Late August 2026 Random Ramblings
Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven capital allocation.
Today
From X
mavix on X
Kenneth Dart’s Candle Lake offers 695 SEK per Evolution share after triggering a mandatory takeover bid, with acceptances due August 17 through September 15.
Mike on X
Fuel Tech's new CEO, formerly of CECO, may target Fuel Tech's high SG&A costs and improve margins.
Mike on X
@kingtutcap I know $VELO well any others to look at? Maybe something involved in missile production?
Psyop Capital on X
Good numbers from Broadridge $BR. Stock was stupid cheap a few weeks ago, hit 14x trailing eps for a capital light monopoly
Mike on X
@BlackScholesMan 37% hours earned increase on Columbia program is bullish for $ESP
Mike on X
Fulcrum Therapeutics, $FULC, trades below net cash as Tang increases his stake and insiders with capital-return records hold large positions. Its shell value could draw reverse-merger interest.
Mike on X
$LRCX is $RELL biggest customer and has a record up day today, on the back of strong earnings from Richardson. https://t.co/Jowt0qmxXX
Investor Letters
All letters- Sequoia Fund year ended December 31, 2025 +22.1%
- Palm Harbour Capital 2022 Q4
- Palm Harbour Capital first quarter of 2023
- Royce Investment Partners Year-to-Date Through 6/30/26 +13.7%
- Maran Capital Management 2Q 2026 +5.4%
- Patient Capital Management 2Q25 +15.3%
- Patient Capital Management 3Q25 +14.1%
- Intrepid Capital 2Q 2026 +6.6%
ACIW 2026-08-27 ACI Worldwide: An Undercovered Payments Compounder Getting Better
SiliconBytes Insights 
Domo (Arigato), for this potential multi-bagger options trade
Domo’s $400 million sale to Progress would leave a cash-rich public shell with $900 million of NOLs; January 2028 $5 calls cost 22 cents.
MT 2026-08-27 ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company
Capital Connoisseur 
Nvidia’s Long-Term Margin Question
Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.
[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX
AWS AI campuses cost $40–$45 billion per gigawatt, with Trainium 3 expected to lift compute per megawatt and improve infrastructure returns.
Big Tech Off-Balance Sheet Concerns
Big Tech’s $3 trillion AI commitments are disclosed and largely long-dated, with nearly 60% of Amazon’s $650 billion commitments falling…
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…
CCC Is in the Middle of the Wreckage
CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…
Aloe Aloe Aloe what 'ave VERRA then?
Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…
NCLH or her grandma Saga?
Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…
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Jumia
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Shitcos, Griftcos, and alignment versus enrichment at $IREN
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$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
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The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville
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