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

@irbezek Aug 15 4 clicks

Ian Bezek on X

@boujee_banker @Nobilis_Capital @HettyGreen2020 $FMX reports Bara data, it's growing double digits as well, albeit slower than $TBBB. https://t.co/hlJy1GhSnZ

@irbezek Aug 15 3 clicks

Ian Bezek on X

@sadvalueinvestr Anthropic buying Pacifico Airports $PAC at 25x EBITDA would be accretive to their earnings, and I'd be a willing seller at that price. Let's make a deal!

@majgeoinvesting Aug 15

Maj Soueidan on X

Been thinking about $FTEK for the last couple days. My first reaction to the Q2 report was disappointment (although, it was largely expected). However, I’m trying to get better at flipping my initial positive or negative emotional reactions and think of the counter responses. For FTEK, that would be: ✔️Tiny bit of information arbitrage in the earnings call that they are trying to iron out some things with a data center customer on supply chain guarantees. The key here is that they’re having active discussions with that customer. I don’t think they previously got anywhere close to that. ✔️The new CEO could potentially flip the narrative on FTEK pretty quickly. It looks like the company has a bloated expense profile. I want to see if there’s anything in that structure that could be eliminated, that would quickly make the company profitable. ✔️Furthermore, maybe the new CEO takes the company’s $30M cash balance, and makes an acquisition. Due to his experience working at $CECO prior to joining FTEK, he should have some experience evaluating acquisitions,

@majgeoinvesting Aug 15

Maj Soueidan on X

Here’s another example of why investing is hard. You got the social and financial media telling you that AI is a bubble and that the level CAPEX can’t last. Then you got companies like $STRL and $TPC with great visibility… and now $CECO with visibility out to 2030.🤷 https://t.co/DWLzQBGNCm

@majgeoinvesting Aug 15

Maj Soueidan on X

$SURG - 25c to 43c, pre-market… to 28c at close. Would’ve been a nice short selling opportunity if you had courage. But was just too risky given how irrational penny stock pumps can be. Anyways, it shows the benefit of reading press releases beyond the headline. No need for AI. https://t.co/kYsB4WXMND

@majgeoinvesting Aug 15

Maj Soueidan on X

This is what dilution looks like, courtesy of $DVLT - from 5.6 million shares to almost one billion shares in around two years. Spectacular!! https://t.co/UyfWHQVfFm

@ChrisCamillo Aug 14 4 clicks

Chris Camillo on X

@tinderboxman No. I added another 20% of the account in $AMZN weekly options, on top of the 50% already in $AMZN equity which was 1x levered. Been applying this leverage strategy for 18 years.

@ChrisCamillo Aug 14 3 clicks

Chris Camillo on X

@Anointed_Ape Inconsequential. $AMZN no small cap

NTG Clarity Networks ($NCI.V) FINS Review

NTG Clarity’s $18.6M of Q2 service revenue sat in contract assets, while $4.6M cash burn cut cash to $2.85M and raises liquidity concerns.

NYWKF $13M

Wolf's Substack Aug 28 8 clicks

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

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

MT 2026-08-27

ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company

ArcelorMittal’s regional steel franchises, integrated mining and India expansion are lifting EBITDA per ton and supporting per-share…

MT $48B

Capital Connoisseur Aug 27 1 click

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

KMI 2026-08-26

Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher

Kinder Morgan raised 2026 guidance after record Q2 results, supported by a $9.6 billion backlog and growing U.S.

KMI $74B

Steven Fiorillo Aug 26 1 click

Atlas Engineered Products ($AEP.V) FINS Review

Atlas Engineered Products reported Q2 revenue up 19% to $16.2 million, but ended cashless on its credit line as inventory rose 47% and…

APEUF $29M

Wolf's Substack Aug 25 10 clicks

STNE 2026-08-25

StoneCo: Deep Value Hiding Behind Brazil's Rate Fears - For Now

StoneCo's buybacks and special dividend produced roughly 39% H1 shareholder yield as Brazil's rate cuts slow and competition persists.

STNE $2.7B

IWA Research Aug 25 3 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

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

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

The Junk (Mail) Merger Arb

Star Equity’s $5 per-share Harte-Hanks acquisition offers $2.50 cash plus 0.25 STRRP per share after proration, against a $2 break price.

STRR $36MHHS $32M

Triple S Special Situations Investing Aug 24 8 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

FUTU 2026-08-23

Futu Holdings: The China Discount Is Obsolete After Q2 Earnings Report

Futu Holdings' Q2 funded accounts rose 33.6%, client assets 43.6% and net income 41.6% as it shifts from mainland China toward Singapore,…

FUTU $15B

Emanuel Nemec Aug 23 4 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

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

Ian Bezek on X

Ian Bezek on X

Maj Soueidan on X

Maj Soueidan on X

Maj Soueidan on X

Maj Soueidan on X

Chris Camillo on X

Chris Camillo on X

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