Top 8 Rebound Stocks for Sep’26
Genuine Parts Company is one of eight potential rebound stocks on RC’s September 2026 watchlist.
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Rebound Capital
Everything we have picked from this writer, newest first.
One Year of Rebound Capital Portfolio
Rebound Capital’s portfolio beat the S&P 500 by 7.3% in its first year, targeting 17% EBIT growth against a 20.3x forward EV/EBIT multiple.
Guest Post: Eton Pharmaceuticals (ETON)
Eton Pharmaceuticals licensed rare-disease medicines, raised revenue guidance twice and climbed more than fourfold from its February 2026…
What Top Funds are Buying & Selling
June 2026 13F filings show Baupost doubling Genuine Parts ahead of its 2027 split and Ratan Capital making Silicon Motion its largest…
Deep Dive: Uber ($UBER)
Uber generated $52 billion of FY25 revenue and $10 billion of free cash flow as investors weigh whether autonomous vehicles can erode its…
Deep Dive: Equifax ($EFX)
Equifax’s Workforce Solutions generated $2.58B in 2025 at more than 50% EBITDA margins, anchored by Work Number.
Updated Deep Dive on Google ($GOOG)
Google’s delayed Gemini 3.5 Pro raises questions about its AI position, Search and GCP growth as its $4.3 trillion valuation leaves little…
Rebound Watchlist: July 2026
Rebound Capital's July 2026 watchlist puts AeroVironment and Coinbase under review after UnitedHealth rose more than 70% from its low.
Deep Dive: Amazon (Updated)
Amazon’s AWS grew 28%, with a $364 billion backlog, supporting the case that up to $200 billion of annual AI capex can earn solid returns.
Deep Dive: Palantir ($PLTR)
Palantir’s forward-deployed engineering model underpins its AI software growth, but AWS, Microsoft and AI labs are copying it at scale as…
Deep Dive: XPEL
XPEL sells paint-protection film and DAP cutting software, using 90,000-plus vehicle templates to win share from 3M and Eastman.
Deep Dive: Netflix ($NFLX)
Netflix's 325 million memberships and advertising business, guided to $3 billion of 2026 revenue, underpin a case for mid-teens…
