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Wednesday, October 28, 2026

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@AsifSuria

Asif Suria on X

Sometimes we come across the same company multiple times due to different events. Noticed insider buying by a director of TechnipFMC $FTI while combing through insider transactions last night. Name rang a bell and so I looked up my brief note when I added it to my internal watchlist last year after a large stock buyback announcement. It went on to gain an additional 120% over the last year and is now up 1,163% over the last five years. And that too for an oil & gas services business.
@BrokenMoats

Broken Moats on X

Continue to believe that expiration this week will be the culmination in the software squeeze. Money will want to come off the table ahead of earnings season for the sector, and I think that will be followed with an acknowledgment from earnings that while their revenues are not at risk today - these companies still do face increased competition, lower barriers, higher costs for cloud/inference, and seat based model problems that will be challenging moving forward. The $WDAY rumor news was not the floor, it was the peak counter narrative to AI disruption.
@BrokenMoats

Broken Moats on X

Impressive just how many healthcare companies with no direct or derivative exposure today or at any point to the $MRNA news can rally 10%+ on the day. Be smart for these companies to pocket these gains with secondaries and solidify fragile balance sheets, but in the ultimate short term pump market their management teams will no doubt not want to interrupt their stocks squeeze potential and will not issue shares, but aggressively unload their options
@AsifSuria

Asif Suria on X

We track insider buying in spinoff or their parents in a custom screen on InsideArbitrage that we like to call the Spinsider. There were three companies (spinoffs or parents of spinoffs) that saw insider buying based on Form 4s filed recently. 1. The home safety and security solutions provider Resideo $RESI completed the spinoff of ADI Global Distribution $ADGI just two weeks ago. This week we saw three different insiders of $RESI buy stock on the open market including the CEO and the General Counsel. $RESI was spun out of Honeywell $HON in 2018, making $ADGI Honeywell's grandchild. 2. Enviri $NVRI was less of a spinoff and more of a breakup. It sold its Clean Earth division to to Veolia Environnement S.A. and paid out $15 per share to shareholders from the proceeds of the sale. It then spun out its Harsco Environmental and Rail divisions and renamed them as Enviri just to confuse us a little. This new Enviri saw insider buying by two insiders including the CEO this week. @valuedontlie especially likes these "stubs" as he likes to call them and has done well with stubs like Starz Entertainment $STRZ Much to my detriment, I kept Lions Gate Studios $LION after the spinoff and sold Starz. 3. The building materials company Amrize $AMRZ, which was spun out of Holcim AG in June 2025 continues to see significant insider buying activity. This month six different insiders including the CFO and the Chief Strategy & M&A Officer purchased shares.
@BlueDuckCap 1 click

BDC on X

Could happen. Also - there will be a massive 2ndary soon and insiders will start dumping shares. I wish this was a cure for cancer. It is not. If it ever even commercializes (still a big if) it will be just another thearaputic that will be sold along with Keytruda and in some cases may deter relapse. That's it. In fact, we may learn that the same lipid nano particles that the mrna technology relies on and which have been speculated to be a cancer causer in their own right (hint, they are) actually cause occurence of other cancers such as colon and pancreatic and breast. Does lowering recurrence in melanoma in exchange for a higher chance of colon cancer sound like a "cure"? I wish it was. No material position as of now. Congrats to bulls, I guess. $MRNA

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ORCL Update

Oracle rose about 12% intraday on October 28, 2026 as AI infrastructure and cloud-demand sentiment improved and credit-spread concerns…

ORCL $383B
Cestrian Capital Research 2 clicks

Danaher’s robotics era

Danaher’s new CEO paired a Q3 beat and raised EPS outlook with a 2027 4%-5% organic-growth starting point, while pitching AI-enabled…

DHR $163B
Best Anchor Stocks 1 click

My Last GFL Update - Hopefully

GFL’s take-private structure hinges on BC Partners rolling 60% of its stake to preserve debt portability under the 40% permitted-holder…

GFL $20B
310 Value’s Newsletter 5 clicks

Are Neoclouds Dead?

Neoclouds face tighter debt financing as AI infrastructure capex outruns cash flow, leaving cash-burning GPU providers more exposed than…

NBIS $42B
Daniel Romero 9 clicks

Reddit: Deep Dive Analysis

Reddit generated $805 million in Q2 2026 revenue, 95% from ads, but slowing Google search referrals expose AI-driven traffic and…

RDDT $18B
Hated Moats 6 clicks

Qualcomm Inc. (QCOM)

Qualcomm supplies chips for on-device AI agents and data center inference, with Meta and AWS agreements expanding its role across both…

QCOM $177B
SixSigmaCapital: Navigating the Financial Markets 5 clicks
SBAC · long

Sba Communications CORP

SBA Communications trades at 14.9x forward AFFOPS, near a record low, despite being pitched as the market’s cleanest tower operator.

SBAC $20B
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