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Wednesday, September 9, 2026

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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 $2T
MBI Deep Dives 4 clicks

From X

@Fierce__beast 1 click

Fierce_beast on X

$RENT is a timely example of point #3: Stock up 25% in the morning on a strong beat in 4Q, little analyst coverage. The stock now is down 15%, that is a 40% move. I shorted a bit more at some point today when it was still up 10% or so. The fundamentals, the quality of its revenue growth is worsening and outlook is bad. The company needs to spend a significant amount on inventory, a hidden cost not on the income statement but rather depreciates through COGS overtime instead and is not even visible in any given quarter as a large loss. If they don't replenish inventory, customer satisfaction will likely deteriorate. They are planning to spend less on inventory and yet they are still guiding to margin deterioration in 2026.
@mavix_leon 2 clicks

mavix on X

Evolution $EVO moves to add Playtech $PTEC as defendent in ongoing US defamation lawsuit. Evolution filed with the court accusing Playtech of orchestrating this smear campaign against Evolution in an effort to eliminate competition in the North American marketplace. Today’s filing also accuses Playtech of trade libel, fraud and racketeering, as well as withholding information about its conduct from shareholders despite Playtech CEO Mor Weizer’s active participation in the preparation and dissemination of the defamatory report.

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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 6 clicks
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 $142B
MBI Deep Dives 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 $7.2BPEP $179B
TSOH Investment Research 8 clicks

Titan Mining Q2 Update

Titan Mining reported Q2 revenue of $25.7 million and adjusted EBITDA of $9.6 million as zinc output rose, while advancing its Kilbourne…

TII $284M
Sylence Capital 4 clicks

AppLovin Deep Dive: Not A No Brainer

AppLovin is down 48% YTD after its first guidance miss, with revenue 1% below expectations and EPS 2.5% short, reviving fears of an adtech…

APP $104B
Capitalist Letters 6 clicks

Amazon’s AI Economics

Amazon combines AWS AI infrastructure, model-company stakes and retail automation, with AWS targeting $1 trillion in annual revenue over…

AMZN $2.7T
Modern Value Investing 7 clicks

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