Monday, October 19, 2026

Meta’s GEM, Part 2: Finding the Scaling Law

Meta’s GEM trains smaller ad-ranking models across its platforms, with Kunlun showing performance scaling predictably as compute rises.

LXS.DE: a 2028 sale it can force

Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.

Sell Eagle Point Credit Now - Match The Loss With Portfolio Gains To Lower Income Taxes

Eagle Point Credit's NAV is down 25% YTD and shares nearly 50%, while its expense ratio climbed to 9.21% despite a 25% yield.

ECC $379M

SA Anthony Cataldo Oct 19 5 clicks

The Agentic AI Roadmap for SaaS

SaaS companies including Salesforce, ServiceNow, CrowdStrike, Synopsys and Veeva are ranked by agentic AI progress, from pilots to…

Build-A-Bear: A Narrower Path

Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.

The Monday Morning Briefing: Meta, Tesla, Netflix, P&G on Deck

Lennar’s land-bank costs pressure homebuilding margins, while Flowers Foods weighs a Tastykake sale after falling branded-bread share,…

LendingTree (NASDAQ: $TREE) – A Cyclical Comeback Story Priced as if the Cycle Never Turns

LendingTree derives roughly two-thirds of revenue from insurance and trades near 4 times expected adjusted earnings despite record revenue,…

Exelon: Shelter From The Storm And Nice Yield As Utilities Catch A Bid

EXC $45B

SA Michael Fitzsimmons Oct 19 4 clicks

Our Q3 2026 Update: Our Companies (OXY, RIG, VAL)

Occidental Petroleum’s debt should fall further after Q3 oil prices averaged $85 per barrel WTI and $91 Brent.

Zscaler CEO and CFO: We have the opportunity of a lifetime

Zscaler CEO Jay Chaudhry and CFO Kevin Rubin discuss the cybersecurity company’s growth prospects and valuation.

FTAI · long

Ftai Aviation LTD

FTAI Aviation, valued near $23 billion at roughly $226 per share, is presented as a long investment.

Adobe Inc.

Adobe’s 11x P/E reflects AI disruption fears, but its creative standards, product bundling and Firefly monetisation support the case for…

[scuttleslops] ZTS, APO, FISV, TTD, RELY

Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…

GPUs, ASICs, and the Real ROI of AI

GPUs retain an edge in AI training, while custom ASICs target predictable inference workloads with better power efficiency and cost per…

The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)

Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…

Sea Limited (SE) Q2'26 - Profitable growth, shares up 70% from lows

Sea Limited’s Shopee lifted adjusted EBITDA margin to 0.7% in Q2 2026 as revenue rose 48%, targeting 2-3% through fulfillment efficiencies…

OCP APAC: Copper vs. Optics Contradictions

Nvidia, Broadcom and OCP APAC speakers debate copper interconnects, optics and emerging alternatives for scaling AI data-center networks.

H&R REIT & GO Residential deal, some thoughts

H&R REIT’s C$12 GO Residential deal gives unitholders 67% of the combined company, while CEO Thomas Hofstedter’s family affiliates cash out…

Chiron Published Its Own Discount

Chiron's investor presentation values its medical portfolio at a 9.4% implied cap rate, versus 7.3% to 7.9% transaction marks, while…

New Position: Long-Term Compounder in Surgical Robotics

Globus Medical combines a discounted 11x earnings valuation, expanding margins and spinal-implant leadership with upside from its…