Monday, September 28, 2026

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.

CSCO $441B

Steve Eisman Sep 28 5 clicks

Sep 28 ZS $33B

Zscaler (NASDAQ: ZS) Stock Rating: Accumulate After Q4 FY7/26 Earnings

Cestrian Capital Research 3 clicks

Sep 28 UBER $140B

Uber: The Aggregator on Trial

MBI Deep Dives 2 clicks

From X

@finphysnerd Sep 28 1 click

Myles on X

Have gone long a chunk of this. Probably also going long some $XSHQ, down 8% from the highs. https://t.co/M9S08ooUrg https://t.co/lWfXSlTVuh

@John_Hempton Sep 28

John_Hempton on X

@stubmt I lost 0.02 percent on $AMC today. Position is tiny.

@leevalueroach Sep 28

Lee Roach on X

The management team running $SGA is filled with idiots. These guys took 50 years to realize that radio was dying and then they decided to switch to a digital first strategy. And guess what their digital strategy is? Search and display ads for websites. Idiots. Probably something that is going to die faster than radio now that AI exists. CEO lives in Florida and calls Saga the greatest media company in the world. It’s deep value here. But you need an activist investor so bad. The board is filled with guys who probably still use a fax machine and use Outlook for their emails. Some really ancient guys running this company. Some would say the most ancient.

@calvinblissett Sep 28

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

@BarbarianCap Sep 28 2 clicks

Barbarian Capital on X

Burford Capital to gain up to $1.4 bn from Apple patent defeat $BUR https://t.co/FijYGEP3fo

@BarbarianCap Sep 28

Barbarian Capital on X

Northern Star Rejects $27 Billion Takeover Proposal From Gold Fields $GFI https://t.co/loTzZWh7IZ

@BarbarianCap Sep 28 1 click

Barbarian Capital on X

AAR to Pay $1.8 Billion for Stake in Aircraft-Maintenance Company $AIR https://t.co/y3DZLQRhaO

@BarbarianCap Sep 28 1 click

Barbarian Capital on X

Vail Resorts Loss Widens After a Year of Tough Weather $MTN https://t.co/8UH8LNPKDb

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…

VEEV $45B

Cestrian Capital Research Sep 28 4 clicks

Quick Value #332 - Gentherm (THRM)

Gentherm’s Oct. 1 Reverse Morris Trust with Modine adds commercial and off-highway operations, leaving THRM at 7.4x pro forma EBITDA with…

THRM $1BMOD $9.9B

Value Don't Lie Sep 28 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…

ONON $9.8B

TSOH Investment Research Sep 28 4 clicks

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…

ORCL $419B

Tech Stock Pros Sep 28 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.

NKE $53B

Latticework by MOI Global Sep 28 3 clicks

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…

BHF $2.9B

Mispriced Assets Sep 27 1 click

One Hour Analysis: What would it take to break $BPRE's NAV?

BPRE trades 45% below NAV as Saba and Bulldog press for buybacks or a manager change, challenging Bluerock’s incentive to preserve…

BPRE $1.8B

Investing 501 Sep 27 4 clicks

Greenland Energy Company: A Speculative Play On The Monetization Of Greenland

Greenland Energy Company holds 2.1 million acres in the Jameson Land Basin, but drilling permits, political risk and warrant dilution cloud…

GLND $227M

Ron Ferrie Sep 27

Hindsight Capital

Hindsight Capital tests crisis-era investment decisions using anonymized company financials, including TransDigm, Halma and Texas Pacific…

TDG $60BTPL $23B

Rebound Capital Sep 27 6 clicks

Neighborhood Intelligence Is Starting To Look Like A Mess

Neighborhood Intelligence, NXH, faces a cash shortfall after failed and restructured acquisitions, as losses and limited financing options…

NXH $273MFTHM $14M

Vince Martin Sep 27 1 click

SCEYF · long

Source Energy Services LTD

Source Energy Services is Western Canada’s dominant integrated frac-sand producer and logistics provider, supplied by three Wisconsin…

SCEYF $93M

Value Investors Club Jun 16 1 click

One quote to rule them all

Deere raised net income and cash flow guidance despite a 10% Production and Precision Ag sales decline, as construction and small-ag…

DE $181B

Best Anchor Stocks Aug 21

IRTC 2026-08-21

iRhythm: The Algorithmic Margin Inflection Changes The Story

IRhythm’s ZEUS clearance cuts clinician review time 50%, targeting $100 million in five-year savings as cardiac monitoring margins expand…

IRTC $3.7B

Equity Eagle Aug 21

Research & Analysis: Stabilis Solutions (NASDAQ: SLNG)

Stabilis Solutions lost its Galveston LNG offtake anchor, revenue fell 36% in 1H’26, and limited liquidity leaves its data-center power…

SLNG $90M

Monte Independent Investment Research Aug 21

PLTR 2026-08-21

Palantir: Why Michael Burry's Put Buys Should Not Deter Retail Investors

Palantir's U.S. commercial business grew triple digits as GAAP net margins rose from under 10% to 55%, countering Michael Burry's bearish…

PLTR $455B

Elizabeth Pramila Aug 21 1 click

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…

ELALF $3.6B

Yet Another Value Podcast Aug 20 13 clicks

BAC 2026-08-20

Bank of America Preferreds: Better Propositions Available Than Series GG

Bank of America’s BAC.PR.B yields just over 6% near par, while discounted lower-coupon series such as BAC.PR.P offer better value despite…

BAC $381B

Prakhar Agarwal, CFA Aug 20 1 click

Moderna: An Atypical Investment with an Asymmetric Payoff

Moderna's Phase 3 intismeran autogene trial met its recurrence-free survival endpoint in adjuvant melanoma, supporting an asymmetric…

MRNA $81B

Bireme Capital - Investor Letters Aug 20 1 click

(Guest) ConocoPhillips - Uplift From Hidden CITGO Refining Value

ConocoPhillips’ CITGO claims cover $1.5 billion under Amber’s deal, with a proposed Venezuela settlement targeting roughly $4 billion more.

COP $152B

HFI Research Aug 20

Instacart’s Unit Economics, and Implications for DoorDash

Instacart’s per-order unit economics provide a benchmark for assessing DoorDash’s LTM profitability and operating model.

DASH $81B

MBI Deep Dives Aug 20 5 clicks

Monday, September 28, 2026

Myles on X

John_Hempton on X

Lee Roach on X

Calvin Blissett on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

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