Sunday, November 15, 2026

Net Lease Office Properties: Here Comes Another Dividend

Net Lease Office Properties has distributed $24.19 per share, including a $1.50 special dividend, while liquidation risk centers on its…

NLOP $141M

SA Kingdom Capital 6h ago

BlackRock TCP Capital Corp: Deleveraged, For Sale Sign

Braemar Hotels & Resorts: Updated Thoughts, Needs to be Sold

Brookfield: Building On The Berkshire Playbook

Brookfield trades at about 17 times trailing distributable earnings, while its 73% BAM stake accounts for $63 billion of its $94 billion…

BN $91B

SA Secret Compounders 14h ago 1 click

JFrog CFO: Soaring AI usage is converting to bigger deals

JFrog CFO Ed Grabscheid says soaring AI usage is converting into larger customer deals after an upbeat earnings report.

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

OTC Markets CEO Cromwell Coulson says the SEC’s proposed offering reforms could let OTCQX and OTCQB companies raise capital through…

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

Nvidia’s alleged Jensen Huang scandal is framed as a lesson in avoiding emotional reliance on a CEO within an investment thesis.

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…

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

SA JR Research 27h 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…

MG · long

Mistras Group INC

Mistras Group is a rare publicly traded US non-destructive testing pure play, providing quality assurance for materials, components and…

Synopsys (NASDAQ: SNPS) Stock Rating: DISTRIBUTE Ahead Of Q4 FY10/26 Earnings

Synopsys moved to Distribute after Q3 revenue rose 42% on Ansys, while organic growth was 7% and the stock traded at 11.1 times trailing…

TSOH Weekly Roundup (10/09/2026)

Paramount Skydance’s debt-heavy Warner Bros. Discovery acquisition, streaming bundle pricing and alcohol-industry diversification anchor…

Blackstone Secured Lending: A Solid Balance Sheet But About To Cut Its Dividend - HOLD

Blackstone Secured Lending Fund faces a likely dividend cut after its first shortfall in 28 quarters, despite 1.8% non-accruals, $2.8…

BXSL $5.5B

SA Rubicon Associates Oct 9 1 click

Consumer agents: an ethics race, a prisoner’s dilemma, and the obvious OTA short

Consumer agents create an ethics race among AI labs and a prisoner’s dilemma for retailers, with online travel agencies framed as an…

Alphabet: The Search Engine Everyone Wrote Off Is Now Building the AI Economy and takes the lead in LLM´s again?

Alphabet pairs 17% Search growth, 82% Cloud growth and 500,000 weekly Waymo rides with a $195–205 billion AI capex plan.

Hyster Yale (HY) Multibagger potential as confluence of negatives subside. Attractive after markets part services model

Hyster-Yale trades at 0.16 times sales as lift-truck bookings rebound and restructuring targets $85 million to $100 million in annual…

Domino's Has a Problem That Doesn't Show Up in Its Accounts

Domino’s franchisee returns are slowing store openings, while its $303 share price assumes 11% annual growth and $1.3 billion of debt must…

Research & Analysis: Legence Corp. (NASDAQ: LGN)

Legence trades at 10.4x EV/aEBITDA with a $5.7 billion backlog, as AI data center installations drive growth and expand its maintenance…

GoDaddy: The AI Transition Is Messy, But I'm Still Buying

GoDaddy’s Airo bookings run-rate rose from $10 million to $50 million in one quarter, but legacy Applications & Commerce declines still…

GDDY $14B

SA Fernanda Galvez Jalil Oct 9 2 clicks