Tuesday, October 13, 2026

Rollins (ROL), Verisure (VSURE), and the cost of standing still (Part 2, Verisure)

Verisure’s 6.38 million monitored-alarm subscribers generate 90% recurring revenue, while its disclosed acquisition costs and 6%-8% churn quantify the cost of replacing customers.

ROL $15B

Best Anchor Stocks Oct 13 24 clicks

Oct 12 DOCN $13B

Expectations going higher for Everpure, DigitalOcean

The Technology Letter 7 clicks

Oct 12 VICR $10B

Vicor Update, Part Two

CV's Substack 4 clicks

From X

@kab604 Aug 19

kab60 on X

The way mkt values $FIS vs $JKHY is as if it's $AAP vs. $ORLY / $AZO. Wait to see what happens when mkt realizes it's a StiCKY, mIsSiOn CriTiCaL sYStEm oF reCoRD cOmPounDiNG FCF/SHARE > 15%!!! #NEVERSELL

@evantindell Aug 19 1 click

Evan Tindell on X

Hi please bring me all of your most bearish arguments on $MRNA and why this price is unsustainable, the final phase 3 data won't be that good, it won't work in other cancers, etc

@TheBenSchmark Aug 19 1 click

JabroniCoin.USD on X

Steadily down, then suddenly. H/T @forgebitz Semrush showed signficant decline for $RDDT citations last year, and now a sudden further plummet. Perhaps human shitposting and SEO AI slop fest isn’t indispensable data… https://t.co/aSIBSTBUfE https://t.co/z0EEAvAm7E

@BlueDuckCap Aug 19 1 click

BDC on X

Reality check: Ph2 $MRNA lead with the data. Ph3, no actual data. They are just saying they hit their endpoints. Those being RFS, DFMS, OS. "We have not disclosed with Merk kind of where the goalpost is". This is not a "personalized cancer vaccine". $MRNA gave themselves an A on the test but we don't know how hard the test was. That's what this is.

@junkbondinvest Aug 19 1 click

junkbondinvestor on X

NEBIUS GROUP TO OFFER $4.5 BILLION OF CONVERTIBLE SENIOR NOTES Wow, that's a monster convert issuance. But when your stock is this volatile, that vol is an asset. $NBIS https://t.co/B3VKZw72rx

@kab604 Aug 19

kab60 on X

I'm fishing but also tend to be early! At 6x earnings for the best store footprint+brand mix, $GPI looks dirt cheap to me. As does $ABG after change of CEO and change in capital allocation. $PAG launching a take-private & $LAD & $ABG hitting buybacks suggest ok outlook. https://t.co/nKPTwKHuDY

@KEDM_COM Aug 18

KEDM.com on X

Phoenician Capital is bullish on Halozyme Therapeutics $HALO. This company strongly focuses on licensing – and is doing that exceptionally well. Worth looking into. https://t.co/AD8KGejKA4

@AsifSuria Aug 18

Asif Suria on X

Nike's stock $NKE is down almost an additional 10% since I wrote this in June and what is even more remarkable is that On Holding $ONON is down 31% over the last year. The company went public on September 15, 2021 at $24 per share and closed its first day of trading at $35. All the wins On Running had against Nike, didn't matter because the starting valuation the market afforded the company towards the tail end of the COVID-19 bull market was too high. I have a pair of On shoes and had almost forgotten how remarkably comfortable they are until I switched to an older pair of Asics for a day. Ever since my Skechers shares were acquired by the PE firm 3G Capital last year, I have been thinking about investing in a potential turnaround at Nike or betting on $ONON's growth but thankfully decided against either option. Decker's $DECK with its HOKA and UGG brands hasn't been too hot either, down 14% over the last year. The correct move would have been $CROX or Asics in the Japanese market. But that is hindsight bias. Looking forward, two insiders, including the Co-CEO of $ONON appear to be bullish about the company's future prospects and purchased $2 million worth of stock each according to a Form 4 filed yesterday. The same insiders including the other Co-CEO also purchased shares in May at higher prices. Insiders are often early and that could certainly be the case here but these purchases are making me take a fresh look at $ONON again.

Rubrik (NYSE: RBRK) Stock Rating: DISTRIBUTE After Q2 FY1/27 Earnings

Rubrik posted 38% Q2 revenue growth to $427.3 million, but Cloud ARR growth slowed to 39% and its enterprise value reached 15.7 times…

RBRK $25B

Cestrian Capital Research Oct 12 4 clicks

Expert Call | Nebius

Nebius’s 1 GW annual active-capacity target from 2027 is realistic, according to a former product manager, with greenfield data centers…

NBIS $56B

P Equity Research Oct 12 4 clicks

Q3 2026 Jenga IP Quarterly Letter

Jenga Global Master Fund returned 8.10% in Q3 2026, added Adobe and Mexican airports, and later initiated S&P Global.

ADBE $98B

Global Outperformers Oct 12 3 clicks

Howmet Aerospace: Strong Q2, But The Valuation Is Too Rich

Howmet Aerospace posted 24% Q2 revenue growth and 46% adjusted EPS growth, but HWM trades about 87% above a $120.69 DCF fair-value estimate.

HWM $88B

Alexander I. Velasquez Oct 12 2 clicks

LQDA: finer powder, higher doses

Liquidia’s Yutrepia sales reached $170.4 million in Q2 2026, while a patent ruling threatens its PH-ILD label but leaves PAH sales and a…

UTHR $24B

Trade Ideas Flow Oct 12 4 clicks

Magna: International Expansion And Growing Margins

Magna International’s gross margin reached 14.7% and operating margin 5.6%, supporting double-digit earnings growth alongside EV investment…

MGA $18B

David Zanoni Oct 12 1 click

some thoughts on FICO

FICO’s mortgage credit-score monopoly sits at the center of a GSE-dominated U.S.

FICO $17B

scuttleblurb Oct 12 4 clicks

“Is Ralph Lauren Still Relevant?”

Ralph Lauren’s 2017 CEO change put Patrice Louvet in charge of reversing nine quarters of same-store sales declines and restoring the…

RL $22B

TSOH Investment Research Oct 12 1 click

53 Quality Stock Pitches (5th-11th October) 🖨️

Dassault Aviation leads a 53-pitch roundup with a €45 billion order book against €7.4 billion of sales and a 26.6% Thales stake.

DUAVF $26B

Capital Employed Oct 12 4 clicks

Figma (NYSE: FIG) Stock Rating: Accumulate After Q2 FY12/26 Earnings

Figma’s Q2 revenue rose 48% to $370.1 million as AI credit adoption lifted retention to 136%; FY2026 revenue guidance increased to $1.463…

FIG $12B

Cestrian Capital Research Oct 11 2 clicks

AMADF · long

Amadeus It Group SA

Amadeus IT Group turns long after shares fell more than 20% since a November short call.

AMADF $25B

Value Investors Club Jul 15 1 click

Rocket Lab: The Biggest Test In Its History Is Coming

Rocket Lab’s $2.36 billion backlog and Iridium acquisition support growth, but delayed Neutron testing, dilution and losses leave RKLB…

RKLB $35B

Bohdan Kucheriavyi Oct 11 7 clicks

A temporary glitch?

Coupang’s November 2025 cybersecurity breach tests whether a selloff is temporary despite its 28% Korean e-commerce share, 14 million-plus…

CPNG $27B

Asian Century Stocks Oct 11 9 clicks

Bloom Energy: Oracle's Project Jupiter Is Not What Keeps Me Up At Night (Rating Downgrade)

Bloom Energy faces delay risk after AEP extended conditions on its $2.65 billion Wyoming hyperscaler fuel-cell project from June to…

BE $70B

Deep Value Investing Oct 10 3 clicks

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…

SNPS $90B

Cestrian Capital Research Oct 9 3 clicks

TSOH Weekly Roundup (10/09/2026)

Paramount Skydance’s debt-heavy Warner Bros. Discovery acquisition, streaming bundle pricing and alcohol-industry diversification anchor…

SKYD $10BWBD $78B

TSOH Investment Research 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 $36B

Yet Another Value Blog 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 $88B

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 $91B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 8 1 click

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 2 clicks

Tuesday, October 13, 2026

kab60 on X

Evan Tindell on X

JabroniCoin.USD on X

BDC on X

junkbondinvestor on X

kab60 on X

KEDM.com on X

Asif Suria on X

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