Some Links 09/2026
The post curates a set of recent analyses spanning corporate finance, accounting, AI labor impact, sustainability, and macro‑economic outlook. Highlights include a deep dive into Sabre’s post‑Constellation Software strategy and a bill‑and‑hold revenue‑recognition case study. Anthropic’s report flags imminent AI‑driven job disruption, while new research shows ants converting CO₂ into mineral armor. Additional pieces warn about long‑term index return challenges, tech investment fraud, and a sobering Bireme Capital 2025 letter on U.S. exceptionalism.
Quick Updates: Frosta, Alimanetation Couche-Tard, Bombardier, Bouvet & Robertet
Frosta released a preliminary earnings update showing a 12% drop in net income for 2025, but its core brands delivered robust growth—16% for the Frosta brand and 18% for ready‑made meals, outpacing market averages. The company kept its dividend at...
