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 BROS $5.2B

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

PETITION 3 clicks

From X

@DOMOCAPITAL Jun 9

DOMO Capital Management, LLC on X

Kurt Wolf of $PBI. Hands down. No comparison. https://t.co/v6AKggxJD4

@ActAccordingly Jun 8

PAA Research on X

$MTN is the $FICO of consumer discretionary.

@cfrischer1 Jun 8

Charles Frischer on X

@k790diskin $NN I just posted my thoughts on the hearing.

@cfrischer1 Jun 8

Charles Frischer on X

@scottwilsonUSD $NN I think the July and August meetings are live meetings for an NPRM. While not critical months, these are live and have a reasonable possibility of happening. The process should also accelerate the final rule and order timeline, as the work is being done right now in that area

@cfrischer1 Jun 8

Charles Frischer on X

$NN It is possible that Carr will be able to help the Part 15 user base and approve the 900 MHz modernization plan put forward by NN. The country needs an actionable alternative plan for GPS. The NN plan is important for our country. The time is now for action.

@cfrischer1 Jun 8

Charles Frischer on X

$NN The attached clips show that the hearing accomplished important work on public policy. Let the FCC do their job. The facts and the testing should/will demonstrate no unreasonable interference will occur from the upgrades to the band.

@cfrischer1 Jun 8

Charles Frischer on X

$NN No matter how many times the opposition states there will be interference, the real world testing is not indicating any interference is happening. Squeaky wheels sometime get greased in DC. The opposition seems to be looking for some grease from their contrary stance.

@cfrischer1 Jun 8

Charles Frischer on X

$NN Technical matters in regard to spectrum, like interference, should be resolved by FCC engineers. These engineers have decades of knowledge and experience. In this clip, every speaker agreed the appropriations committee was out of line and was not the correct forum. https://t.co/TwvTZj1kr0

Astronics: Marked Down After A Record Quarter - Buy

Astronics targets $1.02 to $1.04 billion in 2026 revenue after adjusted operating margin reached 20.3%, with Boeing representing 12% of…

ATRO $2.7B

Jordan Aquilina 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 $4.7B

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 $2.7B

Cannibal Stocks Oct 6 3 clicks

Portfolio Update September 2026

Portfolio added Otis Worldwide in the mid-$60s, increased Pool, Copart and Floor & Decor, and sold Berkshire Hathaway.

POOL $5.7B

D Invests Oct 5 1 click

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…

INTR $3BPICS $1.7B

Substack von Philipp Oct 5 6 clicks

Alliance Resource Partners: A ~10% Yield Backed By Contracted Coal And Growing Royalties

Alliance Resource Partners has 2026 coal sales fully contracted and is expanding oil and gas royalties through AllDale, supporting its 9.8%…

ARLP $3.2B

Timur Mekhantev Oct 5 4 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 $2.7B

Cannibal Stocks Oct 4 4 clicks

Howard Hughes: Still Attractive Despite Risks Of Rapid Transition

Howard Hughes plans to raise nearly $4 billion by selling real estate assets and condos, accelerating Vantage’s insurance expansion while…

HHH $4.2B

Gary Gambino Oct 3 3 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…

MRP $3.7B

Hunterbrook Oct 2 2 clicks

Rocket Lab (NASDAQ: RKLB) Stock Rating: Accumulate After Q2 FY12/26 Earnings

Rocket Lab reported Q2 revenue up 62% to $234.1 million and backlog up 137% to $2.36 billion, while operating losses and cash burn…

IRDM $4.9B

Cestrian Capital Research Oct 2

ABG · long

Asbury Automotive Group INC

Asbury Automotive Group's changed setup and underperformance versus other public dealers form the basis for a renewed long thesis.

ABG $2.9B

Value Investors Club Jul 9

RLJ Lodging Trust: Opportunity To Own A Quality Hotel Portfolio At Discount While Earning Dividends

RLJ Lodging Trust trades below book value, with positive FY26 FFO guidance and property conversions offset by elevated leverage risk.

RLJ $1.1B

Albert Anthony Oct 6 2 clicks

Research & Analysis | AAR Corp. (NYSE: AIR): MRO Holdings Reshapes the Margin Profile

AAR’s $1.8 billion acquisition of a 65% stake in MRO Holdings adds widebody aircraft maintenance and targets a 19% to 20% EBITDA margin by…

AIR $4B

Monte Independent Investment Research Oct 2 4 clicks

The Trade Desk (NASDAQ: TTD) Stock Rating: Do Nothing After Q2 FY12/26 Earnings

The Trade Desk's Q2 revenue grew 3% to $715 million as Q3 guidance called for a year-over-year decline; TTD has fallen over 90% from its…

TTD $5.7B

Cestrian Capital Research Oct 2 1 click

Crocs: Double-Digit Buyback Yield (Ticker: CROX)

Crocs has $2 billion of buyback authorization, more than a third of its market cap, as North American sales stabilize and HeyDude drags on…

CROX $6B

Emerging Moats Research Oct 2 4 clicks

$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital

Turning Point Brands' FRE and Alp nicotine pouches aim to become a third C-store brand behind ZYN and Velo as PMTA rules limit new entrants.

TPB $1.1B

Yet Another Value Podcast Oct 1 2 clicks

Mattel: M&A Buzz And A CEO Change Create Substantial Uncertainty

Mattel rose 19% on takeover speculation, but a potential $20-per-share bid, margin pressure and CEO transition leave its standalone…

MAT $4.8B

Seeking Profits Oct 1

How Ethos Sold Wall Street on AI While Powering an Analog Boiler Room

Ethos Technologies ($LIFE) sells AI-driven life insurance while relying heavily on multilevel marketing agencies using aggressive cold…

LIFE $2.6B

Hunterbrook Oct 1 1 click

Karman Holdings q2’26 Earnings Update

Karman Holdings reported 58% Q2 revenue growth, $1.3 billion backlog and margin expansion while replacing leadership and remediating…

KRMN $4B

Monte Independent Investment Research Oct 1

Innodata: The 45% Pullback Has Changed My View (Rating Upgrade)

Innodata's 45% pullback resets its valuation after two quarters of 50% revenue growth, though two customers still supply 71% of revenue and…

INOD $2B

Kurt Christensen Oct 1

Wednesday, October 7, 2026

DOMO Capital Management, LLC on X

PAA Research on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Investor Letters

Publications we follow

Newsletters 107

YouTube 4

Blogs 17

Seeking Alpha 50 of 233

X accounts we follow

Investor letters we follow

Sectors