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 $1.8TRBLX $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

@ActAccordingly Aug 6 1 click

PAA Research on X

I don't think I've ever seen a company blow up quite the way that $UWMC just did. Hedging a book of mortgage assets that you don't even own yet? Then getting demolished as rates rose and the deal didn't close. Congrats to @hntrbrkmedia on this one. I don't think this was the core thesis, but the idea that the management team here was suspect certainly was. Can't believe I wasn't involved in the short here.

@stockgutter Aug 6

SG on X

$CELH ugly report https://t.co/ONzrMeYjwF https://t.co/rZCEQKjPk5

@AltayCapital Aug 5 2 clicks

AltayCap on X

Megachips Corp 6875.T looking interesting given the +30% move on $SITM after earnings+forecast. Megachips owns more than its marketcap worth of SITM. (no debt, net cash). They've done some real buybacks recently too! Core biz is meh. Megachips is about ~¥140bn mcap.

@RagingVentures Aug 5

Raging Capital Ventures on X

@puppyeh1 It’s dumb to buyback $SNDK stock. Dividends a good idea, or even better just sit on the cash for the next 18 months and see how things develop.

@majgeoinvesting Aug 5

Maj Soueidan on X

$TPC came through with a nice quarter and 50% dividend increase. Visibility seems to be improving, drastically.. https://t.co/MX5EloaL6I

@majgeoinvesting Aug 5

Maj Soueidan on X

@MicrocapDr The key question with $OESX is if they can ever get consistency in any of the categories they’re selling into? They have yet to prove they can. Still, it’s interesting to track.

@TimyanBankAlert Aug 5

Timyan Bank Alert on X

The Pipeline: Regulatory shift, M&A catalyze investor activism for US banks | S&P Global Market Intelligence $UBAB $CSHX https://t.co/LJ9OJR1WrX

@TheBenSchmark Aug 5

JabroniCoin.USD on X

$ACMR https://t.co/iEnipv5cD6

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 $76B

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 $2.6B

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 $87B

Robert J. Lake Aug 20 2 clicks

PAA Research on X

SG on X

AltayCap on X

Raging Capital Ventures on X

Maj Soueidan on X

Maj Soueidan on X

Timyan Bank Alert on X

JabroniCoin.USD on X

Investor Letters

Publications we follow

Newsletters 108

YouTube 4

Blogs 17

Seeking Alpha 52 of 241

X accounts we follow

Investor letters we follow

Sectors