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PAHC 2026-08-30

Phibro Animal Health: Zoetis Integrated And Better Cash Flow Ahead

PAHC $1.5B

SA Myriam Alvarez 11h ago 4 clicks

Veeva 2Q’26: “SaaSpocalypse” Cancelled

Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached…

Microsoft ($MSFT) - Deep Dive

Microsoft’s AI data-center buildout lifted annual CapEx from $5.5 billion in FY2014 to $115.9 billion in FY2026, resetting free-cash-flow…

NTG Clarity Networks ($NCI.V) FINS Review

NTG Clarity’s $18.6M of Q2 service revenue sat in contract assets, while $4.6M cash burn cut cash to $2.85M and raises liquidity concerns.

Meta Buys Away its Distraction at Minimal Cost

Meta’s $18 billion teen-addiction settlement makes $5.3 billion contingent on YouTube and TikTok adopting matching restrictions, while…

Making sense of Sandisk’s long-term financial model

Sandisk’s FY28-FY30 model relies on long-term NAND agreements holding near-80% gross-margin floors despite pricing 26-28% below current…

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…

The Verra Sneerer (NASDAQ:VRRM)

Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…

Nvidia Climbing the Wall of Worries

Nvidia guided FY2028 revenue toward $700 billion, roughly 70% growth, while supply constraints and neocloud demand face concerns over…

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.

DMLP 2026-08-30

Dorchester Minerals: Still Attractive - Despite Oil Price Headwinds

DMLP $1.4B

SA IWA Research 14h ago 3 clicks

Eldorado Gold CORP

Eldorado Gold (EGO) is a long-life gold and copper miner with a rare growth profile across precious and base metals.

Core Natural Resources INC

Core Natural Resources is a US metallurgical and thermal coal producer formed in January 2025 through the merger of CONSOL Energy and Arch…

Ncino INC

NCino is a commercial-lending system of record for banks and credit unions, trading at roughly 3x enterprise value to sales.

SBAC 2026-08-29

SBA Communications Corporation: Fast-Growing Dividend, Undervalued

SBAC $20B

SA Philip Wang 20h ago 3 clicks

BE 2026-08-29

Bloom Energy: 5 Links That Cannot Break

BE $64B

SA Valuation Rewind 38h ago 5 clicks

RR 2026-08-29

Richtech Robotics: An Easy Pass Based On Lackluster RaaS Growth Quality

RR $412M

SA Andres Veurink 39h ago 4 clicks

Cnh Industrial NV

CNH Industrial, the No. 2 global agricultural-equipment OEM, is pitched long at about $10 per share.

Agnico Eagle Mines LTD

Graphic Packaging Holding CO

Graphic Packaging (GPK) is pitched as a long with $22 fair value, implying roughly 100% upside, based on its low-cost paper-based packaging…