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.

Investor Letters

All letters

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 $682M

Hidden Gems Investing Sep 8 5 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 $75BAIG $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 $10B

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 $6.2B

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 $179B

TSOH Investment Research Sep 7 8 clicks

NPWR · long

NET Power Inc

NET Power (NPWR) is a microcap pursuing behind-the-meter power projects for data centers.

NPWR $160M

Value Investors Club May 22

Alta Fox XPEL Presentation

XPEL targets 26% EBIT margins by FY28 after its 2022-2025 investment cycle, with Alta Fox projecting roughly doubled EPS from FY25.

XPEL $1.3B

Research - Alta Fox Capital Mar 1

APi Group: How the story has evolved and what's next

APi Group hit its 13/60/80 targets in 2025, reporting $7.9 billion revenue, 13.2% EBITDA margin and 80% free-cash-flow conversion, then set…

APG $16B

Kairos Research Feb 26

Coffee Money From the CaSaaStrophe: DCBO and YEXT Odd-Lot Tenders

Docebo and Yext odd-lot tenders prioritize holders under 100 shares; DCBO offers $20.40 per share, though Canadian deemed-dividend…

DCBO $572MYEXT $625M

Rod’s Ruminations Feb 26

10 Cheap Stocks Nobody Is Looking At

Ten sub-$250 million stocks trade at low earnings and asset-value multiples, including RJD Green at 4.3x earnings and Seko at 7.5x.

RJDG $1.8M

Deep Value Insights Feb 24

Mispriced Domino’s Mention Contract: Kalshi Traders Haven’t Ordered This Yet!

Domino’s Q4 2025 Kalshi contract prices “craveable” at 37%, while First Strike’s transcript model assigns 68.4% before social-sentiment…

DPZ $9.8B

First Strike Research Feb 22

Copart: 2Q26 Business Recap

Copart’s fiscal Q2 2026 revenue fell 4% and U.S. insurance units dropped 11%, as underinsured drivers and carrier volumes weighed while IAA…

CPRT $27B

Speedwell Memos Feb 21

Earnings Updates and A Software Shot in the Dark

Ategrity Specialty’s 30% premium growth, stable reserves and $50 million buyback target an undervalued, thinly traded specialty insurer.

ASIC $1.3B

Cluseau Research Feb 20 1 click

Braemar Hotels & Resorts: HST Four Seasons Sale, Updated Thoughts

Braemar Hotels & Resorts’ Four Seasons sale prompts updated views on HST.

BHR $124M

Clark Street Value Feb 19 2 clicks

Shift4 Company Podcast Episode Released!

Shift4 built its payments business by acquiring gateway nodes and migrating merchants to its processing platform; revenue has compounded…

FOUR $3.1B

Speedwell Memos Feb 19 1 click

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

Investor Letters

Publications we follow

Newsletters 91

YouTube 4

Blogs 12

Seeking Alpha 30 of 165

X accounts we follow

Investor letters we follow

Sectors