Sunday, November 15, 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 23h ago 4 clicks

37h 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

40h ago AIG $43B

The Spy Who Shagged The Market

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

From X

@Mr_Neutral_Man 9h ago

Mr Neutral Man aka "Howard Marks of REITs” on X

Taking my kids on an Anthony Bourdain style Queens food crawl Dinner at Astoria Seafood - grilled scallops, cuttlefish, gulf shrimp, halibut and fried calamari $186 Baklava at Al Sham -$13 Pastry at Cafe Noisette - $18 Pokemon cards $GME - $20 My kids’ smiles - Priceless

@ACapitalLP 11h ago

A Capital on X

- $OWL private credit apocalypse vs. sustainable franchise

@ACapitalLP 11h 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 11h 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%.

@StableBread 12h 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:

@AsifSuria 13h ago

Asif Suria on X

@RAMCOCAPITAL We haven't seen much in terms of insider buying at $FICO despite the huge drop in recent months. It was Prospect Capital:

@ACapitalLP 17h ago

A Capital on X

Take $FLEX, which looks fundamentally cheap ahead of its upcoming Axiom spin-off. Yesterday morning, the stock was down ~8%, significantly underperforming both $SMH and $SOX. Was there anything idiosyncratic to $FLEX, or was this just another NVIDIA/AI factor puke amplified by positioning? If the thesis is intact and nothing has fundamentally changed, that’s when you should be looking to add, not panic…

@gnoble79 20h ago

George Noble on X

@TheAlucardofX My “crappy service” Countless investors have profited from my advice. Every $CRWV shareholder certainly wishes they had.

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 39h ago 6 clicks

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 40h 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 41h ago 4 clicks

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…

RBLX $36B

TSOH Investment Research 42h ago 3 clicks

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…

IFNNY $71B

Cestrian Capital Research 44h ago 3 clicks

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…

CRWV $30B

Monte Independent Investment Research 46h ago 5 clicks

Celestica: Down 56% In 5 Months, Still A Strong Buy

Celestica, down 56% in five months, is pitched on next-generation data center switches and design wins, with customer concentration,…

CLS $30B

Benjamin C. Barry 47h ago 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…

BN $91B

Latticework by MOI Global Nov 13 4 clicks

Bloom Energy: Voters Want Data Centers Off Their Bill, Buy

Bloom Energy’s fuel cells offer data centers grid independence as Q3 operating income rose 518% on 138% revenue growth.

BE $57B

Ignacio Planas Gonzalez Nov 12 2 clicks

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…

QXO $13B

SixSigmaCapital: Navigating the Financial Markets Nov 12 3 clicks

Is The Market Turning The Page?

CoreWeave’s debt and equity price action is framed as a wake-up call for investors amid a broader market discussion.

CRWV $30B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 15 56 clicks

CoreWeave: Why Credit Markets See A 54% Chance Of Default

CoreWeave’s 2032 notes yield over 15%, signaling a 54% default probability as borrowing costs exceed rental yields on AI infrastructure…

CRWV $30B

Dustin Quasney Oct 15 25 clicks

Constellation: Stars Aligning?

Constellation Brands trades near $127 at roughly 11x next-twelve-month EV/EBIT, with recent business results offsetting concerns over…

STZ $25B

TSOH Investment Research Oct 15 28 clicks

October 2026 Random Ramblings

October 2026 market commentary covers SOLS’s cancelled merger, a hypothetical Starbucks-Chipotle deal, Russell 2000 weakness and AI…

SOLS $10BCMG $45B

Yet Another Value Podcast Oct 14 88 clicks

Everyone wants to defend CoreWeave but who really knows

CoreWeave faces fresh skepticism as another AI trade selloff collides with bullish defenses of the company.

CRWV $30B

The Technology Letter Oct 14 6 clicks

A Conversation With Ari Emanuel About Entertainment and AI

Ari Emanuel discusses AI’s impact on Hollywood, live events, social networks and the future of advertising.

TKO $37B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Oct 14 8 clicks

Coherent | Management Call

COHR $42B

P Equity Research Oct 14 19 clicks

First Tracks Biotherapeutics: Teva Validated The Pathway, ANB033 May Own The Receptor

First Tracks Biotherapeutics’ ANB033 posted stronger Phase 1b celiac efficacy than Teva’s IL-15 inhibitor, with $168 million funding…

TEVA $52B

Equity Eagle Oct 14 9 clicks

Research Roundup Vol. LVI

Howmet Aerospace is framed as a beneficiary of turbine and aircraft-engine demand, while J.B.

HWM $88BJBHT $22B

Monte Independent Investment Research Oct 14 16 clicks

Lennar: The Misstep Is Temporary, the Operating Machine Is Not

Lennar cut build times to 116 days and adopted an asset-light land model, while gross margin fell to 15.8% from 27.5% as land costs rose.

LEN $20B

Latticework by MOI Global Oct 14 16 clicks

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Sunday, November 15, 2026

Mr Neutral Man aka "Howard Marks of REITs” on X

A Capital on X

A Capital on X

Fajasy on X

Fajasy on X

Asif Suria on X

A Capital on X

George Noble on X

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Seeking Alpha 87 of 294

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