Tuesday, October 13, 2026

Expert Call | Corning

Corning’s NVIDIA-backed 10x fiber expansion, enterprise connector demand and carrier capacity plans frame its optical communications outlook through 2030.

GLW $115B

P Equity Research Oct 13 38 clicks

Oct 13 ROL $15B

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

Best Anchor Stocks 24 clicks

Oct 12 DOCN $13B

Expectations going higher for Everpure, DigitalOcean

The Technology Letter 6 clicks

From X

@DeepSailCapital Oct 13

Deep Sail Capital on X

Wait, so everyone suddenly realized $CRWV has a shitty business model because their bond yields went up? Same business six months ago. Where were all these forensic accountants then? Apparently the due diligence starts when the chart stops going up.

@irbezek Oct 13 1 click

Ian Bezek on X

@jeffborack If I'm wrong, my $U stock will go to zero so I'll suffer that way.

@BarbarianCap Oct 13

Barbarian Capital on X

United Airlines is making it harder to reach its top frequent flyer status in 2027 $UAL https://t.co/l8mOORDQMu

@BarbarianCap Oct 13 2 clicks

Barbarian Capital on X

BP to set out new strategy after windfall year $BP https://t.co/rcdaTDuGAB

@BarbarianCap Oct 13

Barbarian Capital on X

Kimberly-Clark, Kenvue Win Conditional EU Approval for $40 Billion Tie-Up $KMB $KVUE https://t.co/oN9tXYAkTE

@AsifSuria Oct 13

Asif Suria on X

Looks like Nike $NKE isn't able to just do it anymore. It will need a significant amount of energy and work to regain its place in stores. I remember reading in Phil Knight's Shoe Dog book that his coach Bill Bowerman felt that runners only had a limited number of all-out races in their legs. I think they were referring to the legendary runner Prefontaine who unfortunately died in a car crash late one night in Eugene, Oregon. Incidentally I was in Eugene last year with some friends for a Ducks game and we crossed Pre's rock a few times as we drove up to our Airbnb in the hills above the University of Oregon. I hope Nike has a few more all-out races left in it. Overall I don't feel like the brand is impaired in the eyes of consumers despite their recent preference for On $ONON and Hoka $DECK. Disclosure: I am long $ONON but have been watching $NKE closely.

@leevalueroach Oct 13

Lee Roach on X

GameStop $GME hits year to date highs as Wall Street hedge funds are left in the dust as they refuse to even look at the company given prior meme stock scarlet letter, despite the CEO buying $118 million worth over the past year. Every purchase a higher price than the one before it too. All indications that Pokemon market not slowing down and GameStop is sandbagging the back half of the year hard. I wrote up a thesis on the company a month or so ago back. It is about to hit my price target if this keeps up. https://t.co/rExF9W5ILg

@leevalueroach Oct 13 1 click

Lee Roach on X

Ryan Cohen just bought another $23 million dollars of $GME. Incredible. You just need to follow the insider buys and you can make money in this market. Maybe my quickest returning idea this year. See my full thesis here: https://t.co/9nouTfaS3O https://t.co/zYSaKMYyXH

Vicor Update, Part Two

Vicor uses ITC exclusion-order cases to license power-module patents, with published royalty multipliers rising from 1.0x before filing to…

VICR $10B

CV's Substack Oct 12 4 clicks

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 3 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

Dell's Tailwinds

Dell booked $131.7B of AI server orders in four quarters and held a $95B backlog as enterprise AI demand accelerates.

DELL $301B

Chipstrat 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

Weekend Digest #343: Berkshire, Atlassian, Roblox

Berkshire Hathaway’s dot-com-era performance frames AI-boom comparisons, Atlassian beats earnings, and Roblox shares fall.

TEAM $52BRBLX $35B

Ian’s Insider Corner May 3

Winning Cultures, Brutal Truths

Norges Bank’s Winning Cultures conference drew lessons from Ken Griffin, Michael O’Leary and Jamie Dimon on rapid decisions, cost…

RYAAY $27B

Behind the Balance Sheet May 3

Quick Value #313 - Magnum Ice Cream (MICC)

Magnum Ice Cream (MICC), spun off from Unilever, trades at 13x NTM earnings and 8x EBITDA as its 3 million-freezer fleet supports a 2-3…

MICC $11B

Value Don't Lie May 1

$SN: The Sneaky Compounder With 40% Upside (No Paywall)

SharkNinja, spun off from Hong Kong-listed JS Global Lifestyle and listed at $42.31 in July 2023, is pitched as a 40% upside compounder.

SN $27B

Guardian Research Apr 29

Under The Hood: Ulta Beauty, Inc. ($ULTA)

Ulta Beauty’s 46 million-member loyalty model drove strong historical cash flow, but earnings have stalled since fiscal 2022 as SG&A rose;…

ULTA $26B

Bearhold Research Apr 28

Booking Holdings: A 15% EPS Compounder at 17x Earnings

Booking Holdings generated $9.1 billion in 2025 free cash flow and targets 15% annual EPS growth, trading at 16.8x forward 2026 earnings.

BKNG $126B

Modern Value Investing Apr 26

Under The Hood, HCA Healthcare - $HCA

HCA Healthcare generated $75.6 billion of 2025 revenue and an 18.9% ROIC, pairing hospital-market scale with expanding margins and lower…

HCA $99B

Bearhold Research Apr 25 3 clicks

An Open Letter to the TPL Board

Texas Pacific Land shareholders urge two board additions, data-center expertise, and capital spending beyond mineral royalties toward…

TPL $24B

310 Value’s Newsletter Apr 22 4 clicks

Software Continued

Microsoft, SAP, Oracle, Adobe and Intuit generate 90.2% of listed IT software net income, with 32.8% EBIT margins.

ADBE $98BINTU $88B

Global Outperformers Apr 21

The $FTAI Report Cost Me a Fortune. The $APP Report Taught Me a Lesson

A custom AI agent monitors Muddy Waters reports, calls investors with target tickers, and pairs fast alerts with filing-based checks of…

FTAI $17BAPP $88B

Singularity Research Apr 17 2 clicks

Tuesday, October 13, 2026

Deep Sail Capital on X

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