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.

[scuttleslops] AMZN, MTCH, SPOT, Open vs. closed models

Amazon’s fulfillment network and customer-review base limit autonomous AI shopping agents, whose referrals generate under 0.5% of major…

Taiwan Semiconductor: The Margin Peak That Isn't

TSMC says 2nm ramp costs and overseas fabs are temporarily pressuring gross margin as AI demand keeps semiconductor supply tight.

TSM $2.2T

SA Gil Rotstein 47h ago 10 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…

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,…

Muse Spark Open, Meta + Apple, Thin and Thick

Meta and Apple are partnering to run Meta’s open-source Muse Spark model locally on Apple devices.

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…

[P] UNH: Itemized Governance Signals

UnitedHealth Group's governance disclosures are assessed for investment signals.

Intel's One True Stakeholder is Here

Intel's leading-edge foundry is framed as a US strategic asset needing a government stake, anchor customers and separation from its CPU…

Earnings: Hyperscalers, AMD, ALAB, ANET

Meta Platforms (META) 2Q25: SuperMetalligence

Meta’s 22% Q2 revenue growth and AI-driven ad engagement support its core business, while planned 2026 capex of roughly $100 billion…

Costco: The Perpetual Growth Machine

Costco’s 14% maximum markup and membership model recycle scale savings into consumer surplus, supporting loyalty, low competitive appeal…

4 High-Quality Global Compounders Hiding in Plain Sight

ASML, LVMH, Mercado Libre and CSL are presented as global compounders with durable barriers, strong brands or integrated platforms, and…

Trying to get access to Google's new agentic AI

Google’s A$205-a-month AI Ultra subscription advertised Project Mariner access, but Australians were excluded from the agentic AI trial.

API Group: A reasonable path to $50+ per share

API Group targets $10.4 billion of 2028 revenue and 16% EBITDA margins as recurring compliance inspections expand, supporting a $50-plus…

[$VEEV] Veeva Systems

Veeva serves 1,500 life-sciences customers with cloud software and targets AI-driven industry efficiency gains as new commercial and R&D…

How Dev Kantesaria Invests in High-Quality Businesses

Dev Kantesaria favors concentrated, long-term holdings in predictable organic growers, citing FICO’s royalty pricing power and selling…