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Thursday, October 29, 2026

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Another Haircut with Avy the Barber

SoFi’s stock case hinges on interest rates, tangible book value and private-credit loan sales after its $1.5 billion equity offering.

SOFI $22B
WHAT ARE WE DOING? “Contrarians At The Gate” 3 clicks

From X

@Fierce__beast

Fierce_beast on X

Another issue with $ROL is that now that it is becoming easier to set up a business and website and market on the web, if i was a pest technician I'd think about how to go solo so that I don't need to give up all my margin to someone else just because they are setting up all the lead gen infrastructure. Not surprised to see pretty bad non-compete terms with $ROL imposes on their technicians. Already seems to be another advantage that is facing pressure.
@Fierce__beast 1 click

Fierce_beast on X

It was not looking good even in 2024 there was a lot of evidence for structural pressure on web traffic viewership and thus the value of led gen website providers, which primarily provided content and information. Never expected $ROL, a provider of pest control to become an AI loser But with Muse being able to negotiate prices and price transparency issues now becoming much more efficient a lot of business models could shrink pretty significantly that relied on lazy consumers. I remember in NYC i was once had to call pest control and negotiated with maybe 5 providers, the prices were absurd and it was such a waste of time. Deploying a muse agent to do this dirty work would have been so helpful

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CoStar: 3Q26 Business Recap

CoStar’s 3Q26 revenue growth slowed to 14% as bookings fell to $37 million, while cost cuts lifted EBIT margin to 8.8%.

CSGP $13B
Speedwell Memos 3 clicks

ServiceNow Q3 FY12/26 Earnings Review

ServiceNow’s Q3 revenue rose 20.5% to $4.11 billion, while non-GAAP EPS missed consensus and fourth-quarter cRPO growth guidance slowed to…

NOW $110B
Cestrian Capital Research 2 clicks

Meta: A Clearer Roadmap

Meta's non-cancelable commitments reached $455 billion as FY26 capex approaches $140 billion, driving expense growth and 700-basis-point…

META $1.6T
TSOH Investment Research 3 clicks

Why So Much Copper?

Amphenol and other copper-connectivity suppliers benefit as copper remains essential inside AI racks, where low-voltage, high-current power…

APH $196B
Jimmy's Journal 3 clicks

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