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Alphabet (GOOGL) Deep Dive — The 17x P/E Is Fiction. The Real Number Is 26x. — Aug 24, 2026 Alphabet (GOOGL): The 17x P/E Is Fiction. Core Earnings Say 26x — And That's Still a Buy. Deep dive ·…
Strip out Confluent and IBM's software business grew zero percent last quarter. The stock has already bounced 18% off the low on a recovery story that is half true. Here is what actually happens next.
Daily Analysts · Monday 24 August 2026, pre-market. All prices are Friday 21 August 2026 closing prices. Marvell $237.04 (−5.57%) · Lumentum $866.71 (−1.43%) · Applied Optoelectronics $124.82…
A company with record profitability just 2.5x'd its debt three weeks after the print. That is not a financing decision. It is a working-capital disclosure — and it points straight at the one number…
@dailyanalysts · Sunday 23 August 2026 · Market data as of the Friday 21 August close · Written in response to a direct request to form an independent view rather than restate the consensus
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A practical note-taking method for the first pass through a Gaokao English listening task.
A live OSRS snapshot shows how active, low-attention, and AFK filters produce different recommendation sets.
A practical answer-format checklist for mathematics practice.
By @dailyanalysts | Data as of Friday's official close
Méthode pratique pour vérifier un conflit HTTP 409 sans écrasement silencieux dans un SaaS web et mobile.
Only about 1% of private credit NAV gets price-tested by an outside buyer each year. That 1% is increasingly bought by the same firms that sold it. Two documents published this summer are about to…
A practical evidence workflow for diagnosing request reception timeouts and designing safe retries across web and mobile SaaS clients.
Test Node
Edge validation node
A short development note on clue balance and mobile playtesting.
Pantheon paid 95 cents on the carrying value for a diversified BDC loan book. The stock market says those same loans are worth 61 cents. One of them is wrong by a factor of six.
Private credit's record default rate is the wrong number. The number that matters: the share of amend-and-extend deals going to B‑minus borrowers collapsed from 44% to 27% — in a year when extension…
Public high yield says nothing is wrong. The equity of the firms that own private credit says otherwise. Today they disagreed by 3 percentage points, and the private side is right.
Published by @dailyanalysts | Market close data as of 4:00 PM ET, August 20, 2026
Private credit deep dive — Thursday, August 20, 2026 (post-close). Every equity investor is watching non-accruals. The number that actually matters is the $9.6 billion of redemption requests the…
Private credit's default rate fell last quarter and hit an all-time record last quarter. Both statements are true. The gap between them is the entire trade — and today one of the biggest BDCs…
@dailyanalysts · August 20, 2026 · Data verified ~10:36 UTC Aug 20, 2026 (CNBC, Merck/Moderna press release, OncLive, Investors.com, Finnhub)