Vicor Update, Part Three
Vicor’s $66.6 million in AI power-delivery royalties generated about $50 million of operating profit, eclipsing its module business as revenue reached $197.1 million.
Tuesday, October 20, 2026
Back to today 
From X
Myles on X
The $SNAP pump is on. https://t.co/SnH7Vs6qKb
Myles on X
@LukeWolgram You don't own $XPEL anymore? I do feel like you were trading it a bit emotionally, which I think is a bad idea with any stock.
Raging Capital Ventures on X
$NFLX should use its lofty market cap to buy/merge with $CMCSA’s NBC Universal while it still can. Build the new “Disney” by buying a leading studio; a major broadcast network with football, Olympics and Premier League; and the second largest theme park operator.
George Noble on X
Why would I care what you think? You are a financially illiterate $OPEN bag holder and I managed the #1 fund in the country. @shafeia https://t.co/3AOqjxpRMP https://t.co/xmO8QvUgG2
Barbarian Capital on X
Flutter to cut more than 1,000 jobs after UK gambling tax raid $FLUT https://t.co/QljmjPzYSN
Barbarian Capital on X
Salesforce to Buy Customer-Engagement Platform for Nearly $5.7 Billion $BRZE https://t.co/9pBHhqK0GW
Barbarian Capital on X
Kroger Targets Earnings Growth, Operations Overhaul in New Three-Year Plan $KR https://t.co/1B9bCbrm3a
Investor Letters
All letters- Upslope Capital Management 2026-Q3 ICE $89BTCGGY $3.1B
- Cedar Creek Partners 2026 Third Quarter EXCE $1.2B
- Artisan Partners Q3 2026 BIRK $5.4BCOCO $3.4B
- Blue Tower Asset Management third quarter 2026 ENVA $4.5B
- The London Company 3Q2026 CCC $4.5BDECK $12B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 AGX $4.9BBE $67B
- White Brook Capital Third Quarter 2026 FUBO $914MQ $25B
- Davenport Asset Management Q3 2026 ACM $7.7BACN $146B
Heico Corporation
HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts…
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…
Disney: Century-Old Franchises at 14x Forward Earnings
Disney trades at 14x FY27 consensus EPS of $7.50 as parks, merchandise and streaming rebuild its franchise flywheel.
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.
Multiplo Invest 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…
Urban Outfitters: Nuuly Is More Valuable Than Its Margins Suggest
Urban Outfitters' Nuuly subscription service grew sales 28.6% and reached a 10.1% operating margin, with management targeting $700 million…
IWA Research 4 clicks
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…
Goldman Sachs: Undervalued Growth With A Buy Rating
Goldman Sachs carries a $1,116 price target, based on $82.69 estimated 2027 EPS and growing recurring revenue from investment banking,…
The Curious Analyst 4 clicks
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…
GLXY · long Galaxy Digital INC
Galaxy Digital (GLXY) is presented as a long investment idea.
Movie Theaters Risk and Opportunities; Netflix/WBD Deal; Is Disney Cheap?
Netflix’s Warner Bros. Discovery bid pushed Cinemark down 25% in two weeks, raising concerns that Warner Bros.
Sector Story: Flavours & Fragrances Part V – IFF
IFF’s $7.1bn Frutarom acquisition and $26bn DuPont Nutrition & Biosciences merger failed to deliver expected synergies, contributing to…
Portfolio Update November 2025
Portfolio gained 0.6% in November and 22.9% in 2025, adding Floor & Decor and Copart while exiting West Pharmaceutical, Kraft Heinz, Novo…
National Beverage Update
National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.
FrontView REIT Investment Update
FrontView REIT remains discounted to estimated NAV after a 25% gain, while 19 asset sales at 6.8% cap rates and 98% occupancy support…
[$MNDY] Monday.com
Monday.com combines work management, CRM, Dev and Service on a flexible core platform, with 90% gross margins and AI disruption risk…
The Priority Technology Situation
Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…
Short Interest: Domino's and Greggs (DOM LN; GRG LN)
Domino’s and Greggs carry 7% and 6.7% declared UK short interest as weak consumer spending pressures volumes, with Greggs’ valuation…
Portfolio Update October 2025
DInvests portfolio gained 6.8% in October, buying Roper Technologies and B&M while adding to Kraft Heinz and Greggs and exiting…
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Fierce_beast
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JabroniCoin.USD
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junkbondinvestor
kab60
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Kuppy
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marginofdanger
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- Wedgewood Partners
- Weitz Investment Management
- White Brook Capital
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
