI commoditizes vulnerability scanning, while the thesis says AI increases demand for…

TENB $4.5B

Mispriced Assets Jun 9

Flyover Stock: Tyler Technologies (TYL)

Tyler Technologies’ moat rests on something more durable than code, even as AI-driven fears have cut SaaS valuations.

TYL $14B

Flyover Stocks Jun 8

[VRSK] Verisk has standards

Verisk’s exit from healthcare, financial-services and energy data restored a pure-play insurance analytics model, but D.E.

VRSK $23B

scuttleblurb Jun 8 1 click

Brown & Brown

Brown & Brown compounded revenue 14.4% annually since 1998 through more than 650 acquisitions, capped by its nearly $10 billion Accession…

BRO $21B

Eagle Point Capital Jun 6

MSGS at a Glaring Discount so GO KNICKS GO!

MSGS, owner of the Knicks and Rangers, filed a Form 10 to explore a spinoff as comparable franchise sales support an $11 billion valuation.

MSGS $9.8B

Open Insights Jun 5

When the Ducks are Quacking

Ford’s 1956 IPO sold 10.2 million shares at $63 each after Goldman Sachs helped resolve the Ford Foundation’s voting-rights problem.

F $48B

Net Interest Jun 5

Lawrence Hamtil: The Farmer Mentality, Software's Cycle, and Investing with Irreplaceable Capital

Lawrence Hamtil discusses the farmer mentality, software’s cycle and investing with irreplaceable capital.

FERG $42B

Flyover Stocks Jun 5

Sea Limited and Mercado Libre Q1'26: Reinvestment Justified? A Zero Sum Game in Brazil?

Sea and Mercado Libre defend Brazilian e-commerce share with logistics, cross-border trade, VIP programs and financial services, accepting…

SE $57BMELI $94B

Sleep Well Investments Jun 5

Tuesday, October 6, 2026

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