OXY’s Q3: 5 Reasons It’s Ripe for a Takeover
Occidental Petroleum reached its $10 billion debt target early and targets $6.4 billion to $6.5 billion of 2027 free cash flow at $65 WTI, strengthening its takeover case.
Friday, November 13, 2026
Back to the front page 
From X
Asif Suria on X
Interesting if real! $HUBS is one of the few software companies that did not rebound from the summer SaaSpocalpse related selloff.
Calvin Blissett on X
I’d bet $KSPI finds a way to surf this wave. @m_lomtadze @fergusond747 @Kaspi_kz
Lee Roach on X
At $23.50 now. Buying $LFTO while the piggies were panicking about a small decrease in revenues was generational buying opportunity.
Deep Sail Capital on X
Oh boy those $MOD leap calls about print already!!!!
Negligible Capital on X
Why is Samsung trying to buy $MOD - someone should probably tell them we won't need thermal cooling in space
Investor Letters
All letters- Minotaur Capital October 2026 CROX $7.2BHUT $7.3B
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 PNI $2.7B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $30BNOW $104B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7BSN $31B
- Rathbones October 2026 SBGSF $158BSIEGY $236B
- FCL Capital October 2026 ANPDF $28BBKNG $120B
- Protean Funds October 2026 AAK $4.7BLFABF $13B
TSOH Weekly Roundup (11/13/2026)
Tripadvisor’s CEO and CFO will depart after weak Q3 results, while Roblox’s CEO discusses AI and Berkshire repurchases $9.6 billion of…
Klaviyo: Reduced Risk, Better-Than-Expected Growth And Gross Margin (Rating Upgrade)
Klaviyo's deeper Shopify partnership, international and enterprise growth, and 75% Q3 non-GAAP gross margin support a Buy upgrade and $34…
Research and Value 
Infineon Technologies (OTC: IFNNY) Stock Rating: Initiating Coverage At Accumulate After Q4 FY9/26 Earnings
Infineon’s AI data-center power-chip revenue more than doubled to €1.7bn, supporting fiscal 2027 guidance for about €20bn in revenue and…
Accenture: Sold On AI While AI Makes It Grow
Nicolas Bolsinger 
Research & Analysis: CoreWeave (NASDAQ: CRWV)
CoreWeave targets 2 GW of active compute capacity, backed by high GPU rental rates, fast paybacks and a growing backlog despite a…
Sprouts Farmers Market: I Should Have Waited For The Discount
Sprouts Farmers Market is rated a buy at $50 after a 40% decline, contingent on maintaining store economics as same-store sales and margins…
Louis Liu, Esq 1 click
Industry Primer: Alternative Asset Managers
Alternative asset managers earn durable fees on committed capital, but 2026 losses followed retail-credit redemptions, lender-fraud…
Remitly Global: Scaling The Wall Of Worry (Ticker: RELY)
Remitly’s Q3 keeps its remittance growth thesis intact as spending cards, memberships and credit products target $1 billion in annual…
QXO Inc Earnings Update: Q3 2026
QXO's Q3 sales rose 79% to $4.9 billion after TopBuild and Kodiak acquisitions, while acquisition debt lifted interest expense to $163…
Cerebras surges, Applied and Cisco are doing fine but stocks are muted
Nvidia CEO Colette Kress signals a pullback from the financial schemes pursued under Jensen Huang.
ABG · long Asbury Automotive Group INC
Asbury Automotive Group's changed setup and underperformance versus other public dealers form the basis for a renewed long thesis.
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…
[scuttleslops] Cloudflare wants bots to pay; OpenAI’s ad ambitions; Memory chip competition; Muse is a proactive assistant; the Wintel of cars and robots; Atlassian as a coordinating layer
Cloudflare is building HTTP 402 payments for AI agents, using its web network to let publishers charge bots for content access.
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.
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…
ServiceNow: Still A 'Strong Buy' As AI Revenues Gain Traction
ServiceNow expects AI annual contract value to reach $1.5 billion by year-end, with assist-pack consumption pricing supporting growth…
Jetstream Research 1 click
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…
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…
American Healthcare REIT: A Dip Buy Driven By Senior-Care And Outpatient Tailwind
American Healthcare REIT’s senior-housing and outpatient portfolio is driving FFO growth and dividend safety, while a rich valuation limits…
Albert Anthony 1 click
The Trade Desk (NASDAQ: TTD) Stock Rating: Do Nothing After Q2 FY12/26 Earnings
The Trade Desk's Q2 revenue grew 3% to $715 million as Q3 guidance called for a year-over-year decline; TTD has fallen over 90% from its…
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Sectors
Ordered by how often our editor reaches for them.
