Merger Monday & Election Implications
EQT’s $50 billion merger with Range Resources and Ovintiv’s $1.26 billion acquisition of Logan Energy reshape North American oil and gas alongside Brazil and British Columbia election…
Monday, October 26, 2026
Back to today
From X
BDC on X
@BoxLongs Wild truth is that if $SNAP chooses they can earn over $1/share in FCF next year. $5 stock.
Chris Camillo on X
Bought $TTWO after seeing the GTA VI leaked footage. Forget the graphics. Unpolished gameplay is showing a massive leap in world density, NPC behavior and systemic depth. The world feels alive. First real evidence GTA VI may actually be a generational leap. That’s the signal. https://t.co/r6HKMVSYgc
Evan Tindell on X
Blog post alert: $MRNA https://t.co/32w6RYXr0p
Ian Bezek on X
@taobanker $U up every day, $APP down every day, $RBLX demolished. Things as they should be.
Ian Bezek on X
@2suns2moons @bold_perception $CIB dividend up from $2.25/year in 2022 to more than $6/share now. Covers a lot of living expenses. If you relocate to another country, good to own some stuff there so you have an economic stake if its conditions improve...
Deep Sail Capital on X
$MRNA - Who wants to hold this over the weekend after the week it had and potential secondary overhang?
KEDM.com on X
Synchrony Financial $SYF popped a new buyback to the tune of $6.5bn, roughly 24% of its market cap. This one has been and remains a true share cannibal. https://t.co/c4cbOsC4jk
Trevor Scott on X
$APP price now under when Muddy Waters released a short report on the stock last year. https://t.co/U3w8oUnomI https://t.co/SS1Mp9vjRi
Investor Letters
All letters- Polaris Capital Management Third Quarter 2026 DNBBF $52BMUFG $259B
- Bretton Fund 3rd Quarter 2026 SPGI $133B
- GreensKeeper Asset Management Q3 2026 CFRHF $117BICE $93B
- EdgePoint Wealth Management 3rd quarter, 2026 HD $329BROST $74B
- Guinness Global Investors third quarter of 2026 ABBNY $155BAFL $62B
- Rowan Street Capital third quarter 2026 META $1.6T
- Artisan Partners Q3 2026 DANOY $46BHDLMY $32B
- Pittenger & Anderson Q3 2026 AAPL $5.1TAMZN $2.6T
Quick Value #335 - Truist Financial (TFC)
Truist Financial trades at 10.5x earnings and 1.5x tangible book as new CEO Mike Lyons sells non-core assets and targets 16% to 18% ROTCE.
Intuitive Surgical: The Long Road to Everyday Surgery
Intuitive Surgical built da Vinci into a 12,000-system surgical-robotics network performing 10,000 daily procedures, while high-volume…
Molina & Kinsale
Molina Healthcare and Kinsale Capital’s earnings are reassessed through a long-term lens, emphasizing conviction and detachment during…
“Our Strategy Is Unchanged”
Netflix’s $51 billion FY26 revenue outlook and global streaming scale underpin its core strategy as management addresses slowing…
The Monday Morning Briefing: Key Hyperscaler Test, as Alphabet, Microsoft, and Amazon Report
CEWE sold its low-margin printing unit and agreed to buy Kodak Moments for €88M, expanding into North America.
Analog Devices: A Diversified Route To AI Growth
Analog Devices generated Q3 revenue of $4.02 billion, up 40% year over year, with AI and data centers contributing under 20% of sales…
Narek Hovhannisyan 7 clicks
WD 361: Brazil, JetBlue Bankruptcy, Mexican Airlines Merger
Brazil’s Lula victory leaves Nu and Inter’s thesis intact, while JetBlue heads toward bankruptcy and Mexican airlines pursue a merger.
American Express: P&L Slowed, Consumer Didn’t
American Express’s Q3 billed-business growth slowed and cards in force fell sequentially, but management attributes the weakness to…
Philip Morris International: Ho-hum Hrmm?
Philip Morris posted 7% organic Q3 revenue growth and 10% operating-income growth as 9.1% cigarette pricing offset flat volumes, while IQOS…
Meta: A Strong Quarter Behind A $9.9 Billion Legal Charge And $35 Billion Of Capex
Meta posted 26% revenue growth and $9.89 billion in legal charges while funding $35 billion of capex, as AI lifts ad pricing and pressures…
Tim Travis 1 click
DLTR · long Dollar Tree INC
Dollar Tree is long after divesting Family Dollar, separating its stronger banner from its weaker business.
Tower Semiconductor Deep Dive
Tower Semiconductor’s low-loss photonics chips halve lasers in 1.6T optical modules, supporting a $680 million annualized photonics run…
Expert Call | AI Server OEM: 2026 xAI Orders, GB300 Price Hikes & B300 Margin Gains
Super Micro’s 2026 xAI rack orders, GB300 price increases and B300 mix frame its gross-margin outlook.
Deep Dive: $ASML
ASML’s €230 million EUV machines underpin advanced AI chip production, with demand booked through 2028 after nearly $9 billion and two…
Netflix's Apocalypse Fears Overly Done - Cash Cow With Renewal Prospects
Netflix pairs international engagement, free cash flow and buybacks with plans for double-digit revenue growth, margin expansion and larger…
Juxtaposed Ideas 11 clicks
Margin Call
Petrobras’s Morpho-1 well revived hopes that Brazil’s Equatorial Margin can become a major new oil frontier after hydrocarbons were…
Applied Materials: Buy The Engineering Powerhouse Behind AI
Applied Materials targets AI-driven demand for advanced logic, DRAM and packaging, supported by services revenue and operating leverage…
Dhierin Bechai 5 clicks
AI Narrative Switched, Debt Yields Spike | The Weekly Wrap
CoreWeave’s rising debt yields and fading confidence in AI data-center economics frame a weekly review of Meta, Tesla, SpaceX, Netflix,…
Our Views on CoreWeave
CoreWeave's financial statements point to a business model familiar to the authors after a closer review of the AI infrastructure company.
DigitalOcean's AI Flywheel: Unleashing Massive Growth Potential For Bold Investors
DigitalOcean is pivoting toward affordable AI infrastructure and inference workloads, targeting share from AWS and Google Cloud amid…
Star Investments 9 clicksPublications we follow
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Newsletters 109
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Seeking Alpha 67 of 268
Adam Schadt
Albert Anthony
Andres Veurink
Bay Area Ideas
Blake Winiecki
Capital Connoisseur
Dane Bowler
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Dilantha De Silva
Dustin Quasney
Elliott Gue
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Fountainhead
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Henrik Alex
High Alpha Professor
Ignacio Planas Gonzalez
Infinity Curve
Investor Overview
IWA Research
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JR Research
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Khaveen Investments
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LL Insights
Long Player
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Mike Arnold
Mike Zaccardi, CFA, CMT
Miletus Research
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Petri Dish Reports
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PropNotes
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Sorrento Research
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The Alpha Analyst
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The Curious Analyst
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The Undercovered Dozen- Tim Travis
Uttam Dey
Value Capital Research
Vishal Jadaun
Zoltan Ban
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Every account on this site, hand-picked.
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absreturnchaser
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Alpha Vulture
AltayCap
Asif Suria
Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
Brian McGough
Broken Moats
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catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
Multiples Capital
Myles
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Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
PAA Research
Paradis
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
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Rusholme Capital
Sahil Khetpal
Serenity
SG
Sheel Mohnot
SouthernValue
Steve Eisman
The Friendly Bear
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
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Undiscovered Compounders
Voss Capital
Yaron Naymark
Investor letters we follow
- 1 Main Capital
- 1851 Capital
- Advisory Research
- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
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- Alpinum Investment Management AG
- Andrew Hill Investment Advisors
- Andvari Associates
- Angel Oak Capital Advisors
- Ariel Investments
- Aristotle Funds
- Artisan Partners
- Askeladden Capital
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- Auxier Asset Management
- Azvalor Asset Management
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- Baron Funds
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- Biglari Holdings
- Bireme Capital
- BlackRock
- Blue Tower Asset Management
- Brasada Capital
- Bretton Fund
- Brighton Jones
- Bristlemoon Capital
- Broadleaf Partners
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- ByteTree
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- Cantor Fitzgerald Asset Management
- Cedar Creek Partners
- Cedar Grove Capital Management
- Chautauqua Capital Management
- Chilton Capital Management
- Choice Equities
- Claret Asset Management
- Comus Investment
- Conestoga Capital Advisors
- Confluence Investment Management
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- Crossroads Capital, LLC
- Curreen Capital
- Davenport Asset Management
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- Davis Opportunity Fund
- Davis Real Estate Fund
- Diranko Capital
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- Dodge & Cox Stock Fund
- DoubleLine
- East 72
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- EdgePoint Wealth Management
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- FPA Crescent Fund
- Fairlight Capital
- Fairtree Asset Management
- Fenimore Asset Management
- Fiduciary Management
- Fiera Capital
- Financial Synergies Wealth Advisors
- First Eagle Investments
- Forager Funds Management
- Frank Capital Partners
- Fred Alger Management, LLC
- Gabelli Funds
- Giverny Capital
- GoodHaven Capital Management
- Grandeur Peak Global Advisors
- GreenWood Investors
- Greenhaven Road Capital
- GreensKeeper Asset Management
- Greenwood Gearhart
- Grey Owl Capital Management
- Guinness Global Investors
- Halvio Capital
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- Highwood Value Partners
- Hinde Group
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- Hood River Capital Management
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- Hosking Partners
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- Invenomic Capital Management
- JM Finn
- Janus Henderson Investors
- Jemekk Capital Management
- Kathmandu Capital
- Kaydan Wealth Management
- Kennedy Capital Management
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- Kingdom Capital Advisors
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- Langdon Equity Partners
- Lansing Street Advisors
- Latitude Investment Management
- Laughing Water Capital
- Leonard Rickey Investment Advisors
- Lindsell Train Limited
- Long Cast Advisers
- Lyrical Asset Management
- Mar Vista Investment Partners
- Maran Capital Management
- Markel Group
- Marram Investment Management
- Massif Capital
- Matrix Asset Advisors
- Matthews Asia
- McIntyre Partnerships
- Merion Road Capital
- Miller Value Partners
- Moon Capital Management
- Muhlenkamp & Company
- Myrmikan Capital, LLC
- Nelnet
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- Night Watch Investment Management
- Nightview Capital
- Nixon Capital
- North Sky Capital
- O'Keefe Stevens Advisory
- Oakmark Funds
- Oldfield Partners
- Ophir Asset Management
- Optimist Fund
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- Patient Capital Management
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- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Pittenger & Anderson
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Protean Funds
- Pzena Investment Management
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- RF Capital Management
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- Regency Wealth Management
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- Riverwater Partners
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- Saga Partners
- SaltLight Capital
- Sequoia Fund
- Shelton Capital Management
- Smead Capital Management
- Sound Shore Management
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- Stone Sentinel Capital
- Stonehearth Capital Management
- Summers Value Partners
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- TIFF Investment Management
- The London Company
- Third Avenue Management
- Troy Asset Management
- Tweedy, Browne
- Upslope Capital Management
- Vision Capital Fund
- Vltava Fund
- Vulcan Value Partners
- Warden Capital
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- White Brook Capital
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
