You Understand Now, Why You Came This Way
Brazil’s October 25 runoff puts Bolsonaro’s likely victory at the center of a bullish regional-stock case; Golar LNG (GLNG) also reports fresh news.
Friday, October 9, 2026
Back to today 
From X
Ian Bezek on X
Corporacion America Airports $CAAP announces a 91 cent dividend, nearly a 4% yield on today's stock price, and 40% yield-on-cost for people that bought in 2020. The top complaint about CAAP had been it didn't pay a dividend, so that it is now resolved. ✈️
SG on X
$SB sugar is in full bull mode. https://t.co/NDtzQ2jbAn
SG on X
Elroy Air makes big inroads in military eVTOL, here autonomous cargo drones. $KTOS to manufacture. Going public soon via merger with $CMII / $IPXG SPAC. https://t.co/GgJ06SqbKI
SG on X
Great qtr from $AS . Np yet but definitely considering now. https://t.co/o4I4E81r5S
Odd Diligence on X
If Anthopic or OpenAI filed their S-1 one day after hours What do you think $SOXX does the next trading day?
Fred Liu on X
The analogy gets better... it took medallion 3 years to successfully expand from FICC markets to equities. Required a completely different data set and tick-by-tick data. They lost money the first couple of years, but eventually became their largest market. Feels similar. $APP
Timyan Bank Alert on X
Community Corner: $HBT Financial's buying power gives it an edge in Illinois bank M&A | S&P Global Market Intelligence https://t.co/R8CBN3O7t8
Raging Capital Ventures on X
Overview of new Permian gas takeaway options $ET https://t.co/d6v7olZYwB
Investor Letters
All letters- Stone Sentinel Capital Q326 5515 $315M
- Hood River Capital Management Q3 2026 EOPSF $1.5BEQR $1B
- Mar Vista Investment Partners third quarter 2026 MTD $32BSARO $7B
- Kingdom Capital Advisors Q3 2026 EVC $606MMAGN $393M
- Vltava Fund 3/2026 ATDRF $3.9BJFBHF $1.6B
- Cedar Grove Capital Management Q3 2026 EVLV $753MABVX $7.5B
- Protean Funds September 2026 DSV $42BNTOIF $28B
- Quercus Fund 2026 (Jan-Aug) FCODF $4.8B
Blackstone Secured Lending: A Solid Balance Sheet But About To Cut Its Dividend - HOLD
Blackstone Secured Lending Fund faces a likely dividend cut after its first shortfall in 28 quarters, despite 1.8% non-accruals, $2.8…
Rubicon Associates 1 click
Consumer agents: an ethics race, a prisoner’s dilemma, and the obvious OTA short
Consumer agents create an ethics race among AI labs and a prisoner’s dilemma for retailers, with online travel agencies framed as an…
Hyster Yale (HY) Multibagger potential as confluence of negatives subside. Attractive after markets part services model
Hyster-Yale trades at 0.16 times sales as lift-truck bookings rebound and restructuring targets $85 million to $100 million in annual…
AppLovin: Why I'm Upgrading To Buy Following The Recent Pullback
AppLovin's Ads Manager targets middle-market e-commerce advertisers as Q3 guidance calls for 47% sales growth, while legal and compute-cost…
Jack Elias 3 clicks
Research & Analysis: Legence Corp. (NASDAQ: LGN)
Legence trades at 10.4x EV/aEBITDA with a $5.7 billion backlog, as AI data center installations drive growth and expand its maintenance…
GoDaddy: The AI Transition Is Messy, But I'm Still Buying
GoDaddy’s Airo bookings run-rate rose from $10 million to $50 million in one quarter, but legacy Applications & Commerce declines still…
Fernanda Galvez Jalil 2 clicks
Cava Group: Buying The (Feta) Dip? (Ticker: CAVA)
Cava’s $3 million AUVs, 25.1% restaurant margins and sector-leading same-store sales support its expansion case as awareness rose from 40%…
Boyz in the Hood
Robinhood’s AI agents, 24/7 equity trading and 10:1 crypto perpetual futures encourage higher retail trading velocity, leverage and…
The Uranium Cycle Is Turning Up: In Conversation with YCA & Cameco
Yellow Cake and Cameco say U.S. utilities have contracted only 40% of 2030 uranium needs, setting up a new contracting cycle as…
This Week in Special Situations: Constellation Brands, GEO Group, Under Armour, CITIC Resources
Special-situations survey profiles 26 activist, capital-return, M&A and strategic-alternative catalysts, led by buybacks at Under Armour,…
The Story Millrose Told Wall Street About Lennar Purchases Doesn’t Match The Evidence
Millrose told Goldman its Lennar purchases had rent-to-own tenants lined up, but most analyzed homes were advertised for rent and showed…
Golar LNG q2’26 Operational Update
Golar LNG ordered a $2.45 billion fourth FLNG vessel, targeting 3.5MTPA of capacity and $400 million in annual EBITDA under a 20-year…
Credo: The Market Is Wrong About Optics, And That's Creating A Buying Opportunity
Credo expects optical revenue to reach $600 million in FY27 after Q1 revenue grew 114.7% year over year, expanding from AEC cables into AI…
Analysis Fundamental 4 clicks
Vertiv Holdings Co. (VRT)
Vertiv's 33% stock decline followed a 2026 forecast increase, despite a $15 billion backlog and rising AI data-center demand for power and…
Lesaka: A $4.69 Stock With a $20–30 Case
Lesaka CEO Ali Mazanderani has bought more than $10 million of stock while pursuing a $20 to $30 valuation case through targeted…
Alamar: The Consumables Flywheel Is Just Getting Started
Alamar Biosciences' consumables revenue rose 147% in 2Q26, lifting gross margin to 60% as the company expands into clinical diagnostics.
Petri Dish Reports 
POST · long Post Holdings INC
Post Holdings remains a large position after the stock's recent decline.
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.
Undercovered Dozen: Brookfield Renewable, Annaly Capital, Seagate, And More
Undercovered Dozen spotlights 12 lesser-covered stocks, including Brookfield Renewable, Annaly Capital and Seagate.
Lesaka: Why He's Betting Big | Ali Mazanderani | Ep. 5
Lesaka’s executive chairman has invested more than $10 million personally and targets EPS compounding above 40% through consumer, merchant…
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DOMO Capital Management, LLC
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SG
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Investor letters we follow
- 1 Main Capital
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- Aegis Value Fund
- Aikya Investment Management
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- Alluvial Capital Management
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- Miller Value Partners
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- Muhlenkamp & Company
- Myrmikan Capital, LLC
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- Optimist Fund
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- Pershing Square Holdings
- Pittenger & Anderson
- Polaris Capital Management
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- Quercus Fund
- RF Capital Management
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- Regency Wealth Management
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- The London Company
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- Vision Capital Fund
- Vltava Fund
- Vulcan Value Partners
- Warden Capital
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- White Brook Capital
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
