What Amazon Can't Buy
Betterware de Mexico sells locally designed home organizers through direct sellers in informal neighborhoods, generating 67% gross margins;…
Monday, July 13
Monday, July 13, 2026
Everything we published on this day.
11 stories
Quick Value #322 - FuboTV (FUBO)
Fubo's Hulu Live merger leaves Disney with 70% ownership and resets its 2028 EBITDA target to $300 million; at $10, it trades at 4.2 times…
What I've Been Reading (7/5-7/12)
Meditation Capital favors niche software companies with durable domain expertise, citing AI-driven Braze growth, Workiva’s 2030 targets and…
In Conversation: Cerebras Systems (CBRS)
Cerebras Systems sells WSE-3 wafer-scale AI chips and cloud capacity, with cloud and services rising to 43% of revenue after an OpenAI…
Fierce_beast on X
$MORN? https://t.co/pksTLRmJoS
Ian Bezek on X
Recent Fundsmith sale $INTU +7% today. Recent Fundsmith buy $APP -11% today. Did Terry Smith just mark the bottom for quality and top for momentum?
Tim Eriksen on X
Solitron Devices $SODI reported fiscal Q1 results today. Revenue and earnings higher. Link to PR https://t.co/7dqZ6WwENP
marginofdanger on X
I exited my $MLP. After spending a lot more time on this name, I no longer have confidence in the thesis. While I believe there is tremendous asset value, the time to monetize keeps getting pushed out, and the costs to achieve any reasonable realization could be large. I am also concerned that Steve Case doesn't have as much skin in the game as the market thinks, given that he has margin loans out on his position. https://t.co/TePual6ezP
Timyan Bank Alert on X
First Hawaiian, $FHB to Acquire TriCo Bancshares $TCBK and Provide Preliminary 2026 Second Quarter Results https://t.co/nZns7KFCWt
mavix on X
Shelly Group $SLYG published preliminary revenues for H1 2026 of EUR 68.3 million (+27% yoy). Cash increased by 62% qoq and by 72% yoy supported by continued normalization of trade receivables. Full results will be published on August 12. https://t.co/KSvQWpLZQd
Defending the Enterprise Castle from the Model Layer
Microsoft urges enterprises to keep AI memory, evaluations and orchestration inside their tenant boundary, making frontier models…
