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Friday, October 16, 2026

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@KEDM_COM 4 clicks

KEDM.com on X

A company that is not having a good time is the recent spin-off, Honeywell Aerospace $HONA, which is still not recovering from the poor set of results. A reminder that these guys are targeting 6-8% organic growth through 2030, with EBIT and FCF growing faster than revenue. The business combines leading OEM positions with a large aftermarket franchise, including the #1 position in APUs (~65% share) and the #2 position in avionics. Cheaper than its peers, but for a reason? That's why it's interesting to see the first insider buying shares on the open market.
@aleabitoreddit 2 clicks

Serenity on X

Just some words of emotional support for your SK Hynix, $SNDK, $MU fanclub. $DELL CEO on memory, suggested: "It's a 4 year problem because there's just not enough supply" Factories take about 4 years to build, meaning new production would emerge 2029 or 2030. and that semiconductor shortages could worsen in 2027 stating: "I do think it gets worse next year in terms of demand and supply". I think it's strange we're getting unprecedented forward visibility with memory... as $GOOGL and richest hyperscalers seek LTAs into 2035. And a major sector crash as well over durability/financing concerns.

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Modine Deep Dive

Modine, soon Modexus Solutions, has a $4 billion hyperscaler cooling contract but must ramp factory output and restore margins as data…

MOD $9.2B
CV's Substack 17 clicks

AppLovin Deep Dive

AppLovin rebuilt its ad model with AXON 2.0, lifting LTM revenue to about $7 billion and margins to 77% as Unity competition threatens…

APP $88B
Speedwell Research 25 clicks

Constellation: Stars Aligning?

Constellation Brands trades near $127 at roughly 11x next-twelve-month EV/EBIT, with recent business results offsetting concerns over…

STZ $22B
TSOH Investment Research 27 clicks
WDAY · long

Workday INC

Workday shares have declined since February 2024 as the market has turned against SaaS stocks.

WDAY $48B
Value Investors Club 1 click

Who Really Runs Tidewater (TDW)?

Tidewater CEO Quintin Kneen’s 2024 stock trades and board activity follow GulfMark’s bankruptcy, Tidewater’s merger and TDW’s 485%…

TDW $4.3B
Cannibal Stocks

S&P Global ($SPGI) Deep Dive

S&P Global has fallen about 20% in 2026 as AI disruption fears test the durability of its ratings, indices and financial-data franchises.

SPGI $125B
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