Tuesday, October 13, 2026

An Interview with Katie Harbath About Disrupting Politics at Facebook

Katie Harbath discusses Facebook’s role in elections and political disruption during the 2010s, drawing on her book Disrupting Politics.

OCP Day One: AMD CEO Sees Strong Demand for AI Inference and CPUs

AMD CEO Lisa Su says demand for AI inference and CPUs continues to rise as computing capacity becomes more valuable.

Rollins (ROL), Verisure (VSURE), and the cost of standing still (Part 2, Verisure)

Verisure’s 6.38 million monitored-alarm subscribers generate 90% recurring revenue, while its disclosed acquisition costs and 6%-8% churn…

SED Energy: The 40% Dividend. Signal or Noise?

SED Energy's proposed Ventura merger projects a 22% to 40% dividend yield, but idle tender barges, debt and repayments materially reduce…

Micron: My DCF And Valuation Multiple Analysis Confirm It Is Still Cheap

Micron's AI-driven memory demand, customer agreements and cost controls support a $1,500.36 DCF fair value estimate, 52.5% above the…

MU $1T

SA Adam Schadt Oct 13 4 clicks

Monte Investments Market Brief Vol. CXXXI

Park Aerospace reported 27% revenue growth and 72% EPS growth, supported by composite materials for Airbus engines and PAC-3 rocket motors.

Broadcom: The More Google Designs, The More It May Need Hock Tan

Broadcom's AI semiconductor growth rests on custom-chip partnerships and advanced packaging as Google, OpenAI and Meta demand larger…

AVGO $1.6T

SA Eudaemon Research Oct 13 9 clicks

CarGurus ($CARG): The Auto Trader of America, Priced Like a Used Car

CarGurus, the largest U.S. auto-shopping marketplace, trades near $29 despite roughly $1 billion in expected revenue, $300 million in free…

Altria: The Rally Looks Ahead Of Underlying Earnings Growth

Altria’s EPS gains rely on tax refunds and discount brands while Marlboro growth lags.

MO $125B

SA Vishal Jadaun Oct 13 2 clicks

Expectations going higher for Everpure, DigitalOcean

Everpure and DigitalOcean face rising expectations as their stock prices shape Monday’s views.

SOLS · long

Solstice Advanced Mtrils INC

eDreams: Disproving the Bears and Regaining Credibility

EDreams cut FY26 Prime-member guidance to 600,000 after Ryanair blocks, while its subscription model lifted Prime to 7.25 million members…

Thoughts on ROIC, Margins and Turnover; Mailbox Money and an Update on Natural Resource Partners (NRP)

Natural Resource Partners is assessed through ROIC, capital-light royalty income and valuation as investors crowd into AI suppliers.

SoFi: DCF Valuation

SoFi's DCF values shares at $18, forecasting adjusted net revenue growth from 30% in 2026 to 3.5% by 2035 as it scales its digital bank…

Weekend Digest #345 (Colombia Election, AUNA, BRKR, China & EM Risk)

Weekend Digest #345 previews Colombia’s presidential vote, tracks AUNA’s earnings momentum and Bruker’s recovery, and weighs China risk…

Tractor Supply: A Yield Worth Harvesting

Tractor Supply, the 2,641-store rural lifestyle retailer, is pitched as an undervalued defensive compounder, supported by recurring…

Natera: Is the Future Worth Paying up for?

Natera's long-term future is weighed against its current valuation.

The Formula Hiding in Plain Sight

Spotify’s 761 million MAUs and investor-day formula explain how it holds off Apple, Amazon and YouTube Music despite their loss-leader…

The Dynamics of Inventories, Demand, Friendships, and Risk

Nvidia’s 14th straight beat-and-raise came with a clean balance sheet, while inventory risk tied to Blackwell GPUs has shifted elsewhere.

A non-consensus thesis: the forthcoming demise of Bristol Myers Squibb.

Bristol Myers Squibb’s bear case centers on patent-cliff revenue losses, debt, and failed drug investment after $28.3 billion of 2019–23…