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Bargain hunter, circle October 24th

The Cheap InvestorOctober 8, 20260

October 8, 2026 Bonus Content: Levi’s US Sales Are Slipping. International Is Not. A note from our friends at Behind…

  • Business

Tencent Is Borrowing Billions for AI as Free Cash Flow Turns Negative

The Cheap InvestorOctober 8, 20260

A $5 billion bond plan signals AI spending is outrunning cash flow.

  • Newsletters

A closer look at the bank-branch count

The Cheap InvestorOctober 7, 20260

October 7, 2026 Bonus Content: The Junior Accountant and Paralegal Are Being Quietly Erased A note from our friends at…

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McKesson Just Bought a Stock You Sold in April

The Cheap InvestorOctober 7, 20260

October 7, 2026 They called it a 37% premium. Shareholders who held from January got a discount. Hey there, bargain…

  • Newsletters

McKesson Just Bought the Stock You Sold in April

The Cheap InvestorOctober 7, 20260

October 7, 2026 They called it a premium. Public shareholders called it a panic. Here’s who was right. Hey there,…

  • Top News

Insurance Giants Are Settling Claims in Seconds. Here Is What That Costs Adjusters.

The Cheap InvestorOctober 7, 20260

Computer vision and agentic AI are compressing claim cycles, but the ROI story is messier than the headlines.

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Dec 8th – Become 1 of 1,806,000 New “Musk Millionaires” [How To Guide]

The Cheap InvestorOctober 7, 20260

October 7, 2026 Bonus Content: Informa Is Paying 11x for Clarion. The 9x It Keeps Advertising Doesn’t Exist Yet. A…

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Patent No. US 11,291,508 B2 exposes Elon’s next venture

The Cheap InvestorOctober 7, 20260

October 7, 2026 Bonus Content: Bristol Myers at Nine Times Earnings: Is Leerink Priced In? A note from our friends…

  • Business

India Raised Rates. Now Watch the 10-Year Auction.

The Cheap InvestorOctober 7, 20260

RBI’s first hike since Feb. 2023 says more about dollar pressure than the rupee.

  • Top News

Ithaca Energy’s $860m Canada Bet: Growth Engine or Liability Trap?

The Cheap InvestorOctober 6, 20260

The North Sea producer is buying into Newfoundland offshore oil. The math is compelling. The liabilities are not nothing.

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Recent Posts

  • Bargain hunter, circle October 24th
  • Tencent Is Borrowing Billions for AI as Free Cash Flow Turns Negative
  • A closer look at the bank-branch count
  • McKesson Just Bought a Stock You Sold in April
  • McKesson Just Bought the Stock You Sold in April
  • Insurance Giants Are Settling Claims in Seconds. Here Is What That Costs Adjusters.
  • Dec 8th – Become 1 of 1,806,000 New “Musk Millionaires” [How To Guide]

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