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

16h 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 6 clicks

19h ago NVDA $3.9T

The Spy Who Shagged The Market

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

From X

@stockgutter 1h 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 10h ago

Trevor Scott on X

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

@OddDiligence 10h ago

Odd Diligence on X

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

@cfrischer1 10h 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 12h ago

SG on X

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

@calvinblissett 12h 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 12h ago

Adam D. Wyden on X

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

@BarbarianCap 12h 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 16h 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 18h 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 18h 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 19h 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 19h 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 20h 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 20h 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 20h 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 21h 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 21h ago 3 clicks

EVC · long

Entravision Communications

Entravision Communications, up fourfold year to date, is pitched as an undervalued growth business emerging from a troubled parent…

EVC $874M

Value Investors Club Jul 27

From Fat to Follicles - Is Hair Loss the Next Blockbuster?

Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.

NVO $184BMANE $5.5B

Cestrian Capital Research Oct 20 41 clicks

Is Microsoft Over-Earning on OpenAI?

Microsoft booked $24.1 billion from OpenAI in FY2026, nearly a quarter of Azure revenue, raising questions over finite, high-margin…

MSFT $3.9T

MBI Deep Dives Oct 20 22 clicks

RTX Corporation (NYSE: RTX) Q3 FY12/26 Earnings Update - Accumulate, Record $340bn Backlog, Zones And Stop Inside

RTX reported 11% sales growth to $25.0 billion, raised 2026 guidance and reached a record $340 billion backlog, while free cash flow fell…

RTX $268B

Cestrian Capital Research Oct 20 9 clicks

Heico Corporation

HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts…

HEI $48B

D Invests Oct 20 13 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Update - Accumulate, Record Backlog, Zones And Stop Inside

Northrop Grumman posted 7% Q3 sales growth to $11.1 billion, lifted profit guidance and reached a record $109.6 billion backlog, led by…

NOC $78B

Cestrian Capital Research Oct 20 4 clicks

Disney: Century-Old Franchises at 14x Forward Earnings

Disney trades at 14x FY27 consensus EPS of $7.50 as parks, merchandise and streaming rebuild its franchise flywheel.

DIS $205B

Latticework by MOI Global Oct 20 10 clicks

AGI Inc: The Bargain Is Even More Attractive

AGI Inc trades at 5.6x earnings after a 35% post-IPO decline, despite roughly 30% ROE and resilient INSS payroll-loan growth.

AGBK $1.6B

Multiplo Invest Oct 20 14 clicks

[scuttleslops] AMZN, MTCH, SPOT, Open vs. closed models

Amazon’s fulfillment network and customer-review base limit autonomous AI shopping agents, whose referrals generate under 0.5% of major…

AMZN $2.9T

scuttleblurb Oct 20 11 clicks

💥Hain Celestial: Earthly Issues💥

Hain Celestial sold its North American snacks business for $115 million as declining sales and EBITDA left $558 million of secured debt…

HAIN $13M

PETITION Oct 20 6 clicks

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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

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