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
Portfolio gained 0.6% in November and 22.9% in 2025, adding Floor & Decor and Copart while exiting West Pharmaceutical, Kraft Heinz, Novo…
Google’s TPUs give it vertically integrated AI training and inference economics as Anthropic and Meta consider adoption, challenging…
S Citrini Research Nov 27 2 clicks
DInvests portfolio gained 6.8% in October, buying Roper Technologies and B&M while adding to Kraft Heinz and Greggs and exiting…
Data Modul AG's strategic review could lead Arrow Electronics to sell its 69% stake in the German industrial-display maker after a cyclical…
Community banks trading at 50-70% of book value can benefit from buybacks and consolidation, with recent targets MSVB and PMHG receiving…
S Base Hit Investing Oct 28
Memory stocks are ripping while Intel lacks a near-term catalyst in an earnings-season idea roundup.
S Fabricated Knowledge Oct 28
Cisco targets AI data-center networking with GPU interconnects, modular high-radix systems and its NVIDIA partnership after exceeding its…
S Fabricated Knowledge Oct 27
Verizon appointed its independent lead director as CEO.
S Nongaap Investing Oct 26 1 click
Phil Knight, John D. Rockefeller and North Korean defectors anchor three recommended biographies of ambition, capitalism and survival.
S The Curious Compounder Oct 22
Dollar Tree targets 12%-15% annual EPS growth through 2028 as it shifts to multi-price merchandise, refreshes stores and uses data-driven…