Saturday, November 14, 2026

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 intensified.

ZTS $34BELAN $13B

Librarian Capital's Research Library 2h ago 3 clicks

15h ago CRWV $30B

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

Steve Eisman 5 clicks

18h ago NVDA $3.9T

The Spy Who Shagged The Market

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

From X

@stockgutter 18m ago

SG on X

$FF stock was crushed after earnings disappointed. While revenue approximately quadrupled to $104.7 million, FutureFuel posted an unexpectedly large GAAP loss. The company says that the loss in part was caused by a large chemicals customer that "paused" orders in Q3 but expects to resume "a normal cadence" in Q4. Now, insiders are starting to nibble. np yet but looking.

@TidefallCapital 9h ago

Trevor Scott on X

@jeremie0117 @AurelionRsch You can buy it at a lower fee rate with this secret ticker $SPY

@OddDiligence 9h ago

Odd Diligence on X

@youngvibrantman @ConsensusGurus @grok You will get no answer. Everyone hates $AGLT

@cfrischer1 9h ago

Charles Frischer on X

@Reign_Maker @NextNav @faa @PresuttiTim I don’t know enough about tonight’s technical issue. That said, an interruption of GPS in the US would cause massive distress in the economy. The government would be prudent to act now on this issue and create the back up system using $NN spectrum and technology.

@stockgutter 11h ago

SG on X

$ADMQ slightly profitable quarter but revenue growth is pathetic given new facility. Time to put it to work.

@calvinblissett 11h ago

Calvin Blissett on X

Yes and no lol, valuation and dividend yield are attractive currently (I added a few days ago ~$88), macro continues to trend in the right direction, I do hate $PDD just entered Kazakhstan, BUT what I surface level read is they can coexist well and $KSPI has a different approach than them from someone who I think is smart, pretty sure was @Benceno88 if you may elaborate friend. Also $KSPI management team will continue to find ways to pull rabbits out of the hat and grow within KZ, the most recent grocery vertical being an example

@Adam_Wyden 11h ago

Adam D. Wyden on X

$STGW @CorneliaLake Judd riffing on $STGW at min 40….lfg @Mark_Penn @jayleveton @ballan11 @AndrewYAVB @ACapitalLP

@BarbarianCap 11h ago

Barbarian Capital on X

Railroad CEO’s Loose Lips Threaten to Torpedo His $72 Billion Megadeal $UNP $NSC

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 15h 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 17h 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 17h 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 18h ago 1 click

A No-Spin, No-Snark Take On Nebius Group (NASDAQ: NBIS)

Nebius spent $7.3bn in Q3 capital expenditure against $981m of revenue, including $325m in nonrecurring partnership sales, and guides to…

NBIS $32B

Cestrian Capital Research 18h ago 3 clicks

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,…

OXY $59B

Open Insights 19h ago 4 clicks

Opera Q3 Preview: Another Great Quarter Ahead

Opera pre-announced Q3 revenue of $182.8 million, up 20%, and $43.2 million in adjusted EBITDA, with Q4 guidance, advertising momentum and…

OPRA $1.4B

Gytis Zizys 19h ago 5 clicks

Nvidia’s Future | My Question Marks

Nvidia’s future is framed around alleged China GPU diversion, tighter export controls and supply-chain risk after Jensen Huang’s claimed…

NVDA $3.9T

P Equity Research 19h ago 4 clicks

Qualcomm Custom ASICs?

Qualcomm’s Alphawave SerDes, CPU cores and HBC could support custom AI ASICs as hyperscalers build heterogeneous fleets beyond GPUs.

QCOM $185B

Chipstrat 20h ago 4 clicks

Applied Materials (NASDAQ: AMAT) Stock Rating: We Remain At “Stop" After Q4 FY10/26 Earnings

Applied Materials reported Q4 revenue of $10.4 billion, up 53%, and guided to $11.1 billion for January, but the rating remains Stop after…

AMAT $294B

Cestrian Capital Research 20h ago 3 clicks

IOND · long

Ionic Digital INC

Ionic Digital (IOND) is pitched as a legacy bitcoin miner shifting into AI infrastructure, with Nscale’s Microsoft-backed, NVIDIA-linked…

IOND $2.7B

Value Investors Club Jul 29

Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses

Sharp Tech launches on video, covering Netflix, the internet’s future and Meta’s VR glasses.

NFLX $255BMETA $1.6T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Oct 22 2 clicks

OCP 2026: MicroVCSELs are gaining attention, but microLEDs still have a case

Credo’s microVCSEL pivot targets 10–20m data-center links where copper falls short, while microLEDs compete nearer compute on integration,…

CRDO $24B

Vik's Newsletter Oct 22 6 clicks

Field Trip: AI Has to Be Seen to Be Believed

Seattle AI users report major productivity gains and expect firms to shift from OpenAI and Anthropic toward owned hardware, supporting…

NVDA $3.9T

Aurelion Research Oct 22 16 clicks

Lam Research Q1 FY6/27 Earnings Review

Lam Research reported $8.22 billion in Q1 FY6/27 revenue, with systems up 62% and operating margin reaching a record 40% as memory spending…

LRCX $282B

Cestrian Capital Research Oct 22 4 clicks

Trade Alert - Long RIG

HFI Portfolio bought 94,214 shares of Transocean, RIG, for $570,000 at $6.05 per share.

RIG $6.2B

HFI Research Oct 22 11 clicks

Meta 3Q’26: Healthy Core, But Investors Spooked by Potential Funding Ambitions

Meta’s ad revenue grew 26% to $63.1 billion, but negative free cash flow and $135-145 billion of capex raise concerns over AI funding and a…

META $1.6T

MBI Deep Dives Oct 22 4 clicks

CoreWeave: Why Patient Investors Should Hold Through Volatility

CoreWeave targets 8 GW of active power by 2030, expands into India and builds its AI cloud ecosystem through Google Cloud and partner…

CRWV $30B

Jack Elias Oct 22 6 clicks

MYR Group q3’26 Earnings Preview

MYR Group’s Q3 2026 preview cites data-center and power transmission demand, with long-term service agreements supporting margin growth and…

MYRG $4.3B

Monte Independent Investment Research Oct 22 6 clicks

Mosaic: Cash from Potash Now, a Recovery in Phosphates Later

Mosaic’s potash business generated $930 million after capital spending and closure cash in 2025, while phosphate operations consumed $207…

MOS $7B

Latticework by MOI Global Oct 22 13 clicks

Publications we follow

Every publication on this site, hand-picked.

130 publications

YouTube 4

Blogs 15

Seeking Alpha 88 of 292

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts

Nominate an account

Investor letters we follow

376 firms

Sectors

Ordered by how often our editor reaches for them.

Saturday, November 14, 2026

SG on X

Trevor Scott on X

Odd Diligence on X

Charles Frischer on X

SG on X

Calvin Blissett on X

Adam D. Wyden on X

Barbarian Capital on X

Investor Letters

Publications we follow

Newsletters 110

YouTube 4

Blogs 15

Seeking Alpha 88 of 292

X accounts we follow

Investor letters we follow

Sectors