Brian Frank
@bfrankvalue
Turning rocks and buying stocks. Portfolio Manager for small/mid-cap Frank Value Fund $FNKIX. Stubborn distance runner. Not investment advice.
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$OPEN The $1.2b secondary offering from Opendoor is bigger than any of the priced IPOs from October. Shares will be delivered on November 13th. Moar supply!
$DENN
Well this is notable. Denny's is being sold to a pair of investment firms and Yadav Enterprises for $6.25 per share. investor.dennys.com/news/news-deta…
$PLTR Palantir trading ~85x 2026 sales 🔥and my feed loves to quote that Sun Microsystems 10x sales rant from 1999. How quaint.
$AMZN Those OpenAI press releases lack follow-through now?
$KVUE Kimberly-Clark proposes cash and stock merger with Kenvue. Staples are too cheap!
$AMZN Anthropic unrealized gains (other income) significantly bumped EPS in Q3 2025. "Third quarter 2025 net income includes pre-tax gains of $9.5 billion included in non-operating income (expense) from our investments in Anthropic, PBC."
My only takeaway from the large-cap tech earnings AH is that these are no longer the asset-light darlings where you can assume all growth is good growth. $GOOG spent 23% of sales on capex this quarter, and $MSFT came in at 25%. You really have to trust that management knows…
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