When Anyone Can Make a Movie, Netflix Still Wins
Netflix’s roughly $20 billion content budget can become an editorial advantage as generative AI cuts production costs and floods viewers with synthetic content.
Saturday, September 5, 2026
From X
Chris Camillo on X
@Freedom2Fart not a swing trader. and not that it matters, but the $AMZN trade in question was a one day options trade into expiration. fully exited.
Prepared Remarks on X
$meta https://t.co/1JqV0PLtqm
Raging Capital Ventures on X
@gamesblazer06 $GEV bulls probably didn’t see this coming… https://t.co/rVRcNDE52K
Chris Camillo on X
zero surprise $TTWO https://t.co/weuPg4PxZ7
Negligible Capital on X
How many $META users do they really see being willing and/or able to pay $200 per month for Hatch? I’m pretty good at ordering Doordash and scrolling Reddit on my own thank you very much https://t.co/2Oyf2hoyw4
Chris Camillo on X
Well, that escalated quickly. $TTWO https://t.co/J56bmG6WiS
Ian Bezek on X
$TEAM was at $56 just a few months ago, such efficient markets. Reminder, people only care about SBC when stonk prices are going down. Beware folks fitting a narrative onto price action. https://t.co/FaPZr8c7dn
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $503MALM $5.1B
- Akre Capital Management, LLC Q3 2026 AMT $82BMA $509B
- Bristlemoon Capital Q3 2026 SNDK $227B
- Fred Alger Management, LLC Q3 2026 AMZN $2.8TGOOGL $4.2T
- Janus Henderson Investors July 2026 KLAC $242BMCK $106B
- Asset Value Investors Ltd July 2026 079940 $421MUNVGY $26B
- Forager Funds Management July 2026 4733 $4.1BSGE $13B
- PenderFund Capital Management Ltd. July 2026 AUTO $5.3BGNRC $11B
HONA 2026-09-04 Looking For A 2027 Defense Play: Honeywell Fits The Bill
Petri Dish Reports 2 clicks
Spare a Thought for Broadcom Shareholders
Broadcom’s FY2028 revenue estimate rose from $162 billion to about $270 billion and EPS from $17.60 to $30, while the stock remained flat…
TSOH Weekly Roundup (09/04/2026)
TSOH Weekly Roundup covers Costco’s $4.99 chicken supply chain, Celsius’s 20% energy-drink share, and California utilities’ wildfire…
[scuttleslops] VEEV, CRM, WDAY, SNPS, NVDA
Veeva targets CRM share gains from Salesforce migration delays while Falcon agentic labor expands its reach into life-sciences safety,…
Perpetual Futures and CME: What the Early Data Shows
CME perpetual-futures activity is tested against more than 240,000 CFTC data points on open interest and dealer positioning.
Selling Where They Ain’t
Dollar General’s Q2 FY26 comparable sales rose 3.5%, beating Walmart U.S.
NFLX 2026-09-03 Netflix: A Second Monetization Cycle Is Just Getting Started
Netflix targets $51–51.4 billion of 2026 revenue, $3 billion of advertising revenue and $12.5 billion of free cash flow as its second…
The Curious Analyst 2 clicks
AVGO US - Do Nothing Pending The Close On Thursday 3 September - Q3 FY10/26 Earnings Review.
Broadcom reported $29.6 billion Q3 revenue, up 86%, with AI semiconductor sales up 221% to $16.7 billion, and guided Q4 revenue to $34.8…
Notes from a Dasher Shift, and the Drone Delivery Future
DoorDash’s delivery economics rely on customer tips and flexible labor, while rising courier costs make autonomous delivery central to…
IREN 2026-09-02 IREN's Customers Are Starting To Fund The Build
IREN’s AI contracts now include customer prepayments covering 45% to 55% of GPU CapEx, while three-year pricing has risen 125% since…
Quantryon Capital 9 clicks
Top 8 Rebound Stocks for Sep’26
Genuine Parts Company is one of eight potential rebound stocks on RC’s September 2026 watchlist.
Amazon $AMZN: The Company That Became Impossible to Ignore — and Finally Possible to Model
Amazon reported $200.6 billion in quarterly revenue and $27.5 billion in operating income as AWS grew 36.7% and advertising 26%, making its…
CrowdStrike (NASDAQ: CRWD) Stock Rating: Do Nothing After Q2 FY1/27 Earnings
CrowdStrike posted 25.8% Q2 revenue growth and $333 million of net new ARR, while FY27 ARR guidance rose to 34% despite a 150% stock rally…
The Bid Shading Threat to Amazon Advertising
Amazon’s $69 billion advertising business faces an FTC lawsuit over alleged bid shading, threatening a revenue stream that grew roughly…
JPM 2026-09-01 Undercovered Dozen: JPMorgan, Sezzle, Kayne Anderson And More
Undercovered Dozen profiles 12 lesser-covered stocks, including JPMorgan, Sezzle and Kayne Anderson, to surface under-the-radar equity…
The Undercovered Dozen 2 clicks
WD #356: Software/AI, Estee Lauder, Various Brazilian Stocks
LLM adoption is rising but may not generate returns sufficient to justify current AI investment; the aggressive portfolio exits Estee…
HPE 2026-08-31 Hewlett Packard Enterprise Q3: Margins Matter More Than AI Orders
Hewlett Packard Enterprise’s Q3 hinges on converting AI-networking orders while preserving its 21.6% segment margin, after booking $1.8…
Deep Value Investing 3 clicks
Palantir Q2 - We Move To “Distribute” Rating For 48hrs, Then To “Do Nothing”.
Palantir shares at $183 exceed Cestrian’s $177 target after Q2 revenue grew 93%, prompting a 48-hour Distribute rating as Q3 growth…
Dollar Tree: Weathering The Storm
Dollar Tree’s $1.25 opening price and multi-price assortment supported 10% two-year comparable-sales growth, outpacing Walmart U.S.
PYPL 2026-08-31 PayPal: Stripe Reportedly Walks Away; Here Are 2 Fallback Options
PayPal's failed Stripe and Advent bid leaves a Venmo spin-off or aggressive buybacks as value-unlocking options amid slowing growth and a…
The Asian Investor 6 clicksPublications we follow
Every publication on this site, hand-picked.
- Seeking Alpha
- Capitalist Letters
- Modern Value Investing
- Bearhold Research
- MBI Deep Dives
- Steve Eisman
- TSOH Investment Research
- The Value Road
- scuttleblurb
- Cestrian Capital Research.
- Rebound Capital
- Triple S Special Situations Investing
- Substack von Philipp
- The Oak Bloke
- Atrium Research - Equity Research
- Aurelion Research
- Yet Another Value Blog
- Nat Stewart - Stock Picking Newsletter
- Yet Another Value Podcast
- Ian’s Insider Corner
- SixSigmaCapital: Navigating the Financial Markets
- Hated Moats
- Open Insights
- Bristlemoon Capital
- Sylence Capital
- Guardian Research
- Value Don't Lie
- Byron Street Research
- The Curious Compounder
- Hunterbrook
- Bireme Capital - Investor Letters
- Nugget Capital Partner's Substack
- Kairos Research
- Deep Value Insights
- Lewistown Capital
- Hidden Rock Capital's Newsletter
- The Monetary Matters Network
- Net Interest
- Base Hit Investing
- 310 Value’s Newsletter
- Capital Employed
- Speedwell Memos
- Speedwell Research
- Hidden Gems Investing
- Stock Thoughts
- First Strike Research
- The Mikro Kap
- Treasure Hunting
- XIX Value
- Clark Street Value
- Value Investors Club
- Cluseau Research
- Rod’s Ruminations
- John Hempton's Newsletter
- Undervalued Shares
- smallvalue.
- Maius Partners
- Underlying Value
- Multibagger Monitor
- Altay Capital - Mostly Value Investing
- Citrini Research
- Exploring with Alluvial Capital
- Healthy Stock Picks
- Raging Bull Investments
- Choice Equities Capital Management
- Kerrisdale Capital
- Odds on Open
- Research - Alta Fox Capital
- Sunday's Idea Brunch
X accounts we follow
Every account on this site, hand-picked.
- David Orr
- Chris Camillo
- SG
- Trevor Scott
- John_Hempton
- Lee Roach
- JabroniCoin.USD
- Tim Eriksen
- Ian Bezek
- PAA Research
- Farmer
- Nat Stewart
- A Capital
- Mike
- KEDM.com
- BDC
- DOMO Capital Management, LLC
- Fierce_beast
- Negligible Capital
- kab60
- Bank Reg Blog
- Myles
- BuccoCapital Bloke
- Deep Sail Capital
- Prepared Remarks
- Evan Tindell
- Maj Soueidan
- ⚽️📡
- Broken Moats
- Little Owl Research
- Timyan Bank Alert
- Clark Square Capital
- Pernas Research
- Cluseau Investments
- Raging Capital Ventures
- AltayCap
- mavix
- Multiples Capital
- marginofdanger
- Charles Frischer
- Mikro Kap David
- Connor Haley
- junkbondinvestor
- Fred Liu
- Bill Ackman
- ToffCap
- Psyop Capital
- Laughing Water Capital
- catechwilliams
- Porter Collins
- Yaron Naymark
- Voss Capital
- Rusholme Capital
- Gavin Baker
- Sahil Khetpal
Sectors
Ordered by how often our editor reaches for them.
