SSR LLC https://validator.w3.org/feed/docs/rss2.html AppLovin (APP) - Reducing estimates on law of large numbers and slower consumer; retain Overweight MNTN, Inc. (MNTN) - Initiating coverage at Overweight: A CTV DSP built for performance Viant Technologies (DSP) - Initiating coverage at Overweight: DSP shakeup creates an opening for Viant Liftoff Mobile (LFTO) - Initiating coverage at Overweight: High growth, without a growth multiple Unity Software (U) - Initiating coverage at Neutral: Unity is back. So is the valuation Home Refiners Get Paid - But For How Long? SHW, APD, LIN, ECL, PPG: Priced for Better Businesses The World Cannot All Run at 78 Percent As the Reliability of U.S. Power Supply Continues to Erode, How Can We Identify the Utilities Most at Risk? Higher Prices: Lower Spreads SSR September Power Currents: A Summary of Key Developments You Might Have Missed Power Spotlight: Integrated System Planning Could Improve Utility Capital Efficiency and Grid Performance Google ad tech trial outcome: No breakup, no surprise – but behavioral remedies could still help independent ad tech  Food Inflation: Consensus Has the Agricultural Sequence Backwards Introducing SSR GRIP: Who Can Grow Without an Economic Recovery? Shell’s Chemical Orphans: Who Wins, Who Overpays and What Changes for the Industry THURSDAY THOUGHTS: Shell, Hormuz and a Broader Search for Growth THURSDAY THOUGHTS: If $90+ Oil Cannot Hold Resin Pricing, What Will? Portfolio Update: Four Big Questions AI financial model training – What I’ve learned in my side gig The Causes and Consequences of PJM’s Market Failure Advertising and ad tech - 2 key themes: the supply path and measurement The Shock Is Still Here. The Pricing Isn't.  Thursday Thoughts: The Cycle Is Not the Catalyst. Capital Allocation Is. Industrial Gases: Growth Without Industrial Growth?  Spotify (SPOT) - Q2 satisfies, Q3 less so; look to Q4 and beyond for earnings acceleration Huntsman–Olin: If the Forecasts Are Right, Why Merge?  Thursday Thoughts: Hope Is Still Not a Strategy – The First Week of Earnings Shows Who Is Adapting   Quick Thoughts: 2Q26 Earnings – Week 3: Are We Still Excited About AI or Not? SSR August Power Currents: A Summary of Key Developments You Might Have Missed Ad tech - Q2 preview: The race to own the advertising workflow Ad tech - Q2 shocks amid structural changes; downgrading TTD, upgrading PUBM Thursday Thoughts: Earnings Are Exposing Two Chemical Industries: Those Creating Growth and Those Forecasting It  Omnicom (OMC) - Q2 shows who’s boss LYB, OLN/HUN and EMN Next: Dow’s 30% Polyethylene Price Gain Came with 4% Lower Volume  Ad agencies - Grabbing the reins: Omnicom and WPP Q2 earnings previews DOW and LYB may win relatively, but prolonged conflict could make the whole industry lose  Thursday Thoughts: Who Blinks First? Dow Finds the Industry at an Impasse  Publicis Groupe (PUB.PA) - Publicis powers on, as peers make interesting moves Friday Thoughts: Dow and LyondellBasell – What Do We Need From the Gulf?  Power Spotlight: Utilities’ Organizational Capacity to Supply Power Infrastructure Is Now the Key to Growth Netflix (NFLX) - In-line isn’t enough, but opportunities rise WPP (WPP.L) OpenAI: The Business Plan is Implausible – What does Retrenchment Look Like? If BGI Gets It Right – What Happens to the Rest of the Commodity Polymer Industry? Thursday Thoughts: PPG and Olin - Cheap Is Not Enough in a More Uncertain World Quick Thoughts: 2Q26 Earnings – Week 2 Capex-phobia! SSR July Power Currents: A Summary of Key Developments You Might Have Missed Quick Thoughts: 2Q26 Earnings – Week 4: What Just Happened?