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

MU $1T

SA Adam Schadt 47h ago 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 $1.7T

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 $119B

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.

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Genpact LTD

Genpact operates workflows AI is designed to automate and can deploy AI across its existing operations.

Lesaka: A $4.69 Stock With a $20–30 Case

Lesaka CEO Ali Mazanderani has bought more than $10 million of stock while pursuing a $20 to $30 valuation case through targeted…

Alamar: The Consumables Flywheel Is Just Getting Started

Alamar Biosciences' consumables revenue rose 147% in 2Q26, lifting gross margin to 60% as the company expands into clinical diagnostics.

ALMR $1.6B

SA Petri Dish Reports Oct 8

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.

🎙️ The Compute 100: Startups vs. Incumbents in Semis, Intel Foundry, Physical AI, and more

Austin Lyons discusses Intel Foundry, advanced packaging, AI inference, physical AI and data center architecture on The Compute 100.

Lesaka: Why He's Betting Big | Ali Mazanderani | Ep. 5

Lesaka’s executive chairman has invested more than $10 million personally and targets EPS compounding above 40% through consumer, merchant…

A Qualitative Primer on the Nicotine Pouch Space

Nicotine pouches show low brand loyalty and sharply varied preferences, with U.S.

ezCater and the Other Half of Uber's FCF

Uber’s $2.3 billion cash purchase of ezCater extends its buy-versus-build strategy and raises questions about the price and capital…

L3Harris Technologies (NYSE: LHX) Upgraded Rating: Accumulate

L3Harris upgraded to Accumulate after a 38% stock decline, backed by 8% Q2 revenue growth, a $42 billion backlog and planned Missile…

Cerebras: OpenAI's Nvidia Move Doesn't Break The 750 MW Deal

Cerebras retains its 750 MW commitment despite OpenAI's Nvidia move, but TSMC supply, owned capacity and gross-margin recovery remain the…

CBRS $39BNVDA $5.5T

SA Deep Value Investing Oct 7