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 $7.6BACN $138B
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 9 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 3 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 3 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…
BW · short Babcock & Wilcox
Babcock & Wilcox is priced for AI power demand despite a one-time related-party project, with FY2028 EBITDA 35% below consensus implying…
New Position (ONON): Game is On
On Holding (ONON) is gaining sportswear share, expanding store space and launching soccer with Kylian Mbappé as investors debate U.S.
Astronics: Marked Down After A Record Quarter - Buy
Astronics targets $1.02 to $1.04 billion in 2026 revenue after adjusted operating margin reached 20.3%, with Boeing representing 12% of…
Jordan Aquilina 
Rollins (ROL), Verisure (VSURE), and the cost of standing still (Part 1)
Rollins’ recurring pest-control base requires ongoing spending to replace departing customers, a concern tied to its nearly 50%…
Deep Dive: Intuit ($INTU)
Intuit’s $21.4 billion software franchise faces AI-driven pricing pressure in tax and accounting, even as QuickBooks and TurboTax retain…
MGP Ingredients (MGPI) - The Hangover After the Whiskey Boom
MGP Ingredients trades at 0.74 times tangible book after whiskey oversupply drove sales declines and more than $400 million of impairments.
Capitol Federal Financial: Margin Expansion Supports The Bull Case
Capitol Federal Financial's 2.31% net interest margin and $23.6 million Q3 profit support its shift toward higher-yield commercial lending,…
Growth Stock Hunter 
Monte Investments Market Brief Vol. CXXX
Golar LNG’s fourth FLNG vessel targets 3.5MTPA capacity and a 2029 delivery, supporting projected adjusted EBITDA above $1 billion in…
Uber: Mispriced Growth Hiding In Plain Sight
Uber’s valuation is framed as undervaluing ride-hailing and robotaxi growth, while record institutional ownership offsets concerns over…
The J Thesis 3 clicks
Group 1 Automotive (GPI): The CEO Takes a Driving Test
Group 1 Automotive CEO Daryl Kenningham’s Toyota ties, capital-allocation decisions, compensation and stock sales face scrutiny after the…
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