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 META $1.8T

When the Ads Come to the Data

MBI Deep Dives 7 clicks

Oct 6 ROL $15B

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

Best Anchor Stocks 1 click

From X

@Adam_Wyden Apr 8

Adam D. Wyden on X

@InvestSpecial How do you get to 12.00? I think post sterno sale and rolling fwd to 2027 numbers you are 30+ pre mgmt contract…. Which will come down wit asset sales no matter what. $codi

@cfrischer1 Apr 7

Charles Frischer on X

@lindenstcapital $NN In the last 12 OIRA actions at the FCC, it looks like approval was received the same day as the blog was posted in 6 cases. Tomorrow is still possible. We will find out by around 2:30 PM on Wednesday. If not, April 28th is only 21 days away.

@cfrischer1 Apr 7

Charles Frischer on X

@lindenstcapital $NN Shares were lower today on 1.7 million in volume. Investors were concerned that OIRA hasn't approved the NPRM as of today. Also, airline groups filed objection based upon interference. I still think we have a reasonable chance for tomorrow and if not, then April 28th.

@cfrischer1 Apr 2

Charles Frischer on X

@MLedrappier @CalgaryLeveen No doubt a sale of Globalstar to Amazon or SpaceX would be great news for $NN. Especially at the valuations being cited. I am long a small position in $GSAT. This would be an incredible day for NN. Validates spectrum valuations

@AltaFoxCapital Mar 31 2 clicks

Connor Haley on X

We just published a high-conviction report on one of our favorite businesses, $XPEL. Our conviction is rooted in a CEO with an exceptional track record: ~47% TSR CAGR and 35% revenue CAGR since taking the helm—who owns stock worth ~20x his salary and has laid out a credible path to roughly triple EPS through self-help margin expansion and continued secular growth. Even using assumptions well below management’s targets, we see a compelling risk-adjusted return with the potential to double our investment by FY28. If management delivers on its vision, we believe the shares can more than triple over that same period. See research report here: https://t.co/ZHKQmeWhmO

@cfrischer1 Mar 31

Charles Frischer on X

@Nishtu Excellent point. I should have added this objection as another item which spooked investors. Overall, $NN has seen solid bipartisan report due to the strong need for alternative GPS. This is a national concern and non-partisan issue to most. People understand this is important.

@Adam_Wyden Mar 26

Adam D. Wyden on X

$DRVN

@Seawolfcap Mar 17 2 clicks

Porter Collins on X

@CorneliaLake 100% probability Geck rules against $SOC. It's going to be funny to watch

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 $88B

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 $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 $4.6B

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 $46BPLTR $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

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 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

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 $27BCPRT $26B

D Invests Oct 5 3 clicks

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 $70BINTR $3B

Substack von Philipp Oct 5 6 clicks

Meta And Alphabet Will Beat OpenAI And Anthropic

Meta and Alphabet can fund AI with core profits, proprietary data and in-house infrastructure, giving META and GOOG pricing and…

META $1.8TGOOGL $4.3T

Cain Lee Oct 5 2 clicks

NVIDIA SERIES | PART 1 : Jensen's Math and the Blackwell Gap: Dies, Chips, GPUs, and Revenue

Nvidia’s Blackwell GPU rollout created an AI compute oversupply after customers preordered millions of chips amid expected shortages.

NVDA $5.2T

Kakashii's Materials Oct 5 3 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

Tuesday, October 6, 2026

Adam D. Wyden on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Connor Haley on X

Charles Frischer on X

Adam D. Wyden on X

Porter Collins on X

Investor Letters

Publications we follow

Newsletters 108

YouTube 4

Blogs 15

Seeking Alpha 52 of 242

X accounts we follow

Investor letters we follow

Sectors