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.
Friday, August 28, 2026
Back to today 
From X
SG on X
$MNTN long here. Thanks to @hedgeye for sharing this presentation and deck. https://t.co/fXrKWKpryo
SG on X
$FLR share count reduction is impressive. Another year or two at this clip could really transform the capital structure. https://t.co/H0a7syQHHb
Chris Camillo on X
@SkillJoyed you have any idea how much money that would’ve cost me, having capital sitting in $TTWO since $100! in ‘22?
Chris Camillo on X
@SiltasInvest been trading GTA releases and $TTWO since ‘99
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.
Investor Letters
All letters- Palm Harbour Capital July 2026 082920 $820MVVVNF $1.6B
- Protean Funds July 2026 EVGGF $15BNVO $172B
- Hayden Capital Q2 2026 AMZN $2.7TGOOGL $4.3T
- Royce Investment Partners first half of 2026 AAP $2.5BBRSL $1.8B
- Intrepid Capital 2Q26 GOOGL $4.3T
- Polaris Capital Management Second Quarter 2026 ENI $88BIX $39B
- First Eagle Investments second quarter 2026 032830 $37BBABA $276B
- Oakmark Funds 2Q 2026 META $1.9TORCL $403B
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…
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…
Edmund Ingham 1 click
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.
Nvidia’s Long-Term Margin Question
Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.
[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.
$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…
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…
Prakhar Agarwal, CFA 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…
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…
VSEC · long Vse CORP
VSE Corp trades at $185, with a stated $246 fair value and 2027 estimated EV/EBITDA of 15x.
ACIW 2026-08-27 ACI Worldwide: An Undercovered Payments Compounder Getting Better
ACI Worldwide’s payment software segment grew 9% with a 48% adjusted EBITDA margin, while the company targets 50-60% of operating cash flow…
SiliconBytes Insights 1 click
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…
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…
RCEL 2026-08-24 AVITA Medical: Favorable Reimbursements For Skin Wound Care
AVITA Medical’s more predictable reimbursement, RECELL GO rollout and PermeaDerm economics support adoption, with cash flow breakeven…
Myriam Alvarez 4 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…
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…
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…
KL Research 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…
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