What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
Cisco’s Sam Badri says roughly 90% of AI users remain at basic prompting, with few advancing to skills files or AI agents.
Monday, September 28, 2026
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Idea Brunch on X
New Idea Brunch interview with Wyatt Sparks of Sea Meadow Capital We discuss a ton of his ideas including $AROC, $AESI, $EQC, $ELME, $WY, and more Read on: https://t.co/2EqRqiZWve
Idea Brunch on X
Thank you @irbezek for the phenomenal interview! Some tickers mentioned include $PAC, $OMAB, $ASR, $AGUA, $ALSEA, and $CIB https://t.co/uzLr6Yk1wh
Idea Brunch on X
New Idea Brunch with Theo Rosenthal of TMR Capital, a long/short equity fund he launched in October 2019 after graduating from Johns Hopkins We discuss his approach to inflection investing, shorting, and more! $IAC $BJ $SII https://t.co/DEmsYmqki0
Idea Brunch on X
Check out our new Idea Brunch with Jeff Cherkin @_Tourlite Tickers mentioned include $PRM, $APG, and $MCE https://t.co/AVbzfEuoRp
Idea Brunch on X
Here's our newest interview with @GeoffreyBSeiler! Tickers mentioned: $TRUP, $COTY, $ET https://t.co/n29EeO04UE
Voss Capital on X
Voss's Q1 Letter to Partners is out. We highlight a new core long: $WSM https://t.co/56IJVj56l3
Voss Capital on X
Much more important than the median is the spread b/ w the cheapest (at 7.4x) and most expensive (at 56x) quintiles on fwd P/E estimates. Valuation dispersion has barely budged w/ recent mkt moves & remains at a record wide gap on par w/ peak of the internet bubble. $SPY $IWM https://t.co/rmzJAcD3tR
Voss Capital on X
New Voss Substack article: The Animation Boom https://t.co/HRQ5KUCF5A by @taylor_hndrson $DIS $TBRD
Investor Letters
All letters- Asset Value Investors Ltd August 2026 MSLOF $15B
- Guinness Global Investors August 2026 AFL $56BCRM $193B
- Janus Henderson Investors July 2026 KLAC $270BMCK $107B
- Asset Value Investors Ltd July 2026 UNVGY $26B
- PenderFund Capital Management Ltd. July 2026 GNRC $13B
- Lindsell Train Limited July 2026 LDNXF $52BSGGEF $12B
- Protean Funds July 2026 EVGGF $15BNVO $166B
- Long Cast Advisers 2Q26 ZBH $18B
Veeva Systems (NYSE: VEEV) Stock Rating: Distribute After Q2 FY1/27 - Significant Gains To Bank
Veeva Systems moved VEEV to Distribute at $277 after a 41% gain in less than two months, despite Q2 revenue growth of 18% and 45% EBITDA…
RTX Corporation: Improving Margins Could Unlock More Value From Its Backlog
RTX’s $289 billion backlog and margin gains at Raytheon and Collins support its 2026 sales target of $95–96 billion, while Pratt & Whitney…
Vishal Jadaun 3 clicks
On’s Premium Playbook
On Holdings targets premium growth through 2029, using LightSpray soccer cleats and higher pricing, with ASPs rising from $145 to $170…
Oracle: Here's How Badly The AI Trade Could Go (Rating Downgrade)
Oracle faces rising credit and spending risks as OpenAI-linked backlog, Project Jupiter delays and higher component costs threaten FY27…
Tech Stock Pros 2 clicks
The Monday Morning Briefing: Micron and Nike Earnings on Deck
Micron and Nike earnings headline a weekly briefing featuring Exor’s NAV discount, Meta’s Muse agent and Bellway’s UK housing valuation.
Hindsight Capital
Hindsight Capital tests crisis-era investment decisions using anonymized company financials, including TransDigm, Halma and Texas Pacific…
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,…
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…
Daniel Schönberger 2 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…
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…
CBOE · long Cboe Global Markets INC
Cboe Global Markets trades near $232, with a roughly $24.3 billion market cap, net cash and a 16-17x forward P/E.
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.
Energy Transfer: Strong Momentum Drives Upside
Energy Transfer's volume growth and data center demand support EBITDA above guidance, potential Q3 upgrades and distribution growth.
White Star Research 2 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…
IonQ: Nvidia QPU Catalyst Isn't Enough
IonQ's Q2 2026 revenue rose 287% to $80.1 million, but durability hinges on its $485 million RPO and enterprise adoption for production AI…
Deep Value Investing 2 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…
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…
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…
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…
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…
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