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$NU i own good pick $FOUR on the watchlist its investable i just have better ideas dont know PLMR SKWD LULU is super risky; they have no moat. everybody does athletic wear now, and theirs are going out of style Should look at DLO, great GARP pick
With FOUR, Do you worry about Isaacman joining NASA?
$FOUR is one I really want to invest in. I agree with everything you write. The payment sector is brutal right. The market just doesn't want to give them fair value or anywhere close. Not sure that will improve in the short to medium term. That said, $FOUR is one …
My 6 High-Conviction Plays for 2026: From Deep Value to GARP Compounders (PLMR, SKWD, MOH, LULU, FOUR, NU) I have seen some users complaining and a lot of posts about the same companies, so I wanted to share my top 6 value picks for 2026, hopefully at least a couple …
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Total Off-Exchange Volume: 525845
Values over 50% Short often indicate hidden bearish pressure from institutions.
🏆 Master Buzz Score: 7/15
Capitol Trades
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Insider Trades
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Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Blackrock Inc. | 6,311,401 | $465.7 million | 0.0934% | Sep 30, 2025 |
| Wasatch Advisors LP | 6,157,128 | $454.3 million | 0.0911% | Sep 30, 2025 |
| Vanguard Group Inc | 6,120,612 | $451.6 million | 0.0906% | Sep 30, 2025 |
| Durable Capital Partners Lp | 5,626,484 | $415.1 million | 0.0833% | Sep 30, 2025 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 5,071,725 | $374.2 million | 0.0751% | Sep 30, 2025 |
| Ensign Peak Advisors, Inc | 2,455,235 | $181.1 million | 0.0363% | Sep 30, 2025 |
| Neuberger Berman Group, LLC | 2,344,724 | $173.0 million | 0.0347% | Sep 30, 2025 |
| Morgan Stanley | 2,300,489 | $169.7 million | 0.0340% | Sep 30, 2025 |
| Jennison Associates LLC | 2,056,056 | $151.7 million | 0.0304% | Sep 30, 2025 |
| State Street Corporation | 2,007,414 | $148.1 million | 0.0297% | Sep 30, 2025 |
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