Saturday, October 10, 2026

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

Synopsys moved to Distribute after Q3 revenue rose 42% on Ansys, while organic growth was 7% and the stock traded at 11.1 times trailing revenue.

SNPS $97B

Cestrian Capital Research Oct 9 3 clicks

Oct 9 WBD $78B

TSOH Weekly Roundup (10/09/2026)

TSOH Investment Research

Oct 9 EXPE $31B

Consumer agents: an ethics race, a prisoner’s dilemma, and the obvious OTA short

Yet Another Value Blog 2 clicks

From X

@John_Hempton Oct 4 2 clicks

John_Hempton on X

@DavidWeinetayg @TidefallCapital Debt covenants matter. It won't however be the first or last company to buy itself back into ch11. I mean look at last quarter's buy backs in $FICO.

@leevalueroach Oct 4 3 clicks

Lee Roach on X

Looks like we got 13.5 million shares trading of $GME tonight. Not sure what’s going on. Besides the heavy insider buys. https://t.co/cU9aBeRwRR

@BarbarianCap Oct 4 1 click

Barbarian Capital on X

$ONON so in vogue, it made it to the WSJ The Sneaker Taking Over America Was Inspired by iPhones and a Vacuum Cleaner https://t.co/rNjjRCEEnb

@Adam_Wyden Oct 4 1 click

Adam D. Wyden on X

@At50w50882 @310Value @ctfn_news All of their existing debt is portable… this was by design and both mgmt / IR call this out regularly. Only need to raise the new debt….dovigi haters are always gonna hate. That’s why it needs to go private $GFL

@StableBread Oct 4

Fajasy on X

My investing thesis in a nutshell (w/examples): 1) Buy with a strong margin of safety or stock price near/below cash and/or book value. 2) Buy in industries and/or markets where the money is flowing. Makes it a lot easier. 3) Buy the best early and/or the most overlooked in that particular industry. 4) Pay up for unfair advantages, excellent mgmt teams, and companies with huge latent pricing power. 5) Sell when the thesis breaks. Or a much better risk/reward setup hits your desk. Otherwise continue to add/hold. Don't track stock prices. Track the main business KPIs like any competent mgmt team would. Example #1: Bought $NBIS 4x mid $20's (best overall). Then bought $BRUN common and warrants pre-merger (most overlooked). Example #2: Bought $FTEK $1.39. Cash floor new excellent operator CEO. Strong upside potential w/data centers. Example #3: Bought $BABA $70's. Strong margin of safety, market leader, unfair advantages. Sold $170 for better risk/reward. Example #4: Bought $ELMT @$19 and @$14. Unfair advantage. Strategic. Cheap. Critical in strong growth industries. Example #5: Bought $TOST @$24. Beaten down due to macro headwinds and new/early $DASH competition. But almost everything in business stronger and expanding to new verticals. Lastly, if you're unsure or don't fully understand the business. Just say no. In fact, say no to most stocks. Most probably your best idea is already in your portfolio. Don't lockup your money in a 3/5 setup, you're trying to make outsized returns! And sub to my newsletter (link in bio) if you want my deep dives. 😉

@DevinLaSarre Oct 4 2 clicks

Devin LaSarre on X

Newest out. British American Tobacco: Harvest $BTI $PM $MO $IMBBY $HAYPP $STG https://t.co/IjOEe4izVz

@StableBread Oct 4 2 clicks

Fajasy on X

Great analysis on $MSCI @vachelliaequity https://t.co/LSD8XwRB6x

@finphysnerd Oct 3 2 clicks

Myles on X

Adding long exposure (through $IWM and $RSP mainly) makes me feel sick, which backs up my belief that the timing is good to add long exposure.

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 $93B

Jack Elias Oct 9 3 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

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 $20B

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 $18B

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

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

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

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

NLY $14B

The Undercovered Dozen Oct 7

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…

DASH $83B

MBI Deep Dives Oct 7 1 click

L3Harris Technologies (NYSE: LHX) Upgraded Rating: Accumulate

L3Harris upgraded to Accumulate after a 38% stock decline, backed by 8% Q2 revenue growth, a $42 billion backlog and planned Missile…

LHX $44B

Cestrian Capital Research Oct 7 1 click

Research Roundup Vol. LV

OpenAI’s enterprise privacy push and Synopsys’s Factory 2 royalty model anchor a technology roundup, alongside oil above $100 and Bitcoin’s…

SNPS $97B

Monte Independent Investment Research Oct 7

Adobe (NASDAQ: ADBE) Stock Rating: Accumulate After Q3 FY11/26 Earnings

Adobe rates Accumulate at $189-$266 after Q3 FY26 revenue grew 12.9%, while management guided slower growth and RPO growth decelerated.

ADBE $90B

Cestrian Capital Research Oct 7 2 clicks

VEEV · long

Veeva Systems INC

Veeva Systems is a vertical software company valued as if its best growth years are behind it.

VEEV $46B

Value Investors Club Jul 9

New Position (ONON): Game is On

On Holding (ONON) is gaining sportswear share, expanding store space and launching soccer with Kylian Mbappé as investors debate U.S.

ONON $11B

Aurelion Research Oct 6 3 clicks

Rollins (ROL), Verisure (VSURE), and the cost of standing still (Part 1)

Rollins’ recurring pest-control base requires ongoing spending to replace departing customers, a concern tied to its nearly 50%…

ROL $16B

Best Anchor Stocks Oct 6

Deep Dive: Intuit ($INTU)

Intuit’s $21.4 billion software franchise faces AI-driven pricing pressure in tax and accounting, even as QuickBooks and TurboTax retain…

INTU $79B

Rebound Capital Oct 6 4 clicks

Dynatrace, Inc. (NYSE: DT) Stock Rating: DISTRIBUTE To Bank Rangebound Gains.

Dynatrace is rated Distribute after a 90% rally to $60.21 nears $62 resistance, while revenue and RPO growth decelerate ahead of November…

DT $17B

Cestrian Capital Research Oct 6 2 clicks

Why Nebius Is Getting The Better End Of The Deal From Palantir

Nebius gains preferred sovereign infrastructure status for Palantir’s enterprise AI stack, using its customer base to accelerate modular…

NBIS $60B

Petri Dish Reports Oct 6 3 clicks

Selling Cenovus: Up 78% in 10 Months

Cenovus Energy, up 78% in 10 months, is sold after agreeing to buy Athabasca Oil for $5.7 billion at a rich valuation.

CVE $58B

Bison Insights Oct 5 2 clicks

Canterra Minerals: Research Note

Canterra Minerals increased Lundberg indicated tonnage 55% to 26.1Mt, with 226.2Kt of contained copper equivalent, supporting a Buchans…

EQX $13B

Atrium Research - Equity Research Oct 5

Saturday, October 10, 2026

John_Hempton on X

Lee Roach on X

Barbarian Capital on X

Adam D. Wyden on X

Fajasy on X

Devin LaSarre on X

Fajasy on X

Myles on X

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