Wednesday, September 9, 2026

First Impression of Muse

Meta’s Muse personal agent connects multiple Gmail accounts, automates recurring tasks and offers free usage capped at 100 million weekly tokens.

META $1.7T

MBI Deep Dives Sep 9 4 clicks

Sep 9 DECK $11B

Quick Value #330 - Deckers Outdoor (DECK)

Value Don't Lie 5 clicks

Sep 9 UNP $161B

[scuttleslops] UNP-NSC merger, HEI, NVDA, AVGO, DG, DLTR

scuttleblurb 3 clicks

From X

@RagingVentures Sep 9

Raging Capital Ventures on X

$PANW’s margin is Anthropic’s opportunity? (Short $PANW) https://t.co/DdKt1BZqt0

@finphysnerd Sep 9

Myles on X

$HTT: Unlocking the Cash Box A Chinese cash box trading at a fraction of book value and even net cash. The company has been monetising this discount by buying back huge amounts of stock. Founder and CEO owns 50% and may look at privatising the company as the free float shrinks. https://t.co/RYfc4oAF7h

@BlueDuckCap Sep 9

BDC on X

@evanspiegel @elonmusk ... Lets make it happen! $SNAP $SPCX https://t.co/lInJY54AtQ

@BlueDuckCap Sep 9

BDC on X

Think bigger. What about cellular connectivity via Starlink...removes the need for wifi or phone tethering. Flatters Evan's desire to be less screen addicted and more real world connected bc again we take the phone out of the equation. Massive top of funnel sales channel for Elon and Starlink wrt younger generations. $SNAP

@DeepSailCapital Sep 9

Deep Sail Capital on X

@AhmetBiIir I haven’t followed $QMCO much, why is it back up so much?

@KEDM_COM Sep 9

KEDM.com on X

Commercial printing company Cimpress $CMPR authorized a $200m buyback, ~10% of its market cap. Cimpress is a neat company. Often still viewed as a 'good-old-days' model, but steadily shifting the mix from commoditized items (e.g., business cards) to higher value categories like signage, apparel, and packaging, targeting the SME online segment.

@leevalueroach Sep 9

Lee Roach on X

If $APP e-commerce push is working then watch out. This could be a monster https://t.co/JUTqrG1WZH

@leevalueroach Sep 9

Lee Roach on X

@justinian1800 Thanks for this. This is the kind of stuff I like to see on this platform and largely what I have seen from my research on $APP.

Dell Technologies (NYSE: DELL) Stock Rating: Do Nothing After Q2 FY1/27 Earnings

Dell’s Q2 revenue rose 57.7% to $47.0 billion and RPO tripled to $132 billion, but its stock trades at 32 times unlevered pretax free cash…

DELL $366B

Cestrian Capital Research. Sep 9 1 click

ContextLogic Acquires gChem (LOGC): Update and Valuation

ContextLogic will acquire specialty-solvent maker gChem for $850 million, funded by a $650 million rights offering and $250 million of…

LOGC $678M

Hidden Gems Investing Sep 8 4 clicks

Lululemon: Deep Dive Analysis

Lululemon’s Q2 revenue fell 4% and Americas comparable sales 12%, as markdowns, tariffs and activewear rivals pressure its premium apparel…

LULU $11B

Hated Moats Sep 8 6 clicks

Qualcomm: Data Center Revenue To Reach $15 Billion In 3 Years

Qualcomm targets $15 billion of data-center revenue by FY2029 through AI accelerators, custom ASICs, Arm server CPUs and hyperscaler wins.

QCOM $203B

Khaveen Investments Sep 8

P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74

Ryan Tunis discusses P&C insurers, favoring Travelers over Chubb in a soft commercial market and calling AIG a near-book-value self-help…

TRV $79BAIG $39B

Steve Eisman Sep 7 6 clicks

Pinterest: Underlying Growth Remains Stronger Than The Market Thinks

Pinterest’s Q2 showed reaccelerating North American growth, while weaker international trends, AI-related engagement risks and elevated…

PINS $11B

Richard Durant Sep 7 2 clicks

WD #357: Tecnoglass/Tariffs, Colombia Mining Boom?, Airports & Airlines

Tecnoglass could recover tariff- and FX-hit margins as U.S. blanket tariffs on Colombian goods lift.

TGLS $1.6B

Ian’s Insider Corner Sep 7 3 clicks

Scholar Rock: Manufacturing Noise Obscures A Muscle-Targeted Franchise

Scholar Rock’s apitegromab could become the first muscle-targeted SMA therapy by September 2026, but manufacturing setbacks and a…

SRRK $6B

Equity Eagle Sep 7

UBER 2026-09-07

A quick update on Deep Dives

MBI Deep Dives will update prior company analyses through year-end, beginning with Uber, while deferring new work on Micron and S&P Global.

UBER $145B

MBI Deep Dives Sep 7 5 clicks

Celsius: The Pepsi Put

Celsius holds 20% of the U.S. energy-drink market and 40% of sugar-free sales, but its $1.65 billion Alani acquisition complicates…

CELH $7.1BPEP $182B

TSOH Investment Research Sep 7 7 clicks

LGCY · long

Legacy Education

Legacy Education operates six California campuses offering post-secondary nursing, physician assistant and surgical education.

LGCY $132M

Value Investors Club May 29

Weekend Digest 348: Buy-And-Hold Purchases: MKTX, BSX, BAH, JD, Various LatAm Names

Weekend Digest 348 adds MarketAxess, Boston Scientific, JD and Walmex to a buy-and-hold portfolio, alongside views on Colombian markets,…

MKTX $5.8BBSX $63B

Ian’s Insider Corner Jun 28

A Growing Business at a Discount to Its Own Cash

GrabAGun’s $68 million market capitalization sits below $98.5 million net cash, while PEW Logistics and ammunition subscriptions target…

PEW $63M

XIX Value Jun 28

$FOX dropped 25% buying $ROKU. Is the market wrong? | Simeon McMillan, Accrued Interest

Fox’s $22 billion Roku deal cut FOXA 25%, but Simeon McMillan argues Roku’s streaming-TV reach, advertising upside and synergies make the…

FOX $25B

Yet Another Value Blog Jun 28 1 click

Under The Hood, Wingstop Inc. ($WING)

Wingstop generates most of its $697 million revenue from franchise royalties across a 3,153-restaurant, 98%-franchised system while…

WING $2.8B

Bearhold Research Jun 28 2 clicks

Staying the course on H&R REIT

H&R REIT’s renewed talks with Blackstone cover some assets, following office and U.S.

BX $94B

Nugget Capital Partner's Substack Jun 27

Tidewater (TDW): a first-pass look

Tidewater’s $22,600 average day rate and $598 million FY2025 EBITDA rest on an aging OSV fleet, scant newbuilds and fleet acquisitions…

TDW $4.4B

Stock Thoughts Jun 27

The Biggest Bull Signal On Entravision

Entravision’s lost Meta relationship reset its business model, setting up a bullish case for the company’s recovery.

EVC $727M

The Value Road Jun 26 5 clicks

SAP: DCF Valuation

SAP’s DCF valuation sets a $260 base-case target versus a $155.09 ADR price, based on cloud migration, AI efficiencies and expanding EBIT…

SAP $247B

Hated Moats Jun 26

Duffy’s Last Dance

CME CEO Terry Duffy moves to executive chairman while suing the CFTC over Kalshi’s approval to list perpetual futures, defending CME’s…

CME $99B

Net Interest Jun 26

Wednesday, September 9, 2026

Raging Capital Ventures on X

Myles on X

BDC on X

BDC on X

Deep Sail Capital on X

KEDM.com on X

Lee Roach on X

Lee Roach on X

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