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 $57B

Marc Gerstein Oct 5 2 clicks

Our Q1 2026 Letter & Look Ahead: Oil, Iran, OXY & PTON

Open Square Capital’s Q1 2026 letter discusses the oil market, Iran, Occidental Petroleum and Peloton.

OXY $60B

Open Insights Apr 17

Defying the Surveys

PNC CEO Bill Demchak says consumer spending, savings, activity and loan growth contradict record-low University of Michigan consumer…

PNC $87B

Net Interest Apr 17

Mention Market Analysis: Truist Financial

Truist Financial’s April 17 call is forecast to feature “tailwind” in NIM and asset-repricing discussions, with the 51-cent Kalshi contract…

TFC $57B

First Strike Research Apr 14

Capitulation in packaged food consumer staples?

Conagra’s CEO change and 9% yield intensified a packaged-food selloff, while General Mills trades near historical valuation lows despite…

GIS $17B

Nugget Capital Partner's Substack Apr 13

First Takes on GFL's Acquisition of Secure

GFL Environmental is buying Secure Waste at 11x 2026E EBITDA before synergies, adding high-margin produced-water and waste assets with $25…

GFL $15B

310 Value’s Newsletter Apr 13 1 click

Under The Hood, Novo Nordisk A/S ($NVO)

Novo Nordisk’s GLP-1 franchise transformed obesity treatment, while its valuation framework prices in 17 years of discounted cash flows.

NVO $168B

Bearhold Research Apr 13 2 clicks

The Consultant’s Dilemma: What AI Actually Does to Accenture ($ACN)

Accenture’s $5.9 billion in FY2025 genAI bookings supports implementation demand, while AI’s automation of junior work threatens the…

ACN $118B

Bearhold Research Apr 12 4 clicks

Under The Hood, ResMed ($RMD)

ResMed’s 30 million connected sleep-apnea patients, recurring masks and software support a data-driven healthcare platform; 11.9% annual…

RMD $32B

Bearhold Research Apr 8 1 click

Performance & Portfolio Update: Q1 2026

Portfolio update reports a 20.5% Q1 loss, led by WeightWatchers’ 61% decline, while adding Bumble, Oscar and Shift4.

OSCR $10B

Modern Value Investing Apr 8

Future-proofing A Portfolio (An Excerpt From Our Recent Letter)

Eagle Point favors McKesson, AutoZone and other physical-network businesses with durable demand, scale moats and lower disruption risk than…

MCK $109B

Eagle Point Capital Apr 4

Tuesday, October 6, 2026

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Fajasy on X

A Capital on X

Negligible Capital on X

Negligible Capital on X

Investor Letters

Publications we follow

Newsletters 92

YouTube 4

Blogs 12

Seeking Alpha 46 of 222

X accounts we follow

Investor letters we follow

Sectors