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.
Tuesday, October 6, 2026
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From X
Barbarian Capital on X
McDonald's CEO expects high inflation, flat traffic are not going away for restaurant industry $MCD https://t.co/ZIgM3fUPpK
Barbarian Capital on X
"displaying advertising for other companies on its digital drive-thru order boards as part of a pilot" Why McDonald's is following Walmart and Amazon into the advertising business $MCD https://t.co/eW0y5UCUnw
Barbarian Capital on X
General Mills Profit, Sales Slip as Turnaround Continues $GIS https://t.co/hCadtnVNZ8
Barbarian Capital on X
McDonald’s Pledges $8.5 Billion in Investments to Help Franchisees $MCD https://t.co/PoTrgnrK0A
Barbarian Capital on X
Disney Boosts Prices on Several Streaming Subscriptions $DIS https://t.co/X7Mv5pl7kh
Barbarian Capital on X
$PM $BTI $MO U.S. Regulators Plan Major Move to Speed Authorizations of Vapes, Tobacco Pouches https://t.co/aaQ7DSzIvP
junkbondinvestor on X
Update on Loparex, the loan Blue Owl marked from 88 to 5 cents in just 8 months. The restructuring is now set. $OWL's entire ~$160mm 2L gets wiped out for a small piece of equity. Monarch and General Atlantic take control after buying the 1L at distressed prices earlier this year. Looks like the 5 cent mark in June was close to right. The question was always why it was 88 six months earlier...
A Capital on X
This non-circumvent is very good for $FSLR which is now < $200… https://t.co/Tc3GXdZRLk
Investor Letters
All letters- Cedar Grove Capital Management Q3 2026 AXON $34B
- Protean Funds September 2026 DSV $42BNTOIF $28B
- Asset Value Investors Ltd August 2026 MSLOF $15B
- Guinness Global Investors August 2026 AFL $57BCRM $183B
- Janus Henderson Investors July 2026 KLAC $261BMCK $109B
- Asset Value Investors Ltd July 2026 UNVGY $27B
- PenderFund Capital Management Ltd. July 2026 GNRC $13B
- Lindsell Train Limited July 2026 LDNXF $56BSGGEF $13B
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…
The J Thesis 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…
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…
Petri Dish Reports 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.
Canterra Minerals: Research Note
Canterra Minerals increased Lundberg indicated tonnage 55% to 26.1Mt, with 226.2Kt of contained copper equivalent, supporting a Buchans…
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.
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…
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.
Portfolio Update September 2026
Portfolio added Otis Worldwide in the mid-$60s, increased Pool, Copart and Floor & Decor, and sold Berkshire Hathaway.
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.
Marc Gerstein 2 clicks
IBIT · long Ishares Bitcoin Trust Etf
IShares Bitcoin Trust ETF (IBIT) is presented as a high-conviction Bitcoin position with attractive risk-reward.
Weyerhaeuser: The Stock Prices Its Forest Below What Buyers Pay For The Acres
Weyerhaeuser trades below recent timberland transaction values, while adjusted FAD covers only 59% of its $0.84 base dividend.
Tim Travis 1 click
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…
British American Tobacco: Harvest
British American Tobacco’s U.S. reset revives combustibles and rebuilds its nicotine-pouch portfolio after legacy-brand writedowns and Velo…
Geely: Strategic NIO Battery Deal Is A Win
Geely’s ZEEKR nearly doubled first-half 2026 deliveries to 178,000, while Geely bought 30% of NIO’s battery-swapping unit to reduce…
The Asian Investor 5 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…
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…
Albert Anthony 2 clicks
The Art of Doing Financial Engineering
AI infrastructure’s $6.3 trillion financing gap is driving structured debt and asset-backed solutions, starting with Meta’s planned 5GW…
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…
Nike: The Defense Holds, the Offense Is Unproven
Nike targets EBIT margin recovery from 5.2% in FY2027 to 13% by FY2032 as revenue declines persist and wholesale, China and digital remain…
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