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.
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From X
Tim Eriksen on X
Excellent quarter for Skyline Bankshares $SLBK. GAAP EPS $0.89. Cash EPS of $0.91. Trades at 7x earnings. https://t.co/7d5KOoG3Og
Tim Eriksen on X
@TreyHenninger $THVB is similar to TRUX. I was taught to be skeptical of the SBA loan sellers. There are a few banks that have maintained decent mortgage origination income.
Tim Eriksen on X
Cedar Creek Partners Q2 letter released. 12.6% in 1H26 net of fees and expenses. $SODI $EXCE $HRBR $PHIG $ENDI $QUCT $STLE $SLBK $RVRF https://t.co/d794sYsHAT
marginofdanger on X
$FPH mentions on call they are currently talking to anchor tenants for the 2.8mm sf of R&D/tech-dedicated entitlements for Candlestick. Not many options for contiguous brand new space in SF. Would be interesting if they secured a whale like Anthropic, OpenAI or Databricks.
marginofdanger on X
@blondesnmoney $OPBK solid
Tim Eriksen on X
@ValueHunter7 @youngermunger7 @dirtcheapstocks $MFBP
marginofdanger on X
FMBL adjourned votes to lower proposal thresholds to 60% after falling 2.5% to 3% short, with management expecting approval when the meeting resumes in late August.
Tim Eriksen on X
$STLE Steele Bancorp posted another strong quarter. Reported earnings are $0.20 below cash earnings due to intangible amortization. At a $7 annual cash EPS run rate. Trading at just over 6x cash earnings. 3.5% dividend yield. https://t.co/uY7m0VofSe
Investor Letters
All letters- Hayden Capital 3rd Quarter 215A $1.1B
- Hayden Capital 4th Quarter EDU $9.1B
- Sequoia Fund 2025 GOOGL $4.2T
- Sequoia Fund first quarter of 2026
- Palm Harbour Capital fourth quarter LNA $428M
- Palm Harbour Capital first quarter of 2023 TKMAF $7.7B
- Royce Investment Partners Year-to-Date Through 6/30/26 AAP $2.6B
- Maran Capital Management second quarter SPCX
BHVN 2026-08-27 Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels
Edmund Ingham KSTR 2026-08-27 KSTR: Exposure To China's Chips And Potential Diversifier For SOXX
Chetan Woodun 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.
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…
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…
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