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

@majgeoinvesting Oct 6

Maj Soueidan on X

My new hunting multibaggers warpath “call”… 🇲🇽 .. we’re coming for you! You can’t hide forever… $PPIH $SIF $RFIL https://t.co/YqWrMmzpd9

@calvinblissett Oct 6 2 clicks

Calvin Blissett on X

@paulcerro And $CCLD

@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

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 $140B

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 $2.8B

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 $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

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 $528M

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

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 $2.8B

Cannibal Stocks Oct 4 4 clicks

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…

MTB $31B

Albert Anthony Oct 3 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…

MS $294B

Net Interest Oct 3 5 clicks

Magnolia Oil & Gas: The WildFire Acquisition Closes

Magnolia Oil & Gas closed its $4 billion WildFire acquisition, adding Eagle Ford acreage with cost synergies and funding the deal with…

MGY $6.6B

Long Player Oct 3 2 clicks

EVI Industries. Margin inflection or fake out?

EVI Industries says its ERP and service-platform build is largely complete, testing whether 10.8% revenue growth can finally outpace…

EVI $248M

Kairos Research Oct 2 2 clicks

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…

LEN $18BMRP $3.8B

Hunterbrook Oct 2 2 clicks

Single Stock Spotlight #16: Huckleberry.AI (HUCK)

Huckleberry.AI trades near $3.30 against $221 million of cash and $900 million-plus of NOLs after selling its operating business, creating…

HUCK $145M

Hidden Rock Capital's Newsletter Oct 2 4 clicks

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…

NKE $51B

Latticework by MOI Global Oct 2 2 clicks

[scuttleslops] Cloudflare wants bots to pay; OpenAI’s ad ambitions; Memory chip competition; Muse is a proactive assistant; the Wintel of cars and robots; Atlassian as a coordinating layer

Cloudflare is building HTTP 402 payments for AI agents, using its web network to let publishers charge bots for content access.

NET $124B

scuttleblurb Oct 2 1 click

Tuesday, October 6, 2026

Maj Soueidan on X

Calvin Blissett on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Timyan Bank Alert on X

Investor Letters

Publications we follow

Newsletters 92

YouTube 4

Blogs 12

Seeking Alpha 45 of 216

X accounts we follow

Investor letters we follow

Sectors