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Tuesday, November 10, 2026

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@BrokenMoats

Broken Moats on X

On integrations will see $DOCU but others like sign now. There are dozens of signature solutions from panda, adobe, and many many others. All with cheaper solutions. And to say theres no enterprise features or some sort of ecosystem/marketplace - that does not stand. Apple, Exxon and other major corporations use Sign now. I got a signature sheet from Rivian from box directly (and it's not docusign white labeled). If you're looking for the reversal in software squeeze, DOCU at current pricing and competitive positing in an increasingly Agentic world has to surface as a weak story moving forward that trades at a premium to almost anything else you will look at.
@convequity

Convequity on X

$TSEM Tower Semiconductor's edge is joining chips that move data with light to the electronic chips that drive them, and it has added capacity more successfully than we expected. Next-generation optical links need those two chips to exchange more data inside a shrinking space. In our view that difficult integration, not simply rising demand for fiber or transceivers, is the source of Tower's growing advantage. Hybrid bonding joins the chips through densely packed electrical connections so large amounts of data move between them in a compact package. We regard Tower's capabilities here as effectively unmatched among Western suppliers. The added capacity lets Tower fill more orders itself, leaving less business for competitors. Customers have less reason to switch to a supplier whose technology they consider weaker when Tower can meet their needs. Our conviction rests on Tower's technology. Deeper dive available at Convequity.

Investor Letters

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SpaceX’s $24 billion Starbase power plant, Microsoft’s Oracle capacity cuts, Riot’s $72 billion AI lease and Quanta’s sell-off frame…

PWR $77BORCL $363B
Monte Independent Investment Research 1 click

Insider activity October 2026

Asian insider buying reached $2.9 billion in October, the highest since 2018, with South Korea and Thailand leading.

BKRKY $23B
Asian Century Stocks 1 click

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.

ETN $141B
Value Don't Lie 2 clicks

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.

RBLX $35B
TSOH Investment Research 1 click

DoorDash and Google

DoorDash and Google.

DASH $79B
Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 4 clicks

NEW POSITION: Google LEAPS

Alphabet bought long-dated GOOGL calls after a 12.6% earnings drop, betting AI monetization and distribution overcome capex pressure and…

GOOGL $3.5T
Hated Moats 1 click

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