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 SNPS $97B

Synopsys (NASDAQ: SNPS) Stock Rating: DISTRIBUTE Ahead Of Q4 FY10/26 Earnings

Cestrian Capital Research 3 clicks

Oct 9 WBD $78B

TSOH Weekly Roundup (10/09/2026)

TSOH Investment Research

From X

@kab604 Oct 2

kab60 on X

@fundingregime @aurelius28 "It's a quagmire when you look at it just from the outside in because there's not that many providers in this space. So you would think there'd be a lot more pricing power than there is ... I just don't see pricing being a mechanism where it'd be like a 2% to 4% grower"- $FIS CEO

@kab604 Oct 2

kab60 on X

@fundingregime @aurelius28 $JKHY mngmt is pretty conservative (and company best-in-class). Their guidance suggests HSD revenue growth + expanding margins despite large investments. I can conjure up all kinds of negative scenarios (based on price action), but I don't see any evidence of that.

@leevalueroach Oct 2 1 click

Lee Roach on X

@heavymetaldave I am a self taught investor. No real professional background. I like $RYN better. Better debt, more HBU land.

@leevalueroach Oct 2 1 click

Lee Roach on X

A director at $GME Nat Turner just bought $254k of stock in the open market. This is an extremely bullish buy as Nat Turner is the CEO of collectibles which owns PSA, the largest trading card authentication company in the world. There is something massive brewing here. https://t.co/AXJFmqanhN

@BillAckman Oct 2 1 click

Bill Ackman on X

I did an interview on Bloomberg @business on our plans for $HHH as well as other topics. https://t.co/YMmhq2zBaz

@kab604 Oct 2

kab60 on X

@CurryorNothing @tembelvitesi @tlaubers We've been at it before, but nobody is paying for GB here. And they're only just about to get started launching internationally. $FOUR holders on here has to be amongst the whiniest, sensitive bagholders I can recall. They hate the stock the more it goes down.

@kab604 Oct 2

kab60 on X

@aurelius28 @fundingregime $CHTR comparison doesn't make much sense imo. CHTR faces massively increased competition, high (detrimental) margins, no sticky contracts+capital intensive. Debt would take a decade to pay off if status quo. FIS could pay off its debt in ~5-6 years, changes are glacial.

@John_Hempton Oct 2

John_Hempton on X

@NFTprospector_ @Silverb50051189 @amcOGape But he will make money naked shorting $AMC and Apes will be destroyed. Apes - together financial suicide.

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…

BXSL $6.6B

Rubicon Associates Oct 9

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…

EXPE $31BBKNG $118B

Yet Another Value Blog Oct 9 2 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…

LGN $5.8B

Monte Independent Investment Research Oct 9 1 click

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

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…

HOOD $98B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 8

Lowe's: Patience Can Be Rewarded With Environment Unlikely To Worsen (Upgrade)

Lowe’s trades at 15x earnings after a 23% decline, with weak housing and high rates pressuring growth while inventory discipline supports…

LOW $106B

Seeking Profits Oct 8

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…

CCJ $39B

Aurelion Research Oct 8 1 click

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,…

STZ $20BGEO $4.1B

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…

LEN $18BMRP $3.8B

Hunterbrook Oct 8 4 clicks

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…

NKE $51B

Sensor Unlimited Oct 8

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

Ex-Goldman MD: "Credit Markets Move in Step Functions"

Geoffrey Williams explains CMBS underwriting, post-GFC securitized-credit risk transfer and why credit markets reprice in step functions.

GS $257B

Odds on Open Oct 8 2 clicks

Top Rebound Stocks for Oct’26

Intuitive Surgical, down 32% from its January 2025 peak, faces slower US procedure growth and new robotic-surgery rivals despite $10.1…

ISRG $147B

Rebound Capital Oct 8 1 click

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…

CRDO $40B

Analysis Fundamental Oct 8 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…

VRT $94B

SixSigmaCapital: Navigating the Financial Markets Oct 8

Maase: The Math And The Valuation Don't Add Up To Me

Maase, a $5B AI infrastructure company with sub-$50M annualized revenue and persistent losses, faces governance concerns over super-voting…

MAAS $5.5B

Wolf Report Oct 8

POST · long

Post Holdings INC

Post Holdings remains a large position after the stock's recent decline.

POST $3.3B

Value Investors Club Jul 10

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

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

BEP $8.8BNLY $14B

The Undercovered Dozen Oct 7

A Qualitative Primer on the Nicotine Pouch Space

Nicotine pouches show low brand loyalty and sharply varied preferences, with U.S.

BTI $120B

Sylence Capital Oct 7 4 clicks

ezCater and the Other Half of Uber's FCF

Uber’s $2.3 billion cash purchase of ezCater extends its buy-versus-build strategy and raises questions about the price and capital…

UBER $140BDASH $83B

MBI Deep Dives Oct 7 1 click

kab60 on X

kab60 on X

Lee Roach on X

Lee Roach on X

Bill Ackman on X

kab60 on X

kab60 on X

John_Hempton on X

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