Power Semiconductors: The Follow-Up
STMicroelectronics, Navitas and Wolfspeed offer contrasting power-semiconductor cases tied to NVIDIA’s 800V AI data-center architecture, spanning an incumbent leader, a speculative…
Thursday, September 17, 2026
Back to today
From X
Evan Tindell on X
Blog post alert: $MRNA https://t.co/32w6RYXr0p
Ian Bezek on X
@taobanker $U up every day, $APP down every day, $RBLX demolished. Things as they should be.
Ian Bezek on X
@2suns2moons @bold_perception $CIB dividend up from $2.25/year in 2022 to more than $6/share now. Covers a lot of living expenses. If you relocate to another country, good to own some stuff there so you have an economic stake if its conditions improve...
Deep Sail Capital on X
$MRNA - Who wants to hold this over the weekend after the week it had and potential secondary overhang?
KEDM.com on X
Synchrony Financial $SYF popped a new buyback to the tune of $6.5bn, roughly 24% of its market cap. This one has been and remains a true share cannibal. https://t.co/c4cbOsC4jk
Timyan Bank Alert on X
Deutsche Bank $DB freed from consent order in 2010s FX scandal https://t.co/BsHGBheaWK
Trevor Scott on X
$DECK back at multi year low valuations but concern is the classic value trap risk that margins and ROC are at cyclical peaks. Growth has really fallen off too from 15-18% in 2023-2025 to just 7% in 2026. https://t.co/jvT5HnDjnH
Trevor Scott on X
@GHadjia @MattJMcClintock Growth has been coming off fast at $DECK no? https://t.co/NvAKB2OyqN
Investor Letters
All letters- Akre Capital Management, LLC Q3 2026 AMT $82B
- Janus Henderson Investors July 2026 NXT $12B
- Asset Value Investors Ltd July 2026 UNVGY $27B
- Forager Funds Management July 2026 SGE $12B
- PenderFund Capital Management Ltd. July 2026 GNRC $12B
- Lindsell Train Limited July LDNXF $53BSGGEF $12B
- Protean Funds July 2026 EVGGF $17B
- Artisan Partners Q2 2026 ALAB $59BAS $16B
A2Gold: Research Note
A2Gold's McIntosh drilling found 0.23 g/t gold over 65.5m, 370m southwest of the existing resource, and extended mineralization 86m…
Brad Jacobs and the QXO Thesis
QXO applies Brad Jacobs’s consolidation playbook to fragmented building materials, anchored by its TopBuild acquisition and a strategy of…
Tencent Music: The Market Is Pricing In Too Much Weakness
Tencent Music trades at about 8.8 times forward earnings, with membership revenue and Ximalaya integration supporting profitability despite…
LL Insights 1 click
Adobe 3Q26 Update
Adobe’s fiscal 3Q26 revenue grew 13%, while ARR growth slowed to 9.3% excluding Semrush.
[scuttleslops] Amazon grocery, John Deere and AI, picks and pans in P&C Insurance, Copart earnings and the ACV acquisition
Amazon’s refrigerated same-day network has lifted monthly perishable customers roughly 50%, using grocery frequency to deepen loyalty and…
Adobe 3Q26 Update: Nothing Broken, Nothing Explained
Adobe’s fiscal 3Q26 revenue grew 13%, while ARR growth was about 9.3% excluding Semrush.
The Monday Morning Briefing
Latticework’s weekly briefing covers NVIDIA’s AI demand, Deckers’ de-rating, Shurgard’s asset discount, Flitto’s translation-data backlog…
[Market Memo] Qualcomm/Amazon, Apple C2 Modem, Credo uLED 30M Claim, Cerebras I/O Conspiracy Theory
Qualcomm's Amazon coherent-lite DSP work may carry lower margins as Apple’s C2 modem cuts Qualcomm’s iPhone share; Credo’s 30-meter uLED…
Nintendo: The Software Payoff Is Still Ahead
Nintendo expects software, digital sales and character licensing to drive growth, with FY2027 revenue forecast at ¥2.05 trillion and…
LL Insights 
Adobe, Oracle, and Druckenmiller (NOTW#107)
Adobe’s RPO and ARR growth continue to decelerate, while Oracle’s AI cloud capex economics face a supply-normalization test.
ZM · long Zoom Communications INC
Zoom Communications (ZM) is presented as a long investment idea.
Rubrik: Plenty Of Steam In This Rally As AI Security Concerns Grow
Rubrik's Q2 results and AI-driven cybersecurity demand have lifted RBRK nearly twofold from its year-to-date low, alongside a larger 2029…
Gary Alexander 2 clicks
Lululemon: The 15-Minute Thesis
Lululemon’s North American sales, margins and legging demand are falling as Alo and Vuori gain share, leaving its brand moat and depressed…
Why “Affordable Luxury” Doesn't Compound
Lululemon’s growth stalled as affordable-luxury apparel brands face fading post-Covid demand, cheap social-media influence and China…
The Five Deals That Made Apollo
Apollo Global Management’s five defining deals, from Executive Life to Intel, built a $1 trillion asset manager spanning insurance and…
TSOH Weekly Roundup (09/11/2026)
TSOH weekly roundup covers Meta’s child-safety settlement, Markel’s leadership transition, Peloton’s gym strategy and an upcoming Alarm.com…
Nucor Corporation: Steel Tariffs And Trade Spats
Nucor's growth and $250 fair value estimate hinge partly on the U.S.-Canada steel tariff dispute.
Ray Merola 
TransDigm is still in it for the money
TransDigm’s sole-source aerospace parts generate roughly 70% aftermarket margins, with 90% of revenue tied to owned IP and 80% from…
Quick Value #330 - Deckers Outdoor (DECK)
Deckers Outdoor has fallen about 60% from its late-2024 peak and trades at 11x earnings as HOKA growth slows.
Intercontinental Exchange: AI-Driven Selloff Overdone, The Valuation Case Is Stronger (Rating Upgrade)
Intercontinental Exchange's valuation case rests on 5% Q2 revenue growth, a 61% adjusted margin and $100 million of MarketAxess synergies.
Mike Zaccardi, CFA, CMT Publications we follow
Every publication on this site, hand-picked.
Newsletters 91
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Blogs 12
Seeking Alpha 29 of 159
Andres Veurink
Bay Area Ideas
Capital Connoisseur
Dhierin Bechai
Equity Eagle
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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
Sam Mancini
Sharon McArd
SiliconBytes Insights
Simple Investment Ideas
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The Undercovered Dozen
Value Capital Research
X accounts we follow
Every account on this site, hand-picked.
⚽️📡
💥PETITION💥
A Capital
AltayCap
Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
Broken Moats
BuccoCapital Bloke
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 Lot Arbitrageur
PAA Research
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital
RiverRoadPartners
Rusholme Capital
Sahil Khetpal
SG
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
- 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
- Cantor Fitzgerald Asset Management
- Cedar Creek Partners
- Choice Equities
- Confluence Investment Management
- CrossingBridge Advisors
- Crossroads Capital, LLC
- Distillate Capital
- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
- FPA Crescent Fund
- First Eagle Investments
- Forager Funds Management
- Fred Alger Management, LLC
- Giverny Capital
- Grandeur Peak Global Advisors
- Greenhaven Road Capital
- GreensKeeper Asset Management
- Grey Owl Capital Management
- Halvio Capital
- Hayden Capital
- Heartland Advisors
- Hoisington Investment Management
- Horizon Kinetics
- Intrepid Capital
- Invenomic Capital Management
- Janus Henderson Investors
- Kaydan Wealth Management
- Kernow Asset Management
- LVS Advisory
- Laughing Water Capital
- Lindsell Train Limited
- Macro Ops
- Maran Capital Management
- Markel Group
- Massif Capital
- McIntyre Partnerships
- Merion Road Capital
- Myrmikan Capital, LLC
- O'Keefe Stevens Advisory
- Oakmark Funds
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- 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
- Rowan Street Capital
- Royce Investment Partners
- Sequoia Fund
- Southeastern Asset Management
- 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.
