Saturday, September 19, 2026

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Brookfield of Dreams

Brookfield is recasting itself from an industrial owner into a $1.3 trillion asset manager and insurer, betting AI infrastructure can…

Groceries, Aggregators, and Agents

DoorDash's grocery push targets a shift from weekly stock-up trips to frequent online fill-in orders, though smaller baskets complicate…

TSOH Weekly Roundup (09/18/2026)

TSOH Weekly Roundup covers organized retail crime, Home Depot’s centralized operating missteps under Bob Nardelli, and research updates on…

QNT: The 100× Question

Quantinuum's improving logical-qubit error correction, 1,504 successful-circuit benchmark score and paid deployments at RIKEN, BMW and…

Deep Dive: Grab Holdings ($GRAB)

Grab generates 53% of revenue from delivery, 36% from mobility and 10% from financial services, using its Southeast Asian marketplace to…

SYK · long

Stryker CORP

Stryker (SYK) trades near a 52-week low after a late-Q1 cyberattack disrupted revenue and earnings, framing a long-term compounder…

When extend and pretend is a virtue

Upstart says longer repayment terms lifted Q1 debt-settlement acceptances 50%, but does not disclose delinquency changes or the number of…

A Modern Day Delta Duck Club?

Otto Energy trades below cash while winding down Gulf of Mexico oil interests, with a proposed AUD 40M tax-free capital return delayed…

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