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 Oct 22 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

BTU · long

Peabody Energy Corporation

Peabody Energy, ticker BTU, is a low-cost producer of thermal and metallurgical coal with mines in the United States and Australia.

Li Lu Bought Crocs. Follow the Free Cash Flow (CROX)

Crocs drew Li Lu’s investment after generating $660 million of 2025 free cash flow, despite the HEYDUDE write-off, tariff pressure and…

Sanmina: AI Rack Manufacturing Is Rewriting The Earnings Base

Sanmina’s ZT Systems acquisition expands its AI rack manufacturing footprint, making repeatable production, margins and cash conversion…

SANM $9.1B

SA Simple Investment Ideas Sep 15

No Cap? Currently Capped by Three Hundredths of a Percent: Medtronic’s MiniMed Split-Off Odd Lot

Medtronic’s MiniMed split-off gives odd-lot MDT holders priority on a 7% discounted exchange, but a 4.5939-share cap has begun reducing the…

One Hour Analysis: ($LILAP) Liberty Latin America's 9% Preferred. What is John Malone Up To This Time?

Liberty Latin America’s LILAP 9% cumulative preferred yields 10.8%, backed by Cable & Wireless cash flow and $48.9 million of insider…

Dassault Aviation: Rafale Upside Makes This A Strong Buy

Dassault Aviation reported 46% first-half sales growth and a €45.4 billion backlog, with Rafale F5 demand offsetting Falcon 10X delays and…

DUAVF $25B

SA Dhierin Bechai Sep 14 1 click

Adobe 3Q26 Update

Adobe’s fiscal 3Q26 revenue grew 13%, while ARR growth slowed to 9.3% excluding Semrush.

[scuttleslops] Amazon grocery, John Deere and AI, picks and pans in P&C Insurance, Copart earnings and the ACV acquisition

Amazon’s refrigerated same-day network has lifted monthly perishable customers roughly 50%, using grocery frequency to deepen loyalty and…

Cestrian Rating Actions - Week Ending 11 September 2026

Cestrian initiated Joby Aviation at Accumulate and upgraded Applied Materials and Broadcom to Accumulate for the week ended 11 September…

T1 Energy: G2_Austin Can Change Profits From 2027

T1 Energy’s G2_Austin factory is expected to lift margins and add vertical integration from 2027, but requires substantial financing that…

TE $686M

SA Investor Overview Sep 14