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
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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
Timyan Bank Alert on X
$BY Byline Bank will acquire Illinois State Bank https://t.co/w9b4SEnoJV
Investor Letters
All letters- Vltava Fund 3/2026 AMZN $2.7TATDRF $3.7B
- Cedar Grove Capital Management Q3 2026 EVLV $852MABVX $7.6B
- Protean Funds September 2026 DSV $42BNTOIF $28B
- Quercus Fund 2026 (Jan-Aug) FCODF $4.7B
- Asset Value Investors Ltd August 2026 MSLOF $15B
- PenderFund Capital Management Ltd. August 2026 VHI $320M
- Forager Funds Management August 2026 BVSFF $971MIDPUF $612M
- Guinness Global Investors August 2026 AFL $57BCRM $197B
Deep Dive: Intuit ($INTU)
Intuit’s $21.4 billion software franchise faces AI-driven pricing pressure in tax and accounting, even as QuickBooks and TurboTax retain…
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,…
Growth Stock Hunter 
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.
CDNL · short Cardinal Infrastru Group INC
Cardinal Infrastructure Group faces an IPO lockup expiration amid stretched valuation and reported metrics, with an Up-C structure…
The AI Compute Squeeze
CoreWeave and Nebius cite AI compute shortages and higher-priced GPU renewals, but older-chip utilization and depreciation vary across…
Cellebrite (CLBT) Q2'26 - Execution wobble, Forecast question mark
Cellebrite cut 2026 ARR guidance by $15 million, replaced its CEO and saw shares fall 30% as elongated sales cycles raise execution…
Update on NRP, Variable Dividends, Buybacks and Soda Ash
NRP has retired debt and preferred stock, leaving 13 million acres of mineral rights to fund higher cash distributions, buybacks and soda…
Nintendo: Churning Recovery (Ticker: NTDOY)
Nintendo’s Switch 2 sold 23 million units in its first year, but software delays, memory-chip costs and yen weakness drove NTDOY from $25…
Coherent Q4 FY26 Earnings
Coherent’s Q4 FY26 results prompt claims that poor 6-inch InP laser yields are limiting margins versus Lumentum in co-packaged optics.
Research & Analysis: Riot Platforms (NASDAQ: RIOT)
Riot Platforms has 241MW of contracted data center capacity, including a 191MW, 20-year $9.8 billion frontier AI lab deal, as it shifts…
The Entity That Bought Jinko’s Florida Plant Is Run by the Family of China’s “Sun King”
JinkoSolar sold control of its Florida solar plant to a Delaware entity run by China’s “Sun King” family, potentially sidestepping new…
Are Department Stores Finally Shortable?
Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…
BREAKING: Nebius Told Investors Vineland Data Center Was "On Track" Days After Undisclosed Stop Orders
Nebius told investors its Vineland data center was on track days after officials halted unpermitted Bloom Energy fuel-cell and LNG-tank…
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