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 34h ago 12 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 Oct 21 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.

OKLO · short

Oklo INC

Oklo is framed as a portfolio basket short and a concept company that could become a compounding short.

Haw Par Corporation Limited

Haw Par combines Tiger Balm’s stable cash flows with property, leisure and healthcare operations plus stakes in UOB and UOL.

The Costco of Flooring ($FND)

Floor & Decor operates 262 warehouse-format flooring stores, pairing broad in-stock hard-surface selection with design services as it gains…

Hemnet – Broken Moat or Misunderstood Monopoly?

Hemnet’s Swedish listings monopoly has fallen from SEK420 to about SEK160 as growth slows, leaving investors to judge whether its 90% share…

Movie Theaters Risk and Opportunities; Netflix/WBD Deal; Is Disney Cheap?

Netflix’s Warner Bros. Discovery bid pushed Cinemark down 25% in two weeks, raising concerns that Warner Bros.

Portfolio Update November 2025

Portfolio gained 0.6% in November and 22.9% in 2025, adding Floor & Decor and Copart while exiting West Pharmaceutical, Kraft Heinz, Novo…

National Beverage Update

National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.

FrontView REIT Investment Update

FrontView REIT remains discounted to estimated NAV after a 25% gain, while 19 asset sales at 6.8% cap rates and 98% occupancy support…

[$MNDY] Monday.com

Monday.com combines work management, CRM, Dev and Service on a flexible core platform, with 90% gross margins and AI disruption risk…

The Priority Technology Situation

Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…