r/SecurityAnalysis

Howard Marks Memo - Is It a Bubble?

AI Direct Hotel Booking: How CRS and PMS Vendors Become the New Gatekeepers

Rough Justice Resolution: Weight Watchers Prepackaged Chapter 11

Lithium review - 4Q25

GCI Liberty (GLIBA) - Spinoff, John Malone, Dominant Telecom

Hi everyone - first time posting here, looking forward to the discussion. I just wrote a 30 page report on GCI Liberty (GLIBA) having interviewed 17 former employees, customers, and competitors. Here are the highlights: GCI spun out from Liberty Broadband in July and has a market cap of $1bn …

Why gov't-sponsored healthcare insurers are unjustifiably punished in the market

[https://underhood.substack.com/p/from-obamacare-to-trumpcare-find](https://underhood.substack.com/p/from-obamacare-to-trumpcare-find)

Power Overwhelming: do we need to fill a $1.5T AI revenue hole?

On EA’s Next Act and Its Vision for Sports & Sports Fandom

Michael Burry Speaks - Against the Rules with Michael Lewis

Rick's Thanksgiving Surprise: A Friday Night 8-K for the Age $RICK