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 $218B
- Latitude Investment Management Q3 2026 ADBE $98BNKE $52B
- Fenimore Asset Management Q3 2026 BN $82BMBGL $5.5B
- FPA Crescent Fund 3Q26 028260 $36BADI $192B
- 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…
AAON · long Aaon INC (aaon)
AAON is presented as a long investment idea, revisiting a company written up as a short nearly a decade ago.
Why I bought FTAI Aviation
FTAI Aviation’s engine exchange model, owned fleet and Chromalloy PMA partnership target lower-cost CFM56 and V2500 maintenance while…
Bitmine Immersion (BMNR): DAT Ain't No Strategy
BitMine Immersion, an $18 billion Ethereum digital-asset treasury, faces a short thesis that its DAT model is becoming obsolete.
Stock Story: Next PLC's Capital Return Framework
Next PLC’s 9% IRR buyback hurdle helped cut its share count 53% over 20 years, lifting EPS 418% despite profit growth of just 2% annually.
Rates, jobs, and apartments - oh my!
US multifamily REITs face divergent outcomes as jobs and interest rates shape rents, development returns and M&A prospects.
Kaspi ($KSPI)
Kaspi trades at 7 times earnings while growing 40%, with its $1 billion Hepsiburada acquisition adding Turkish expansion risk.
Oracle and Animal Spirits
Oracle’s $455 billion RPO and four-year cloud guidance position it as OpenAI’s primary infrastructure partner, while requiring major…
High FCF Yield Stocks; Returns from Business Results vs P/E Ratio Expansion
High-FCF-yield stocks can compound through dividends, buybacks and business growth without P/E expansion.
CoreWeave (CRWV): Artificial Returns
CoreWeave (CRWV) has risen 30% in a week and nearly 200% above its IPO price, becoming a focal point of the AI infrastructure bubble.
Fair Isaac Corporation (FICO) – Pricing Power Impaired?
Fair Isaac raised FICO Score royalties from roughly $0.50–$0.60 in 2022 to $4.95 in 2025, drawing regulatory scrutiny over its…
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Conor Maguire | Value Situations
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Deep Sail Capital
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Devin LaSarre
DOMO Capital Management, LLC
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Fierce_beast
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Hunterbrook
Ian Bezek
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JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
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Kuppy
Laughing Water Capital
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ToffCap
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Undiscovered Compounders
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- 1 Main Capital
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- Nelnet
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- Vltava Fund
- Vulcan Value Partners
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- Wedgewood Partners
- Weitz Investment Management
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Sectors
Ordered by how often our editor reaches for them.
