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 $116B

P Equity Research Oct 13 38 clicks

Oct 13 ROL $16B

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

Best Anchor Stocks 24 clicks

Oct 13 SBDXF $509M

SED Energy: The 40% Dividend. Signal or Noise?

Cannibal Stocks 8 clicks

From X

@HedgeyeRetail Nov 13

Brian McGough on X

Today's Old Wall downgrade of $RH on liquidity risk is laughable. Reads like the analyst was fed a thesis by a hedge fund who's short the stock. I give 'em credit for making a bold call...it's just missing real clarity on RH liquidity and margin structure.

@catechwilliams Nov 13 1 click

catechwilliams on X

$PLUS Accelerating, sales -14% y/y in Q2, noted Q3 not improving yet implied FY guide is for flat sales (downward revisions to come). Margins benefitted from 1-time financing segment gain-on-sale. Still trading at a premium to higher quality industry leader CDW, makes zero sense.

@HedgeyeRetail Nov 7

Brian McGough on X

$CPRI only missed by $0.07 -- with EPS of $0.65. I was seriously bracing for earnings to come in closer to break-even given that nobody is running that company. Shows the resilience of margins at Kors. That brand is trading at 1-2x EBITDA, which is just nuts...

@HedgeyeRetail Nov 1

Brian McGough on X

$LULU ripping today. Been short this since $470. But I think it's a better short today than it was back then. The stock doesn't know that margins are going to fall apart here. This story is going to end badly. Restructuring, mgmt fired. Badly... We're presenting a Black Book next Friday to outline why.

@HedgeyeRetail Oct 31

Brian McGough on X

$CPRI is is fascinating on this sell off. When you do the math on a sale of Versace and Jimmy Choo (for 10-20% less than initial purchase price) it suggests that the Kors brand is trading at 1x EBITDA with the stock at $19. This market is throwing away the baby with the bathwater...

@IdeaBrunchEmail Oct 30

Idea Brunch on X

Great call by @Jaro_rogue on Idea Brunch, $ASPI is now up 175% since Jacob's September 15 interview! https://t.co/hjm9ajuLD2

@HedgeyeRetail Oct 29

Brian McGough on X

Great day to be short $BOOT and $CROX. On Boot, the CEO leaving is a massive tell. If he believed his bull narrative, then he'd get paid more by doubling the store base than he would at ROST. I get to TAIL earnings power here of about $3.50 -- the Street is double that. If I'm right, this will be a $30-$40 stock. Still plenty of downside...

@HedgeyeRetail Oct 16

Brian McGough on X

Any way you slice it, $ULTA just talked down 2025. Looks like another flat year. But upping unit growth for '26 and beyond? Makes no sense. Berkshire bought this too early. We're still short.

BridgeBio: Maintaining 'Strong Buy' Additional Encaleret Data ADH1 And Three Expected FDA Reviews

BridgeBio Pharma reported Q2 revenue of $243.7 million and has three Priority Review NDAs, while $1 billion in convertible preferred…

BBIO $13B

Terry Chrisomalis Oct 13 2 clicks

Monte Investments Market Brief Vol. CXXXI

Park Aerospace reported 27% revenue growth and 72% EPS growth, supported by composite materials for Airbus engines and PAC-3 rocket motors.

PKE $558M

Monte Independent Investment Research Oct 13 5 clicks

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

CarGurus, the largest U.S. auto-shopping marketplace, trades near $29 despite roughly $1 billion in expected revenue, $300 million in free…

CARG $2.8B

Substack von Philipp Oct 13 11 clicks

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 $12B

The Technology Letter Oct 12 7 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 $9.7B

CV's Substack Oct 12 5 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 $24B

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 $46B

P Equity Research Oct 12 5 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…

INTC $491BLYFT $6.5B

The Monetary Matters Network Oct 12 9 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 $5.9BMBC $1.4B

Bristlemoon Capital Oct 12 11 clicks

PTRN · short

Pattern Group INC

Pattern Group is a fragile consumer business targeted on the short side.

PTRN $3.2B

Value Investors Club Jul 15 3 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 $308B

Chipstrat Oct 12 4 clicks

Quick Value #334 - Flowers Foods (FLO)

Flowers Foods trades at 7.5x earnings after an 80% decline, as a 50% dividend cut and potential asset sale aim to reduce leverage following…

FLO $1.3B

Value Don't Lie Oct 12 10 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 $100B

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…

LQDA $3.1BUTHR $24B

Trade Ideas Flow Oct 12 5 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

Global-e: The Invisible Engine Behind the Brands You Buy From Directly Online! $GLBE

Global-e provides cross-border merchant-of-record, payments, tax and fulfillment services to more than 1,500 brands, including Shopify…

GLBE $6.7B

Substack von Philipp Oct 12 6 clicks

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

Penguin Solutions: Explosive AI Growth At A Surprisingly Low Valuation

Penguin Solutions grew FY2026 revenue 26% as AI data-center and memory demand expanded, while negative free cash flow and cyclical memory…

PENG $3B

Investor Overview Oct 12 5 clicks

Tuesday, October 13, 2026

Brian McGough on X

catechwilliams on X

Brian McGough on X

Brian McGough on X

Brian McGough on X

Idea Brunch on X

Brian McGough on X

Brian McGough on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 54 of 247

X accounts we follow

Investor letters we follow

Sectors