Friday, October 9, 2026

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.

GLNG $4.9B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 9 3 clicks

Oct 9 HY $582M

Hyster Yale (HY) Multibagger potential as confluence of negatives subside. Attractive after markets part services model

Calvin Blissett 1 click

Oct 9 LGN $5.8B

Research & Analysis: Legence Corp. (NASDAQ: LGN)

Monte Independent Investment Research 1 click

From X

@Adam_Wyden Oct 9 2 clicks

Adam D. Wyden on X

@DivinelyLevered They rug pulled them twice. Car wash and then restatement…bigger issue is that mgmt clearly has no agency here. They often just read off a script. If mgmt could speak freely and convince holders they r in control would also help. $DRVN

@Adam_Wyden Oct 9

Adam D. Wyden on X

@DivinelyLevered The market is apathetic to apathy. If Roark starts actioning value creation activity, I doubt the stock will be here. The buyback is a start. The money is in selling collision and glass. $DRVN

@Adam_Wyden Oct 9

Adam D. Wyden on X

Yes they can…. But they said it was substantially undervalued at 18. $drvn https://t.co/zi6dKZflsf

@ACapitalLP Oct 9 1 click

A Capital on X

$FUBO asymmetric @ $8.85

@ACapitalLP Oct 9

A Capital on X

I wonder if Russia/Ukraine will come to some sort of agreement soon? 🤷‍♂️ $KYIV https://t.co/kkm1TDJbPf

@calvinblissett Oct 9 1 click

Calvin Blissett on X

This is a piece by @MagicCompounds $PAL. Quick Glance 4x LTM FCF with synergies coming from March acquisition. PAL consolidated at bottom of cycle (now largest player) and cycle is showing tell-tale signs of rationalization (bankruptcy of 2nd largest player) Positives and Negatives: Highly regarded CEO in the industry who has done this before with high returns (+), getting hurt by diesel (-), should catch up due to mechanism and incentives to continue providing service, current Q may be ugly especially GAAP. Consolidated at bottom of cycle (+). Lots of leverage provides torque and risk (+/-), double the insider sales to purchases (-). 15% market cap buyback with barely any used (-).

@TidefallCapital Oct 9

Trevor Scott on X

Software working again? $IGV https://t.co/Qz4bQg7qjI

@blondesnmoney Oct 9

Cluseau Investments on X

How is $PSTL trading at 16x FFO with rates rising? The valuation seems entirely detached from reality. If it was a big growth name I'd understand it somewhat, but they've raised the dividend 22.5% over the course of 6 years, really not so special. https://t.co/0NmNKFNBxd

OceanaGold: A Debt-Free Gold Miner Priced Below Its Mines, With Its Best One Still Being Dug

OceanaGold trades below its mine value despite US$655 million of cash and no debt, with production set to dip before Wharekirauponga begins…

OGC $5.9B

The Bullionaire Oct 9

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%…

CAVA $6.1B

Emerging Moats Research Oct 9 5 clicks

Namib Minerals: Research Note

Namib Minerals posted H1 adjusted EBITDA of $19.0 million, up 76%, as higher gold prices offset lower production.

NAMM $62M

Atrium Research - Equity Research Oct 8

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,…

GEO $4.1BUAA $2.1B

Latticework by MOI Global Oct 8 2 clicks

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…

MRP $3.8B

Hunterbrook Oct 8 4 clicks

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…

GLNG $4.9B

Monte Independent Investment Research Oct 8

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…

LSAK $405M

Mispriced Assets Oct 8 5 clicks

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.

ALMR $1.9B

Petri Dish Reports Oct 8

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 $515M

Stock Thoughts Oct 7 2 clicks

Undercovered Dozen: Brookfield Renewable, Annaly Capital, Seagate, And More

Undercovered Dozen spotlights 12 lesser-covered stocks, including Brookfield Renewable, Annaly Capital and Seagate.

BEP $8.8B

The Undercovered Dozen Oct 7

OSG · long

Octave Specialty Group INC

Octave Specialty Group, formerly Ambac Financial, is pitched as a long after its municipal bond insurance past.

OSG $211M

Value Investors Club Jun 29 1 click

LTC Properties Upgraded To Buy, A Monthly Income Opportunity Driven By Senior Care (Rating Upgrade)

LTC Properties’ shift toward independent and assisted living supports FFO growth and monthly dividends, while operator concentration and…

LTC $2.3B

Albert Anthony Sep 5

The Fed Is Going to Lose the Bond Market and I Found the Asset That Gets Paid When It Does

Rayonier’s 4.0 million acres are valued at $393 an acre after other assets, versus $1,200 to $1,800 cutover-land sales, framing the timber…

RYN $5.5B

The Value Road Sep 4 27 clicks

TSOH Weekly Roundup (09/04/2026)

TSOH Weekly Roundup covers Costco’s $4.99 chicken supply chain, Celsius’s 20% energy-drink share, and California utilities’ wildfire…

CELH $6.8B

TSOH Investment Research Sep 4 5 clicks

Research & Analysis: Applied Aerospace & Defense (NYSE: AADX) q2’26 Earnings Update

Applied Aerospace & Defense reported Q2 revenue growth of 47% to $167 million and $1.13 billion in backlog, supported by missile production…

AADX $2B

Monte Independent Investment Research Sep 4

Oklo Inc.: The AI Power Trade Is Getting More Tangible

Oklo’s Q2 progress includes Groves’ first criticality and Aurora agreements, while equity dilution cut its price target to $88 despite a $3…

OKLO $6.4B

The Curious Analyst Sep 4 1 click

Kraken Robotics: Doubling Down (Ticker: KRKN.F)

Kraken Robotics’ C$615 million Covelya acquisition roughly doubles its underwater defense content as mine-warfare risks drive naval…

KRKNF $1.3B

Emerging Moats Research Sep 4

Build a Bear Workshop

Build-A-Bear Workshop, the toy retailer.

BBW $311M

Bearstone Sep 3

Sleep Well Portfolio (Aug 2026) - Recovery continues, Cyber Security roared back.

Sleep Well Portfolio’s August gains were led by Veeva, CrowdStrike and cybersecurity, while Cellebrite and WiseTech reported early AI…

CLBT $2.9B

Sleep Well Investments Sep 3

MiniMed Group: Recurring Revenues And Fresh Product Cycle

MiniMed Group's pumps, sensors and dosing algorithm expand recurring CGM and consumables revenue as separation costs roll off and cash flow…

MMED $5.4B

Myriam Alvarez Sep 3 1 click

Adam D. Wyden on X

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