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.
Wednesday, September 9, 2026
Back to today 
From X
Laughing Water Capital on X
Terrestrial backup to GPS is essential. $NN https://t.co/sCRxCPCldm
catechwilliams on X
$HERE: pop toy fad crashing like Beanie Babies. #1 selling product prices plunging 90% during critical holiday period. $HERE revenue and margins will be impacted severely. https://t.co/czXxPRZTZy
Connor Haley on X
@AndrewTakes @taobanker @CGSCapital @Compounding_K @AKWilk 1: NATL ATMs predicted to be more stable/improving than declining. We address this extensively in our report. 2: absolutely when business is growing rapidly on a per share basis. Look at $DBD which trades at a big premium despite growing slower.
Laughing Water Capital on X
In case you had any doubts on the case for terrestrial GPS. $NN https://t.co/js8mXHYTA6
Laughing Water Capital on X
@JonoJohnson8 @cfrischer1 Carr also references Cruz who first sponsored legislation calling for a terrestrial backup to GPS in 2017. As head of the Senate Commerce Committee, Cruz is effectively Carr’s boss. All tea leaves, but hard to think they’re not bullish $NN
Laughing Water Capital on X
@JonoJohnson8 @cfrischer1 Interesting to note that Carr 1st comments on increasing accuracy, and then calls GPS a “related issue”. He clearly makes a distinction between the 2 ideas. Maybe splitting hairs, but there is only 1 company that addresses both points: $NN.
Multiples Capital on X
1 oz of Silver > 1 barrel of Oil $SLV $SIL
Laughing Water Capital on X
@UnHedgedChatter @InvestSpecial @Wexboy_Value $AS, owner of Arc'teryx & 9 other brands trades at more than 3x sales. $CLAR, which would fit perfectly into AS's portfolio trades at less than 0.5x sales and is exploring strategic alts. 🤷♂️
Investor Letters
All letters- Protean Funds August 2026 BVNKF $2.6BSUSRF $262M
- Janus Henderson Investors July 2026 KLAC $246BMCK $100B
- Pendelhaven Asset Management B.V. July 2026 DR0 $454MALM $4B
- Asset Value Investors Ltd July 2026 079940 $410MUNVGY $27B
- PenderFund Capital Management Ltd. July 2026 NEO $1.1BVNP $1.9B
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.5B
- Lindsell Train Limited July RMVEY $3.3BLDNXF $52B
- Forager Funds Management July 2026 BVS $984M
Dell Technologies (NYSE: DELL) Stock Rating: Do Nothing After Q2 FY1/27 Earnings
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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…
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…
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.
Khaveen Investments 
P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74
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Pinterest: Underlying Growth Remains Stronger Than The Market Thinks
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Richard Durant 2 clicks
WD #357: Tecnoglass/Tariffs, Colombia Mining Boom?, Airports & Airlines
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Scholar Rock: Manufacturing Noise Obscures A Muscle-Targeted Franchise
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Equity Eagle A quick update on Deep Dives
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Celsius: The Pepsi Put
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On Holding $ONON: I Bought the Shoes First, Then the Stock
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Titan Mining Q2 Update
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Preview of the Week Ahead: W/C September 7, 2026
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AppLovin Deep Dive: Not A No Brainer
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RBC Bearings Has Fallen Enough To Shift Gears (Rating Upgrade)
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Daniel Jones 1 click
Amazon’s AI Economics
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SSR Mining: The Cash Is In, And Shares Are Still Cheap
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The Supercycle Investor 2 clicks
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…
Wells Fargo: Stick To High-Yield Preferred Shares During Interest Rate Volatility
Wells Fargo Series L preferred shares yield 6.55%, with preferred dividends consuming 4% of Q2 2026 profit and no call risk.
The Investment Doctor 1 clickPublications we follow
Every publication on this site, hand-picked.
Newsletters 91
- 310 Value’s Newsletter
- Absurdly Cheap Stocks
- Altay Capital - Mostly Value Investing
- AmsterdamStocks
- Aurelion Research
- Base Hit Investing
- Bearhold Research
- Bearstone
- Behind the Balance Sheet
- Best Anchor Stocks
- Bilbel's Substack
- Bison Insights
- Brevarthan Research
- Bristlemoon Capital
- Byron Street Research
- Calvin Blissett
- Cannibal Stocks
- Capital Employed
- Capitalist Letters
- Cassandra Unchained
- Citrini Research
- Cluseau Research
- D Invests
- Daniel Romero
- Deep Value Insights
- Doomberg
- Eagle Point Capital
- Easy Value
- Exploring with Alluvial Capital
- Fabricated Knowledge
- First Strike Research
- Flyover Stocks
- Global Outperformers
- Guardian Research
- Hated Moats
- Healthy Stock Picks
- HFI Research
- Hidden Gems Investing
- Hidden Rock Capital's Newsletter
- Ian’s Insider Corner
- Iggy on Investing Newsletter
- Inglenook Growth
- Invariant
- Investing 501
- Irrational Analysis
- John Hempton's Newsletter
- Kairos Research
- Kakashii's Materials
- Key Context by Tae Kim
- Latticework by MOI Global
- Lewistown Capital
- Maius Partners
- MBI Deep Dives
- Mispriced Assets
- Modern Value Investing
- Monte Independent Investment Research
- Multibagger Monitor
- Nat Stewart - Stock Picking Newsletter
- Net Interest
- Nongaap Investing
- Nugget Capital Partner's Substack
- Obscure Stocks
- Open Insights
- PETITION
- Phynvesting
- Raging Bull Investments
- Rebound Capital
- Rod’s Ruminations
- ROE The Boat
- scuttleblurb
- Sector Stories
- Singularity Research
- SixSigmaCapital: Navigating the Financial Markets
- Sleep Well Investments
- smallvalue.
- Speedwell Memos
- Stock Thoughts
- Substack von Philipp
- Sunday's Idea Brunch
- Sylence Capital
- The Curious Compounder
- The Mikro Kap
- The Oak Bloke
- The Value Road
- Treasure Hunting
- Triple S Special Situations Investing
- TSOH Investment Research
- Underlying Value
- Value Don't Lie
- XIX Value
- Yet Another Value Blog
Blogs 12
Seeking Alpha 35 of 184
Andres Veurink
Bay Area Ideas
Capital Connoisseur
Deep Value Investing
Dhierin Bechai- Equity Eagle
Eudaemon Research
Fernanda Galvez Jalil
Henrik Alex
High Alpha Professor
Investor Overview
IWA Research
Jaden Mealy
LL Insights
Marc Gerstein
Mike Zaccardi, CFA, CMT
Miletus Research
Myriam Alvarez
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PV Research
Robert J. Lake
Ron Ferrie
Sam Mancini
Sharon McArd
SiliconBytes Insights
Simple Investment Ideas
Steven Fiorillo
The Bullionaire
The Curious Analyst- The Supercycle Investor
The Undercovered Dozen
Value Capital Research
Vishal Jadaun
X accounts we follow
Every account on this site, hand-picked.
⚽️📡
💥PETITION💥
A Capital
Adam D. Wyden
AltayCap
Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
Broken Moats
BuccoCapital Bloke
Calvin Blissett
catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Multiples Capital
Myles
Nat Stewart
Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
PAA Research
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital
RiverRoadPartners
Rusholme Capital
Sahil Khetpal
SG
Sheel Mohnot
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Voss Capital
Yaron Naymark
Investor letters we follow
- 1851 Capital
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpine Capital Research
- Alpinum Investment Management AG
- Ariel Investments
- Artisan Partners
- Askeladden Capital
- Asset Value Investors Ltd
- Baron Funds
- Berkshire Hathaway
- Biglari Holdings
- Bireme Capital
- Bristlemoon Capital
- Broyhill Asset Management
- Cambiar Investors
- Cantor Fitzgerald Asset Management
- Cedar Creek Partners
- Chautauqua Capital Management
- Chilton Capital Management
- Choice Equities
- Confluence Investment Management
- CrossingBridge Advisors
- Crossroads Capital, LLC
- Diranko Capital
- Distillate Capital
- Dodge & Cox Stock Fund
- Easterly Asset Management
- EdgePoint Wealth Management
- FPA Crescent Fund
- Fairtree Asset Management
- Fenimore Asset Management
- Financial Synergies Wealth Advisors
- First Eagle Investments
- Forager Funds Management
- Fred Alger Management, LLC
- Giverny Capital
- Grandeur Peak Global Advisors
- Greenhaven Road Capital
- GreensKeeper Asset Management
- Greenwood Gearhart
- Grey Owl Capital Management
- Halvio Capital
- Harding Loevner
- Hayden Capital
- Heartland Advisors
- Hoisington Investment Management
- Hood River Capital Management
- Horizon Kinetics
- Hosking Partners
- Intrepid Capital
- Invenomic Capital Management
- JM Finn
- Janus Henderson Investors
- Jemekk Capital Management
- Kaydan Wealth Management
- Kennedy Capital Management
- Kernow Asset Management
- LVS Advisory
- Latitude Investment Management
- Laughing Water Capital
- Lindsell Train Limited
- Maran Capital Management
- Markel Group
- Massif Capital
- Matthews Asia
- McIntyre Partnerships
- Merion Road Capital
- Myrmikan Capital, LLC
- Nixon Capital
- North Sky Capital
- O'Keefe Stevens Advisory
- Oakmark Funds
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- Peapack Private
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Protean Funds
- RGA Investment Advisors
- Riverwater Partners
- Robinson Capital Management
- Rowan Street Capital
- Royce Investment Partners
- Sequoia Fund
- Smead Capital Management
- Southeastern Asset Management
- SouthernSun Asset Management
- Stonehearth Capital Management
- Sustainable Growth Advisers
- TIFF Investment Management
- The London Company
- Third Avenue Management
- Tweedy, Browne
- Upslope Capital Management
- Vulcan Value Partners
- Wedgewood Partners
- Weitz Investment Management
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
