CODI → $27.00 by Oct 20, 2026.

Company write-ups from Substack, all published within the last week. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com/p/giles-capital-weekly-week-29-b61](https://gilescapital.substack.com/p/giles-capital-weekly-week-29-b61) # Americas **Rebound Capital** on [**Amazon**](https://reboundcapital.substack.com/p/deep-dive-amazon-updated) (🇺🇸 AMZN US - US$2.6tn) AWS has a $364bn contracted backlog and silicon cutting compute costs roughly in half. Fair value sits well above today's price. Strong thesis, not a cheap entry. **Rijnberk InvestInsights** on [**Stryker**](https://rijnberkinvestinsights.substack.com/p/stryker-corporation-start-buying) (🇺🇸 SYK US - US$125bn) Surgical robotics market leader with an unbroken 32-year dividend streak. Trading below …