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 4 clicks

Oct 6 ROL $15B

Rollins (ROL), Verisure (VSURE), and the cost of standing still (Part 1)

Best Anchor Stocks 1 click

Oct 6 INTU $88B

Deep Dive: Intuit ($INTU)

Rebound Capital 4 clicks

From X

@finphysnerd Sep 1

Myles on X

@DeepSailCapital $ASAN has been caught up in the software bounce despite being a pretty obvious AI loser and having none of the qualities that make the other software companies good.

@ACapitalLP Sep 1

A Capital on X

$CORZ < $16 🤔

@DOMOCAPITAL Sep 1 1 click

DOMO Capital Management, LLC on X

Huge overnight news for #E15 / $ALTO $GPRE in a vote that HAD to be approved before midnight and made it by seconds.... year-round E15 (from NO E15) will now begin in CA beginning 1/1/2027!! This is 600M+ gallons of ethanol demand that will lead to very strong 2027 crush margins while also significantly increasing the value of $ALTO's western ethanol plants. The bill approved E10 vapor recovery systems for E15 use: https://t.co/7gr7rtBX7t

@stockgutter Sep 1 1 click

SG on X

@Zerosumgame33 Manav calling $CLMT $DAR $ADM $BG "peers" is crazy to me. Other than all touching ag, they are very different businesses with very different drivers.

@BlueDuckCap Sep 1

BDC on X

$GPRO acquired at $1.14. Was a $98. Founder lead with super voting rights. Woodman's hubris lost him billions. @evanspiegel don't make the same mistake. $snap

@ACapitalLP Sep 1

A Capital on X

Why isn’t $APTV extremely good (5:1x) R/R here? Post-spin, post-guide cut, stock @ $44.76 and sentiment completely washed… https://t.co/iTmXeDEoCA

@DOMOCAPITAL Sep 1

DOMO Capital Management, LLC on X

$PBI is wasting no time to step-in and help PCI pre-sort customers: https://t.co/AnKDdbma4a

@MaiusPartners Sep 1

Maius on X

The most interesting observation about Midea for us this reporting season is that since the national team liquidated most of their holdings, Midea is one of two private companies that Huijin choose to keep. Why? One can only speculate, but having the long term track record to zero an entire global industry probably has something to do with it: just check the share price of $WHR or $ELUX.ST

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 $4.7B

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 $145B

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 $2.9B

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 $18B

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 $56BPLTR $482B

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 $61B

Bison Insights Oct 5 4 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 1 click

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 $47B

Atrium Research - Equity Research Oct 5 2 clicks

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 $16B

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 $473M

Quad 7 Capital Oct 5 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.

IBIT $173B

Value Investors Club Jul 8 2 clicks

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 $34B

MBI Deep Dives Oct 5 11 clicks

Portfolio Update September 2026

Portfolio added Otis Worldwide in the mid-$60s, increased Pool, Copart and Floor & Decor, and sold Berkshire Hathaway.

OTIS $26BCPRT $26B

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 $51B

Marc Gerstein Oct 5 2 clicks

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…

NU $75BINTR $3B

Substack von Philipp Oct 5 6 clicks

Alliance Resource Partners: A ~10% Yield Backed By Contracted Coal And Growing Royalties

Alliance Resource Partners has 2026 coal sales fully contracted and is expanding oil and gas royalties through AllDale, supporting its 9.8%…

ARLP $3.2B

Timur Mekhantev Oct 5 4 clicks

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…

BTI $130B

Invariant Oct 4 5 clicks

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…

GELHY $162BNIO $8.7B

The Asian Investor Oct 4 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…

CBRS $33B

Irrational Analysis Oct 4 3 clicks

Did Group 1 Overpay for Hennessy? The Seller’s Own Banker Says It Was a Record.

Group 1 paid $1 billion of goodwill for Hennessy’s 10 dealerships, a record $100 million per store, financed largely with $1.25 billion of…

GPI $2.9B

Cannibal Stocks Oct 4 4 clicks

Tuesday, October 6, 2026

Myles on X

A Capital on X

DOMO Capital Management, LLC on X

SG on X

BDC on X

A Capital on X

DOMO Capital Management, LLC on X

Maius on X

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