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@convequity

Convequity on X

$RBRK's backup engine breaks data into fixed-size blocks, for example 4 MB, and stores only the unique blocks across backups. Commvault and Cohesity instead divide data into variable-sized chunks, with the boundaries set by the content itself. Each design has a trade-off. With fixed blocks, a small change inside a block means the whole block gets written again, so Rubrik uses more storage. In return, hashing and comparing blocks is simple, which means faster backups and lower compute overhead. With variable chunks, only the changed portions are written, so storage use is much lower. Working out chunk boundaries and hashes as the data comes in takes more CPU and memory, which can slowdown backups. Cohesity offsets part of this with a scale-out architecture that processes in parallel across nodes. The two designs fit two different jobs. Variable-length deduplication suits long-term archives, where storage cost matters more than speed. Fixed-block deduplication suits recovery after a hack or ransomware attack, where fast restores and predictable performance matter more than saving storage. That matches how each company started. Rubrik came into the market in 2014 focused on security and on getting critical data back quickly after a breach. Cohesity started from a different idea. It built its own file system that spreads data across many servers, each with its own computing power. Backup copies stay readable like normal files, so companies could search and analyze them where they sit, without restoring them first. Security came second. The two are now moving closer together. Cohesity has leaned much more into security and recovery, especially after buying Veritas's backup business in 2024.
@aleabitoreddit 2 clicks

Serenity on X

$CCXI looks like it's going public Q4 2026. And my hope is that it sort of looks like $OKLO if they generate enough excitement. Watched the investor presentation the other day, just waiting for the public listing anytime soon (I personally added some the other day). Big fan of humanoids, pretty confident physical AI shift is coming next. I'm personally not looking too much about the price action while it's in its filing phase, fun usually begins after ticker change. We'll see what happens

Investor Letters

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Altria: Dutiful

Altria raised 2026 adjusted EPS guidance to $5.66 to $5.74 and authorized more buybacks, while on! loses share as cigarette margins hold.

MO $130B
Invariant 2 clicks

When the liquidity does not add up

Arbor Realty Trust’s dividend suspension is presented as creating $60 million of liquidity, raising questions about its ability to meet…

ABR $2.2B
John Hempton's Newsletter 3 clicks

Verra veerer

Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…

VRRM $404M
The Oak Bloke 2 clicks

FTAI 3Q26: Aero margins in focus

FTAI’s Aerospace Products margin rebounded to 31% as CFM56 module output rose, while Power deposits and contracted deliveries fund its 2027…

FTAI $20B
Stock Thoughts 4 clicks
T · short

At&t INC

AT&T’s stalled deleveraging and share repurchase case has prompted a bearish turn on the telecom stock.

T $144B
Value Investors Club

CVX Earnings Review

Chevron’s Q3 revenue rose 35% to $65.2 billion and EBITDA 75% to $20.2 billion, while production trailed guidance and refining margins…

CVX $423B
Cestrian Capital Research 3 clicks

SNY Earnings Review

Sanofi raised FY26 guidance after Q3 sales grew 14.3% at constant currency, led by 34.8% Dupixent growth; vaccines declined 6.6%.

SNY $114B
Cestrian Capital Research 1 click

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