DMLP 2026-08-30 Dorchester Minerals: Still Attractive - Despite Oil Price Headwinds
IWA Research 2 clicksLatest News
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Philip Wang 2 clicks
VEEV $47B Veeva 2Q’26: “SaaSpocalypse” Cancelled
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Laughing Water Capital on X
@mil01425146 @yummyCenturyEgg @JBonfato @23Titan31 Happy to talk about $NN, Part 15, antenna science, radar science, tolling, etc., but I prefer to not be tagged on anything having to do with baked goods and personal proclivities. TYIA.
Laughing Water Capital on X
Interesting framing for $NN. $95 is pretty far above my upside case, but agree the $T / FirstNet arrangement is interesting context, despite some obvious differences. https://t.co/b3FsHVkivk
Laughing Water Capital on X
Verizon, T-Mobile and other carriers could move quickly for NextNav’s 900 MHz spectrum, following AT&T’s rapid purchase of 600 MHz licenses.
catechwilliams on X
$PTRN Recent IPO. $AMZN Mktplace wholesaler. Buys products up front, capital intensive, bears price, inventory risk. Exposed to FBA cost & AMZN algo changes. Claims AI optimization which AMZN explicitly blocks. Razor thin margins, neg op leverage. All peers went BK in last 3yrs.
Little Owl Research on X
Rave Restaurant Group posted 22% EPS growth and 8% same-store sales growth, with Pizza Inn AUV nearing $1.4 million and an 8% earnings yield to enterprise value.
Laughing Water Capital on X
$NN argues coexistence avoids relocating most Part 15 users because 11 MHz is unwanted and much equipment will reach end of life before deployment.
Laughing Water Capital on X
NextNav says its San Francisco M-LMS network has operated for over a decade without Part 15 interference and that its 5G plan would lower emissions.
Laughing Water Capital on X
@yummyCenturyEgg to be specific as I already said, tolls already primarily operate in the 11 mhz $NN doesn't want. NN will pay "tens of millions" for a software retune to move the toll readers not already in the 11 mhz to the 11 mhz.
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $136M
- Protean Funds July 2026 DVYSR $105M
- Alluvial Capital Management Second Quarter 2026 ZEG $5B
- Sequoia Fund First Half of 2026
- Hayden Capital Q2 2026 AMZN $2.8T
- Royce Investment Partners Year-to-Date Through 6/30/26 AAP $2.6B
- Maran Capital Management second quarter SPCX
- Intrepid Capital 2Q 2026
Microsoft ($MSFT) - Deep Dive
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BE 2026-08-29 Bloom Energy: 5 Links That Cannot Break
Valuation Rewind 4 clicks
NTG Clarity Networks ($NCI.V) FINS Review
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The Verra Sneerer (NASDAQ:VRRM)
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Domo (Arigato), for this potential multi-bagger options trade
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[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX
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Agnico Eagle Mines LTD
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Marc Gerstein 3 clicksStories are added via a curated list of writers we follow. Have a source we're missing?
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