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

@majgeoinvesting Oct 6

Maj Soueidan on X

My new hunting multibaggers warpath “call”… 🇲🇽 .. we’re coming for you! You can’t hide forever… $PPIH $SIF $RFIL https://t.co/YqWrMmzpd9

@calvinblissett Oct 6 2 clicks

Calvin Blissett on X

@paulcerro And $CCLD

@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

@TimyanBankAlert Oct 6

Timyan Bank Alert on X

$BY Byline Bank will acquire Illinois State Bank https://t.co/w9b4SEnoJV

@StableBread Oct 6

Fajasy on X

And the global half is already moving. $ELMT bought 4.99% of Masan High-Tech Materials for $124.75M on Oct 1, and expects the Vietnamese supplier to stay its key refiner even after Springer comes online. The ~$100M Refining & Trading bucket covers Australia and Spain on top of that. https://t.co/lTme3cYw9M

@StableBread Oct 6

Fajasy on X

@Million_Sancet Works out to ~$105M a year, and it runs five years vs the ~3-year take-or-pay term on most of the backlog. That narrows the gap against their 7-year colocation rent. Tho with go-live in early Q2 2027, none of it counts toward $BRUN's $400M ARR exit for 2026.

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 $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

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 $518M

Quad 7 Capital Oct 5 2 clicks

SPSC · long

Sps Commerce INC

SPS Commerce, SPSC, runs a network software platform that lets retailers, suppliers and 3PLs exchange supply-chain and trading information.

SPSC $2.9B

Value Investors Club Jun 8

New Position: Volatility Merchant

A digital market-infrastructure platform dominant in rates and expanding in credit trades at 22 times free cash flow, with 45%+ FCF margins…

TW $26B

Aurelion Research Jul 14

Jet2 Earnings and easyJet's Takeover (JET2); Concerns at TerraVest (TVK.TO)

Jet2 reported £551 million PBT and launched a £250 million buyback, while Apollo’s easyJet offer values the rival at 10x EV/EBIT.

TRRVF $1.6B

Hidden Gems Investing Jul 14 1 click

Artificial Bloom

Bloom Energy’s AI data-center fuel-cell growth plans face scrutiny over scandium supply, with Hunterbrook alleging China dependence and…

BE $83B

Doomberg Jul 14

Quick Value #322 - FuboTV (FUBO)

Fubo's Hulu Live merger leaves Disney with 70% ownership and resets its 2028 EBITDA target to $300 million; at $10, it trades at 4.2 times…

FUBO $976M

Value Don't Lie Jul 13

What I've Been Reading (7/5-7/12)

Meditation Capital favors niche software companies with durable domain expertise, citing AI-driven Braze growth, Workiva’s 2030 targets and…

WK $4BBRZE $3.2B

Stock Thoughts Jul 13 1 click

In Conversation: Cerebras Systems (CBRS)

Cerebras Systems sells WSE-3 wafer-scale AI chips and cloud capacity, with cloud and services rising to 43% of revenue after an OpenAI…

CBRS $39B

Aurelion Research Jul 13 1 click

What Amazon Can't Buy

Betterware de Mexico sells locally designed home organizers through direct sellers in informal neighborhoods, generating 67% gross margins;…

BWMX $640M

Phynvesting Jul 13 1 click

July NPO/CPO Update: Stupidity Singularity

Nvidia shifted its optical interconnect plan from TSMC CPO to Tower Semiconductor NPO, increasing laser requirements that favor Lumentum…

LITE $100BTSEM $26B

Irrational Analysis Jul 11

Matan on Stitch Fix

Stitch Fix’s rushed Freestyle pivot cannibalized its profitable Fix business, driving active clients below 3.4 million, quarterly revenue…

SFIX $370M

MBI Deep Dives Jul 11 2 clicks

Tuesday, October 6, 2026

Maj Soueidan on X

Calvin Blissett on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Timyan Bank Alert on X

Fajasy on X

Fajasy on X

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