Thursday, October 22, 2026

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.

Undercovered Dozen: Western Digital, Penguin Solutions, Millrose Properties And More

PENG $3BMRP $3.6B

SA The Undercovered Dozen 26h ago 10 clicks

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…

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…

Bumble is being taken private

Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.

Webull: A 30% Annual Return Setup As Perpetual Futures Go Live

BULL $3.3B

SA PropNotes 46h ago 3 clicks

Why I sold OB pick for 26 SVM

Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite…

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…

From Fat to Follicles - Is Hair Loss the Next Blockbuster?

Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.

ABG · long

Asbury Automotive Group INC

Asbury Automotive Group's changed setup and underperformance versus other public dealers form the basis for a renewed long thesis.

Copart 4Q26 Business Update: Thesis Shift?

Copart’s 4Q26 revenue grew 2.4% as U.S. insurance volumes fell 7.5%, while a customer loss and higher yard costs pressured profits despite…

Kodiak Sciences: Daybreak Needs To Deliver More Than A Passing Grade

Kodiak Sciences expects Phase 3 DAYBREAK results for Zenkuda and KSI-501 in wet AMD, with durability and vision outcomes key beyond…

KOD $5.5B

SA Sam Mancini Sep 16

Research Roundup Vol. LII

Dell’s AI-server demand and Microchip’s data-center components lead updates on Cirrus Logic and STMicroelectronics, alongside a weekly…

Forget Drones: Ondas Is Building An Autonomous Warfare Ecosystem

Ondas Holdings, ONDS, grew Q2 2026 revenue 1,235% to $83.7 million after acquisitions and is integrating drone and autonomous warfare…

ONDS $3.6B

SA Analysis Fundamental Sep 16 1 click

Ethos' Biggest Distributor by Head Count Ranked It Last on Stage

Ethos relies on three carriers for 88% of revenue as TruStage payment failures triggered policy lapses and Family First Life publicly…

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…