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 29.6%.
Latest News
MSFT $3.7T Microsoft ($MSFT) - Deep Dive
15h ago BE $64B Bloom Energy: 5 Links That Cannot Break
Valuation Rewind 4 clicksFrom X
Timyan Bank Alert on X
@SEC_digger Patience… $STBI 🤷🏼 https://t.co/wg2SpE9mZy
Charles Frischer on X
Fairfax Financial's Buffett backstop mattered most when shares traded at 70% of book value, with Buffett viewed as a potential buyer at 1.5 times book.
marginofdanger on X
Seems like $MLP may be selling its water assets to Maui for $30 million https://t.co/hFHq1VRZ20
Fierce_beast on X
@SowingAlphaSeed i am short $nrds
mavix on X
I just published an Earnings Update about the Q1 2026 results of Leatt $LEAT You can find it in the portfolio section of the blog :) https://t.co/Vt9LtiAj90
Fierce_beast on X
$CLBT short? i don't totally get it https://t.co/6hqkVNkIss
mavix on X
I just published an Earnings Update about the Shelly Group $SLYG Q1 2026 results. You can find it in the portfolio section of the blog :) https://t.co/PBu7hw3ZdE
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.
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 $2.6B
- Maran Capital Management second quarter SPCX
- Intrepid Capital 2Q 2026
RR 2026-08-29 Richtech Robotics: An Easy Pass Based On Lackluster RaaS Growth Quality
Andres Veurink 3 clicks CRM 2026-08-28 Why Salesforce's Alliance With Anthropic Changes Everything
Elina Selianska 7 clicks
NTG Clarity Networks ($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.
[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.
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…
NVDA 2026-08-28 Nvidia Earnings And The Ecosystem: The 70% Guide, And Everything It Sets In Motion
Ivana Delevska 4 clicks MU 2026-08-28 SK Hynix: Higher Revenue Than Micron, Cheaper Than Micron (Initiating Buy)
Prakhar Agarwal, CFA 4 clicks CMCSA 2026-08-28 After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound
Max Greve 2 clicks HEI 2026-08-28 HEICO: A Fundamentals Superstar But Also An Informational Enigma; Staying At 'Hold'
Marc Gerstein 2 clicks AMPX 2026-08-28 Amprius: A Better Entry Point After A 50%+ Decline (Rating Upgrade)
Kurt Christensen 2 clicks INMB 2026-08-28 INmune Bio: CORDStrom In The Lead After Signs Of UK Regulatory Alignment
Tejo Strategy Investing 1 clickVse CORP
VSE Corp trades at $185, with a stated $246 fair value and 2027 estimated EV/EBITDA of 15x.
Hawkins INC
Hawkins (HWKN) faces margin pressure as cost increases and municipal budget constraints weigh on its water-chemical distribution business.
Photronics INC
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