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In his October 7, 2026 conversation with Norway's sovereign wealth fund CEO Nicolai Tangen, Egerton Capital founder John Armitage said good companies need moats, strong management and sound capital al…

Horizon Robotics CEO Yu Kai estimated on the September 30, 2026 episode of In Good Company that about 95% of the company's business then focused on passenger cars. The programme description said one i…

### At a Glance Match Group CEO Spencer Rascoff, in an October 2026 interview, stated that the recommendation algorithm improves match quality metrics by merging decks of different user objectives a…

In an October 21, 2026 conversation with Norway’s sovereign wealth fund CEO Nicolai Tangen, former Google CEO Eric Schmidt said AI competition runs in monthly cycles and the next cycle could shrink to…

In a Cheeky Pint interview released on October 29, 2026, OpenAI CEO Sam Altman said he would intuitively prefer a trillion slightly superhuman AIs joining society to a single AI with a trillion IQ. He…

In its October 2026 analysis, Acquired reported that Seinfeld, which ended in 1998, was watched by 72 million Americans in the first eight months of 2026. Tracing the show from its 1988 NBC pitch to i…

In this episode, Pershing Square founder Bill Ackman said his concentrated portfolio holds 12–14 companies and has achieved a long-term compound return of about 16%. Speaking with Norway's sovereign w…

Following Anthropic's S-1 filing, Aswath Damodaran attempts to interpret key disclosures from both optimistic and pessimistic perspectives across four valuation input dimensions: revenue growth, profi…

Cliff Sosin, founder of CAS Investment Partners, argued in an October 27, 2026 podcast that AI has hard limits in predicting complex dynamic systems like weather or economies, making intelligence chea…

Patient Capital's Opportunity Equity strategy fell 0.79% in the week ended October 23, 2026, underperforming the S&P 500. The fund noted Seadrill rose on higher oil prices, and Biogen hit a 52-week hi…

In his October 23, 2026 report, Paul Harris focuses on Arizona copper projects and calls the mainstream narrative of a copper supply gap a 'fantasy.' Hudbay Minerals and Mitsubishi have made a final i…

In its Q3 2026 webinar, Patient Capital founder Samantha McLemore stated that the firm remains bullish on the long-term bull market despite negative sentiment around AI. She argued that pessimism is c…

In his October 2026 analysis, Aswath Damodaran classifies Anthropic and OpenAI as high-growth, high-loss, negative free cash flow young companies, arguing their trillion-dollar valuations rely on 'mes…

In its October 22, 2026 podcast, guest Fraser Christie argued that buy-now-pay-later firm Affirm is more like an internet-era American Express than a traditional lender. Fraser highlighted Affirm's tr…

Bireme argues against paying a premium for catalysts and discusses Airtel Africa and Airtel Money. It disclosed making Airtel Money a material position. The 184-pence price and roughly 16x free-cash-f…

This report says China's innovation in green tech, advanced manufacturing, and AI is hidden by macro headlines, and investment opportunities remain strong. Manager Linda Lin compares judging China by macro alone to 'judging a restaurant from the weather outside.' Key holdings: BYD (BYD) – Seagull model costs ~£8,000, flash charging adds 400 km in 5 minutes; CATL – supplied nearly 40% of global EV batteries in 2025, installed in over 24 million ca…

This report covers the Opportunity Equity fund's performance for the week of October 9-16, 2026. The fund fell 0.82%, slightly more than the S&P 500's 0.36% decline, but its long-term returns still be…

This piece says the aggregates sector has been oversold due to diesel inflation fears, but history shows it can pass on costs, making now a buying opportunity. The author (Starboard Value) is optimist…

Starboard believes KNF's current profit margin of around 15% can be improved to 22% through operational enhancements. They estimate that pricing initiatives could generate approximately $125 million i…

This report says Skyworks (SWKS) is undervalued after buying Qorvo, because the market misses its big profit potential. The author thinks its P/E is only about 7x based on long-term goals, much lower…