Keurig Dr Pepper Split: Which Company Do You Want to Own?
With the separation into two independent businesses targeted for early 2027, investors need to decide whether they want the beverages or the coffee.
Your latte has a longer name
November 3, 2026 Bonus Content: ISM at 55.5 and $800B in Q1 Borrowing Put the 2-Year in Focus A note…
Fiserv Reports Today at Half Its Historical Multiple. PE Set a Payments Bar.
The Global Payments buyout bid sets a benchmark. Applied to Fiserv, the numbers look striking.
Marriott’s Fee Model Is the Real Test in a Regional Collapse
A 43% Middle East RevPAR drop shows what an asset-light model is built for.
London Stock Exchange just joined this crypto
A note from our friends at Crypto 101(ad) Dear Investor, Here’s a list worth reading slowly. a16z crypto. The London…
Booking Holdings Reports After the Close. Travel’s Asset-Light Test
Airlines paid for fuel and hotels took the occupancy hit. Booking owned neither.
GE Vernova’s $197 Billion Backlog Makes a $9 Billion Deal Look Manageable
Orders jumped 96% in Q3, guidance rose, and Trench targets a key grid bottleneck.
Marc Chaikin’s #1 AI Stock for 2027
A note from our friends at MarketWise(ad) Editor’s Note: You may recognize Marc Chaikin’s name from his appearances on CNBC,…
Ferrari Reports Tuesday. Europe’s Luxury Autos Just Collapsed.
With Volkswagen posting a €5.8 billion quarterly loss and Mercedes cutting its margin outlook to 2–3%, Ferrari’s Q3 results on November 3 will show whether its order book puts it in a different business.
Oil Hits a Six-Month High. The Iran Strike Timing Matters.
U.S. allies are bracing for possible post-election action on Iran. Brent near $118 has airlines under pressure, and energy is the clearest trade in the market right now.