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.

META $1.9TRBLX $35B

MBI Deep Dives Aug 28 7 clicks

Aug 28 SNDK $214B

Making sense of Sandisk’s long-term financial model

Bristlemoon Capital 9 clicks

Aug 27 UWMC $1.9B

Late August 2026 Random Ramblings

Yet Another Value Podcast 13 clicks

From X

@cfrischer1 Aug 25

Charles Frischer on X

@JohnTwomey16 I think the podcast speaks for itself. The FCC is trying to light all available spectrum. Likely includes the 900 MHz owned by $NN.

@majgeoinvesting Aug 25 1 click

Maj Soueidan on X

I’ll be studying the following Delta Sheets: $NSYS - another one of those never ending - “just wait for it, change is coming soon!” - stories. Anyways.. mentions data centers as an opportunity + has defense & medical device angles. Selling near book. $USIO - some smart investors seem to like this payment processing turnaround.

@majgeoinvesting Aug 25

Maj Soueidan on X

$SNT q2 call will be interesting. If there was a Hall of Fame list for Mgmt. that are cryptic and lack transparency on calls, they’d get a gold jacket. Still, I want to find out if the new LIDAR business can carry the weak/lumpy legacy perimeter security business. They teased us with transparency on the Q1 call, but weren’t sure they’d keep breaking out LIDAR moving forward. BTW.. $TPCS would also be on this list.

@cfrischer1 Aug 24

Charles Frischer on X

$NN. This podcast is must listening. Doesn’t mention NN by name, but amazing insights into FCC strategy under Chairman Carr. This Week: The FCC's Spectrum Pipeline with Arpan Sura - The Week with Roger | Podcast on Spotify https://t.co/tSebqMRetN

@RagingVentures Aug 24 2 clicks

Raging Capital Ventures on X

$META prepares to launch consumer AI offerings https://t.co/cB3kWOricw

@ActAccordingly Aug 24

PAA Research on X

@herbgreenberg @ParagonIntelNYC As it turns out we've had a short call out on $LOPE since the start of the year...

@P_Remarks Aug 24 1 click

Prepared Remarks on X

$celh https://t.co/apPT4ADdcm https://t.co/kGhsFi95q7

@BrokenMoats Aug 24

Broken Moats on X

$TGT continues to run post earnings now at 17x next year before considering net debt load with earnings expected to shrink next year on less than 3% growth Tough weekend too. ATF with 1.8m members (teachers union) announced a boycott for back to school of Target last week and today are having to make public comments about a racially insensitive clown costume….. might seem on the margin but prior issues with pride and other campaigns were a key contributor to TGTs foot traffic problems

The Verra Sneerer (NASDAQ:VRRM)

Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…

VRRM $447M

The Oak Bloke Aug 27 6 clicks

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…

NVDA $5.2T

MBI Deep Dives Aug 27 5 clicks

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 $1.7B

Edmund Ingham Aug 27 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.

HUCK $147MPRGS $1.7B

Triple S Special Situations Investing Aug 27 3 clicks

Nvidia’s Long-Term Margin Question

Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.

NVDA $5.2T

MBI Deep Dives Aug 26 5 clicks

[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.

AMZN $2.7T

scuttleblurb Aug 26 6 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 $3.5B

Yet Another Value Podcast Aug 20 13 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 $377B

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 $4.5B

scuttleblurb Aug 20 18 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 $11BMRNA $86B

Robert J. Lake Aug 20 2 clicks

VSEC · long

Vse CORP

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

VSEC $4.5B

Value Investors Club May 30 2 clicks

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…

ACIW $5.3B

SiliconBytes Insights Aug 27 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…

AMZN $2.7T

MBI Deep Dives Aug 25 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 $33B

MBI Deep Dives Aug 24 6 clicks

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…

RCEL $401M

Myriam Alvarez Aug 24 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…

ABNB $100B

MBI Deep Dives Aug 23 9 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 $447M

The Oak Bloke Aug 20 13 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 $6.8B

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 $88B

KL Research Aug 19 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 $779M

Triple S Special Situations Investing Aug 18 13 clicks

Charles Frischer on X

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