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

@marginofdanger May 19 1 click

marginofdanger on X

$CBBI followers- the tables below show two scenarios assuming a sale in 5 years at 100% of TBV: 1) Investor reinvests the .50/yr dividend into more shares 2) CBBI suspends dividend and instead does a share repurchase The analysis shows that the results are roughly the same (BEFORE TAXES). The point here is to show that if you reinvest your dividend you can somewhat replicate the economics of a buyback. One assumption that is likely optimistic in the company buyback scenario is that they'd continue to be able to buy back at 0.4x TBV. If you tinker with that, the buyback is less valuable. cc: @mwphnh

@TimyanBankAlert May 19 1 click

Timyan Bank Alert on X

Every bank should have a Chair like Charles Alan Williams of $NPB ⁦@NorthpointeBank⁩ https://t.co/WJNBIgvvAZ

@ToffCap May 19 1 click

ToffCap on X

What happened to Fitlife $FTLF ? https://t.co/d53wz8HS64

@mavix_leon May 18 1 click

mavix on X

Here it finally is! The BoD of Evolution $EVO has resolved on a EUR 2 billion share buyback program that will commence immediaely. https://t.co/I0bozM6WA2

@LittleOwlRes May 18 1 click

Little Owl Research on X

Either someone knows something the rest of us are oblivious to… or they’re playing Russian roulette. Tomorrow’s report should be interesting $LUXE https://t.co/al4P94Brcy

@DOMOCAPITAL May 18

DOMO Capital Management, LLC on X

$ZD had a fantastic investor update today - definitely worth a listen! https://t.co/0aENAjKdLU

@TimyanBankAlert May 18 1 click

Timyan Bank Alert on X

@SEC_digger Patience… $STBI 🤷🏼 https://t.co/wg2SpE9mZy

@DevinLaSarre May 17

Devin LaSarre on X

Newest out. Haypp Group: Engine for the New Environment "Q1'26 note" $HAYPP $PM $BTI $MO $IMBBY $STG https://t.co/6y7UXlUF9s

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 $2.6B

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 $2.9B

Cannibal Stocks Oct 6 3 clicks

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

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

Nyxoah: Label Expansion Set To Unlock A Monopoly In A Billion Dollar Market.

Nyxoah's Genio implant could reach CCC patients after an FDA label expansion, targeting 30% of the obstructive sleep apnea device market by…

NYXH $112M

Stephen Tobin Oct 5 3 clicks

OMSE 2026-10-05

The Monday Morning Briefing: AI Drives Everything, Yet ROI on Massive Capex Remains Uncertain

Latticework’s briefing questions AI capex returns while featuring Close Brothers, Green Landscaping and OMS Energy Technologies.

OMSE $177M

Latticework by MOI Global Oct 5 2 clicks

40 Best Stock Pitches (28th-4th October) 🟢

Old Market Capital, a delisted holding company owning a rural fiber network, trades below comparable network valuations after institutional…

OMCC $26M

Capital Employed Oct 4 7 clicks

💥Leslies Term Lenders Toss a Life Preserver💥

Leslie’s and nine affiliates filed Chapter 11 in Texas on September 30, 2026, after 18 months of deteriorating performance.

LESL $1.6M

PETITION Oct 4 3 clicks

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 $3B

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

🤿New Chapter 11 Bankruptcy Filing - Leslie’s Inc.🤿

Leslie’s, the pool-supplies retailer, filed Chapter 11 after deteriorating operations, pricing and inventory missteps, and a burdensome…

LESL $1.6M

PETITION Oct 4 3 clicks

Geely: Strategic NIO Battery Deal Is A Win

Geely’s ZEEKR nearly doubled first-half 2026 deliveries to 178,000, while Geely bought 30% of NIO’s battery-swapping unit to reduce…

NIO $8.7B

The Asian Investor Oct 4 5 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 $2.9B

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 $4.1B

Gary Gambino Oct 3 3 clicks

EVI Industries. Margin inflection or fake out?

EVI Industries says its ERP and service-platform build is largely complete, testing whether 10.8% revenue growth can finally outpace…

EVI $243M

Kairos Research Oct 2 2 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

Single Stock Spotlight #16: Huckleberry.AI (HUCK)

Huckleberry.AI trades near $3.30 against $221 million of cash and $900 million-plus of NOLs after selling its operating business, creating…

HUCK $147M

Hidden Rock Capital's Newsletter Oct 2 5 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

Wednesday, October 7, 2026

marginofdanger on X

Timyan Bank Alert on X

ToffCap on X

mavix on X

Little Owl Research on X

DOMO Capital Management, LLC on X

Timyan Bank Alert on X

Devin LaSarre on X

Investor Letters

Publications we follow

Newsletters 107

YouTube 4

Blogs 17

Seeking Alpha 52 of 236

X accounts we follow

Investor letters we follow

Sectors