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 28h ago 6 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 30h ago 4 clicks

TY · long

Tri-continental CORP

Tri-Continental Corp is presented as a long investment-grade fixed-income idea for portfolios with limited liquidity and diversification.

Hyster Yale (HY) Multibagger potential as confluence of negatives subside. Attractive after markets part services model

Hyster-Yale trades at 0.16 times sales as lift-truck bookings rebound and restructuring targets $85 million to $100 million in annual…

AppLovin: Why I'm Upgrading To Buy Following The Recent Pullback

AppLovin's Ads Manager targets middle-market e-commerce advertisers as Q3 guidance calls for 47% sales growth, while legal and compute-cost…

APP $92B

SA Jack Elias Oct 9 3 clicks

Domino's Has a Problem That Doesn't Show Up in Its Accounts

Domino’s franchisee returns are slowing store openings, while its $303 share price assumes 11% annual growth and $1.3 billion of debt must…

Research & Analysis: Legence Corp. (NASDAQ: LGN)

Legence trades at 10.4x EV/aEBITDA with a $5.7 billion backlog, as AI data center installations drive growth and expand its maintenance…

GoDaddy: The AI Transition Is Messy, But I'm Still Buying

GoDaddy’s Airo bookings run-rate rose from $10 million to $50 million in one quarter, but legacy Applications & Commerce declines still…

GDDY $14B

SA Fernanda Galvez Jalil Oct 9 2 clicks

Cava Group: Buying The (Feta) Dip? (Ticker: CAVA)

Cava’s $3 million AUVs, 25.1% restaurant margins and sector-leading same-store sales support its expansion case as awareness rose from 40%…

Boyz in the Hood

Robinhood’s AI agents, 24/7 equity trading and 10:1 crypto perpetual futures encourage higher retail trading velocity, leverage and…

Namib Minerals: Research Note

Namib Minerals posted H1 adjusted EBITDA of $19.0 million, up 76%, as higher gold prices offset lower production.

The Uranium Cycle Is Turning Up: In Conversation with YCA & Cameco

Yellow Cake and Cameco say U.S. utilities have contracted only 40% of 2030 uranium needs, setting up a new contracting cycle as…