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 24h 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 28h 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 30h 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.

PRYMY · short

Prysmian Spa

Prysmian (PRYMY) is presented as a short position.

Between the Vectors: Decoding MongoDB’s Acquisition Math and Executive Exodus

MongoDB’s acquisition math and executive departures.

Water and Power: The Dual Engines Driving LandBridge’s Explosive Growth

LandBridge outlined $300 million in pore-space free cash flow within five years; its Permian data-center project remains proof of concept.

Global Spirits: Q425 Earnings Update

Campari posts three consecutive quarters of accelerating organic sales growth while Diageo and Pernod face deleveraging pressure, with…

Short CNM

Core & Main faces a short thesis centered on the risks in its roll-up strategy.

Short LUMN

Lumen Technologies faces a fading boost from its PCF-related sugar high.

Single Stock Spotlight #5: Core Natural Resources (CNR)

Core Natural Resources (CNR) trades at 6 times normalized free cash flow, with export thermal coal exposure positioned for LNG disruption…

Douglas Dynamics (PLOW): 50% Market Share, Earnings Rebound, Clear Catalyst | Special Report

Douglas Dynamics controls over 50% of North American professional snowplows; a strong 2025/26 winter and replacement demand are projected…

Nomad Foods - The Yield Machine

Nomad Foods combines leading European frozen-food brands with a high dividend yield, buybacks and decade-low valuation, while private-label…

Visa: The Investment Case Summary

Visa earns roughly 0.5% of transaction value for authorising, clearing and settling payments across its global network, supporting high…