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.
Thursday, August 27, 2026
Back to today
From X
Chris Camillo on X
@LownTrevor if you believe that’s the consensus then $TTWO not for you
Chris Camillo on X
Please let $TTWO open flat tomorrow because tonight’s GTA VI reaction is “priced in” test me
Chris Camillo on X
We currently have only one real datapoint to work off from today’s gameplay reveal: depth of player interest in the gameplay. The better the gameplay, the greater the long-term monetization opportunity for $TTWO. That’s the variable I don’t think is priced in yet, and it’s what gives this trade meaningful upside and downside.
Chris Camillo on X
Ran dozens of social arb probability scenarios for how the world would react to today’s GTA VI gameplay reveal. This is playing out like a top 5% outcome. Did not expect this. Feels like the market came into today anchored to last week’s hacker leaks and primed for disappointment. It may take a minute to process what just happened. $TTWO
Maj Soueidan on X
@StableBread Nice summary. Thanks for sharing. I’m somewhat excited about the new CEO hire from the competitor, $CECO, who has actually been winning data center contracts.
Chris Camillo on X
13 years of hype should have made today almost impossible to live up to. Somehow for most GTA fans Rockstar delivered. $TTWO https://t.co/Uh56v646rL
Chris Camillo on X
GTA VI gameplay reveal reactions coming in 10/10. You know what I did. $TTWO
Investor Letters
All letters- Patient Capital Management second quarter of 2026 ADBE $99BADYEN $33B
- Polen Capital 5Perspectives Growth Opportunities 2Q 2026 BE $83BBWXT $14B
- Laughing Water Capital Q2 of 2026 LQDA $6.1BLRN $3.4B
- Upslope Capital Management Q2 2026 MICC $12B
- Vulcan Value Partners Q2 2026 BMI $3.7BEFX $19B
- Polaris Capital Management First Quarter 2026 MEOH $4.5BRYAAY $28B
- Broyhill Asset Management 2026.Q1 IQV $44BAVTR $11B
- Horizon Kinetics 1st Quarter 2026 TPL $24BLNG $57B
- O'Keefe Stevens Advisory Q1 2026 BAX $12BCALY $2.6B
- Patient Capital Management 1Q26 ADBE $99BCHYM $11B
- Hayden Capital Q1 2026 SE $63BU $19B
- Alluvial Capital Management First Quarter 2026 ZEG $5.4B
- Heartland Advisors 1Q26 ALGT $2.2B
- Palm Valley Capital First Quarter 2026 CHRD $8BDOX $6.2B
- Sequoia Fund 2025 RLLCF $87BALGN $11B
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