Also, companies that may lose business thanks to Meta’s Muse. Also, the latest in the GFL saga and... see Oklo lately?

But I'm not sure anything will top Sunday's fun in the sun.

Also, are data centers the next shale? Should we be nervous if the house is nervous? And... why are escrow agents so busy? So many questions, so few answers.

Also, for premium subs: Quick comments on Modine, GFL, and AeroVironment. And ICYMI, Roku.

Tales from the long side of the ledger.

Also, IPO insanity and quick updates on Erie, Deckers

New IPO proposals would remove MORE guardrails designed to protect investors.

Also, updates on Shake Shack, Super Group, and G-III. Bonus round - three companies with off-the-charts earnings call evasion.

Amazon's entry into the shipping business, as a competitor, was there for all to see.

At least not if you look at how its customers are planning to spend their money... and with whom.

Don't try to over-intellectualize what's going on. Also, doing a live broadcast here with Al Lewis of Business Blunders on Monday. Details below.

It's one thing to aspire to be a compounder; it's another to claim it already is, when it isn't.

Also, quick comments on Turning Point, AXT and Palantir

Plus... AXT and updates on Progress Software and Turning Point Brands.