AppLovin Deep Dive
AppLovin rebuilt its ad model with AXON 2.0, lifting LTM revenue to about $7 billion and margins to 77% as Unity competition threatens ad take rates.
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absreturnchaser on X
@essential6t7 @ChopraUSA Wonder if $WU Western Union tries to get out of the deal because they have received takeover offers themselves. @bharringtonw11
Calvin Blissett on X
@grok say why this would be good for Kaspi using quantitative and qualitative data. Also mention how at one point $KSPI was trying to expand into Ukraine
Calvin Blissett on X
$KSPI looking at me real funny with its 10% dividend at around $92 https://t.co/zCh97GxEFO
JabroniCoin.USD on X
Latest $CENX 10-Q shows in addition to the 6.8% non-dilutive equity interest, Century Aluminum has a $300m put option on Hawesville written by $WULF https://t.co/pacdDPV8y4
A Capital on X
@shaqer23 $ZM with Anthropic?
Cluseau Investments on X
$PSTL getting smoked, back to the teens you go
Cluseau Investments on X
$AFL valuation is nuts
Investor Letters
All letters- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 AGX $5.2BBE $70B
- Artisan Partners Q3 2026 CGNX $9.6BCLH $17B
- White Brook Capital Third Quarter 2026 FUBO $902MGOOGL $4.3T
- Davenport Asset Management Q3 2026 ACM $7.6BACN $138B
- Distillate Capital 2026 Q3 AMZN $2.7TGOOGL $4.3T
- Ariel Investments Quarter Ended September 30, 2026 BIO $9.7BCRL $15B
- Rewey Asset Management 3Q26 MEC $362MAMZN $2.7T
- Chilton Capital Management 3rd Quarter 2026 SKHY $701BSSNLF $1410T
Free Recaps of the best new stock ideas, delivered every morning.
Sell Eagle Point Credit Now - Match The Loss With Portfolio Gains To Lower Income Taxes
Eagle Point Credit's NAV is down 25% YTD and shares nearly 50%, while its expense ratio climbed to 9.21% despite a 25% yield.
Anthony Cataldo 1 click
The Agentic AI Roadmap for SaaS
SaaS companies including Salesforce, ServiceNow, CrowdStrike, Synopsys and Veeva are ranked by agentic AI progress, from pilots to…
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Our Q3 2026 Update: Our Companies (OXY, RIG, VAL)
Occidental Petroleum’s debt should fall further after Q3 oil prices averaged $85 per barrel WTI and $91 Brent.
Undercovered Dozen: Hess Midstream, Iovance Biotherapeutics, Netlist, And More
Hess Midstream, Iovance Biotherapeutics, Netlist and nine other lesser-covered stocks make this week’s Undercovered Dozen.
The Undercovered Dozen 9 clicks
Do You Trust Apple?
Apple’s HomeView strategy ties Siri, privacy and smart-home control to consumer trust in its vision for the home.
What Lies Beneath: The Developer Building a Data Center on a Former Army Dump Laced With Munitions and Carcinogens
Digital Realty paid $120 million for Atlanta-area parcels including a former Army dump with buried carcinogens and military ordnance.
Wells Fargo Earnings Aren't Inspiring Enough, But A 7% Income Opportunity Is
Wells Fargo’s Q3 EPS beat and $12.5 billion net interest income failed to move shares, while WFC.PZ preferreds yield 7.10%.
Jeremy LaKosh 5 clicks
TTAN · long Servicetitan INC
ServiceTitan (TTAN) is shifting from vertical software for trades businesses toward the operating layer for scaled essential-services…
Summary of Q3 Public Restaurant Conference Calls
Public restaurant chains report easing commodity inflation, 3-5% labor inflation and 3-10% unit growth, while digital, delivery and…
Essex Biotechnology (1061 HK) - Core products fund investment portfolio
Essex Biotechnology trades at 8 times earnings despite patented Chinese biologics, near-60% niche market share and a portfolio built with…
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