Steve Eisman argues AI extinction warnings from Dario Amodei and Sam Altman seek regulation that creates pricing moats.
YT Steve Eisman Sep 18 2 clicks
Nintendo's Switch 2 attach rate, flat Switch Online accounts and rising memory costs fuel a bear case, while Spotify and Netflix margins…
YT Yet Another Value Podcast Sep 18 1 click
DoorDash's grocery push targets a shift from weekly stock-up trips to frequent online fill-in orders, though smaller baskets complicate…
S MBI Deep Dives Sep 18 1 click
TSOH Weekly Roundup covers organized retail crime, Home Depot’s centralized operating missteps under Bob Nardelli, and research updates on…
S TSOH Investment Research Sep 18 1 click
Generac’s $2.4 billion Amazon generator agreement for 2027-28 anchors its data-center growth thesis, with 30% projected revenue growth in…
SA Fernanda Galvez Jalil Sep 18 Grab generates 53% of revenue from delivery, 36% from mobility and 10% from financial services, using its Southeast Asian marketplace to…
S Rebound Capital Sep 18 1 click
Wheaton Precious Metals trades near $150, above its $99–$139 DCF range, despite 61% net margins and 88% year-over-year revenue growth from…
SA Alexander Grover Sep 18 Special-situations survey flags Cooper’s $3 billion buyback, Grab’s $900 million repurchase, and Beretta’s $44.80 partial tender for Sturm…
S Latticework by MOI Global Sep 18 1 click
STMicroelectronics, Navitas and Wolfspeed offer contrasting power-semiconductor cases tied to NVIDIA’s 800V AI data-center architecture,…
S SixSigmaCapital: Navigating the Financial Markets Sep 17 1 click
Copart's U.S. insurance volumes fell 7.5% in 4Q26, largely from one customer loss, while international insurance units rose 11.2% and…
S Speedwell Memos Sep 17 3 clicks
Adobe’s RPO and ARR growth continue to decelerate, while Oracle’s AI cloud capex economics face a supply-normalization test.
S Best Anchor Stocks Sep 12
AstraZeneca's tozorakimab cut COPD attacks 29% to 34% in two Phase III trials, including 23% among low-eosinophil patients after Wainua's…
SA Sam Mancini Sep 12 UHS · long Universal Health Services is a profitable hospital operator whose $146 share price over-discounts an earnings-collapse scenario.
BL Value Investors Club Jun 14 5 clicks
Ten-year Treasury yields breach 4.9% as Steve Eisman discusses AI fears, OpenAI's price cut, Oracle's 30% revenue growth and Tesla's…
YT Steve Eisman Sep 11 2 clicks
Lululemon’s North American sales, margins and legging demand are falling as Alo and Vuori gain share, leaving its brand moat and depressed…
S Hated Moats Sep 11 2 clicks
Chevron’s 2027 EPS could be underestimated by about $4.50 per share if U.S.-Iran conflict keeps oil near $100 rather than forecast $74 to…
SA Envision Research Sep 11 1 click Lululemon’s growth stalled as affordable-luxury apparel brands face fading post-Covid demand, cheap social-media influence and China…
S MBI Deep Dives Sep 11 2 clicks
Apollo Global Management’s five defining deals, from Executive Life to Intel, built a $1 trillion asset manager spanning insurance and…
S Net Interest Sep 11 1 click
NVIDIA sees inference, agentic workloads and robotics broadening AI compute demand beyond hyperscalers, while high-speed memory shortages…
S Aurelion Research Sep 11 1 click
Apple’s iPhone Duo foldable pairs a TSMC 2 nm chip, IP68 protection and iOS 27 features, positioning it against Samsung’s Galaxy Z Fold 8.
SA Mark Hibben Sep 11 1 click