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
marginofdanger on X
$QUCT ranch for sale for $75 million: https://t.co/dOfoTwB6ly
Tim Eriksen on X
@thewritser @CapitalShipyard At first glance that is the worst structured rights offering I have seen in quite awhile. Great for the group backstopping it. $MCDIF
marginofdanger on X
Pershing Square analyst ownership of a $1 billion stake in $PS is cited as evidence of SPAC overvaluation and Bill Ackman’s poor capital-allocation judgment.
marginofdanger on X
APTL’s $25 million-EBITDA Alaska utility and telco support its low-$80 share price; its Westport subsea-cable landing site and 30% share-count reduction add optionality.
marginofdanger on X
@BillAckman Literally every asset that’s managed by you including $HHH $PSHZF and now $PSUS has always traded at a discount. Why would this one be any different?
Tim Eriksen on X
Time to end being passive on Saker Aviation. $SKAS https://t.co/KVwMEMMJvI
marginofdanger on X
Really interesting how $GO had truly massive insider buying and the stock barely reacted, allowing the investor to accumulate a sizable position. This one has worked quite nicely. https://t.co/iXfU4SCmt5
Tim Eriksen on X
PGNT shareholders rejected Sham Gad’s proposal to serve as both CEO and chairman, rebuking the board’s governance plan.
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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