Friday, August 28, 2026

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 exempting direct messages from usage limits.

RBLX $36B

MBI Deep Dives Aug 28 7 clicks

Aug 27 UWMC $2B

Late August 2026 Random Ramblings

Yet Another Value Podcast 13 clicks

Aug 27 VRRM $536M

The Verra Sneerer (NASDAQ:VRRM)

The Oak Bloke 6 clicks

From X

@stockgutter Aug 12

SG on X

Market doesn't care for $PAGS earnings. I thought they were fine. Still long and may add. https://t.co/00u7Uy3BOO

@majgeoinvesting Aug 12

Maj Soueidan on X

A few things to watch for on these earnings calls with regards to $INLX $DERM $USIO $CVV $NSYS $DAIO. This is a tricky microcap lineup… NSYS keeps dancing around its break-even point. Operating leverage can swing EPS huge in either direction. Some clarity would be nice. https://t.co/PhHbsK9aey

@stockgutter Aug 11

SG on X

Me, I bought this crap (around $21.4). $SMCI https://t.co/yRsywgjrZw

@majgeoinvesting Aug 11

Maj Soueidan on X

Can’t say there’s any slam dunk information arbitrage out of @InfoArbMonitor last batch of Delta Sheets, but there’s still a few interesting tid bits. $ASYS and $PAYS are not crazy cheap, but could be on future numbers. $NNBR probably has the best momentum, but they just went through some massive dilution. $ASYS might be my favorite out of the bunch. Thinking about buying it back at some point.

@ChrisCamillo Aug 11 1 click

Chris Camillo on X

@eager28 No I’m invested indirectly via $SKM

@TheBenSchmark Aug 11 1 click

JabroniCoin.USD on X

For FY 2027, the Company expects net sales in the range of $65.0 billion to $72.0 billion. Net sales in the range of $14.5 billion & $15.5 billion for the first quarter of FY 2027 ending September, 2026, and non-GAAP net income per diluted share of $1.01 to $1.10 $SMCI 👀 https://t.co/BMrEvmCbQj

@majgeoinvesting Aug 11

Maj Soueidan on X

Just finished going over the $BWEN Q2 earnings script. There might be a glimmer of hope it to keep it interesting in the short term: •Unfortunately, 19% EBITDA industrial segment margins will “fall to more normal levels.” For the last three years, that’s ranged between 11 and 15%. However, revenue will be above historical levels. •Backlog is exceptionally strong, with visibility out to 2028. These guys have never had that kind of visibility. •It looks like a chance for profitability comes from me two scenarios. 1). Aggressively growing the industrial segment because it doesn’t look like margin expansion will occur. 2). The gearing segment EBITDA margins have been historically low, under 10%. So an expansion there, while also getting revenue growth might be interesting. •As far as acquisitions go, I’m not holding out for them finding a great deal. You have to think that valuations will be extended. I would actually prefer them to take their time, by being patient and growing organically - filling some of the available capacity they have right now. •In the end, it’s all about margins for these guys. They really have had a hard time keeping them stable.

@Mike10947310 Aug 11 1 click

Mike on X

@kingtutcap I know $VELO well any others to look at? Maybe something involved in missile production?

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.

DOMO $177MPRGS $1.9B

Triple S Special Situations Investing Aug 27 3 clicks

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…

ADYEY $31B

MBI Deep Dives Aug 24 5 clicks

Core Memory

Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger…

ABNB $90B

MBI Deep Dives Aug 23 9 clicks

$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

PTLO 2026-08-20

Portillo's: Guidance Cut Confirms It's Cheap For A Reason

Portillo's guidance cut followed a 1.2% same-restaurant-sales decline and 1.9% margin compression, while its $343 million TRA liability…

PTLO $278M

KC Research Aug 20 2 clicks

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

TEM 2026-08-20

Tempus AI Just Had Their Entire Strategy Validated By Moderna's Vaccine Advance

Tempus AI's diagnostics and data businesses grew Q2 2026 revenue 19.4% year over year, with FDA approvals, expanded tests and pricing aimed…

TEM $14BMRNA $73B

Robert J. Lake Aug 20 2 clicks

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…

VRRM $536M

The Oak Bloke Aug 20 13 clicks

SA 2026-08-20

Seabridge Gold: Fairly Valued Now But Big Upside

Seabridge Gold's KSM gold-copper project could re-rate on a joint venture, 2027 feasibility study and infrastructure progress, with gold…

SA $3.5B

Redfern Research Aug 20

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

VSEC · long

Vse CORP

VSE Corp trades at $185, with a stated $246 fair value and 2027 estimated EV/EBITDA of 15x.

VSEC $5.1B

Value Investors Club May 30 1 click

BHVN 2026-08-27

Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels

Biohaven’s $795 million global opakalim licensing deal with SK Biopharmaceuticals boosts cash, lowers R&D spending and extends its funding…

BHVN $2.1B

Edmund Ingham Aug 27 1 click

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

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

VISN 2026-08-21

Vistance Networks: The Valuation Makes This Stock A Strong Buy

Vistance Networks trades at $11 after a $5 special distribution, with a DOCSIS 4.0 upgrade cycle, cash reserves and a $160 million tax…

VISN $1.5B

Investor Overview 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

Jumia

Jumia’s January 2028 $7/$15 call spread risks $1.15 for up to $6.85 if cost cuts and marketplace growth deliver adjusted EBITDA and…

JMIA $938M

Triple S Special Situations Investing Aug 18 13 clicks

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

SG on X

Maj Soueidan on X

SG on X

Maj Soueidan on X

Chris Camillo on X

JabroniCoin.USD on X

Maj Soueidan on X

Mike on X

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