Saturday, September 5, 2026

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.

NFLX $511B

Bearhold Research Sep 5 10 clicks

Sep 5 META $1.6T

Bypassing RevenueBench to Buy the Feedback Loop

MBI Deep Dives 6 clicks

Sep 4 NVDA $5.5T

Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap

Steve Eisman 15 clicks

From X

@orrdavid Sep 5 7 clicks

David Orr on X

$GS should have ponied up the money. https://t.co/isJsSGuEzB

@orrdavid Sep 5 6 clicks

David Orr on X

Great companies are built by doing things differently, taking risks. $IBKR https://t.co/3sLFcI0ImD

@ChrisCamillo Sep 5 5 clicks

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.

@stockgutter Sep 5 3 clicks

SG on X

imo the risk is not egg price going lower -- its very low right now, and $VITL gets sells into the premium tier. but the company is exposed to corn/soy. At least the last time I checked it did not hedge. Those have moved up a lot in the past few months, so my best guess is that Vital Farms is getting squeezed rn between low egg prices and high input costs. long term, that could clear the deck of weak competitors. Short term, might make for a rough few quarters.

@TidefallCapital Sep 5 2 clicks

Trevor Scott on X

@kashyap286 $GOOS?

@stockgutter Sep 5 3 clicks

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.

@leevalueroach Sep 4 3 clicks

Lee Roach on X

The egg market is getting killed and I am tempted to play this cycle bottom. Anyone up to speed on $VITL? This thing is looking so beaten down. https://t.co/wUgfMUorWW

@ChrisCamillo Sep 4 2 clicks

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

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…

RYN $6B

The Value Road Sep 4 34 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…

AVGO $1.7T

MBI Deep Dives Sep 4 16 clicks

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…

CELH $8BCOST $410B

TSOH Investment Research Sep 4 6 clicks

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…

AVGO $1.7T

Simple Investment Ideas Sep 4 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,…

VEEV $46BCRM $214B

scuttleblurb Sep 3 33 clicks

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.

CME $101B

First Strike Research Sep 3 16 clicks

Selling Where They Ain’t

Dollar General’s Q2 FY26 comparable sales rose 3.5%, beating Walmart U.S.

DG $29BWMT $845B

TSOH Investment Research Sep 3 3 clicks

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…

NFLX $511B

The Curious Analyst Sep 3 3 clicks

A Busted Businesses or a Cyclical Bottom?

Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…

SMPL $1BBRBR $1.2B

The Value Road Sep 2 22 clicks

Chevron Stock Is A Bargain Amid Venezuela Deal

Chevron committed $7 billion to expand Venezuelan output as record U.S. production and elevated oil prices lifted Q2 earnings.

CVX $412B

Bay Area Ideas Sep 2 4 clicks

VSEC · long

Vse CORP

VSE Corp trades at $185, with a stated $246 fair value and 2027 estimated EV/EBITDA of 15x.

VSEC $5.6B

Value Investors Club May 30 4 clicks

Acuren Q2 Earnings review

Acuren's Q2 revenue rose 1.5% to $313.9 million before its NV5 merger; post-close selling drove TIC down 21% as management targets $20…

TIC $2BNVEE delisted

Kairos Research Aug 19

DDI Double Down Interactive (Brief writeup)

DoubleDown Interactive trades near its $485 million cash balance while generating $150 million of annual free cash flow, with acquisitions…

DDI $643M

Sylence Capital Aug 4

Meta Platforms (META) 2Q25: SuperMetalligence

Meta’s 22% Q2 revenue growth and AI-driven ad engagement support its core business, while planned 2026 capex of roughly $100 billion…

META $1.6T

Bristlemoon Capital Aug 1 4 clicks

Net Lease Office Properties: Office Basket, REIT Spin/Liquidation

Net Lease Office Properties is a REIT office basket pursuing a spin-off and liquidation.

NLOP $166M

Clark Street Value Jul 29 4 clicks

Paxman (PAX.ST)

Paxman sells chemotherapy scalp-cooling systems, expanding US reimbursement and utilization after acquiring its largest competitor in 2025.

PXMBF $1.4B

Healthy Stock Picks Jul 28

GCI Liberty: Cheap, Tax Asset, Malone Fatigue?

GCI Liberty trades cheaply, holds tax assets, and faces investor fatigue with John Malone.

GLIBA $1.1B

Clark Street Value Jul 16 3 clicks

AAON

AAON shares have fallen 45% from November 2024 highs as core HVAC bookings weaken, while BASX supplies hyperscale data-center growth.

AAON $6.4B

Kairos Research Jul 16

Quiet Compounders, a Hidden Moat and an 18% FCF Yield at Pitney Bowes (PBI)

Pitney Bowes trades at an 18% FCF yield, with 25% operating margins, 30%-plus ROIC and plans to return free cash flow mostly through…

PBI $2.3B

Base Hit Investing Jul 11 1 click

Trying to get access to Google's new agentic AI

Google’s A$205-a-month AI Ultra subscription advertised Project Mariner access, but Australians were excluded from the agentic AI trial.

GOOGL $4.2T

John Hempton's Newsletter Jun 30 3 clicks

Saturday, September 5, 2026

When Anyone Can Make a Movie, Netflix Still Wins

Bypassing RevenueBench to Buy the Feedback Loop

Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap

From X

David Orr on X

David Orr on X

Chris Camillo on X

SG on X

Trevor Scott on X

SG on X

Lee Roach on X

Chris Camillo on X

Investor Letters

The Fed Is Going to Lose the Bond Market and I Found the Asset That Gets Paid When It Does

Spare a Thought for Broadcom Shareholders

TSOH Weekly Roundup (09/04/2026)

Broadcom: The AI Tollbooth Is Becoming An Earnings Machine

[scuttleslops] VEEV, CRM, WDAY, SNPS, NVDA

Perpetual Futures and CME: What the Early Data Shows

Selling Where They Ain’t

Netflix: A Second Monetization Cycle Is Just Getting Started

A Busted Businesses or a Cyclical Bottom?

Chevron Stock Is A Bargain Amid Venezuela Deal

Vse CORP

Acuren Q2 Earnings review

DDI Double Down Interactive (Brief writeup)

Meta Platforms (META) 2Q25: SuperMetalligence

Net Lease Office Properties: Office Basket, REIT Spin/Liquidation

Paxman (PAX.ST)

GCI Liberty: Cheap, Tax Asset, Malone Fatigue?

AAON

Quiet Compounders, a Hidden Moat and an 18% FCF Yield at Pitney Bowes (PBI)

Trying to get access to Google's new agentic AI

Publications we follow

YouTube 4

Blogs 11

Seeking Alpha 12 of 103

X accounts we follow

Sectors

Saturday, September 5, 2026

David Orr on X

David Orr on X

Chris Camillo on X

SG on X

Trevor Scott on X

SG on X

Lee Roach on X

Chris Camillo on X

Investor Letters

Publications we follow

Newsletters 53

YouTube 4

Blogs 11

Seeking Alpha 12 of 103

X accounts we follow

Sectors