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
AltayCap on X
@rubicon59 Problem is $APP is in the "this might be a total scam" bucket. If it's not, yeah it's cheap. I'm not so sure. Could be wrong, but it never smelled right to me.
Lee Roach on X
You guys are sleeping on $GME https://t.co/i9EzDPRTz1
Timyan Bank Alert on X
@vapreps @DarkfireCapital There were many opportunities to sell $BORT too early. https://t.co/PHXDkTM888
Barbarian Capital on X
GoDaddy receives takeover offer from maker of Norton antivirus software $GDDY https://t.co/mVxICV9LMa
Barbarian Capital on X
Darden Restaurants Posts Sales Gains but Profit Slips on Higher Expenses $DRI https://t.co/gf0C60Y1T6
Timyan Bank Alert on X
@vapreps Lyn Hayth did a fine job turning $BORT after the GR and Michelle Austin has continued the tradition.
Barbarian Capital on X
Anthropic to Pay Akamai Technologies $11.6 Billion Over Seven Years for Cloud Services $AKAM https://t.co/6XA7oSbTvM
Barbarian Capital on X
"an unusual turn of events that comes just after People withdrew its own bid to buy the casino and resort company" MGM Resorts Eyeing Bid for Barry Diller’s People Incorporated $MGM https://t.co/FjkNJ0r1PJ
Investor Letters
All letters- Stone Sentinel Capital Q326 5515 $328M3565 $144M
- Hood River Capital Management Q3 2026 EOPSF $1.4BEQR $1B
- Mar Vista Investment Partners third quarter 2026 MTD $31BSARO $6.6B
- Kingdom Capital Advisors Q3 2026 EVC $598MMAGN $402M
- Vltava Fund 3/2026 ATDRF $3.7BJFBHF $1.6B
- Cedar Grove Capital Management Q3 2026 EVLV $773MABVX $7.6B
- Protean Funds September 2026 DSV $42BDVYSR $86M
- Quercus Fund 2026 (Jan-Aug) FCODF $4.7B
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 
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…
Namib Minerals: Research Note
Namib Minerals posted H1 adjusted EBITDA of $19.0 million, up 76%, as higher gold prices offset lower production.
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…
Nike Taught Me A Dividend Lesson And A China Lesson (Rating Downgrade)
Nike's 4.8% dividend yield masks payout ratios above 100% of forward EPS and inadequate free cash flow coverage, while China sales declines…
Sensor Unlimited 
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…
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.
Publications we follow
Every publication on this site, hand-picked.
Newsletters 106
- 310 Value’s Newsletter
- Absurdly Cheap Stocks
- Altay Capital - Mostly Value Investing
- AmsterdamStocks
- Aurelion Research
- Base Hit Investing
- Bearhold Research
- Bearstone
- Behind the Balance Sheet
- Best Anchor Stocks
- Bilbel's Substack
- Bison Insights
- Brevarthan Research
- Bristlemoon Capital
- Byron Street Research
- Calvin Blissett
- Cannibal Stocks
- Capital Employed
- Capitalist Letters
- Cassandra Unchained
- Chipstrat
- Citrini Research
- Cluseau Research
- CV's Substack
- D Invests
- Daniel Romero
- Deep Value Insights
- Dismissed & Asset-Backed
- Doomberg
- Eagle Point Capital
- Easy Value
- Emerging Moats Research
- Exploring with Alluvial Capital
- Fabricated Knowledge
- First Strike Research
- Flyover Stocks
- Global Outperformers
- Glocal Investor
- Guardian Research
- Hated Moats
- Healthy Stock Picks
- HFI Research
- Hidden Gems Investing
- Hidden Rock Capital's Newsletter
- Ian’s Insider Corner
- Iggy on Investing Newsletter
- Inglenook Growth
- Invariant
- Invested Capital
- Investing 501
- Irrational Analysis
- Jimmy's Journal
- John Hempton's Newsletter
- Kairos Research
- Kakashii's Materials
- Key Context by Tae Kim
- Latticework by MOI Global
- Lewistown Capital
- Librarian Capital's Research Library
- Maius Partners
- MBI Deep Dives
- Mispriced Assets
- Modern Value Investing
- Monte Independent Investment Research
- Multibagger Monitor
- Nat Stewart - Stock Picking Newsletter
- Net Interest
- Nongaap Investing
- Nugget Capital Partner's Substack
- Obscure Stocks
- Open Insights
- Overlooked Alpha
- P Equity Research
- PETITION
- Phynvesting
- Raging Bull Investments
- Real Assets, Real Value
- Rebound Capital
- Rod’s Ruminations
- ROE The Boat
- scuttleblurb
- Sector Stories
- SemiAnalysis
- Singularity Research
- SixSigmaCapital: Navigating the Financial Markets
- Sleep Well Investments
- Speedwell Memos
- Stock Thoughts
- Substack von Philipp
- Sunday's Idea Brunch
- Sylence Capital
- The Curious Compounder
- The Mikro Kap
- The Oak Bloke
- The Rational Walk
- The Value Road
- Trade Ideas Flow
- Treasure Hunting
- Triple S Special Situations Investing
- TSOH Investment Research
- Underlying Value
- Value Don't Lie
- Vik's Newsletter
- WHAT ARE WE DOING? “Contrarians At The Gate”
- XIX Value
- Yet Another Value Blog
Blogs 17
- Asian Century Stocks
- Atrium Research - Equity Research
- Bireme Capital - Investor Letters
- Cestrian Capital Research
- Choice Equities Capital Management
- Clark Street Value
- Crossroads Capital | Research-driven, Value-centric
- Hunterbrook
- Kerrisdale Capital
- NoNameStocks
- Raging Capital
- Research - Alta Fox Capital
- Speedwell Research
- Stratechery by Ben Thompson – On the business, strategy, and impact of technology.
- The Technology Letter
- Undervalued Shares
- Value Investors Club
Seeking Alpha 46 of 222
Albert Anthony
Andres Veurink
Bay Area Ideas
Capital Connoisseur
David Zanoni
Deep Value Investing
Dhierin Bechai
Equity Eagle
Eudaemon Research- Fernanda Galvez Jalil
Henrik Alex
High Alpha Professor
Investor Overview
IWA Research
Jaden Mealy
Khaveen Investments
LL Insights
Long Player
Marc Gerstein
Melissa Tucker
Mike Zaccardi, CFA, CMT
Miletus Research
Myriam Alvarez
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PV Research
Quantryon Capital
Robert J. Lake
Ron Ferrie
Sam Mancini
Sharon McArd
SiliconBytes Insights
Simple Investment Ideas
Sorrento Research
Stephen Ayers
Steven Fiorillo
The Alpha Analyst
The Asian Investor
The Bullionaire
The Curious Analyst
The J Thesis
The Supercycle Investor
The Undercovered Dozen
Value Capital Research
Vishal Jadaun
X accounts we follow
Every account on this site, hand-picked.
⚽️📡
💥PETITION💥
A Capital
absreturnchaser
Adam D. Wyden
Alpha Vulture
AltayCap
Asif Suria
Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
Brian McGough
Broken Moats
BuccoCapital Bloke
Calvin Blissett
catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Multiples Capital
Myles
Nat Stewart
Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
PAA Research
Paradis
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital- RiverRoadPartners
Rusholme Capital
Sahil Khetpal
Serenity
SG
Sheel Mohnot
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Undiscovered Compounders
Voss Capital
Yaron Naymark
Investor letters we follow
- 1 Main Capital
- 1851 Capital
- Advisory Research
- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpine Capital Research
- Alpinum Investment Management AG
- Andrew Hill Investment Advisors
- Andvari Associates
- Angel Oak Capital Advisors
- Ariel Investments
- Aristotle Funds
- Artisan Partners
- Askeladden Capital
- Asset Value Investors Ltd
- Auxier Asset Management
- Azvalor Asset Management
- Baird Equity Asset Management
- Baron Funds
- Berkshire Hathaway
- Biglari Holdings
- Bireme Capital
- BlackRock
- Blue Tower Asset Management
- Brasada Capital
- Bretton Fund
- Brighton Jones
- Bristlemoon Capital
- Broadleaf Partners
- Broyhill Asset Management
- ByteTree
- Cambiar Investors
- Cantor Fitzgerald Asset Management
- Cedar Creek Partners
- Cedar Grove Capital Management
- Chautauqua Capital Management
- Chilton Capital Management
- Choice Equities
- Claret Asset Management
- Comus Investment
- Conestoga Capital Advisors
- Confluence Investment Management
- CrossingBridge Advisors
- Crossroads Capital, LLC
- Curreen Capital
- Davenport Asset Management
- Davis Advisors Global ADR
- Davis Advisors Large Cap Value
- Davis Opportunity Fund
- Davis Real Estate Fund
- Diranko Capital
- Distillate Capital
- Dodge & Cox Stock Fund
- DoubleLine
- East 72
- Easterly Asset Management
- EdgePoint Wealth Management
- Evolve Private Wealth
- FPA Crescent Fund
- Fairlight Capital
- Fairtree Asset Management
- Fenimore Asset Management
- Fiduciary Management
- Fiera Capital
- Financial Synergies Wealth Advisors
- First Eagle Investments
- Forager Funds Management
- Frank Capital Partners
- Fred Alger Management, LLC
- Gabelli Funds
- Giverny Capital
- GoodHaven Capital Management
- Grandeur Peak Global Advisors
- GreenWood Investors
- Greenhaven Road Capital
- GreensKeeper Asset Management
- Greenwood Gearhart
- Grey Owl Capital Management
- Guinness Global Investors
- Halvio Capital
- Harding Loevner
- Harry Qelm Baabsman
- Hayden Capital
- Heartland Advisors
- Highwood Value Partners
- Hinde Group
- Hoisington Investment Management
- Hood River Capital Management
- Horizon Kinetics
- Hosking Partners
- Infuse Asset Management
- Intrepid Capital
- Invenomic Capital Management
- JM Finn
- Janus Henderson Investors
- Jemekk Capital Management
- Kathmandu Capital
- Kaydan Wealth Management
- Kennedy Capital Management
- Kernow Asset Management
- Kingdom Capital Advisors
- LVS Advisory
- Langdon Equity Partners
- Lansing Street Advisors
- Latitude Investment Management
- Laughing Water Capital
- Leonard Rickey Investment Advisors
- Lindsell Train Limited
- Long Cast Advisers
- Lyrical Asset Management
- Mar Vista Investment Partners
- Maran Capital Management
- Markel Group
- Marram Investment Management
- Massif Capital
- Matrix Asset Advisors
- Matthews Asia
- McIntyre Partnerships
- Merion Road Capital
- Miller Value Partners
- Moon Capital Management
- Muhlenkamp & Company
- Myrmikan Capital, LLC
- Nelnet
- Next Century Growth Investors
- Night Watch Investment Management
- Nightview Capital
- Nixon Capital
- North Sky Capital
- O'Keefe Stevens Advisory
- Oakmark Funds
- Oldfield Partners
- Ophir Asset Management
- Optimist Fund
- Orange Investment Advisors
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- Peapack Private
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Pittenger & Anderson
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Protean Funds
- QuantStreet Capital
- Quercus Fund
- RF Capital Management
- RGA Investment Advisors
- Regency Wealth Management
- Rewey Asset Management
- Right Tail Capital
- RiverPark Funds
- Riverwater Partners
- Robinson Capital Management
- Rowan Street Capital
- Royce Investment Partners
- Saga Partners
- SaltLight Capital
- Sequoia Fund
- Shelton Capital Management
- Smead Capital Management
- Sound Shore Management
- Southeastern Asset Management
- SouthernSun Asset Management
- Stone Sentinel Capital
- Stonehearth Capital Management
- Summers Value Partners
- Sustainable Growth Advisers
- TIFF Investment Management
- The London Company
- Third Avenue Management
- Troy Asset Management
- Tweedy, Browne
- Upslope Capital Management
- 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.
