My monthly random ramblings for October 2026. Topics discussed include the Starbucks / Chipotle rumors and a merger with zero synergies (except for one man), SOLS calling off a merger investors hated, why the indices are up double digits while most investors I talk to are despondent, unexpected competition for FICO, IMAX and Netflix, and Oura’s pulled IPO.
This podcast is sponsored by Trata
I already know you’re going to like trata. Why? Because you’re reading this blog post, meaning you’re interested in this podcast. And trata is just like this podcast (though without the handsome host!). Trata is anonymized transcripts of buysiders discussing stocks they are following and what they really think will drive the stock. I’ve been mentioning it on the podcast for months, and the most frequent complaint I hear from people who check it out is they wish trata had more content on more of their stocks. Even better: they recently released an MCP that lets you connect their transcripts to the AI model of your choice. If you’re interested, check out a free transcipt on GLXY here.
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Transcript for paid subs begins below (The initial transcript is AI-generated and is replaced with a professionally edited version when available)
Disclaimer: Nothing on this podcast or on this blog is investing or financial advice; please see our full disclaimer here. The transcript below is from a third party transcription service; it’s entirely possible there are some errors in the transcript.