Fajasy on X
Just posted the $BRUN write-up here (you can read most of it for free): https://t.co/MkwtIqqVLX
Sector
Europe
Everything our editor has picked under this sector, best first.
71 stories
Todd Wenning on X
One of the big knocks on the thesis is that $HD or $LOW would copy whatever they're doing. HD had the chance back in the mid-2000s when Howden Millwork was forced to retreat, but didn't. $FND also built a multi-billion enterprise under their noses. The key is to focus on a niche and then be really good at that niche, which I think HWDN can do.
LXS.DE: a 2028 sale it can force
Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.
Liberty Global: Things Got Much Worse, But I Am Still Greedy
Liberty Global faces VMO2 restructuring-priced bonds and Ziggo unsecured yields near 16% after owners extracted £5.15 billion since 2021.
Andrew Mach 4 clicksNegligible Capital on X
*BERKSHIRE HATHAWAY INVESTS ADDITIONAL $330M IN BENDING SPOONS Today I learned $BRK.B had a stake in $BSP (now 4%) https://t.co/OK86G4kZCP
ASML Q3 FY12/26 Earnings Review
ASML reported Q3 sales of €11.7 billion, up 55% year over year, and guided Q4 sales to €14.2 billion to €15.2 billion amid capacity…
Barbarian Capital on X
Kimberly-Clark, Kenvue Win Conditional EU Approval for $40 Billion Tie-Up $KMB $KVUE https://t.co/oN9tXYAkTE
Rollins (ROL), Verisure (VSURE), and the cost of standing still (Part 2, Verisure)
Verisure’s 6.38 million monitored-alarm subscribers generate 90% recurring revenue, while its disclosed acquisition costs and 6%-8% churn…
GNCGF · long Greencore Group PLC
Greencore is the UK’s leading fresh prepared food producer, pitched as undervalued with potential to nearly double within 12–24 months.
53 Quality Stock Pitches (5th-11th October) 🖨️
Dassault Aviation leads a 53-pitch roundup with a €45 billion order book against €7.4 billion of sales and a 26.6% Thales stake.
DB · long Deutsche Bank AG
Deutsche Bank trades at 1.0x tangible book, with projected ROTCE above 13% and a favorable setup ahead of earnings.
kab60 on X
UK numbers for Group 1 Automotive are out and it ain't looking good (no surprise, flagged by co already)! Plz fix that and sell it to Vertu, they can issue shares at ATH, and then $GPI can focus 100% on the US: https://t.co/xsqYhoJgqa $GPI
Rollins (ROL), Verisure (VSURE), and the cost of standing still (Part 1)
Rollins’ recurring pest-control base requires ongoing spending to replace departing customers, a concern tied to its nearly 50%…
STAAR Surgical: A Recovery Story Priced As Growth
STAAR Surgical derives 56% of Q2 sales from China and trades near 3x EV/sales despite weak U.S.
Stephen Ayers 
TWOD: Close Positions Or Tender Shares
TWOD holders can tender at $26.3841, sell before October 2, 2026, or await roughly $26.7578 in final redemption proceeds.
Colorado Wealth Management Fund kab60 on X
Stock keeps falling, Greg Alexander keeps buying. $GPI skews towards brands doing well (Toyota/Honda (hybrids), Mercedes etc. > Detroit 3 (Stellantis, GM, Ford). Vertu PLC trading at ATH, wonder if there'll be a push to divest Group 1's UK operations at some point. https://t.co/QYQaIRZCgN
EUXTF · long Euronext NV
Euronext has evolved from a regional cash-equities exchange into a pan-European market-infrastructure platform after a decade of technology…
Domino's Pizza Group: Why I'm Sticking With Domino's UK Over Its U.S. Parent
Domino's Pizza Group trades at 11.68 times earnings with a 5.54% dividend yield, while half-year results point to an early UK turnaround.
Philipp Brohl 
Eckert & Ziegler: The Pick-and-Shovel Supplier of the Radiopharma Boom – Finally at a Fair Price
Eckert & Ziegler trades near €12, about 14 times expected earnings, as its isotope supply business expands with radiopharma demand despite…
mavix on X
Shelly Group $SLYG has entered into an investment agreement with Schneider Electric on the intended Takeover Offer for EUR 70 per share. Both founders of Shelly (57%) support the offer. The minimum acceptance threshold is at 95%. https://t.co/376eqqB2x6
JabroniCoin.USD on X
SocGen really seems like the Citi of Europe. $GLE $C AI-driven cost reduction, and ROTE acceleration? Or is the CH Robinson of banks? https://t.co/gNqcJVvRFc https://t.co/ui4wQ2uf8Z
A Capital on X
Working with Belarus? Interesting. $KYIV https://t.co/VnIEmBNVjw
JabroniCoin.USD on X
ROTE ⬆️ Costs and RWA ⬇️ Bursobank growing 7.1x forward earnings and 0.9x TBV I’m $GLE ful https://t.co/fFzBcgxp3d https://t.co/cfAa7GcsFl
The Monday Morning Briefing
Latticework’s weekly briefing spotlights discounted European assets including Barco, Bolloré, Brookfield and D’Ieteren, with catalysts…
