Tuesday, October 20, 2026

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.

AGBK $1.1B

SA Multiplo Invest Oct 20 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…

URBN $7.5B

SA IWA Research Oct 20 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,…

GS $257B

SA The Curious Analyst Oct 20 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…

WK · long

Workiva INC

Workiva, an enterprise software platform, trades at a reasonable valuation as it approaches its first profitable period since its 2008…

Pebblebrook Hotel Trust ($PEB) One Hour Analysis: Trophy Assets at Fire-Sale Prices – A Compelling Value Opportunity Hidden in Plain Sight for Preferred Stock Investors.

Pebblebrook Hotel Trust preferreds yield 8.2% to 8.4%, supported by a hotel portfolio trading at a claimed 40% to 55% NAV discount and…

Earnings: Hyperscalers, AMD, ALAB, ANET

DDI Double Down Interactive (Brief writeup)

DoubleDown Interactive trades near its $485 million cash balance while generating $150 million of annual free cash flow, with acquisitions…

Daily Journal Accused of Incorrect Accounting

Daily Journal faces an activist’s challenge to its software-cost accounting, with the investor seeking two board seats and up to $24…

Global Spirits Part III: Distilling Value - to Age or Not to Age?

Campari and Diageo outperformed spirits peers by turning working capital faster, while Rémy Cointreau's aged-cognac inventory constrained…

Paxman (PAX.ST)

Paxman sells chemotherapy scalp-cooling systems, expanding US reimbursement and utilization after acquiring its largest competitor in 2025.

Earnings: TSMC, NXPI, AEHR, GOOG, TXN, VAT, VICR

AEHR earnings are the focus, with a late call acknowledged alongside results from TSMC, NXP, Alphabet, Texas Instruments, VAT Group and…

GCI Liberty: Cheap, Tax Asset, Malone Fatigue?

GCI Liberty trades cheaply, holds tax assets, and faces investor fatigue with John Malone.

AAON

AAON shares have fallen 45% from November 2024 highs as core HVAC bookings weaken, while BASX supplies hyperscale data-center growth.