Elliot’s Musings
ElliotOne mans opinion and not investment advice.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 115 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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alphaseeker84.substack.comLatest Issues
Memory Complex Update
The memory complex has lost roughly $1.3T of market value since early July. Micron sits 26% below its peak, SK Hynix 27%, Samsung 20%, SanDisk 38%, with Western Digital , Seagate, and Kioxia down comparable amounts. Over the same three week...
BlackRock, Inc. (BLK) — Q2 2026 Results
Call: LONG | Conviction: Medium
BlackRock’s Q2 2026 was a clean beat on every headline line — EPS $13.91 as-adjusted vs. $12.67 pre-print consensus (+9.8%), revenue $7.08B vs. ~$6.7-6.8B consensus (+~5%), organic base fee growth 8% (flat v...
U.S. Money-Center Banks — Q2 2026
Financial Snapshot
What the Sector Told Us This Quarter
The market’s reward function changed: it now pays for guidance posture, not results. All five banks beat revenue and EPS; the reaction spread was ~14 points. The three that rai...
CoStar (CSGP): Down 58%, and Still Not Cheap
Here’s a pairing that should bother anyone who owns quality compounders. CSGP runs a commercial real estate data franchise (CoStar Suite, LoopNet) with a roughly 34% EBITDA margin, quarterly renewal rates that have climbed from 89% to 92–94...
WD-40 Company (WDFC) — Q3 FY2026 Results
Call: NEUTRAL
This was a genuinely strong operating quarter with a headline that overstates how much of it is structural. Net sales grew 24% (20% constant-currency) with 47% operating-income growth and gross margin holding at 56.6% despit...
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The writers behind this newsletter.
This is a personal blog and not investment advice
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