RKLB 2026-08-26 Rocket Lab Is Becoming Much Bigger Than Neutron
Pythia Research 6 clicksWednesday, August 26, 2026
RKLB 2026-08-26 Pythia Research 6 clicks
From X
catechwilliams on X
$MRLN. Recent SPAC. Development-stage science project attempting to make autonomous airplanes. Even if they ever get FAA approval, it will take a brave sole to get in a plane with no pilot and/or send high value cargo. Many existing autopilot competitors. Burning $70M/ year.
Charles Frischer on X
@Nishtu Excellent point. I should have added this objection as another item which spooked investors. Overall, $NN has seen solid bipartisan report due to the strong need for alternative GPS. This is a national concern and non-partisan issue to most. People understand this is important.
Porter Collins on X
@CorneliaLake 100% probability Geck rules against $SOC. It's going to be funny to watch
Laughing Water Capital on X
@Klad_blok delayed inflection stinks but I think Mr mkt wrongly thinks $LFCR needs to raise equity to redeem the Series A pfd. However, the pfd is designed to PIK. That is a real cost, but nowhere near as bad as an equity raise here. the biz is already won so the inflection is still coming. https://t.co/KmKu3aPsKF
Psyop Capital on X
$OTCM beast of a quarter https://t.co/6h385yzu4x
Psyop Capital on X
$trux gets a lot of love on here (and rightly so), what are some other high quality otc banks with good underwriting culture and history of compounding earnings power at a respectable clip?
catechwilliams on X
$GPGI Stagnating credit card manufacturer (fka CompoSecure). Levered up 4x to acquire commodity plastic injection molding company Husky. Last month CEO departed, this week CEO and CFO of Husky left. Now rudderless with very ambitious guidance almost certain to get revised lower.
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $136M
- Protean Funds July 2026 DVYSR $105M
- Royce Investment Partners Year-to-Date Through 6/30/26 AAP $2.6B
- Maran Capital Management second quarter SPCX
- Intrepid Capital 2Q 2026
- Polaris Capital Management Second Quarter 2026 ENI $80B
- First Eagle Investments second quarter 2026 032830 $45B
- Oakmark Funds 2Q 2026 META $1.5T
KMI 2026-08-26 Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher
Steven Fiorillo 3 clicks CBRS 2026-08-26 Sizing Up Cerebras Systems: Why Its Latency Moat Makes It A Buy For Aggressive Growth Investors
Star Investments 4 clicks
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…
SM 2026-08-26 SM Energy: Tailwinds From Fading Hedge Drag And Strong Oil Leverage
Elliott Gue 3 clicks WDS 2026-08-26 Woodside Energy: The $5 Billion Reset Helps, But I'm Not Buying Yet
High Alpha Professor 5 clicksArista Networks INC
Arista Networks, at about $150 per share, is a $190 billion data-center networking franchise generating $9.7 billion of LTM revenue with…
Sterling Infrastructure INC
Sterling Infrastructure short pairs STRL against EME and FIX, arguing data-center sitework contractors lack the margin upside available to…
Iac INC
IAC is simplifying its portfolio around a 33% stake in MGM Resorts International, positioning the holding company for a later-stage…
STNE 2026-08-25 StoneCo: Deep Value Hiding Behind Brazil's Rate Fears - For Now
IWA Research 7 clicks SBLK 2026-08-25 Star Bulk Carriers: You Don't Need The Record Quarter
Kevin Avroutskii 4 clicks WLDN 2026-08-25 Willdan Group: The Q2 Beat-And-Raise Confirms The Inflection
Miletus Research 3 clicks TTMI 2026-08-25 TTM Technologies: Priced Like A Board Shop, Booked Like A Defense Prime
Jaden Mealy 2 clicks ARQQ 2026-08-25 Arqit Quantum: The Little Boat That Couldn't
Luis Cortes Dequidt 2 clicksPublications we follow
Every publication on this site, hand-picked.
- Seeking Alpha
- Yet Another Value Blog
- Yet Another Value Podcast
- scuttleblurb
- MBI Deep Dives
- Bearhold Research
- Bristlemoon Capital
- The Oak Bloke
- Triple S Special Situations Investing
- The Monetary Matters Network
- Steve Eisman
- 310 Value’s Newsletter
- The Value Road
- Capital Employed
- Speedwell Memos
- The Mikro Kap
- Treasure Hunting
- Clark Street Value
- Cluseau Research
- Value Investors Club
- John Hempton's Newsletter
- Undervalued Shares
- smallvalue.
- Maius Partners
- Multibagger Monitor
- Altay Capital - Mostly Value Investing
- Nat Stewart - Stock Picking Newsletter
- Citrini Research
- Hunterbrook
- Odds on Open
- Sunday's Idea Brunch
X accounts we follow
Every account on this site, hand-picked.
- SG
- BDC
- Chris Camillo
- Timyan Bank Alert
- Maj Soueidan
- Prepared Remarks
- Raging Capital Ventures
- Lee Roach
- Ian Bezek
- AltayCap
- mavix
- ⚽️📡
- Clark Square Capital
- Nat Stewart
- JabroniCoin.USD
- marginofdanger
- David Orr
- PAA Research
- Farmer
- Broken Moats
- Charles Frischer
- Connor Haley
- Mike
- junkbondinvestor
- Little Owl Research
- Tim Eriksen
- ToffCap
- Fierce_beast
- Psyop Capital
- Laughing Water Capital
- catechwilliams
- Porter Collins
- Rusholme Capital
- Sahil Khetpal
Topics
Ordered by how often our editor reaches for them.
