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Sunday, September 27, 2026

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💥A Bright Line to Bankruptcy💥

U.S. Treasury yields climbed above 5% as markets priced further Fed tightening, while Meta’s AI-agent announcement lifted risk appetite despite OpenAI security incidents.

META $1.9T
PETITION 3 clicks

From X

@BlueDuckCap

BDC on X

Ok so $GOOGL beat on every KPI that they told you mattered for the print. And yet the stock is off 6% and nuking the market with it. This is bad for the AI cycle for two reasons: 1. Credit markets were already revolting vs hyperscalers capex spend. 2. Now if equity markets revolt too - where does the funding come from? Either CEO's like Sundar who get paid 10s of millions / year need to make an actual attempt to quantify expected CASH ROIC to the market OR markets might just say they've had enough...we see the $ out the door and have no line of sight as to when it comes back in. We selling. @ajassy take note.
@BrokenMoats

Broken Moats on X

$ROL ugly quarter, hate when the call is the following day (same with $MEDP) but as much as Ive beat it up on valuation over the past few years it finally starts to enter the interesting zone under $35. demographic trends to TX and the SE favor increased pest control over time, recurring service, start pushing 15-18x in the low 30s Research considerations - would be curious to see how increased PE movement into the space in different markets continues to impact density and lead generation and pricing as well as m&a opportunities before pulling the trigger here. Not a luxury but an essential service in my neck of the woods.

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Reddit: DCF Valuation

Reddit’s DCF values shares at $225, driven by international ARPU expansion from $2.2 to $8.3 by 2035 and 38% operating margins.

RDDT $29B
Hated Moats 8 clicks

The Agents Revolt

Meta’s Muse reached 2.8 million downloads in two weeks, using AI agents to automate insurance shopping and erode customer inertia that…

META $1.9T
Net Interest 7 clicks
THC · long

Tenet Healthcare CORP

Tenet Healthcare generates roughly two-thirds of profits from hospitals and one-third from ambulatory surgery centers.

THC $21B
Value Investors Club 2 clicks

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