Thursday, August 27, 2026

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.

UWMC $2B

Yet Another Value Podcast Aug 27 13 clicks

Aug 24 ADYEY $31B

Stripe’s “Singularity” and the Divergence from Adyen

MBI Deep Dives 5 clicks

Aug 23 ABNB $90B

Core Memory

MBI Deep Dives 9 clicks

From X

@cfrischer1 Jun 8

Charles Frischer on X

$NN The attached clips show that the hearing accomplished important work on public policy. Let the FCC do their job. The facts and the testing should/will demonstrate no unreasonable interference will occur from the upgrades to the band.

@cfrischer1 Jun 8

Charles Frischer on X

$NN No matter how many times the opposition states there will be interference, the real world testing is not indicating any interference is happening. Squeaky wheels sometime get greased in DC. The opposition seems to be looking for some grease from their contrary stance.

@cfrischer1 Jun 8

Charles Frischer on X

$NN Technical matters in regard to spectrum, like interference, should be resolved by FCC engineers. These engineers have decades of knowledge and experience. In this clip, every speaker agreed the appropriations committee was out of line and was not the correct forum. https://t.co/TwvTZj1kr0

@cfrischer1 Jun 8

Charles Frischer on X

$NN Opposition to NN's modernization of the 900 MHz band wasn't convincing FCC engineers of non-existent interference. They then tried to gum of the works by adding language in an amendment of the appropriations committee.

@cfrischer1 Jun 8

Charles Frischer on X

$NN Interference is the primary criticism of the NN proposal to modernize the 900 MHz band. In this clip from last week's Congressional testimony, the CEO carefully describes how no interference is being reported in their extensive test zone. https://t.co/xgZV0iXCGe

@cfrischer1 Jun 8

Charles Frischer on X

$NN Mariam was poised, knowledgeable and well spoken. In this attached clip, Mariam states no interference has been reported in all the years of testing. The opposition doesn't have any specific examples of interference. https://t.co/ySdZeVAWjc

@cfrischer1 Jun 8

Charles Frischer on X

$NN I have been approached by folks about last weeks Congressional hearing. I watched the entire hearing and spoke to well informed participants. The opinion is that the hearing went exactly as hoped. This was not a political debate in which a candidate tries to land a punch.

@LaughingH20Cap Jun 5 1 click

Laughing Water Capital on X

@darkstarsats @dylan_ascencios @dan_tmt and why would anyone have to retool antennas or receivers when almost all (but not all) Part 15 are center tuned to 915, which $NN doesn't want. Why are 10 Mhz around 915 not enough when EU and China do it with 5 or 6 MHz?

The Non-linear Economics of Grocery Delivery Basket

Instacart’s larger grocery baskets create disproportionately better delivery economics than DoorDash’s, making half the basket size worth…

DASH $84B

MBI Deep Dives Aug 22 9 clicks

TGTX 2026-08-22

TG Therapeutics: Briumvi's Growth Attracts Buyout Rumors

TG Therapeutics' Briumvi growth and subcutaneous formulation progress have fueled takeover rumors, with Biogen, Incyte and Sanofi cited as…

TGTX $8.7B

ONeil Trader Aug 22 1 click

$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…

ELALF $3.2B

Yet Another Value Podcast Aug 20 12 clicks

BAC 2026-08-20

Bank of America Preferreds: Better Propositions Available Than Series GG

Bank of America’s BAC.PR.B yields just over 6% near par, while discounted lower-coupon series such as BAC.PR.P offer better value despite…

BAC $393B

Prakhar Agarwal, CFA Aug 20 1 click

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…

CCC $3.9B

scuttleblurb Aug 20 17 clicks

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…

NCLH $6.5B

The Oak Bloke Aug 19 13 clicks

APP 2026-08-19

AppLovin: Here's How I See 3 Catalysts That Could Drive Valuation Re-Rating

AppLovin’s AXON 2.0 self-serve rollout, e-commerce onboarding and Connected TV expansion aim to revive growth after Q2 2026 revenue and…

APP $104B

KL Research Aug 19 1 click

Shitcos, Griftcos, and alignment versus enrichment at $IREN

IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…

IREN $19B

Yet Another Value Blog Aug 18 12 clicks

$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital

Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing…

NU $68B

Yet Another Value Podcast Aug 17 9 clicks

Will Hubspot go the way of the Dodo?

HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed…

HUBS $11B

The Oak Bloke Aug 16 9 clicks

RGLD · long

Royal Gold INC

Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.

RGLD $22B

Value Investors Club May 29

Walmart’s Evolution

Walmart says Medicare Maximum Fair Price rules will cut FY27 US comps by 125 basis points, while pharmacy margins and prescription volumes…

PYPL $45B

MBI Deep Dives Aug 21 4 clicks

PLTR 2026-08-21

Palantir Just Turned Its Biggest Weakness Into A Strength

Palantir’s revenue rose 93% to $1.94 billion as U.S. commercial bookings jumped 149%, lifting GAAP operating margin to 47% and free cash…

PLTR $440B

Quantryon Capital Aug 21 1 click

Instacart’s Unit Economics, and Implications for DoorDash

Instacart’s per-order unit economics provide a benchmark for assessing DoorDash’s LTM profitability and operating model.

DASH $84B

MBI Deep Dives Aug 20 4 clicks

NBIS 2026-08-20

Nebius: The Market Is Arguing About The Wrong Number

Nebius posted 454% revenue growth and a 41% EBITDA margin, while Meta’s $27 billion agreement supports its AI infrastructure backlog.

NBIS $64B

The Quality Growth Investor Aug 20 1 click

Airbnb Model Update (2026)

Airbnb shares have risen about 50% since October 2025, prompting a revised 2026 model and return assumptions at the current price.

ABNB $90B

MBI Deep Dives Aug 19 4 clicks

AZN 2026-08-19

AstraZeneca Vs. Bristol-Myers Squibb: Who's The Better Bargain For Investors?

AstraZeneca and Bristol-Myers Squibb are compared on oncology and inflammatory-disease drug portfolios as merger rumors cool.

AZN $261BBMY $127B

ALLKA Research Aug 19 1 click

$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management

DNOW’s MRC Global merger targets $75 million of synergies, with a 2029 bull case of $30 to $32 per share driven by cash flow and rerating.

DNOW $2.8B

Yet Another Value Podcast Aug 14 9 clicks

Are Department Stores Finally Shortable?

Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…

M $5.8B

Bristlemoon Capital Aug 13 9 clicks

[scuttleslops] ZTS, APO, FISV, TTD, RELY

Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…

ZTS $30B

scuttleblurb Aug 13 9 clicks

Thursday, August 27, 2026

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Laughing Water Capital on X

Investor Letters

Publications we follow

Newsletters 91

YouTube 4

Blogs 12

Seeking Alpha 30 of 165

X accounts we follow

Investor letters we follow

Sectors