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Why I sold OB pick for 26 SVM

Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite higher silver prices.

SVM $2.1B

The Oak Bloke 2h ago 6 clicks

9h ago VICR $10B

Vicor Update, Part Three

CV's Substack 11 clicks

12h ago NVO $172B

From Fat to Follicles - Is Hair Loss the Next Blockbuster?

Cestrian Capital Research 7 clicks

From X

@valuedontlie Sep 24

Colin King on X

$PPLI withdraws bid for $MGM Shares of MGM down 11% today (essentially back to where they were before PPLI buyout proposal) Stock trades at less than 10x FCF and PPLI still owns ~27% https://t.co/I9RiOvWkri

@calvinblissett Sep 24 2 clicks

Calvin Blissett on X

Given today’s $ZIM news that the improved offer has been submitted, likely delaying closing of the same $35 acquisition to 1H 2027 I think it is even more relevant to understand why this is a good thing, which I explain in the attached article as well as backing it up with some facts and figures

@LaughingH20Cap Sep 24

Laughing Water Capital on X

@darkstarsats 7/x $NN) happy to have flaws in my logic exposed, but the real point is that the nuance is such that making declarative statements without working through the logic chain is IMHO not additive to the debate.

@LaughingH20Cap Sep 24

Laughing Water Capital on X

@darkstarsats 6/x $NN) thus, as you agreed, mid-band is more valuable if it has low-band to support it. Thus, the FCC is incentivized to support $NN, which we know they are doing b/c they issued a draft NPRM, which is admittedly stuck in OIRA review. For now.

@LaughingH20Cap Sep 24

Laughing Water Capital on X

@darkstarsats 5/x $NN) This is what customers actually care about. You can get around this by building more towers and hanging more radios and using midband for control, but that is less efficient and more expensive.

@LaughingH20Cap Sep 24

Laughing Water Capital on X

@darkstarsats 4/x $NN) Low band carries the control signal that a tells a phone what to do. When to transmit data. When to switch towers etc. B/c low band travels farther than mid band, low band is needed to stitch together the network and make sure calls are not dropped / garbled etc.

@LaughingH20Cap Sep 24

Laughing Water Capital on X

@darkstarsats 3/x $NN) so while you are calling $NN's 15 MHz of low a "small slice" in reality it is not much smaller than what $T bought, and it could be multiples of what they have AVAILABLE

@LaughingH20Cap Sep 24

Laughing Water Capital on X

@darkstarsats 2/x $NN) This why $T bought 20 mhz of low band from $ECHO. $VZ and $TMUS have more subs than $T and about the same amount of low band. Logically, $VZ and $TMUS must also be dealing with low band congestion.

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Carecloud News

CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.

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Calvin Blissett 10h ago 4 clicks

Is Microsoft Over-Earning on OpenAI?

Microsoft booked $24.1 billion from OpenAI in FY2026, nearly a quarter of Azure revenue, raising questions over finite, high-margin…

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MBI Deep Dives 15h ago 5 clicks

RTX Corporation (NYSE: RTX) Q3 FY12/26 Earnings Update - Accumulate, Record $340bn Backlog, Zones And Stop Inside

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Cestrian Capital Research 16h ago 4 clicks

Heico Corporation

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D Invests 18h ago 6 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Update - Accumulate, Record Backlog, Zones And Stop Inside

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Cestrian Capital Research 18h ago 3 clicks

Disney: Century-Old Franchises at 14x Forward Earnings

Disney trades at 14x FY27 consensus EPS of $7.50 as parks, merchandise and streaming rebuild its franchise flywheel.

DIS $193B

Latticework by MOI Global 19h ago 4 clicks

AGI Inc: The Bargain Is Even More Attractive

AGI Inc trades at 5.6x earnings after a 35% post-IPO decline, despite roughly 30% ROE and resilient INSS payroll-loan growth.

AGBK $1.1B

Multiplo Invest 19h ago 4 clicks

[scuttleslops] AMZN, MTCH, SPOT, Open vs. closed models

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AMZN $2.7T

scuttleblurb 19h ago 4 clicks

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HAIN $26M

PETITION 20h ago 2 clicks

Monte Investments Market Brief Vol. CXXXII

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Monte Independent Investment Research 21h ago 2 clicks

Group 1 Automotive: The Debt Stress Test

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Cannibal Stocks 23h ago 6 clicks

Goldman Sachs: Undervalued Growth With A Buy Rating

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The Curious Analyst 23h ago 2 clicks

CHGG · long

Chegg Inc

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Value Investors Club Jul 22 2 clicks

Copper Fox Metals: Research Flash

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Atrium Research - Equity Research 32h ago 4 clicks

Muse Spark Open, Meta + Apple, Thin and Thick

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Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 32h ago 2 clicks

WD #360: New Trade, Recent Market Action, Brazil/Inter Update

Atlassian is sold after a 130% gain, while iShares MSCI Indonesia ETF is added following the market plunge; the update also assesses the…

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Ian’s Insider Corner 32h ago 12 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Preview - Accumulate Rating, Zones And Stop Inside

Northrop Grumman reports Q3 2026 on October 20 with a $105 billion backlog, up 16% year over year, and trades at 23 times trailing…

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Cestrian Capital Research 36h ago 4 clicks

Nebius: The Pullback Strengthens The Case For An AI Infrastructure Champion

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Salix Research 37h ago 11 clicks

AppLovin Deep Dive

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Speedwell Memos 38h ago 61 clicks

Meta’s GEM, Part 2: Finding the Scaling Law

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MBI Deep Dives 40h ago 9 clicks

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