Thursday, October 22, 2026

Mosaic: Cash from Potash Now, a Recovery in Phosphates Later

Mosaic’s potash business generated $930 million after capital spending and closure cash in 2025, while phosphate operations consumed $207…

Mosaic, Part One: The Story

Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.

Mosaic, Part Two: The Deep Dive

Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.

Unicycive (UNCY):

Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…

Thursday Tailwinds #12: Oct 22, 2026

PJM's 6,831 MW capacity shortfall is driving nuclear uprates, with Google contracting 890 MW from 11 operating reactors.

4 Boring Non-AI Stocks Trading at Attractive Valuations

Rollins, North America’s largest pest-control provider, gets 75–80% of revenue from recurring contracts but has fallen about 45% year to…

Group 1 Automotive (GPI) vs Lithia Motors (LAD)

Group 1 Automotive and Lithia Motors divide two longtime value investors: David Abrams switched to Lithia in 2018, while Greg Alexander…

Diageo: Gen Z Is Drinking Again, And They Want Cocktails

DEO $52B

SA PropNotes 46h ago 7 clicks

Atour Lifestyle ($ATAT): The Hotel Chain That Is Secretly a (Sleep) DTC E-Commerce Brand

Atour Lifestyle combines an asset-light Chinese hotel franchise network with Atour Planet sleep-product sales, using guest rooms as product…

Weyerhaeuser Company: Timberland Assets Offer Long-Term Upside At A Discount

Weyerhaeuser’s $23.07 sum-of-the-parts valuation rests on discounted timberlands, while its 4.3% dividend needs stronger free cash flow and…

WY $14B

SA Atlas Diary Oct 22 7 clicks

MBGL · long

Mobility Global INC -spn

Mobility Global Inc. will become a standalone public company through S&P Global’s spin-off of its Mobility division.

Portillo’s: Strategic Reset

Portillo’s reset follows weak Texas unit economics, cutting next year’s openings to five from roughly 10 annually and shrinking store…

Planet Fitness: The $10 Gym That Grew Into a Franchise Machine

Planet Fitness runs 2,930 clubs and 21.5 million memberships through an asset-light franchise model funded by $15 monthly dues, royalties…

AppLovin: Deep Dive Analysis

AppLovin’s Axon AI matches advertisers with profitable users while MAX auctions app inventory, as investors question whether its…

Alpha Metallurgical Resources (AMR) vs. Warrior Met Coal (HCC)

Warrior Met Coal’s lower-cost longwall mines and Blue Creek expansion protect cash flow, while new high-vol supply depresses Alpha…

SEZL 2026-08-23

Sezzle: The Numbers Don't Support The Selloff

Sezzle fell 20% after Q2 despite a revenue and EPS beat and higher guidance, as marketing spending and seasonality drove a sequential…

SEZL $4.6B

SA Daniel James Aug 23 3 clicks

Trip.com (TCOM US)

Trip.com dominates China’s online travel market with over 50% share and has grown international platform traffic from 1 million monthly…

TFX 2026-08-22

Teleflex: Portfolio Surgery Creates A Better Medtech Compounder

Teleflex is divesting lower-growth units, using proceeds for debt reduction and buybacks while focusing on faster-growing Vascular and…

TFX $5.8B

SA Equity Eagle Aug 22 1 click

WD #355: AUNA/CAAP Earnings, Brazil, USMCA Trade Situation

CAAP reported decent second-quarter earnings and its first dividend, while Brazil rose on an election poll and USMCA trade developments…

UUUU 2026-08-22

Energy Fuels: The Largest Combined Uranium And Rare Earth Company In North America

Energy Fuels produces uranium and separated rare earth elements at its White Mesa Mill, with NdPr output since April 2024 and a domestic…

UUUU $2.1B

SA Joseph L. Shaefer Aug 22 1 click