Thursday, November 12, 2026

This Week in Special Situations: Coursera, eToro, Fluor, Trade Desk

Coursera trades at roughly $150 million enterprise value after Pale Fire Capital took 14.7%, with cash and Treasuries covering 83% of its…

Qure Anniversary Update

UniQure’s Huntington’s disease BLA has a May 1, 2027 priority-review date, with an FDA advisory committee expected in late first quarter.

Floor & Decor 3Q’26: Déjà Vu, But Priced For A Lost Decade

Floor & Decor cut its 2026 outlook again, with EBITDA guidance falling to $535-550 million and 2027 openings slowing to 10-15 as housing…

Big Short: Fidelity & Guaranty

F&G’s main insurer held $66.5 billion of assets against $1.38 billion of statutory capital, while private credit, reinsurance dependence…

AutoNation (AN): The CEO Takes a Driving Test

AutoNation’s new CEO Mike Manley brings Jeep and Fiat Chrysler experience after the dealer chain cycled through three leaders in 30 months.

Salesforce: Pay For Consensus Growth, Get Anthropic And Databricks For Free

Salesforce’s Agentforce adoption, Anthropic and Databricks stakes, and margin expansion support upside, while debt-funded buybacks have…

CRM $179B

SA Alexander Grover 7h ago 1 click

Quanta Services (PWR): Backlog Up 63% While Shares Fall 30%

Quanta Services' backlog rose 63% year over year to $64 billion as shares fell 30%, with AI and power-infrastructure demand driving revenue…

Jensen Huang Resigns. Who Should Replace Him to Keep Nvidia Successful?

A hypothetical Nvidia succession scenario names Colette Kress interim CEO and favors Arm's Rene Haas or Nvidia's Ian Buck as permanent…

Petrobras: Record Earnings, Shrinking Dividends, And The Lula IV Problem

Petrobras posted record 3Q26 production and earnings, but higher investment needs are shrinking dividends as a possible Lula IV government…

PBR $115B

SA Bernard Zambonin 8h ago 3 clicks

Top Rebound Stocks for Nov’26

Texas Pacific Land's 50% selloff reflects faded data-center expectations, while its Permian royalty business generated $498 million of 2025…

BUR · long

Burford Capital Limited

Burford Capital is presented as a long investment idea.

The Fed Is Going to Lose the Bond Market and I Found the Asset That Gets Paid When It Does

Rayonier’s 4.0 million acres are valued at $393 an acre after other assets, versus $1,200 to $1,800 cutover-land sales, framing the timber…

Looking For A 2027 Defense Play: Honeywell Fits The Bill

HONA $54B

SA Petri Dish Reports Sep 4 4 clicks

Spare a Thought for Broadcom Shareholders

Broadcom’s FY2028 revenue estimate rose from $162 billion to about $270 billion and EPS from $17.60 to $30, while the stock remained flat…

Equinor: Positive Fundamentals Could Be Stifled By EU Emergency Measures (Rating Downgrade)

Equinor’s H1 2026 net income doubled to $7.94 billion as European gas prices rose, but EU energy-crisis measures could curb profitability.

EQNR $98B

SA Zoltan Ban Sep 4 4 clicks

TSOH Weekly Roundup (09/04/2026)

TSOH Weekly Roundup covers Costco’s $4.99 chicken supply chain, Celsius’s 20% energy-drink share, and California utilities’ wildfire…

Broadcom: The AI Tollbooth Is Becoming An Earnings Machine

Broadcom's AI semiconductor revenue rose 221% year over year as custom silicon programs and VMware software cash flows fund further…

AVGO $1.6T

SA Simple Investment Ideas Sep 4 3 clicks

Sixty Dollars or Nothing

Chiron granted seven executives 195,610 options at a $60 strike, 63% above the market price and above its published valuation range.

Research & Analysis: Applied Aerospace & Defense (NYSE: AADX) q2’26 Earnings Update

Applied Aerospace & Defense reported Q2 revenue growth of 47% to $167 million and $1.13 billion in backlog, supported by missile production…

Trading Post 9/4/2026

Lululemon reported a 9% global comparable-sales decline, 20% lower leggings sales and mid-single-digit operating-margin guidance, with…