Margin Valley Research
Independent equity research focused on identifying exceptional compounders for durable wealth creation, with selective macro insights.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 40 | Founded | 9 months ago | Last Issue | 7 days ago |
| Active | |||||
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marginvalley.substack.comLatest Issues
Q4 2026 Macro Outlook: Stagnant Inflation, Rising Yields, and a Trade Waiting on Peace
Table of contents
- Macro Regime:
1. U.S.
2. Europe
3. Japan
4. China
2. Catalyst Calendar
-
Liquidity and Financial Conditions
-
U.S. Midterm Elections Asset Performance History
-
Oil, the inf...
Deep Dive: Uber ($UBER)
The market is pricing Uber as the robotaxi era's biggest loser. We think that’s not entirely true, and we know at what price it makes sense to buy.
Uber Ticker:
Copart ($CPRT) Acquired ACV Auctions ($ACVA): The First M&A in 15 Years, and What It Costs
Copart is acquiring ACV Auctions for $10.50 cash, at ~$1.9B equity value, a 45% premium relative to market price. The decision was unanimous by the board, the acquisition will be full-cash, and is expected to close by year-end 2026.
This...
Adobe ($ADBE): Q3 FY26 Earnings Review
Adobe crossed 1 billion MAU this quarter while the Total ARR growth decelerated.
Adobe’s Q3 FY26 performance surpassed the expectations we had in May, when the deep dive was published, which you can read here:
Treasury Buybacks Won't Save the Long Bond — But They'll Move Every Asset You Own
On Wednesday, August 19th, the Treasury announced its intention to at least double the size of its liquidity support buyback operations for longer-dated bonds, targeting the 10 to 20-year and 20 to 30-year maturities. From September 9th thr...
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Authors
The writers behind this newsletter.
Independent equity & macro research. Proxy analysis, capital allocation history, valuation — two business per month. Plus monthly macro.
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