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
Back to today 
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John_Hempton on X
@stubmt I lost 0.02 percent on $AMC today. Position is tiny.
Calvin Blissett on X
@bull_moose26 @ConsensusGurus I'm saying to the GSEs, if there isn't differentiated pricing grid they don't need to use $FICO to sell $10m worth of loans to save say $300k due to pricing grids, its just parity now. No large incentive from that angle
Barbarian Capital on X
Burford Capital to gain up to $1.4 bn from Apple patent defeat $BUR https://t.co/FijYGEP3fo
Barbarian Capital on X
Northern Star Rejects $27 Billion Takeover Proposal From Gold Fields $GFI https://t.co/loTzZWh7IZ
Barbarian Capital on X
AAR to Pay $1.8 Billion for Stake in Aircraft-Maintenance Company $AIR https://t.co/y3DZLQRhaO
Barbarian Capital on X
Vail Resorts Loss Widens After a Year of Tough Weather $MTN https://t.co/8UH8LNPKDb
Barbarian Capital on X
Raytheon Gets $20.7 Billion Contract to Accelerate AMRAAM Missile Production $RTX https://t.co/qzm27WPV1F
Barbarian Capital on X
AstraZeneca to Invest $2 Billion in Summit Therapeutics, Collaborate on Cancer Drugs $AZN https://t.co/6MhBe4m8cP
Investor Letters
All letters- Asset Value Investors Ltd August 2026 MSLOF $15B
- PenderFund Capital Management Ltd. August 2026 VHI $332M
- Forager Funds Management August 2026 BVSFF $929MIDPUF $568M
- Guinness Global Investors August 2026 AFL $57BCRM $183B
- Protean Funds August 2026 BVNKF $2.5B
- Janus Henderson Investors July 2026 KLAC $261BMCK $109B
- Pendelhaven Asset Management B.V. July 2026 DR0 $445MALM $3.3B
- Asset Value Investors Ltd July 2026 079940 $390MUNVGY $26B
Veeva Systems (NYSE: VEEV) Stock Rating: Distribute After Q2 FY1/27 - Significant Gains To Bank
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Quick Value #332 - Gentherm (THRM)
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On’s Premium Playbook
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Oracle: Here's How Badly The AI Trade Could Go (Rating Downgrade)
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Tech Stock Pros 4 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.
Campbell's: Profit Continues To Fall, But The Stock Is Becoming Interesting
Campbell’s $500 million savings program and Rao’s growth could lift EBIT despite weak FY2027 guidance, while volume declines and inflation…
Investor Overview 1 click
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…
One Hour Analysis: What would it take to break $BPRE's NAV?
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Hindsight Capital
Hindsight Capital tests crisis-era investment decisions using anonymized company financials, including TransDigm, Halma and Texas Pacific…
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…
Blake Winiecki 1 click
IQV · long Iqvia Holdings INC
IQVIA runs drug trials and gets paid regardless of whether drugs pass, while trading at a COVID-low multiple with potential AI benefits.
Global Spirits Part III: Distilling Value - to Age or Not to Age?
Campari and Diageo outperformed spirits peers by turning working capital faster, while Rémy Cointreau's aged-cognac inventory constrained…
Paxman (PAX.ST)
Paxman sells chemotherapy scalp-cooling systems, expanding US reimbursement and utilization after acquiring its largest competitor in 2025.
Earnings: TSMC, NXPI, AEHR, GOOG, TXN, VAT, VICR
AEHR earnings are the focus, with a late call acknowledged alongside results from TSMC, NXP, Alphabet, Texas Instruments, VAT Group and…
GCI Liberty: Cheap, Tax Asset, Malone Fatigue?
GCI Liberty trades cheaply, holds tax assets, and faces investor fatigue with John Malone.
AAON
AAON shares have fallen 45% from November 2024 highs as core HVAC bookings weaken, while BASX supplies hyperscale data-center growth.
Quiet Compounders, a Hidden Moat and an 18% FCF Yield at Pitney Bowes (PBI)
Pitney Bowes trades at an 18% FCF yield, with 25% operating margins, 30%-plus ROIC and plans to return free cash flow mostly through…
Alta Fox NATL Presentation
Alta Fox values NCR Atleos at $100 a share, citing ATM-as-a-Service growth, deleveraging and buybacks.
API Group: A reasonable path to $50+ per share
API Group targets $10.4 billion of 2028 revenue and 16% EBITDA margins as recurring compliance inspections expand, supporting a $50-plus…
Pt III: A High Quality Tech Provider with an Emerging Event-Angle
IMAX China, Hong Kong-listed 1970, is IMAX’s exclusive Greater China licensee, earning box-office-linked fees from premium large-format…
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