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 4 clicks

Oct 6 ROL $15B

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

Best Anchor Stocks 1 click

Oct 6 INTU $88B

Deep Dive: Intuit ($INTU)

Rebound Capital 4 clicks

From X

@RagingVentures Jul 18

Raging Capital Ventures on X

@NickNemo17 I own it in size, yes. Like $WBD a year ago

@TimyanBankAlert Jul 17 2 clicks

Timyan Bank Alert on X

The Activist at the Gate: Cashmere Valley Bank Faces a Modern Reckoning - https://t.co/yNUYdB8euM $CSHX https://t.co/YcYtPPAYzX

@BlueDuckCap Jul 17 1 click

BDC on X

I've been as skeptical of the semi hype/froth as any of the bears - but also open minded as per our process. We've largely avoided material positions on the long side in the space, with the exception of some trades here and there and some 2nd/3rd order beneficiaries that we identified early-ish. Also short $SOXX in decent size. But that said, and sticking with the open-minded process - it's pretty rare to see gaps between fwd EPS estimates and stock price as wide as what is visible in $SNDK here:

@TimyanBankAlert Jul 17 1 click

Timyan Bank Alert on X

Home BancShares $HOMB hopes to revisit missed M&A opportunity amid stock rebound | S&P Global Market Intelligence https://t.co/Mn270s8Si6

@marginofdanger Jul 17 1 click

marginofdanger on X

$FMBL Attended meeting yday. Most notable news was that meeting was adjourned with respect to proposals 4a and 4b (lowering thresholds to 60%) which were apparently within 2.5-3% of passing — mgmt sounded optimistic they’ll get there with some extra time. Meeting will recommence in late August.

@DOMOCAPITAL Jul 17

DOMO Capital Management, LLC on X

New 52 week high for $GPRE...

@DOMOCAPITAL Jul 17

DOMO Capital Management, LLC on X

Interesting opportunity today..... $ALTO should be following $GPRE higher shortly...... Ethanol market continues to operate in a goldilocks environment.

@Adam_Wyden Jul 17

Adam D. Wyden on X

Possibility. LOL. @CODIequity $CODI https://t.co/LSHzCD0WvF

Capitol Federal Financial: Margin Expansion Supports The Bull Case

Capitol Federal Financial's 2.31% net interest margin and $23.6 million Q3 profit support its shift toward higher-yield commercial lending,…

CFFN $1B

Growth Stock Hunter Oct 6

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 $4.7B

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 $2.9B

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 $18B

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 $56B

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 $61B

Bison Insights Oct 5 4 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 1 click

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 $47B

Atrium Research - Equity Research Oct 5 2 clicks

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 $16B

310 Value’s Newsletter Oct 5

Solid Power Still Has Promise

Solid Power reported a $0.11 Q2 loss and $419.3 million of cash, with its electrolyte pilot line and BMW and SK On validation central to…

SLDP $473M

Quad 7 Capital Oct 5 2 clicks

GFL · long

Gfl Environmental INC

GFL Environmental, North America’s fourth-largest waste manager with a US$19 billion market cap, is pitched long.

GFL $16B

Value Investors Club Jul 8

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 $34B

MBI Deep Dives Oct 5 11 clicks

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

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

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

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

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

Tuesday, October 6, 2026

Raging Capital Ventures on X

Timyan Bank Alert on X

BDC on X

Timyan Bank Alert on X

marginofdanger on X

DOMO Capital Management, LLC on X

DOMO Capital Management, LLC on X

Adam D. Wyden on X

Investor Letters

Publications we follow

Newsletters 107

YouTube 4

Blogs 17

Seeking Alpha 52 of 235

X accounts we follow

Investor letters we follow

Sectors