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
David Orr on X
$GS should have ponied up the money. https://t.co/isJsSGuEzB
David Orr on X
Great companies are built by doing things differently, taking risks. $IBKR https://t.co/3sLFcI0ImD
Chris Camillo on X
@UncleAlpha007 FCL is a pretty useless valuation metric for a company deliberately reinvesting to fund explosive growth. And there’s a massive spread of outcomes on what $BE revenue even looks like in 2030.
SG on X
@rossiadam never thought of $TSLA FSD from the perspective of the elderly. Probably a great solution as FSD gets better but this has to be the worst demographic in terms of reaction time to grab the wheel if something goes wrong.
Chris Camillo on X
@topazbenj he saw a video. if u been following me u know id love nothing more than to go all in on $TSLA with real optimus intel. believe me im on it
Trevor Scott on X
$TAP A quarter century and zero capital gain. Now being kicked out of the S&P https://t.co/RM49KQJm36
JabroniCoin.USD on X
The bottleneck play on this is $COMP? 🧭 https://t.co/1ClFMI3z4d
Chris Camillo on X
hell of a week to own the future. $BE https://t.co/Un6jGv7rrR
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
- Protean Funds August 2026 BVNKF $2.6BSUSRF $276M
- Janus Henderson Investors July 2026 KLAC $242BMCK $106B
- Asset Value Investors Ltd July 2026 4549 $494M8011 $243M
- Lindsell Train Limited July RMVEY $3.6BSAGI delisted
The Fed Is Going to Lose the Bond Market and I Found the Asset That Gets Paid When It Does
Rayonier’s 4.0 million acres are valued at $393 an acre after other assets, versus $1,200 to $1,800 cutover-land sales, framing the timber…
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…
Broadcom: The AI Tollbooth Is Becoming An Earnings Machine
Broadcom's AI semiconductor revenue rose 221% year over year as custom silicon programs and VMware software cash flows fund further…
Simple Investment Ideas 4 clicks
[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.
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 3 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…
Meta Vs. Meta's 7.1% Bond Yield: Reality Check For Asset Allocators
Meta Platforms’ 7.1% long bonds set a high return hurdle for equity as user growth nears saturation and the stock trades at 6.5 times sales.
Tariq Dennison 4 clicks
Danaher 2Q'26: Yet Another "Meh" Quarter
Danaher posted 3.0% core revenue growth in 2Q’26, with LTM adjusted EBITA flat at $7.1 billion since 2Q’24 despite a mid-20s earnings…
Apocalypse Now or Generational Buying Opportunity?
ServiceNow, SAP and Veeva are framed as AI-resistant SaaS bargains after a sector selloff, with ServiceNow positioned to gain from AI-agent…
Updated Deep Dive on Google ($GOOG)
Google’s delayed Gemini 3.5 Pro raises questions about its AI position, Search and GCP growth as its $4.3 trillion valuation leaves little…
Thoughts on Markets, July 2026
Meta’s planned cloud business and Moonshot AI’s Kimi K3 revived doubts over AI compute scarcity, driving chip stocks lower and exposing S&P…
Boston Scientific Has to Keep Buying the Future
Boston Scientific built its interventional-medicine portfolio through acquisitions, but early-2000s growth became heavily dependent on the…
On Holdings: Maintaining Pace
On Holdings expects roughly CHF 3.5 billion in FY26 revenue as running shoes drive growth, while APAC exceeds 20% of sales and apparel…
Netflix: DCF Valuation
Netflix’s updated DCF values shares at $88.50 versus $69, with slower revenue growth offset by higher margins and revised…
Too Big to Succeed
JPMorgan’s $5 trillion balance sheet and $63.7 trillion derivatives book make Jamie Dimon’s eventual successor one of banking’s hardest…
TSMC 2Q'26: Stratospheric Margins Amidst the AI Super Cycle
TSMC’s 2Q 2026 operating margin exceeded 60% as AI-driven demand for advanced chips pushed profitability beyond the prior cycle’s…
ASML 2Q'26: Time to Flex Pricing Power
ASML’s 2Q’26 commentary signals a shift from measured pricing toward flexing its chip-equipment pricing power.
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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
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- Stock Thoughts
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- The Mikro Kap
- Treasure Hunting
- XIX Value
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- 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.
- A Capital
- Lee Roach
- David Orr
- Chris Camillo
- SG
- Trevor Scott
- John_Hempton
- JabroniCoin.USD
- Tim Eriksen
- Ian Bezek
- PAA Research
- Farmer
- Nat Stewart
- 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.
