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 1 click

Oct 6 INTU $82B

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 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

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

@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.

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

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 $146B

The J Thesis Oct 6 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…

GPI $2.7B

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 $60BPLTR $498B

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

HWKN · short

Hawkins INC

Hawkins (HWKN) faces margin pressure as cost increases and municipal budget constraints weigh on its water-chemical distribution business.

HWKN $2.8B

Value Investors Club May 30 1 click

MSGS at a Glaring Discount so GO KNICKS GO!

MSGS, owner of the Knicks and Rangers, filed a Form 10 to explore a spinoff as comparable franchise sales support an $11 billion valuation.

MSGS $9.7B

Open Insights Jun 5

What CrowdStrike Shareholders Are Really Funding

CrowdStrike’s $318 million quarterly stock compensation and payroll taxes equaled 23% of revenue, diluting shareholders while non-GAAP…

CRWD $267B

First Strike Research Jun 5

When the Ducks are Quacking

Ford’s 1956 IPO sold 10.2 million shares at $63 each after Goldman Sachs helped resolve the Ford Foundation’s voting-rights problem.

F $48BGS $257B

Net Interest Jun 5

Lawrence Hamtil: The Farmer Mentality, Software's Cycle, and Investing with Irreplaceable Capital

Lawrence Hamtil discusses the farmer mentality, software’s cycle and investing with irreplaceable capital.

FERG $42BSPOT $108B

Flyover Stocks Jun 5

Sea Limited and Mercado Libre Q1'26: Reinvestment Justified? A Zero Sum Game in Brazil?

Sea and Mercado Libre defend Brazilian e-commerce share with logistics, cross-border trade, VIP programs and financial services, accepting…

SE $59BMELI $94B

Sleep Well Investments Jun 5

Infineon Technologies (IFX GY): Power Overwhelming

Infineon’s power semiconductors stand to benefit from AI data centers shifting to 800VDC power delivery, though its sharp rerating to…

IFNNY $82B

Bristlemoon Capital Jun 4 1 click

Under The Hood, Universal Health Services - $UHS

Universal Health Services faces a $432 million–$480 million annual Medicaid supplemental-payment hit by 2032, offset by behavioral-health…

UHS $11B

Bearhold Research Jun 4 2 clicks

What's going on with Marvell?

Marvell's Structera CXL cards make surplus DDR4 usable in memory pools, with dense SRAM IP helping mask latency amid DRAM shortages.

MRVL $241B

Irrational Analysis Jun 2

Watches of Switzerland (WOSG), TerraVest (TVK) & ContextLogic (LOGC): Earnings Updates

Watches of Switzerland reported 15% constant-currency organic revenue growth and guided FY27 revenue growth of 5-10%, with adjusted EBIT…

LOGC $688M

Hidden Gems Investing Jun 2

Tuesday, October 6, 2026

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