Saturday, November 14, 2026

BlackRock TCP Capital Corp: Deleveraged, For Sale Sign

TCPC $345M

Clark Street Value 5h ago 2 clicks

8h ago OTCM $626M

The SEC Rule That Could Transform Small-Cap Capital Raising | Cromwell Coulson

The Monetary Matters Network 4 clicks

9h ago NVDA $3.9T

Lessons from Jensen’s scandal, and a new in-depth report (NOTW #114)

Best Anchor Stocks 2 clicks

From X

@Adam_Wyden 16m ago

Adam D. Wyden on X

@ACapitalLP $CODI nobody believes the company can be liberated. The gonnifs will rule the roost forever. Money will get siphoned in perpetuity and dilution will keep occurring… or will it?

@Adam_Wyden 18m ago

Adam D. Wyden on X

@ACapitalLP $CODI !!!!!

@ACapitalLP 2h ago

A Capital on X

- $OWL private credit apocalypse vs. sustainable franchise

@ACapitalLP 2h ago

A Capital on X

The biggest money in public markets is made when perception diverges dramatically from reality. Think of betting on sports on Kalshi/Polymarket. You’re not making a fortune betting on the #1 team to beat the #2 team. You’re making it betting on the 99-to-1 underdog when you realize the odds are completely wrong… A few situations that come to mind: - PSPs ($CIFR, $WULF, $APLD, $RIOT): Financing fears vs. the value of contracted power and development pipelines. - $TLN: PJM regulatory overhang vs. underlying FCF generation. - $FSLR: Fears of losing 45X credits vs. durable domestic manufacturing economics. What other situations fit this framework?

@StableBread 2h ago

Fajasy on X

In 2011, share-based compensation cost the 75 companies in the S&P 500's tech sector 2.2% of their revenue on average. By 2021, it cost them 4.1%, yet 45 of them excluded it from the adjusted profits they reported. At the end of 2022, Intuit $INTU traded at 28.4x the adjusted EPS analysts expected, versus 25x for Microsoft $MSFT. With share-based compensation included, Intuit traded at 43.9x, a 76% premium to Microsoft instead of 14%.

@gnoble79 2h ago

George Noble on X

$NVDA is Enron 2.0 @GavinSBaker @altcap @jason @chamath @DavidSacks @friedberg , What do you have to say for yourself? Asking for a friend. Your analytical malpractice and blindness to criminal activity is astounding. Shame on you for aiding this fraud. Live in your integrity, instead of pumping up this garbage. Do you have any ethics? Or is it always about the money? History will not be kind to you. Despicable, just despicable. Beware tech bro.

@gnoble79 2h ago

George Noble on X

$NVDA is Enron 2.0 @GavinSBaker @altcap @jason @chamath @DavidSacks @friedberg , What do you have to say for yourself? Asking for a friend. Your analytical malpractice is astounding. Shame on you for aiding this fraud. Live in your integrity, instead of pumping up this garbage. Do you have any ethics? Or is it always about the money? History will not be kind to you. Despicable, just despicable. Beware tech bro.

@StableBread 3h ago

Fajasy on X

If you want to see the most notable changes (new, updated, removed) for any S&P 500 company every quarter, this page I built keeps track of that automatically. My SEC reading tool diff's each filing against the previous one, identifies exactly what changed w/in the filing and tables (footnotes included), and then uses the AI I've trained to flag the most notable changes. Those most notable changes are what's shown on this page. Not every single change (most are not worth highlighting; like legal language or something small). Click on any of them and it'll show you that exactly (image shows example for $FDX). Then you can click on any of the changes to jump to the exact location on the filing itself. Or simply open and read the latest 10-Q or 10-K on SECSift for free (no account required). See it here:

Q3 Earnings Updates

Q3 updates cover Crocs, Entravision and Fiserv beats, coal and oil weakness, and Xerox’s sharp decline, testing the underlying cases for…

CROX $7.5BEVC $874M

Hidden Rock Capital's Newsletter 9h ago 2 clicks

Cerebras: Timely Buying Opportunity After The Collapse (Rating Upgrade)

Cerebras Systems’ $26.1 billion backlog and Oracle Cloud and Microsoft wins support an upgrade after its valuation reset, though the case…

CBRS $26B

JR Research 10h ago 3 clicks

Zoetis: ~13x P/E, But Still in the Doghouse

Zoetis trades near 13x 2026 guidance after a 31% annual share decline, as Q3 revenue and earnings fell and competition from Elanco…

ZTS $34BELAN $13B

Librarian Capital's Research Library 14h ago 4 clicks

Peabody Energy: Delays With Centurion, But The Valuation Is Extremely Compelling

Peabody Energy trades at 2.7 to 2.9 times consensus EBITDA after Centurion delays cut Q4 guidance, with $434 million cash, $297 million…

BTU $2.1B

Bang For The Buck 16h ago 4 clicks

The AI Debate is No Longer Boom vs Bust: Why It’s Time to Go Back to Stock Picking | The Weekly Wrap

AI investing is shifting from boom-or-bust bets to stock picking as data center moratoriums and company results separate winners from…

CRWV $30BCHTR $25B

Steve Eisman 27h ago 6 clicks

The Spy Who Shagged The Market

Nvidia’s leadership scandal puts its AI-market role under scrutiny, with comparisons to AIG’s pre-GFC liquidity influence.

NVDA $3.9TAIG $43B

WHAT ARE WE DOING? “Contrarians At The Gate” 30h ago 4 clicks

One Thing I Learned: Meta’s Ads Are About to Surpass Google Search

Meta's $63.1 billion ad revenue nearly matched Google Search's $63.4 billion as Meta grew 26% versus Search's 12%.

META $1.6T

Hayden Capital 27h ago 3 clicks

Is Nebius Fucked?

Nebius’ Q3 beat relied on $325 million of one-off partnership fees as it raised 2027 CapEx to $40–45 billion and may need $6–11 billion of…

NBIS $32B

Daniel Romero 29h ago 6 clicks

BGIN: a $34mm tax bill and $31mm of cash

BGIN holds $31.4 million of cash against $34.1 million in taxes payable as first-half revenue fell 85% and self-mining costs exceeded coin…

BGIN $439M

Guardian Research 29h ago 3 clicks

Arcos Dorados Q3: Same Golden Arches, A Fraction Of The Price

Arcos Dorados' Q3 comparable sales rose 15.5% on higher traffic, checks and market share; shares trade at 8.8 times forward earnings amid…

ARCO $1.5B

Kenio Fontes 30h ago 4 clicks

LZ · long

Legalzoom.com INC

LegalZoom trades near all-time lows as AI adoption is positioned to accelerate growth.

LZ $820M

Value Investors Club Jun 9

TSOH Weekly Roundup (08/21/2026)

TSOH Weekly Roundup covers Walmart’s soft U.S. comps and rapid delivery, Qiaodan’s challenge to Nike in China, and Suno’s AI-generated…

WMT $1TNKE $56B

TSOH Investment Research Aug 21

PLTR 2026-08-21

Palantir Just Turned Its Biggest Weakness Into A Strength

Palantir’s revenue rose 93% to $1.94 billion as U.S. commercial bookings jumped 149%, lifting GAAP operating margin to 47% and free cash…

PLTR $405B

Quantryon Capital Aug 21 1 click

Intercontinental Exchange (ICE): Inside the ICE House

Intercontinental Exchange combines high-margin exchanges, recurring data services and mortgage technology, trading at about 18 times 2027…

ICE $100B

The Curious Compounder Aug 21

BREAKING: Modine's Anchor Multi-Billion-Dollar Customers Are Google and Amazon

Modine's leaked database identifies Google behind a $4 billion agreement and $4.5 billion of additional demand, with nearly $15 billion of…

MOD $7.2BAMZN $2.9T

Hunterbrook Aug 21

Adobe Investment Case Summary

Adobe investment case summary.

ADBE $95B

Global Outperformers Aug 21

One quote to rule them all

Deere raised net income and cash flow guidance despite a 10% Production and Precision Ag sales decline, as construction and small-ag…

DE $182B

Best Anchor Stocks Aug 21

IRTC 2026-08-21

iRhythm: The Algorithmic Margin Inflection Changes The Story

IRhythm’s ZEUS clearance cuts clinician review time 50%, targeting $100 million in five-year savings as cardiac monitoring margins expand…

IRTC $3B

Equity Eagle Aug 21

The Real Brokerage: Transformation (Ticker: REAX)

Real Brokerage’s RE/MAX acquisition would triple its agent count, diversify revenue with franchise fees and expand share during a weak U.S.

REAX $406MRMAX $681M

Emerging Moats Research Aug 21

CORT 2026-08-21

Like The Knick's, Corcept Rebounded And Is Crushing It

Corcept Therapeutics expects Lifyorli and Korlym to support 44% revenue growth, while FDA and European decisions on relacorilant could…

CORT $8B

ChuckJones Aug 21 1 click

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Saturday, November 14, 2026

Adam D. Wyden on X

Adam D. Wyden on X

A Capital on X

A Capital on X

Fajasy on X

George Noble on X

George Noble on X

Fajasy on X

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Seeking Alpha 88 of 294

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