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Wednesday, October 7, 2026

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What I’ve Been Up To

Cogent Communications and AI data-center bottlenecks feature in a newsletter update on recruiting, financial media and conference takeaways.

CCOI $515M
Stock Thoughts 1 click

From X

@convequity

Convequity on X

$NTSK began as a CASB vendor, governing how employees use SaaS applications at the point of use. Years of that work gave it application-specific knowledge of user behavior, data movement, and risk inside cloud apps. That knowledge carries over to AI. Netskope inspects prompts, responses, and file transfers inline and in real time, and it can respond with something more precise than a block: preventing a risky copy-and-paste, stepping up authentication for a sensitive interaction, or coaching the user as they work. The part that matters more comes after the prompt. AI adds autonomy and chaining, so a single human interaction can trigger many machine-executed actions across tools, data stores, and services, often outside one user session. If data is over-permissioned and tools are loosely scoped, an agent can stay inside its allowed permissions and still cause harm faster than a person can intervene. The context Netskope gathers at the interaction can be carried forward to constrain that downstream execution: who the user is, what data is involved, which action was taken, and how risky it looks. So Netskope's edge is that it already knows the user, the data and the action at the moment of the prompt, and it can use that context to limit what an agent does next. It is now building the agent side directly. Its Agentic Broker rates agent actions by risk before they run, and its AI posture management for agents built on AWS, Azure and GCP is still in preview. That is the part to watch.
@orrdavid 1 click

David Orr on X

I bought the dip in the RV parts company $PATK in 2022. Back then everyone was sure we'd have a recession even though we had super negative real rates. Today $PATK is once again down 50%+, a spot I usually contemplate buying. However, today nobody is talking about a recession (except the perma doomers who don't count) and we have super positive real rates. The housing market is also weak, vs very strong back then. IE Home owners (a big group) suddenly had a lot more cash than they had a few years prior. That setup is gone today, too. I don't think I'll buy $PATK this time. It'll be the first time since I started that I pass on the opportunity. The whole setup here is very concerning for the general market, something I try not to think about too much.

Investor Letters

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BV · long

BrightView Holdings

BrightView Holdings' 2.5-year turnaround has returned organic growth, with 30-50% stock upside tied to market confidence in the inflection.

BV $971M
Value Investors Club 3 clicks

Updates

FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.

PRTH $644M
Nat Stewart - Stock Picking Newsletter 8 clicks

Is The Bond Market Running On Empty?

U.S. Treasury yields are testing credit and equity markets, while the discussion also targets recent changes at Glass House (GLAS).

GLAS $401M
WHAT ARE WE DOING? “Contrarians At The Gate” 1 click

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…

PTON $2.2B
TSOH Investment Research 3 clicks

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