Friday, September 4, 2026

From X

Deep Dive: XPEL

XPEL sells paint-protection film and DAP cutting software, using 90,000-plus vehicle templates to win share from 3M and Eastman.

On the Horizon

A tiny defense supplier trades at roughly 6.5x estimated normalized EBIT as military-program volumes rise and a strategic review considers…

Deep Dive: Netflix ($NFLX)

Netflix's 325 million memberships and advertising business, guided to $3 billion of 2026 revenue, underpin a case for mid-teens…

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