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
Back to today 
From X
Barbarian Capital on X
Energy Transfer to Acquire Vaquero Midstream for $2.63 Billion $ET https://t.co/1pJ4LXgSc6
Barbarian Capital on X
ezCater Uber to Expand Uber Eats Service with $2.3 Billion Acquisition of Catering Platform $UBER https://t.co/GLNGqBdsrO
Barbarian Capital on X
$LW Lamb Weston Says Cost-Saving Efforts Are Paying Off https://t.co/ZfdGZtyiqi
Barbarian Capital on X
Google and Constellation Energy Strike a Sweeping Nuclear-Power Deal $CEG https://t.co/VdEF0Ybdry
Barbarian Capital on X
Constellation Brands Profit Rises on Higher Beer, Spirits Sales $STZ https://t.co/TG7FcZt9xX
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 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
Investor Letters
All letters- Vltava Fund 3/2026 ATDRF $3.7BRMVEY $3.7B
- Cedar Grove Capital Management Q3 2026 ABVX $7.6BAXON $34B
- Protean Funds September 2026 DSV $42BNTOIF $28B
- Quercus Fund 2026 (Jan-Aug) FCODF $4.7B
- Asset Value Investors Ltd August 2026 MSLOF $15B
- Guinness Global Investors August 2026 AFL $57BCRM $183B
- Protean Funds August 2026 BVNKF $2B
- PenderFund Capital Management Ltd. July 2026 KXS $3.4BMDA $4.7B
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…
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
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…
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.
SIRI · long Sirius Xm Holdings INC
SiriusXM, SIRI, combines a 32% EBITDA margin with 3.6x net leverage and a 16% free-cash-flow margin despite elevated capex.
SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap
Steve Eisman reviews SpaceX earnings, AI capital spending’s drag on free cash flow, Meta’s struggles, and the collapse of Situational…
$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove
Hims & Hers investor Paul Cerro is long again on lab and patient data driving retention and LTV, despite management concerns, GLP-1…
Novo Nordisk Q2 2026 Review: Better Than Feared But Is It Enough?
Novo Nordisk’s Q2 adjusted sales rose 7% and operating profit 11%, prompting a 0% to -6% 2026 outlook as commercial recovery outpaces…
OXY's Plan for Financial FREEDOM
Occidental Petroleum’s plan targets debt-free operations and roughly double 2025 cash generation under new CEO Richard Jackson, following…
Airbnb 2Q'26: Widening the Gap with Booking
Airbnb added 14 million booked nights and seats, up 10%, and guided low-double-digit third-quarter growth as North America and EMEA…
TSOH Weekly Roundup (08/07/2026)
TSOH’s weekly roundup covers Crocs’ $218.6 million Malta tax savings, Roblox’s forecast bookings decline and Lululemon’s CEO change amid…
A merciless market (and the reason behind the drop?)
Shift4 fell 19% after cutting FX-neutral guidance by 100 basis points, despite Q2 revenue, EPS and EBITDA beats.
[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ
Booking Holdings beat Q2 guidance as room nights grew 5%; connected trips, merchant payments and Genius loyalty strengthened direct…
Remitly Global: Still Undervalued? (Ticker: RELY)
Remitly raised full-year guidance as it pursues digital remittance share gains, with debit cards targeting higher retention and per-user…
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