Back-to-back ~50% revenue growth, a $16B credit book, Q3 on November 4.
Costco Beat. The Stock Still Won’t Go Up.
September 25, 2026 One number in Thursday’s report explains exactly why the multiple is working against it right now. Analyst…
Nu Holdings Gets a Goldman Upgrade. Can Brazilian Banking Work in America?
Goldman’s $23 target assumes cheap U.S. deposits. The economics are harder than the stock price suggests.
Elon’s “Final Phase” of his “Master Plan” is One of the Most Ambitious in Human History…
A note from our friends at Brownstone Research(ad) Editor’s Note: What is the final phase of Elon Musk’s master plan…
Costco Now Has 42.3 Million Executive Members
A record premium tier is the real reason this business compounds while rivals struggle to keep customers.
The revenue signal inside AI’s second act
September 25, 2026 Bonus Content: Eaton’s $24.1 Billion Backlog Is a Factory Problem Now A note from our friends at…
GD’s $136.5B Backlog Is the Story. The Execution Gap Is the Trade.
General Dynamics has a record backlog, but submarine throughput and Gulfstream completions set the ceiling on how fast that revenue…
McDonald’s Lost 5% of Its Value Yesterday
September 24, 2026 The NEXT strategy’s $8.5 billion franchisee commitment and a frank warning on U.S. traffic Analyst Targets UBS:…
This Simple, Proven Strategy Could Be Life Changing (Free)
September 24, 2026 Bonus Content: Devon Energy Is Being Pushed Toward a Sale. What It Could Cost. A note from…
Your Book Is Inside
September 24, 2026 Bonus Content: Darden’s Full-Year Guidance Is the Only Number Today A note from our friends at Profits…