Is The Market Turning The Page?
CoreWeave’s debt and equity price action is framed as a wake-up call for investors amid a broader market discussion.
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Market cap$300M–$500B
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From X
Lee Roach on X
Real value investors own four annual reports for $MCCK. https://t.co/7Di8p87MX7
Tim Eriksen on X
Another excellent quarter from River Financial $RVRF EPS of $1.93. Trading at 6x growing run rate. https://t.co/MKvOlibndK Can be hard to buy at some brokers. Fund bought a year ago at ~$33.
Barbarian Capital on X
Penske Automotive Group to Be Taken Private by Penske, Mitsui $PAG https://t.co/wz4qUxO2Zy
Barbarian Capital on X
"to deploy artificial intelligence to explore new treatments for cardiometabolic diseases" $AZN AstraZeneca Strikes Up to $1.5 Billion AI Drug Discovery Deal With Insitro https://t.co/mzFqL9FGQl
Barbarian Capital on X
rare for a large chain KFC to Ditch Pepsi for Coke in Thousands of Restaurants $YUM $PEP $KO https://t.co/9qSnos5TxW
Barbarian Capital on X
J.B. Hunt Reports Higher Profit, Steeper Operating Expenses $JBHT https://t.co/Y5RMXBQvWd
Barbarian Capital on X
Alcoa Posts Higher Third-Quarter Profit, Sales on Increased Production $AA https://t.co/4VwFeELF1e
Investor Letters
All letters- Wedgewood Partners Third Quarter 2026 MSI $74BODFL $38B
- Artisan Partners Q3 2026 ENB $106BJPPTY $68B
- Frank Capital Partners Q3 2026 SPB $1.8BHRB $5.4B
- Asset Value Investors Ltd September 2026 CHDRF $84BSIEVF $9.9B
- Smead Capital Management 3Q26 CVE $61BUCG $29B
- Jemekk Capital Management Q3 2026 MDA $4.6BWSP $15B
- Nixon Capital Third Quarter 2026 PYPL $48B
- Southeastern Asset Management 3Q26 ACI $6.3BFBIN $4.7B
Free Recaps of the best new stock ideas, delivered every morning.
Problems at Dream Finders Homes (DFH)
Dream Finders Homes’ controlling owner borrowed against DFH stock before the homebuilder agreed to finance an acquisition with costly…
Park Aerospace: The Q2'27 Sell-Off Misreads a Sole-Source Defense Supplier
Park Aerospace’s 11% Q2’27 sell-off overlooks sole-source PAC-3 rocket-motor materials and A320neo engine composites, with missile capacity…
uniQure: The Market Graded The Wrong Exam
UniQure's Huntington's gene therapy faces an FDA accelerated-approval decision around November 1 after three-year data met both agency…
Bhavneesh Sharma 4 clicks
[scuttleslops] MRVL, APP, AMZN, Chips
Marvell is positioning networking, optical connectivity and server-management chips as AI data centers link GPUs, custom accelerators and…
AeroVironment: The Value Is There, Growth Will Force The Market To Notice
AeroVironment's $465M LOCUST laser award and earnings beat support its 2027 growth outlook despite government budget uncertainty.
Melissa Tucker 3 clicks
Constellation: Stars Aligning?
Constellation Brands trades near $127 at roughly 11x next-twelve-month EV/EBIT, with recent business results offsetting concerns over…
Breaking: The Offshore Monopoly Is Legal Now!
Transocean’s Valaris merger clears regulators, creating a 68-rig offshore driller controlling four in 10 global drillships.
October 2026 Random Ramblings
October 2026 market commentary covers SOLS’s cancelled merger, a hypothetical Starbucks-Chipotle deal, Russell 2000 weakness and AI…
Everyone wants to defend CoreWeave but who really knows
CoreWeave faces fresh skepticism as another AI trade selloff collides with bullish defenses of the company.
A Conversation With Ari Emanuel About Entertainment and AI
Ari Emanuel discusses AI’s impact on Hollywood, live events, social networks and the future of advertising.
SFIX · long Stitch Fix INC
Stitch Fix’s 2017 IPO rested on overly ambitious long-term growth expectations and an unrealistic definition of its addressable market.
Meta's Muse Could be Big Win for Innodata
Innodata's new Meta contract for long-horizon agent personalization ties the data company to Meta's Muse AI assistant, despite Meta's Scale…
Reddit's Valuation Is A Compelling Opportunity: Upgrading To Strong Buy
Reddit’s subreddit-driven communities support targeted advertising, and its 0.3 PEG ratio makes RDDT undervalued, according to the upgrade…
Fountainhead 3 clicks
Emeth Value Capital’s Andrew Carreon on Shift4 ($FOUR)
Shift4 trades at 6.5 times EBITDA despite 11% organic growth, with Shift4 Dine equipment leases reaching a $400 million run rate as…
McDonald's Stock Selloff Is Hiding An Even Better Setup
McDonald’s trades at $248 versus a $309.29 intrinsic-value estimate as its U.S.
Future Stack Investment 3 clicks
Credo Technology: New Position in My Private Portfolio
Credo Technology was added at $170.54 after a 40% selloff, backed by its high-speed AECs and optical connectivity for AI data centers.
Copart's Return To Growth Starts Now: Adair's $1.9B Bet On ACV Auctions
Copart’s $1.9 billion ACV Auctions acquisition targets renewed growth, with EPS accretion expected by fiscal 2028 as insurance…
Robert J. Lake 2 clicks
GameStop Is Extreme Deep Value
GameStop's collectibles mix rose to 45% of sales as gross margin reached 44%, supporting a deep-value case built on cash and store…
A2Gold: Research Note
A2Gold’s first Taylor drill holes returned 20.96 g/t AuEq over 1.5m and 209.4 g/t silver over 10.7m, alongside 141.10 g/t gold at…
[Emergency Lunch-Hour Market Memo] Coherent admits their CPO/NPO Laser is garbage + Cerebras delusional bonus roast
Coherent’s CPO/NPO laser misses 1 MHz effective-linewidth requirements, Irrational Analysis argues.
Have a source we’re missing? Send your pick
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