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 | 41 | Founded | 10 months ago | Last Issue | 16 days ago |
| Active | |||||
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marginvalley.substack.comLatest Issues
Meta ($META): Q3 FY26 Earnings Review
This was another quarter of strong earnings for Meta. Zuckerberg announced a new class of shares to fund investment in AI, which remains in full-growth mode.
Although revenue reached an impressive $64.6 billion—a 26% YoY increase that beat...
Q4 2026 Macro Outlook: Stagnant Inflation, Rising Yields, and a Trade Waiting on Peace
Table of contents
- Macro Regime:
1. U.S.
2. Europe
3. Japan
4. China
2. Catalyst Calendar
-
Liquidity and Financial Conditions
-
U.S. Midterm Elections Asset Performance History
-
Oil, the inf...
Deep Dive: Uber ($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:
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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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