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

@ACapitalLP Sep 29

A Capital on X

$FDXF has materially underperformed LTL peers heading into October's first standalone earnings call… Market seems to be pricing in a deteriorating earnings story rather than post-spin complexity. If management can provide clarity on standalone financials and reaffirm its margin trajectory, the RV dislocation could close quickly. Interesting asymmetric setup….

@calvinblissett Sep 29

Calvin Blissett on X

$FICO forward P/E means nothing, trailing P/E around ~18x. Relevant mental model may beBill Nygren sand $MCO Moodys post GFC when regulatory expanded agencies from 2.5 to 6 and essentially mandated competition with Moodys. See interview with Google on YT in maybe 2011. We saw how that turned out. Bias: 1 share bought at $870 to scratch an irrational itch. Status: miffed, @wpulte suffers from man with a hammer tendency

@pennycheck Sep 29

⚽️📡 on X

$ADEA New CEO hire is exactly what you want to see. She spent last 8 years at $ARM turning semi conducter IP into massive growth + recurring revenue honestly surprised stock is down given how the previous CEO exit had been weighing on the stock https://t.co/m34bD0nn3l https://t.co/JXuFHAsKJj

@blondesnmoney Sep 29

Cluseau Investments on X

$ASIC has significantly outperformed its more loftily valued peer, Kinsale, by 42% YTD. With Excess and Surplus activity continuing to slow, however, I think Ategrity is no longer the value setup it once was and I've taken profits on the ASIC leg of the trade. https://t.co/X0GyGmL414 https://t.co/IngDuCC0H8

@convequity Sep 29

Convequity on X

Batch size sets the trade-off between speed and cost in AI inference. An AI server answers many users at once by bundling their requests into one batch. Our $CBRS note compares this to running a bus. There are two ways to run it, and each gives something up. 1. Fill the bus. Put as many passengers as possible on every run. More stops slow each passenger's trip, but the cost of the run is spread across more people, so the cost per passenger falls. Larger batches do the same: each user's answer is slower, and the cost per token falls because the system produces more tokens from the same hardware. 2. Carry fewer passengers and stop less. Each trip is faster, but fewer seats mean the cost of the run is spread less well, so the cost per passenger rises. Smaller batches are fast for one user and raise the cost per token. So in the analogy, speed for each user is how fast each passenger arrives. Cost per token is cost per passenger. A system set up for one gives up some of the other. When someone compares two inference systems, check the batch size behind each number. A speed figure or a cost-per-token figure quoted without it cannot be compared fairly.

@junkbondinvest Sep 29 2 clicks

junkbondinvestor on X

Paramount's $52bn $WBD debt package is FINALLY in the market. Here's the package: $32bn of IG-rated 1L bonds, the 5th-largest US high-grade sale EVER. Plus $7.5bn of loans and $12.4bn of 2L HY bonds. Paramount's existing unsecured bonds? Primed. Back of the line. Good luck and thanks for playing. Where in the cap stack are you playing? $PSKY $PARA

@blondesnmoney Sep 29

Cluseau Investments on X

$TLT added to the US Terror Watchlist

@leevalueroach Sep 29

Lee Roach on X

Fair Isaac $FICO is getting killed today. Looks absolutely hammered. Should deep value guys be buying this today? What’s the worst case scenario here? https://t.co/Ag4mL0lbrS

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 $1.1B

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 $4.9B

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

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 $528M

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 $15B

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 $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

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 $63B

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 $3.2B

Substack von Philipp Oct 5 3 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 $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 $2.8B

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 $18BMRP $3.8B

Hunterbrook Oct 2 2 clicks

Tuesday, October 6, 2026

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