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

ezCater Uber to Expand Uber Eats Service with $2.3 Billion Acquisition of Catering Platform $UBER https://t.co/GLNGqBdsrO

@BarbarianCap Oct 6

Barbarian Capital on X

Google and Constellation Energy Strike a Sweeping Nuclear-Power Deal $CEG https://t.co/VdEF0Ybdry

@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

@negligible_cap Oct 6

Negligible Capital on X

$CRWD at 40x forward sales is pretty hard to wrap your head around CRWD multiple is now above 2021 levels (not to mention yields were at 1% then) https://t.co/Q9s4IiaU6Q

@negligible_cap Oct 6

Negligible Capital on X

I’m not in the business of shorting things that go up but $CRWD at 40x forward sales is pretty hard to wrap your head around CRWD multiple is now above 2021 levels (not to mention yields were at 1% then) https://t.co/cwvddlRrdH

Uber: Mispriced Growth Hiding In Plain Sight

Uber’s valuation is framed as undervaluing ride-hailing and robotaxi growth, while record institutional ownership offsets concerns over…

UBER $140B

The J Thesis 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 $60BPLTR $466B

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

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

RGLD · long

Royal Gold INC

Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.

RGLD $20B

Value Investors Club May 29

One quote to rule them all

Deere raised net income and cash flow guidance despite a 10% Production and Precision Ag sales decline, as construction and small-ag…

DE $179B

Best Anchor Stocks Aug 21

GFS 2026-08-21

Recent Pullback Could Be An Appealing Entry Point For GlobalFoundries

GlobalFoundries' data center revenue rose 62% year over year as rising capex for quantum and silicon photonics increases near-term cash…

GFS $28B

Jason Ditz Aug 21

Moderna: An Atypical Investment with an Asymmetric Payoff

Moderna's Phase 3 intismeran autogene trial met its recurrence-free survival endpoint in adjuvant melanoma, supporting an asymmetric…

MRNA $79B

Bireme Capital - Investor Letters Aug 20 1 click

(Guest) ConocoPhillips - Uplift From Hidden CITGO Refining Value

ConocoPhillips’ CITGO claims cover $1.5 billion under Amber’s deal, with a proposed Venezuela settlement targeting roughly $4 billion more.

COP $160B

HFI Research Aug 20

Instacart’s Unit Economics, and Implications for DoorDash

Instacart’s per-order unit economics provide a benchmark for assessing DoorDash’s LTM profitability and operating model.

DASH $83B

MBI Deep Dives Aug 20 5 clicks

The Neoclouds Series, Part 2: CoreWeave

CoreWeave built the most leveraged neocloud model, stockpiling Nvidia GPUs and renting AI compute from rapidly expanded data centers.

CRWV $46B

Kakashii's Materials Aug 20 1 click

What Top Funds are Buying & Selling

June 2026 13F filings show Baupost doubling Genuine Parts ahead of its 2027 split and Ratan Capital making Silicon Motion its largest…

GPC $18B

Rebound Capital Aug 20

Roblox: Accepting Uncertainty

Roblox reached 144 million DAUs and 123.9 billion engagement hours by 2025, but Q3 FY26 bookings are set to fall mid-teens, renewing calls…

RBLX $33B

TSOH Investment Research Aug 20 1 click

BHP 2026-08-20

BHP: Stop Calling This An Iron Ore Stock

BHP expects copper to generate over half of FY2026 EBITDA and plans a 40% production increase by FY2035 after profit, free cash flow and…

BHP $216B

On the Pulse Aug 20 1 click

Tuesday, October 6, 2026

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