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 $4.6B

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

Oct 9 SNPS $90B

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

Cestrian Capital Research 3 clicks

Oct 9 SKYD $10B

TSOH Weekly Roundup (10/09/2026)

TSOH Investment Research

From X

@Adam_Wyden Aug 5

Adam D. Wyden on X

@WBPetersen @RicksCEO @BTaylorUSA @orchardwealth69 SSS in the clubs have been flattish.. They are closing BMB units which has been driving the lion share of negative revenues. Huge RE value in BMB too. New clubs purchased / open/ central city should start ramping soon too. Lines should cross on rev by end of year IMO. $rick

@Adam_Wyden Aug 5

Adam D. Wyden on X

$rick is trading less than value of RE/ PP&E (412.6m gross). Given the big locations in big cities my guess is the market value of this could be > 600 mm. RCI has total debt of ~200mm leaving net RE of 400mm. curr. mkt cap is 308 mm. @RicksCEO @BTaylorUSA @orchardwealth69

@catechwilliams Jul 31 1 click

catechwilliams on X

$RDDT I don't make bold predictions. I'm a conservative doctor but it will likely be the next $META or $GOOG. Look at those companies 8-10 years ago. Very similar fact pattern. Now $RDDT is dominating search w highly valuable AI. +78% rev on tough comp and just getting started.

@HaydenCapital Jul 28 1 click

Fred Liu on X

What a story... Zhang Junjie was orphaned at 10 and homeless, to illiterate at 17, to Billionaire by 32. I first tried Chagee in Shenzhen last year, and then again at their first US-outpost (Los Angeles). It's a great product, and their "Guochao" branding on point (modernized traditional Chinese aesthetic). From Haidilao & Tai Er, to Luckin, HeyTea, and now Chagee entering the US, pretty excited to watch US consumers finally be introduced to upscale Chinese F&B brands (please, no more Panda Express...). $CHA

@catechwilliams Jul 16 1 click

catechwilliams on X

$CRCT Covid fad DIY crafting printers—accelerating unit sales decline, cutting prices. High margin subscription rev (online templates library free elsewhere) now churning off. Set for Q2 miss/ guide down on 8/5. 18-20x P/E. Massive CEO selling. https://t.co/V86UTJv2Np

@ValueSituations Jul 15

Conor Maguire | Value Situations on X

As #copper industry execs talk of the greatest trade they've ever seen, its interesting to see that my recently published Euro-listed copper idea is the top performing name in the sector since I published it, alongside $FCX, --> $NDA $NDA.GR 👇 https://t.co/3kyp2k7VWl https://t.co/Kjp3Hlssgb

@Adam_Wyden Jul 14

Adam D. Wyden on X

@RicksCEO Market doesn’t care about tariffs anymore. BBB signed. How much stock are we buying tomorrow ? What clubs are we buying? $rick

@Adam_Wyden Jul 12

Adam D. Wyden on X

@oraclealexx @qlixontop @RicksCEO I think $rick has been public since 1995 or smthg. The opty to trade bmb/ re for buyback in future earnings diwn here is tremendous or more m&a…..

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 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…

EXPE $36BBKNG $123B

Yet Another Value Blog Oct 9 5 clicks

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…

HY $524M

Calvin Blissett Oct 9 4 clicks

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…

APP $92B

Jack Elias Oct 9 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…

LGN $4.8B

Monte Independent Investment Research Oct 9 3 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%…

CAVA $6.7B

Emerging Moats Research Oct 9 6 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 $91B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 8 2 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 $54M

Atrium Research - Equity Research Oct 8 3 clicks

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 $111B

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 $36B

Aurelion Research Oct 8 3 clicks

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 $22BGEO $3.6B

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 $3.6B

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 $55B

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 $4.6B

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 3 clicks

ISRG 2026-10-08

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 $151B

Rebound Capital Oct 8 2 clicks

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 $32B

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 $79B

SixSigmaCapital: Navigating the Financial Markets 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 $374M

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 $1.8B

Petri Dish Reports Oct 8

Adam D. Wyden on X

Adam D. Wyden on X

catechwilliams on X

Fred Liu on X

catechwilliams on X

Conor Maguire | Value Situations on X

Adam D. Wyden on X

Adam D. Wyden on X

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