KGC 2026-08-27 Kinross Gold: The Buy Case Is Margin, Not Growth
The Bullionaire Latest
KGC 2026-08-27 The Bullionaire 2h ago TPC $4.6B Tutor Perini: Q2 2026 Made My Strong Buy Case Stronger
The Curious Analyst 13h ago RKLB $40B Rocket Lab Is Becoming Much Bigger Than Neutron
Pythia Research From X
Fierce_beast on X
$SSTK -- this stock was often trading below 8x p/e throughout the last 3 years and even lower on a net cash basis. At the start of this year it was trading around 4.5x p/e. It's down 70% YTD https://t.co/aRCDW2mTMu
Fierce_beast on X
$MORN? https://t.co/pksTLRmJoS
Fierce_beast on X
OpenAI’s early compute buying is improving customer service versus Anthropic and pushing AI rivals to match its infrastructure spending.
Fierce_beast on X
@SowingAlphaSeed i am short $nrds
Fierce_beast on X
$CLBT short? i don't totally get it https://t.co/6hqkVNkIss
Fierce_beast on X
Wix's Base44 AI business faces rising competition from foundation-model providers, reviving the bear case for AI wrappers reliant on pricing concessions and promotions.
Fierce_beast on X
the bear case for $udmy / $COUR https://t.co/fN3TS2Jmm3
Fierce_beast on X
11 reasons for why i'm long $goog: https://t.co/2HTd3mVPKx
Investor Letters
All letters- Sequoia Fund year ended December 31, 2025 +22.1%
- Sequoia Fund first quarter of 2026 -11.0%
- 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%
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 $650 billion commitments falling…
Atlas Engineered Products ($AEP.V) FINS Review
Atlas Engineered Products reported Q2 revenue up 19% to $16.2 million, but ended cashless on its credit line as inventory rose 47% and…
Stripe’s “Singularity” and the Divergence from Adyen
Stripe’s net revenue rose 41% in 1H 2026 versus Adyen’s 21% FX-adjusted growth, fueled by AI-native startups and acquisitions including…
The Junk (Mail) Merger Arb
Star Equity’s $5 per-share Harte-Hanks acquisition offers $2.50 cash plus 0.25 STRRP per share after proration, against a $2 break price.
$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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