Thursday, November 12, 2026

Peloton: Beyond The Bike

Peloton’s connected-fitness subscribers fell 9% year over year to 2.475 million, with another high-single-digit holiday decline forecast as management pursues a turnaround.

PTON $2.6B

TSOH Investment Research 1h ago 1 click

13h ago RBLX $38B

An Interview With Roblox CEO David Baszucki About Aggregating Play

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 1 click

17h ago LITE $59B

Expert Call | Lumentum & Marvell Deal

P Equity Research 2 clicks

From X

@gnoble79 5m ago

George Noble on X

$CRWV IS A ZERO NOBLE UPDATE SUBSCRIBERS ARE SHORT FROM $107 IN JUNE. WE DOUBLED DOWN AT $81 IN OCTOBER. JOIN US FOR THE ALPHA. UP 61% YTD. WE INVEST. OTHERS WING IT. WE FOCUS ON THE FUNDAMENTALS AND VALUATION. OTHERS CHASE NARRATIVES AND MOMENTUM. THANK YOU FOR YOUR ATTENTION TO THIS MATTER

@gnoble79 17m ago

George Noble on X

THANK YOU FOR YOUR ATTENTION TO THIS MATTER $CRWV IS A ZERO

@stockgutter 42m ago

SG on X

$PSFE will be taken to the woodshed today. Only question is how much has been priced in by the recent decline?

@stockgutter 47m ago

SG on X

$FRMI says it reached agreement with "an investment-grade hyperscaler. " Does that mean that tensorwave is out?

@stockgutter 52m ago

SG on X

$NTWK NetSol, a maker of software for car dealerships, reported today. Expectations are high after the stock's rise over the last 3 months. The report looks mixed to me: ok on top and bottom lines, but cash outflow needs to be watched. I'm long.

@ACapitalLP 1h ago

A Capital on X

Interesting reaction in $KBR yesterday, down 6.7% following RemainCo Investor Day. Post-spin EBITDA baseline came in modestly below expectations, largely due to corporate costs and LNG normalization, but the underlying business still targeting 10%+ organic growth. ~$330mm of equity value erased seems excessive. SpinCo Investor Day today should be telling…

@InvestSpecial 3h ago

Dalius - Special Sits on X

$DH has rallied further in recent days, now up ~30% since the SSI write-up. A bump still looks likely, but with the stock 25% above the original bid, the R/R has changed considerably. No news or rumors that I could find. Taking chips off the table. Full pitch on SSI👇

@StableBread 7h ago

Fajasy on X

@aleabitoreddit Ye, WT was 60.2% of $AMBA revenue in Q2, down from 71.3% a year ago. Tho for Ambarella it's mostly fulfillment, Wang said virtually all revenue still comes from their own direct sales teams. Macnica's 7-year deal is the first channel actually built to find new customers.

Post-Memory Sell-Off, Hewlett Packard Enterprise Is More Compelling Than Dell

Hewlett Packard Enterprise offers lower valuation and better memory-price downside protection than Dell, backed by higher-margin…

HPE $67B

Benjamin C. Barry 18h ago 1 click

Quick note on LSAK and GRPN

Lesaka expects its Bank Zero acquisition to close by end-January 2027, though it could still close this calendar year.

LSAK $305MGRPN $500M

Mispriced Assets 19h ago 4 clicks

DoorDash’s FBA Moment

DoorDash’s $17 billion Instacart deal targets DashMart warehouse scale, where 99%+ order accuracy and faster delivery address the limits of…

DASH $78BKR $41B

MBI Deep Dives 20h ago 2 clicks

WaterBridge Q3 Update: Speed Ramp Powers Record Quarter and Datacenters on the Horizon

WaterBridge grew Q3 revenue 16.9% year over year as Speedway Phase I lifted produced-water volumes, while pursuing large-scale data center…

WBI $3.5B

310 Value’s Newsletter 20h ago 3 clicks

Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings

Lumen was upgraded to Accumulate after Q3 revenue fell 12% to $2.7 billion, while strategic business revenue rose 10% and reached 55% of…

LUMN $4.6B

Cestrian Capital Research 21h ago 1 click

A Call with Cogent ($CCOI) CEO Dave Schaeffer: Data Centers, the $700M Refi and Life After T-Mobile

Cogent expects to replace roughly $100 million of T-Mobile payments ending in 2028 through cost cuts and high-margin on-net sales, while…

CCOI $227M

Calvin Blissett 21h ago 2 clicks

TransMedics: 2027 Setting Up To Be A Pivotal Year

TransMedics targets multi-organ transplant growth through 2027 trials, OCS Kidney and European expansion after Q3 revenue rose 41% to $203…

TMDX $3.2B

Conviction Queue 22h ago

I Called the YB CFO. Here’s What I Learned.

Yuanbao’s CFO says China’s new online-insurance rules target abusive sales practices, while Beijing increasingly frames commercial health…

YB $499M

Calvin Blissett 23h ago 2 clicks

Village Farms Well Positioned For Entry Into Texas Cannabis Markets (Rating Upgrade)

Village Farms posted record quarterly cannabis revenue, driven by international sales and expanded capacity, while positioning for Texas…

VFF $329M

Alan Sumler 23h ago 1 click

[scuttleslops] FICO, PAYC, ABNB, TREX, Anthropic

FICO is licensing mortgage scores directly to resellers, seeking pricing control as VantageScore competition and regulatory scrutiny…

FICO $16BPAYC $11B

scuttleblurb 24h ago 4 clicks

FINV · long

Finvolution Group

FinVolution, a China and ASEAN unsecured consumer lender, trades at 4x earnings and 0.5x book value.

FINV $666M

Value Investors Club Jul 20 5 clicks

EXCLUSIVE: Lennar’s Big New Customer Is Its Own Spinoff, Millrose

Lennar is selling homes to former spinoff Millrose, whose revenue largely comes from Lennar and whose largest voting shareholder is…

LEN $21BMRP $4.3B

Hunterbrook Oct 2 2 clicks

Expert Call | Tower Semiconductor

Tower Semiconductor faces questions on 8-inch capacity, a 9,000-wafer silicon-photonics conversion and demand from 1.6T optical modules.

TSEM $18B

P Equity Research Oct 2

Single Stock Spotlight #16: Huckleberry.AI (HUCK)

Huckleberry.AI trades near $3.30 against $221 million of cash and $900 million-plus of NOLs after selling its operating business, creating…

HUCK $160M

Hidden Rock Capital's Newsletter Oct 2 5 clicks

Nike: The Defense Holds, the Offense Is Unproven

Nike targets EBIT margin recovery from 5.2% in FY2027 to 13% by FY2032 as revenue declines persist and wholesale, China and digital remain…

NKE $57B

Latticework by MOI Global Oct 2 5 clicks

Nike, Part Two: The Deep Dive

Nike’s second Latticework program examines the company and the global athletic footwear and apparel industry for professional investors.

NKE $57B

Latticework by MOI Global Oct 2 3 clicks

Nike, Part One: The Story

Nike grew from a $1,000 shoe-distribution venture in 1964 into the largest sports brand, using athlete endorsements, product innovation and…

NKE $57B

Latticework by MOI Global Oct 2 3 clicks

Boeing F/A-XX Win: A Surprise Blow For Northrop

Boeing won the $20 billion Navy F/A-XX contract after securing the Air Force F-47, concentrating U.S.

NOC $78B

Dhierin Bechai Oct 2

Rocket Lab (NASDAQ: RKLB) Stock Rating: Accumulate After Q2 FY12/26 Earnings

Rocket Lab reported Q2 revenue up 62% to $234.1 million and backlog up 137% to $2.36 billion, while operating losses and cash burn…

RKLB $45BIRDM $5B

Cestrian Capital Research Oct 2

Research & Analysis | AAR Corp. (NYSE: AIR): MRO Holdings Reshapes the Margin Profile

AAR’s $1.8 billion acquisition of a 65% stake in MRO Holdings adds widebody aircraft maintenance and targets a 19% to 20% EBITDA margin by…

AIR $4.6B

Monte Independent Investment Research Oct 2 4 clicks

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Thursday, November 12, 2026

George Noble on X

George Noble on X

SG on X

SG on X

SG on X

A Capital on X

Dalius - Special Sits on X

Fajasy on X

Investor Letters

Publications we follow

Newsletters 110

YouTube 4

Blogs 15

Seeking Alpha 83 of 286

X accounts we follow

Investor letters we follow

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