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 META $1.8T

When the Ads Come to the Data

MBI Deep Dives 5 clicks

Oct 6 ROL $16B

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

Best Anchor Stocks

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.

Deep Dive: Intuit ($INTU)

Intuit’s $21.4 billion software franchise faces AI-driven pricing pressure in tax and accounting, even as QuickBooks and TurboTax retain…

INTU $79B

Rebound Capital Oct 6 4 clicks

Capitol Federal Financial: Margin Expansion Supports The Bull Case

Capitol Federal Financial's 2.31% net interest margin and $23.6 million Q3 profit support its shift toward higher-yield commercial lending,…

CFFN $1.1B

Growth Stock Hunter Oct 6

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

TPLKF · long

PVA Tepla

PVA TePla (XTRA:TPE) is presented as a long position.

TPLKF $867M

Value Investors Club Jun 22 2 clicks

Zack Buckley on $PRTH's take private

Priority Technology’s chairman offered $6.00 to $6.15 a share to take PRTH private, while Zack Buckley argues Treasury Solutions and…

PRTH $644M

Yet Another Value Podcast Sep 10 3 clicks

(Idea) GeoPark’s Venezuela Deal Creates More Upside—And A More Difficult Valuation

GeoPark’s Bare Block acquisition targets $1.2 billion of 2030 EBITDA, but 42.1 million to 47.6 million new shares and Gilinski control…

GPRK $745M

HFI Research Sep 10 2 clicks

The Williams Companies: A Tough Competitor Tackles The Northeast

Williams Companies faces a revoked Northeast pipeline permit while pursuing growth through Momentum Midstream, Gulf export access and…

WMB $89B

Long Player Sep 10

Amplitude Q2 26 - Examining The Moat - Rating, Hold.

Amplitude reported Q2 revenue of $100.9 million, up 21%, as agentic AI and LLM vendors challenge the moat of its product analytics software.

AMPL $2B

Cestrian Capital Research Sep 10

Sony: Quiet Quality, Stealthy Growth

Sony's financial-services deconsolidation and TSMC sensor venture sharpen a higher-margin entertainment and imaging business, with segment…

SONY $137B

LA Capital Sep 10

74 Million Shares. Then 15. Then a $30 Dividend.

Dillard’s cut shares outstanding from 74 million to 15.6 million while profits tripled, driving EPS from $2.67 to $36.42 and supporting a…

DDS $10B

Cannibal Stocks Sep 10

Single Stock Spotlight #14: Kosmos Energy (KOS)

Kosmos Energy (KOS) is pitched as an oil stock poised to outperform if oil stays above $70-$80, supported by a claimed 2 billion-barrel…

KOS $1.6B

Hidden Rock Capital's Newsletter Sep 10 2 clicks

This Week in Special Situations: Signet Jewelers, Medipal Holdings, First REIT of New Jersey

Signet, Medipal and First REIT headline 27 situations spanning buybacks, activism, M&A and liquidation catalysts.

SIG $4B

Latticework by MOI Global Sep 10 4 clicks

BridgeBio Pharma: Attruby Peak Sales Set To Rise

BridgeBio Pharma raised Attruby peak-sales guidance as kidney-benefit data, fewer hospital days and competitor setbacks strengthen its…

BBIO $13B

Atticus Analysis Sep 10

Tuesday, October 6, 2026

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

Fajasy on X

Fajasy on X

Investor Letters

Publications we follow

Newsletters 92

YouTube 4

Blogs 12

Seeking Alpha 46 of 218

X accounts we follow

Investor letters we follow

Sectors