AI for Investment Research (NotebookLM) + Funko's moat + Cracker Barrel’s $5 Million Clause

Funko (FNKO) at 10-Year Lows
With the stock near decade lows, we ask a simple question: Does Funko still have a moat? Nearly 80% of revenue comes from Pop! vinyl collectibles. But are licensing and fandoms enough?
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Cracker Barrel’s $5 Million Clause
Cracker Barrel has quietly added a bylaw that could bill shareholders $5 million for launching two failed proxy fights. A direct response to years of pressure from activist investor Sardar Biglari.
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AI for Investment Research
We dive into Google’s NotebookLM, a powerful tool for analysts to extract insights from SEC filings and transcripts. It's a quiet disruptor—especially if you work with dense documents.
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