Expert Call | Corning
Corning’s NVIDIA-backed 10x fiber expansion, enterprise connector demand and carrier capacity plans frame its optical communications outlook through 2030.
Tuesday, October 13, 2026
Back to today 
From X
Deep Sail Capital on X
Wait, so everyone suddenly realized $CRWV has a shitty business model because their bond yields went up? Same business six months ago. Where were all these forensic accountants then? Apparently the due diligence starts when the chart stops going up.
Ian Bezek on X
@POVMexico Tulum Airport was only built in 2024 as an AMLO pet project, minimal market demand. The hippies can go back to flying through Cancun Airport as they should. $asr
Deep Sail Capital on X
$QBTS is still worth $5.2B or 325x revenues. They have $1.5/share of cash. 80% downside still.
Ian Bezek on X
@jeffborack If I'm wrong, my $U stock will go to zero so I'll suffer that way.
Barbarian Capital on X
United Airlines is making it harder to reach its top frequent flyer status in 2027 $UAL https://t.co/l8mOORDQMu
Barbarian Capital on X
BP to set out new strategy after windfall year $BP https://t.co/rcdaTDuGAB
Barbarian Capital on X
Albertsons Pulls Full-Year Guidance, Plans Business Review $ACI https://t.co/FkxxQbgEQt
Barbarian Capital on X
Kimberly-Clark, Kenvue Win Conditional EU Approval for $40 Billion Tie-Up $KMB $KVUE https://t.co/oN9tXYAkTE
Investor Letters
All letters- Fiduciary Management Q3 2026 CDW $19BJKHY $11B
- Asset Value Investors Ltd September 2026 CHDRF $85BLVMUY $212B
- Latitude Investment Management Q3 2026 ADBE $98BNKE $52B
- Fenimore Asset Management Q3 2026 BN $82BMBGL $5.3B
- FPA Crescent Fund 3Q26 028260 $35BADI $201B
- Mar Vista Investment Partners third quarter 2026 GEV $251BMTD $32B
- Kingdom Capital Advisors Q3 2026 UNFI $2.9B
- Vltava Fund 3/2026 ATDRF $3.9BRMVEY $3.7B
Altria: The Rally Looks Ahead Of Underlying Earnings Growth
Altria’s EPS gains rely on tax refunds and discount brands while Marlboro growth lags.
Vishal Jadaun 2 clicks
Expectations going higher for Everpure, DigitalOcean
Everpure and DigitalOcean face rising expectations as their stock prices shape Monday’s views.
Vicor Update, Part Two
Vicor uses ITC exclusion-order cases to license power-module patents, with published royalty multipliers rising from 1.0x before filing to…
Rubrik (NYSE: RBRK) Stock Rating: DISTRIBUTE After Q2 FY1/27 Earnings
Rubrik posted 38% Q2 revenue growth to $427.3 million, but Cloud ARR growth slowed to 39% and its enterprise value reached 15.7 times…
Expert Call | Nebius
Nebius’s 1 GW annual active-capacity target from 2027 is realistic, according to a former product manager, with greenfield data centers…
The Final Phase of This Bull Market Will Be Massive | Charles Lemonides
Charles Lemonides argues the 18-year bull market has not reached its late-stage liftoff, pairing value-oriented semiconductor longs with…
Bristlemoon September 2026 Quarterly Letter
Bristlemoon Global Fund lost 8.4% in the September quarter and added shorts in Campbell’s, REA Group, MasterBrand and Polaris amid narrow…
Dell's Tailwinds
Dell booked $131.7B of AI server orders in four quarters and held a $95B backlog as enterprise AI demand accelerates.
Q3 2026 Jenga IP Quarterly Letter
Jenga Global Master Fund returned 8.10% in Q3 2026, added Adobe and Mexican airports, and later initiated S&P Global.
LQDA: finer powder, higher doses
Liquidia’s Yutrepia sales reached $170.4 million in Q2 2026, while a patent ruling threatens its PH-ILD label but leaves PAH sales and a…
OSW · short Onespaworld Holdings LTD
OneSpaWorld Holdings, the dominant outsourced cruise-ship spa operator across more than 200 vessels, is the subject of a short thesis.
Trip.com (TCOM US)
Trip.com dominates China’s online travel market with over 50% share and has grown international platform traffic from 1 million monthly…
TFX 2026-08-22 Teleflex: Portfolio Surgery Creates A Better Medtech Compounder
Teleflex is divesting lower-growth units, using proceeds for debt reduction and buybacks while focusing on faster-growing Vascular and…
Equity Eagle 1 click
“Clarity and the rally are the same event” (NOTW#105)
Moderna and Merck reported positive Phase III INTerpath-001 results for a personalized cancer vaccine, turning clinical clarity into a…
The Non-linear Economics of Grocery Delivery Basket
Instacart’s larger grocery baskets create disproportionately better delivery economics than DoorDash’s, making half the basket size worth…
TGTX 2026-08-22 TG Therapeutics: Briumvi's Growth Attracts Buyout Rumors
TG Therapeutics' Briumvi growth and subcutaneous formulation progress have fueled takeover rumors, with Biogen, Incyte and Sanofi cited as…
ONeil Trader 1 click
Churchill Downs: Doubling Down
Churchill Downs is selling regional casinos to focus on horse racing and historical racing machines, where Exacta software and racetrack…
Walmart’s Evolution
Walmart says Medicare Maximum Fair Price rules will cut FY27 US comps by 125 basis points, while pharmacy margins and prescription volumes…
TSOH Weekly Roundup (08/21/2026)
TSOH Weekly Roundup covers Walmart’s soft U.S. comps and rapid delivery, Qiaodan’s challenge to Nike in China, and Suno’s AI-generated…
PLTR 2026-08-21 Palantir Just Turned Its Biggest Weakness Into A Strength
Palantir’s revenue rose 93% to $1.94 billion as U.S. commercial bookings jumped 149%, lifting GAAP operating margin to 47% and free cash…
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Value Capital Research- Vishal Jadaun
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A Capital
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BDC
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Conor Maguire | Value Situations
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Dalius - Special Sits
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Deep Sail Capital
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Devin LaSarre
DOMO Capital Management, LLC
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Farmer
Fierce_beast
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George Noble
Hunterbrook
Ian Bezek
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JabroniCoin.USD
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junkbondinvestor
kab60
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Kuppy
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mavix
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SG
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The Friendly Bear
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ToffCap
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Undiscovered Compounders
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Investor letters we follow
- 1 Main Capital
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- Vision Capital Fund
- Vltava Fund
- Vulcan Value Partners
- Warden Capital
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- White Brook Capital
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
