Wednesday, October 7, 2026

What I’ve Been Up To

Cogent Communications and AI data-center bottlenecks feature in a newsletter update on recruiting, financial media and conference takeaways.

CCOI $428M

Stock Thoughts Oct 7 4 clicks

Oct 7 LSAK $384M

Lesaka: Why He's Betting Big | Ali Mazanderani | Ep. 5

Mispriced Assets 2 clicks

Oct 7 DASH $84B

ezCater and the Other Half of Uber's FCF

MBI Deep Dives 1 click

From X

@Adam_Wyden Jun 18

Adam D. Wyden on X

https://t.co/eYw2cld5pU More than meets the eye here. KEKE is owned by DENNY's - once a PUNCHH cust. PAR has mentioned that several PUNCHH custs. are returning and we understand $DENN is one of them. Table serv. , POS, Payment, lot to like here. @SavneetS @PAR_Tech $PAR $DENN

@ValueSituations Jun 16

Conor Maguire | Value Situations on X

Value Sits name $BG up another +6% today, as market starts to price in the transformative #Viterra acquisition.. https://t.co/SsAL2gOw6A https://t.co/wwN5ZUrkYz

@ValueSituations Jun 13

Conor Maguire | Value Situations on X

Another positive update for the Value Sits Model portfolio with the news that the $BG acquisition of #Viterra has received approval in China; $BG up +7% today, while mkt down- another example of benefits of idiosyncratic/event situations https://t.co/p76gcFbQBu

@catechwilliams Jun 11 1 click

catechwilliams on X

Sponsor Bain (50% shareholder) will likely be looking to unload shares as we approach the lock-up expiration date later this summer. $KMTS could be a zero.

@catechwilliams Jun 11 1 click

catechwilliams on X

$KMTS Recent IPO. Makes $20k bras w defib (not a joke). Impractical product w very low efficacy (per clinical trials). Insurance won’t cover. Burning cash, no valuation support. Zoll has 80% share, $KMTS distant #2. 6/1 FDA approved a much better alternative by Element Sciences.

@catechwilliams Jun 10 1 click

catechwilliams on X

$PRIM $500M new project broke ground. Not deep on the name but this is a pretty massive program for $PRIM and does not appear anyone noticed. "430-megawatt development from Arevon Energy, an offshoot of utility and energy contractor Primoris Services Corp" https://t.co/1egNflZ1X8

@MultiplesCap Jun 9

Multiples Capital on X

Silver breaking out finally. Long $SLV calls ... not a recommendation :) https://t.co/AFPUTa6n4P

@Adam_Wyden Jun 8

Adam D. Wyden on X

@OtterMarket $rick is more cyclical than I expected. Definitely can’t open new ones. Weak capacity closes/comes out for sure… and ideally shares get bought out and so do other assets on cyclical lows. The assymetry here is actually pretty after a 3 yr tailspin.

L3Harris Technologies (NYSE: LHX) Upgraded Rating: Accumulate

L3Harris upgraded to Accumulate after a 38% stock decline, backed by 8% Q2 revenue growth, a $42 billion backlog and planned Missile…

LHX $44B

Cestrian Capital Research Oct 7 1 click

Cerebras: OpenAI's Nvidia Move Doesn't Break The 750 MW Deal

Cerebras retains its 750 MW commitment despite OpenAI's Nvidia move, but TSMC supply, owned capacity and gross-margin recovery remain the…

CBRS $33B

Deep Value Investing Oct 7

💥New Chapter 11 Bankruptcy Filing - And Go Concepts, LLC (Salad and Go)💥

Salad and Go filed Chapter 11 after its Texas and Oklahoma expansion failed, seeking to sell 65 leases to Dutch Bros for $105 million as 7…

BROS $5.7B

PETITION Oct 7 3 clicks

West Pharma: Still A Buy, But Expectations Are Rising

West Pharmaceutical Services’ GLP-1 demand, HVP upgrades and Annex 1 conversions support double-digit growth, but its premium valuation…

WST $27B

Petri Dish Reports Oct 7

Research Roundup Vol. LV

OpenAI’s enterprise privacy push and Synopsys’s Factory 2 royalty model anchor a technology roundup, alongside oil above $100 and Bitcoin’s…

SNPS $90B

Monte Independent Investment Research Oct 7

Adobe (NASDAQ: ADBE) Stock Rating: Accumulate After Q3 FY11/26 Earnings

Adobe rates Accumulate at $189-$266 after Q3 FY26 revenue grew 12.9%, while management guided slower growth and RPO growth decelerated.

ADBE $98B

Cestrian Capital Research Oct 7 2 clicks

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.

ONON $12B

Aurelion Research Oct 6 4 clicks

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

Rollins’ recurring pest-control base requires ongoing spending to replace departing customers, a concern tied to its nearly 50%…

ROL $15B

Best Anchor Stocks Oct 6 1 click

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

VEEV · long

Veeva Systems INC

Veeva Systems is a vertical software company valued as if its best growth years are behind it.

VEEV $51B

Value Investors Club Jul 9

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

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 $56B

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

Wednesday, October 7, 2026

Adam D. Wyden on X

Conor Maguire | Value Situations on X

Conor Maguire | Value Situations on X

catechwilliams on X

catechwilliams on X

catechwilliams on X

Multiples Capital on X

Adam D. Wyden on X

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