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 37 clicks

Oct 13 ROL $15B

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

Best Anchor Stocks 23 clicks

Oct 13 CARG $2.7B

CarGurus ($CARG): The Auto Trader of America, Priced Like a Used Car

Substack von Philipp 9 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

Ian Bezek on X

@POVMexico Tulum Airport was only built in 2024 as an AMLO pet project, minimal market demand. The hippies can go back to flying through Cancun Airport as they should. $asr

@DeepSailCapital Oct 13 1 click

Deep Sail Capital on X

$QBTS is still worth $5.2B or 325x revenues. They have $1.5/share of cash. 80% downside still.

@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

Albertsons Pulls Full-Year Guidance, Plans Business Review $ACI https://t.co/FkxxQbgEQt

@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

Altria: The Rally Looks Ahead Of Underlying Earnings Growth

Altria’s EPS gains rely on tax refunds and discount brands while Marlboro growth lags.

MO $125B

Vishal Jadaun Oct 13 2 clicks

Expectations going higher for Everpure, DigitalOcean

Everpure and DigitalOcean face rising expectations as their stock prices shape Monday’s views.

DOCN $13B

The Technology Letter Oct 12 6 clicks

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

The Final Phase of This Bull Market Will Be Massive | Charles Lemonides

Charles Lemonides argues the 18-year bull market has not reached its late-stage liftoff, pairing value-oriented semiconductor longs with…

LYFT $6.5B

The Monetary Matters Network Oct 12 8 clicks

Bristlemoon September 2026 Quarterly Letter

Bristlemoon Global Fund lost 8.4% in the September quarter and added shorts in Campbell’s, REA Group, MasterBrand and Polaris amid narrow…

CPB $6B

Bristlemoon Capital Oct 12 9 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

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…

LQDA $3.1BUTHR $24B

Trade Ideas Flow Oct 12 4 clicks

JBTM · long

JBT Marel Corporation

JBT Marel is an enduring food-equipment business with low AI risk, automation upside and favorable GLP-1 exposure.

JBTM $5.5B

Value Investors Club May 26

Adding a beer stock in size

Molson Coors, a 7% portfolio position, is the world’s fourth-largest brewer with leading beer shares in Canada and the US through Coors and…

TAP $6.8B

Nugget Capital Partner's Substack Jul 3

Single Stock Spotlight #11: Pitney Bowes (PBI)

Pitney Bowes has returned 60% in 2026 after divestitures, cost cuts, debt repayment and buybacks; its strategic review includes selling…

PBI $2.3B

Hidden Rock Capital's Newsletter Jul 2

[Market Memo] Hot Summer Topics

Applied Materials’ DRAM and CPO claims face scrutiny, while high-bandwidth flash needs SLC NAND and a solution for base-die heat.

AMAT $359BSNDK $214B

Irrational Analysis Jul 1

$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds

VEON’s 84% Kyivstar stake and JazzCash underpin a sum-of-the-parts case for 4x upside, despite its sanctioned shareholder, capital…

VEON $5.6B

Yet Another Value Blog Jul 1 1 click

Sleep Well Portfolio (June 2026) - Software continues to stabilise? Latest pick up 75%

Pro Medicus is up 75% since purchase, while Intuitive Surgical joins the portfolio and SaaS holdings recover 10% to 20%.

ISRG $151B

Sleep Well Investments Jul 1

The $34 Stock Inside a $2.4 Trillion Rocket

Constellium supplies aluminum-lithium alloy 2195 for Falcon 9 tanks and aerospace programs, with qualification barriers supporting…

CSTM $3.5B

Phynvesting Jun 30

Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA

MSA Safety’s Pershing Square Challenge finalists pitch gas-detection subscriptions, mandated SCBA replacement cycles and a 2023 liability…

MSA $7B

Yet Another Value Blog Jun 30 2 clicks

Regal Rexnord: Data Centers. Robotics. AI. Oh My!

Regal Rexnord transformed from an HVAC-heavy cyclical business through two major acquisitions, building industrial power-transmission and…

RRX $10B

Kerrisdale Capital Jun 30

Quick Value #320 - Somnigroup (SGI)

Somnigroup’s $2.5 billion all-stock Leggett & Platt acquisition adds vertical integration as the bedding leader targets mid-single-digit…

SGI $14B

Value Don't Lie Jun 29

Tuesday, October 13, 2026

Deep Sail Capital on X

Ian Bezek on X

Deep Sail Capital on X

Ian Bezek on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

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