Tuesday, October 20, 2026

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Update - Accumulate, Record Backlog, Zones And Stop Inside

Northrop Grumman posted 7% Q3 sales growth to $11.1 billion, lifted profit guidance and reached a record $109.6 billion backlog, led by…

AGI Inc: The Bargain Is Even More Attractive

AGI Inc trades at 5.6x earnings after a 35% post-IPO decline, despite roughly 30% ROE and resilient INSS payroll-loan growth.

AGBK $1.1B

SA Multiplo Invest 43h ago 12 clicks

Monte Investments Market Brief Vol. CXXXII

CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…

Group 1 Automotive: The Debt Stress Test

Group 1 Automotive’s $1.25 billion Atlanta borrowing lifts net corporate debt to about $4.4 billion; a 2009-style downturn leaves it near…

NioCorp: The Market Is Paying About 50 Cents Above Cash For Elk Creek

NioCorp values Elk Creek at $72 million against a $3.44 billion after-tax NPV, with $1.849 billion of financing and execution risk still…

NB $455M

SA GT Research Oct 20

Copper Fox Metals: Research Flash

Copper Fox’s C$9.1 million Schaft Creek program advances metallurgical, tailings, water and road studies toward a pre-feasibility study,…

WD #360: New Trade, Recent Market Action, Brazil/Inter Update

Atlassian is sold after a 130% gain, while iShares MSCI Indonesia ETF is added following the market plunge; the update also assesses the…

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Preview - Accumulate Rating, Zones And Stop Inside

Northrop Grumman reports Q3 2026 on October 20 with a $105 billion backlog, up 16% year over year, and trades at 23 times trailing…

Nebius: The Pullback Strengthens The Case For An AI Infrastructure Champion

Nebius reported Q2 revenue growth of 454% and $3 billion ARR, targeting 5GW of AI capacity by 2030 after a Palantir partnership.

NBIS $46B

SA Salix Research Oct 19 14 clicks

AppLovin Deep Dive

AppLovin rebuilt its ad model with AXON 2.0, lifting LTM revenue to about $7 billion and margins to 77% as Unity competition threatens ad…

PLAB · long

Photronics INC

Wealthfront Corporation - NASDAQ:WLTH

Wealthfront, a $93 billion automated investing platform, trades at 6-7x EV/FCF after falling over 40% since its December 2025 IPO.

Mispriced Domino’s Mention Contract: Kalshi Traders Haven’t Ordered This Yet!

Domino’s Q4 2025 Kalshi contract prices “craveable” at 37%, while First Strike’s transcript model assigns 68.4% before social-sentiment…

Copart: 2Q26 Business Recap

Copart’s fiscal Q2 2026 revenue fell 4% and U.S. insurance units dropped 11%, as underinsured drivers and carrier volumes weighed while IAA…

Earnings Updates and A Software Shot in the Dark

Ategrity Specialty’s 30% premium growth, stable reserves and $50 million buyback target an undervalued, thinly traded specialty insurer.

Grab Holdings ($GRAB) - Addressing the key risks to holding the stock

Grab’s main holding risks are competition, sustainable profitability and valuation, with entrenched ride-hailing and delivery positions…

Shift4 Company Podcast Episode Released!

Shift4 built its payments business by acquiring gateway nodes and migrating merchants to its processing platform; revenue has compounded…

GCI Liberty (GLIBK) Podcast & Presentation

GCI Liberty, Alaska’s dominant telecom operator, trades at 10x free cash flow after its Liberty Broadband spinout and has roughly $2…

The Skills AI Can’t Replace

Duolingo is presented as an AI-resilient opportunity after SaaS stocks sold off on fears that coding tools will compress software moats,…

The Great Rotation: Long Live the Old Economy — Weekly Treasure Hunt #04

Vaca Muerta’s $36–45-per-barrel breakevens, Milei reforms and $17 billion infrastructure buildout underpin the bullish case for Vista…