Sunday, September 27, 2026

An open letter to Senator Elizabeth Warren

NAIC oversight missed Delaware Life’s $13.34 billion affiliated-bond exposure and permits capital treatment that props up Brighthouse’s Delaware captive.

BHF $2.9B

Mispriced Assets Sep 27 2 clicks

Sep 27 META $1.9T

💥A Bright Line to Bankruptcy💥

PETITION 3 clicks

Sep 27 TDG $60B

Hindsight Capital

Rebound Capital 7 clicks

From X

@cfrischer1 Jun 15 1 click

Charles Frischer on X

$NN I believe the record shows that Part 15 users will not suffer from unacceptable interference. I think we are absolutely live for the July and August meetings.

@BrokenMoats Jun 15

Broken Moats on X

$BROS always trades expensive, but a near +40% move recently and competition and pricing issues abound. 7 Brew continues to scale rapidly with nearly identical model to dutch bros, a reinvigorated and cheaper Starbucks, plus McDonalds, Dunkin, Sonic and nearly ever other QSR chasing the refresher/dirty soda/energy drink rush + Swig should put increased pressure on refreshers/emerg portfolio as the market gets more saturated, and $ becomes a bigger competitive factor

@BrokenMoats Jun 15 1 click

Broken Moats on X

$BIRK misses earnings, stock drops and now with one $250m repurchase the stock has squeezed up 70% in less than a month....

@cfrischer1 Jun 14 1 click

Charles Frischer on X

$NN I believe the Part 15 opposition is simply trying to get something for free. If they really wanted to secure this space they would just simply buy $ATEX for a 100% premium to their $1.5 billion market cap. Simple, problem solved! https://t.co/8EX6i7RhMc

@cfrischer1 Jun 14 1 click

Charles Frischer on X

$NN They won’t do that because they really don’t believe the problem exists. If they did, they could solve this problem in one phone call to the CEO of $ATEX. They will never make that phone call because deep down, they don’t believe in their own claims of interference.

@cfrischer1 Jun 14 1 click

Charles Frischer on X

$NN The main opposition at this point of the process is from Part 15 devices. They claim that the NN proposal will destroy the U.S. because of potential interference. Part 15 devices are too vital to America to allow NN to modernize the 900 MHz band.

@cfrischer1 Jun 14 1 click

Charles Frischer on X

$NN The opposition claims that the entire economy is reliant on Part 15 devices and that potential interference, which they have not proven at all, will bring down the GDP of the country. They believe we can’t let this happen.

@cfrischer1 Jun 14 1 click

Charles Frischer on X

$NN Giant important companies have joined in this chorus. If this were potentially true, what if a relatively simply, cheap, solution could be found to solve this problem. Would’t these big, giant companies try to control the entire economic production of Part 15 devices.

Sezzle: The Market Is Underestimating This High-Growth Fintech

Sezzle’s Q2 2026 revenue rose 51.7% and adjusted net income 58.4%, while revenue per GMV reached 11.7% as Premium subscriptions lifted…

SEZL $3.8B

Blake Winiecki Sep 27 1 click

Abridged - Capital Cycle IQ & Forensic Files on the Big 5 Hyperscalers (MSFT, AMZN, ORCL, META, GOOG)

Microsoft, Amazon, Oracle, Meta and Alphabet face another two years of record AI data-center investment amid $3 trillion in commitments,…

MSFT $3.9TAMZN $2.7T

Cassandra Unchained Sep 26 10 clicks

Intuit: Bargain Price, But With Some Risks

Intuit trades at historically low multiples as DIY tax pricing pressure and customer losses test its growth, while assisted tax, Money and…

INTU $79B

Daniel Schönberger Sep 26 3 clicks

New Buy : Honeywell Aerospace $HONA

Honeywell Aerospace, newly spun off as HONA, fell 41% from post-listing highs after Q2 2026 as supply-chain bottlenecks delayed revenue…

HONA $48B

D Invests Sep 26 14 clicks

The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap

Steve Eisman says AI companies are reviving Enron-era off-balance-sheet and circular financing, alongside concerns around Oracle and Blue…

META $1.9TORCL $439B

Steve Eisman Sep 25 6 clicks

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 Sep 25 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 Sep 25 7 clicks

Oklo: Shares Have Plunged, But I'm Still Bearish

Oklo shares have fallen 77% since October 2025 as commercialization slips beyond 2027, revenue estimates fall and dilution continues.

OKLO $7.2B

Ian Bezek Sep 25 6 clicks

TSOH Weekly Roundup (09/25/2026)

TSOH Weekly Roundup covers Ralph Lauren’s $1 billion distribution pullback, Peloton’s $2,195 foldable treadmill and $800 million…

RL $22BPTON $2.2B

TSOH Investment Research Sep 25 6 clicks

Single Stock Spotlight #15: Rocket Companies (RKT)

Rocket Companies combines Redfin, Rocket Mortgage and Mr. Cooper into an end-to-end homeownership platform, adding mortgage servicing fees…

RKT $33B

Hidden Rock Capital's Newsletter Sep 25 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 Jun 29 2 clicks

Kratos Defense & Security Solutions: Buy Even At A Double Premium

Kratos raised 2026 guidance to $1.75–$1.81 billion revenue and $173–$176 million adjusted EBITDA after an equity raise, with drones,…

KTOS $7.9B

Dhierin Bechai Sep 26

Eckert & Ziegler: The Pick-and-Shovel Supplier of the Radiopharma Boom – Finally at a Fair Price

Eckert & Ziegler trades near €12, about 14 times expected earnings, as its isotope supply business expands with radiopharma demand despite…

NVS $268B

Substack von Philipp Sep 25 4 clicks

Ouster (NASDAQ: OUST) Stock Rating: Accumulate - Initiating Coverage

Ouster began coverage at Accumulate as lidar revenue rose 56% in Q2, while annual cash burn near $80 million has driven an 86% share-count…

OUST $3.2B

Cestrian Capital Research Sep 25 8 clicks

Research & Analysis: The Aaon Group (NASDAQ: AAON)

AAON's BASX data-center cooling business targets $1 million to $1.5 million per megawatt, with new capacity and backlog conversion expected…

AAON $7.2B

Monte Independent Investment Research Sep 25 9 clicks

Vista Energy: The Cash Engine Is On

Vista Energy's Q2 2026 production rose 32% and revenue 89% as Vaca Muerta acquisitions expand its Argentine export platform and cash…

VIST $7.5B

Alan Galecki Sep 25 6 clicks

Ciena & Fabrinet: The Road Ahead for Optics

Ciena and Fabrinet benefit as AI clusters require high-speed optics within and between data centers, through networking systems and…

FN $18BCIEN $63B

Aurelion Research Sep 24 5 clicks

Oracle: Hyperscaler or Neocloud? A Look into Q1 FY2027

Oracle’s Q1 FY2027 AI infrastructure push relies on leasing, debt, customer prepayments and OpenAI’s Stargate project, resembling a…

ORCL $439B

Kakashii's Materials Sep 24 4 clicks

Honeywell: Post-Spin Growth Story Is Just Getting Started

Honeywell is refocusing on automation after its Aerospace and Advanced Materials spinoffs, with a 1.1x book-to-bill ratio, raised guidance…

HON $66B

Gen Alpha Sep 24 1 click

Capital Cycle IQ & the Forensic Files of the Big 5 Hyperscalers

Microsoft, Amazon, Alphabet, Meta and Oracle have $3 trillion of commitments and are driving net investment to 2.07% of GDP, reviving…

MSFT $3.9TAMZN $2.7T

Cassandra Unchained Sep 24 6 clicks

Sunday, September 27, 2026

Charles Frischer on X

Broken Moats on X

Broken Moats on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

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