Monday, November 9, 2026

Anthropic vs Meta: Room to Be Wrong

Anthropic and Meta carry $1.5 trillion valuations on distinct AI bets: Meta directs roughly 60% of capex to MSL, while Anthropic shifts…

Quick Value #337 - Dana Inc (DAN)

Dana is combining with Eaton’s Mobility unit via a 1Q27 Reverse Morris Trust after selling a division, delevering and accelerating buybacks.

SSR Mining: A Very Well Positioned Company For Long Term Growth

SSRM $5.6B

SA Daniel Bell 21h ago 1 click

Seed Corn

Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…

STRL: 80 new electricians a week

Sterling’s $4.1 billion backlog faces Texas permitting risk after a governor proposed a moratorium, while Connexion, Capital Asset Planning…

Roblox: Capture This Moment

Roblox’s Q3 FY26 DAUs fell year over year for the first time, while bookings declined 12% to $1.7 billion.

Nextpower: Its Biggest Growth Opportunity Now Lies Outside The Trackers

Nextracker's $6 billion order book supports cross-selling battery storage and inverters, now 22% of revenue, though acquisition-led growth…

NXT $15B

SA Investor Overview 24h ago 2 clicks

DoorDash and Google

DoorDash and Google.

Improvements Are Still Evident At C&F Financial Corporation

CFFI $342M

SA Crimson And Gold Research 27h ago 2 clicks

The TL Podcast for November 9th: The spy who loved me

Nvidia CEO Jensen Huang faced new revelations after a week of political upheaval and a broad technology-stock sell-off.

GENI · long

Genius Sports LTD

Genius Sports, a sports data and adtech provider, is pitched as a re-rating opportunity obscured by acquisition noise.

What I’m Doing in This Market Correction

AI semiconductor stocks sold off as Meta’s planned compute business revived overcapacity fears, sending SOXX down 13% in two sessions and…

SAP: Deep Dive Analysis

SAP’s deeply embedded ERP suite creates high switching costs as it moves customers to cloud subscriptions and embeds AI in core workflows.

PDD

PDD uses group buying and daily app rewards to turn shoppers into distributors, then monetizes merchant attention through advertising and…

Stretch Marks

Strategy owns 847,363 Bitcoin and funded $13.7 billion of purchases this year with Stretch preferred stock, a variable-dividend security…

Corporacion America Airports: Out Of The Ashes (Ticker: CAAP)

Corporacion America Airports has stayed operating-profitable through Argentina’s inflation and is diversifying airport assets beyond its…

Adding a beer stock in size

Molson Coors, a 7% portfolio position, is the world’s fourth-largest brewer with leading beer shares in Canada and the US through Coors and…

Single Stock Spotlight #11: Pitney Bowes (PBI)

Pitney Bowes has returned 60% in 2026 after divestitures, cost cuts, debt repayment and buybacks; its strategic review includes selling…

[Market Memo] Hot Summer Topics

Applied Materials’ DRAM and CPO claims face scrutiny, while high-bandwidth flash needs SLC NAND and a solution for base-die heat.

$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds

VEON’s 84% Kyivstar stake and JazzCash underpin a sum-of-the-parts case for 4x upside, despite its sanctioned shareholder, capital…