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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From X
Deep Sail Capital on X
@HiddenGemsInves $CLPT - I just think over 10 years they get at very least a handful of partners to commercialization and it’s 10x higher.
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.
BTU · long Peabody Energy Corporation
Peabody Energy, ticker BTU, is a low-cost producer of thermal and metallurgical coal with mines in the United States and Australia.
Monte Investments Market Brief Vol. CXXVIII
Firefly Aerospace grew backlog to $1.5 billion, won two 2028 lunar missions and acquired Space-ng for autonomous navigation across its Blue…
Cellebrite (CLBT) Management Meeting: The Road Ahead
Cellebrite converts more than 110% of EBITDA into free cash flow and trades at 12.5 times free cash flow, with management targeting 15% or…
Abbott: Quality Remains, But Exact Sciences Has Raised The Bar For Buy
Abbott’s Exact Sciences acquisition raises leverage, leaving Medical Devices’ 8% growth and 33.9% margin to carry cash flow until…
PV Research 1 click
Meta's Muse Could be Big Win for Innodata
Innodata's new Meta contract for long-horizon agent personalization ties the data company to Meta's Muse AI assistant, despite Meta's Scale…
Emeth Value Capital’s Andrew Carreon on Shift4 ($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…
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