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 $12B

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 $82B

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 $2.7B

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 $19B

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 $43B

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

CHRW · long

C H Robinson Worldwide INC

C.H. Robinson faces new liability exposure after the Supreme Court unanimously allowed state negligent-hiring claims under the FAAAA.

CHRW $16B

Value Investors Club May 17

[P] HSY: Re-Molding Hershey

Hershey’s recent company filings are reassessed as the confectioner reshapes its business.

HSY $33B

Nongaap Investing Mar 13

[P] TENB: Tenable Governance

Tenable faces CEO succession under difficult circumstances, putting its governance and leadership transition in focus.

TENB $4.5B

Nongaap Investing Feb 24

[P] SPHR: Sphere-Priced Incentives

Sphere Entertainment’s incentives are priced around Sphere.

SPHR $3.7B

Nongaap Investing Feb 23

An Announcement, A Visit, A Stock Pitch

Cementos Argos trades below the value of its 54.7 million Summit Materials shares, with asset sales and strategic holdings providing…

CMTOY $4.4B

Exploring with Alluvial Capital Nov 11

One More for the Offshore Basket: An Orphaned Microcap Driller

Offshore drillers have fallen 25-30% despite floater dayrates above $500,000 and utilization in the high-80% to low-90% range.

TDW $4.2BVAL $5.9B

Raging Bull Investments Oct 24 1 click

AngelAlign - Chinese clear aligners (6699 HK)

AngelAlign holds 3% of global clear aligners and sells about HK$10,000 below Invisalign in Hong Kong, alongside speculation that MBK could…

ALGN $10B

Healthy Stock Picks Sep 22

One Hour Analysis: Monarch Casino & Resort ($MCRI) What’s Not to Like? Debt Free, Shareholder Friendly, Free Cash Flowing Machine.

Monarch Casino trades at 7.2 times EBITDA with net cash, completed property upgrades and projected annual free cash flow of $120 million to…

MCRI $2.1B

Investing 501 Jun 20

MNST Trading Below $53 Offers Nearly Risk-Free Return

Monster Beverage’s modified Dutch auction lets odd-lot holders buy 99 MNST shares below $53 and tender them at $53 to $60.

MNST $86B

Rod’s Ruminations May 23

Some Thoughts on Roaring Kitty

Roaring Kitty’s GameStop resurgence revisits GME shareholder activism and the meme-stock trading episode, with references to Bed Bath &…

GME $14B

Rod’s Ruminations May 21

Tuesday, October 6, 2026

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