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Netflix Q3 Earnings Update

Netflix Q3 earnings update revises the thesis and rating.

NFLX $511B

Rebound Capital 2h ago 2 clicks

3h ago CRWV $34B

CoreWeave: It’s Not Dying, Not Anytime Soon

Capitalist Letters 8 clicks

5h ago LLY $1.2T

Eli Lilly And Co. (LLY)

SixSigmaCapital: Navigating the Financial Markets 6 clicks

From X

@ChrisCamillo Aug 28 1 click

Chris Camillo on X

@Kcon2026 didn’t miss that. i was long calls going into $NVDA earnings. my comment was about other investors making outsized bets long or short based mostly on vibes.

@John_Hempton Aug 28

John_Hempton on X

@420yooper69AMC Agree. Apes should buy more $AMC

@orrdavid Aug 28 2 clicks

David Orr on X

@taobanker $LULU's quality drop was like a bit worse every year, kind of hard to notice. And then all of a sudden...

@stockgutter Aug 28

SG on X

$FLR share count reduction is impressive. Another year or two at this clip could really transform the capital structure. https://t.co/H0a7syQHHb

@ToddWenning Aug 28

Todd Wenning on X

My comment was tongue in cheek. I and my firm own $CPRT, but I also regularly use self-driving. I agree that more AVs are good for society overall. That said, salvage businesses will never be a zero because there will always be damaged cars that need to be repurposed. I’m optimistic on AVs but the massive impacts are still well out in the future.

@AsifSuria Aug 28

Asif Suria on X

The empire building at the Honeywell spinoff Solstice $SOLS came to an abrupt stop even before it started. In a highly unusual move, Solstice and Element Solutions $ESI decided to call off their merger. What makes this move particularly unusual is that neither party will have to pay a termination fee. In the words of Solstice Chairman Rajeev Gautam: "Following conversations with our shareholders and discussions between the parties, both Boards unanimously believe that it is in the best interests of our respective shareholders, employees and customers to terminate the merger agreement" The spread on this deal was as high as 9.13% at the end of last month. Solstice was up after hours yesterday on this news and is likely to post gains during the regular trading session today not just because shareholders are relieved this merger is over. Considering this was a cash plus stock deal with a majority of the payout in stock of Solstice, any arbs that want to unwind this trade will now have to buy shares of Solstice to close out the short leg of their merger arbitrage trade. This is one of the reasons I avoid "all stock" or "cash plus stock deals". You could end up getting hit on both sides of the trade when the stock of the target drops and the stock of the acquiring company spikes on deal termination. In this case, the premium paid for $ESI was about 15% and instead of the stock going up when the deal was announced, it actually fell due to the big drop in Solstice's stock. So we might not see a large drop in Element Solutions and it is possible it might even go up.

@ACapitalLP Aug 28

A Capital on X

Nice $KLAR https://t.co/LhIrLh39ES

@leevalueroach Aug 28

Lee Roach on X

Well looks like I’m going to get another chance to buy PayPal $PYPL as the market losses its entire ass because the buy out fell through. Back of envelope math here is $42.6 billion EV on $6 billion of free cash flow is a 14% free cash flow yield. Not bad! Growth hogs will piss their pants and cry about how there’s little growth.

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The Technology Letter 16h ago

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Cestrian Capital Research 20h ago 32 clicks

Is Microsoft Over-Earning on OpenAI?

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Cestrian Capital Research 24h ago 8 clicks

Heico Corporation

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Cestrian Capital Research 27h ago 3 clicks

Disney: Century-Old Franchises at 14x Forward Earnings

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Latticework by MOI Global 27h ago 8 clicks

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Monte Investments Market Brief Vol. CXXXII

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Monte Independent Investment Research 29h ago 7 clicks

Urban Outfitters: Nuuly Is More Valuable Than Its Margins Suggest

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IWA Research 30h ago 3 clicks

Group 1 Automotive: The Debt Stress Test

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Cannibal Stocks 31h ago 11 clicks

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Atrium Research - Equity Research 40h ago 5 clicks

Muse Spark Open, Meta + Apple, Thin and Thick

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