Veeva 2Q’26: “SaaSpocalypse” Cancelled
Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached 29.6%.
Saturday, August 29, 2026
Back to today 
From X
Porter Collins on X
@CorneliaLake 100% probability Geck rules against $SOC. It's going to be funny to watch
Psyop Capital on X
$OTCM beast of a quarter https://t.co/6h385yzu4x
catechwilliams on X
$GPGI Stagnating credit card manufacturer (fka CompoSecure). Levered up 4x to acquire commodity plastic injection molding company Husky. Last month CEO departed, this week CEO and CFO of Husky left. Now rudderless with very ambitious guidance almost certain to get revised lower.
catechwilliams on X
$ANDG. Resurrected Arthur Andersen of Enron fame. Provides small business valuation and tax services—being disintermediated by AI, highly competitive. Ironically reported a material weakness in internal controls. Aggressive growth and valuation. Multiple other red flags.
Laughing Water Capital on X
@cfrischer1 validation of what $NN CFO Tim Gray said at Seaport a few weeks back: https://t.co/OT4MFWbPxQ
Laughing Water Capital on X
$NN https://t.co/q3EOINP0pt
Laughing Water Capital on X
Think signal value for $NN is very high here. Ajit Pai, Brendan Carr’s mentor at the FCC, is Pres and CEO of CTIA. Execs from $VZ and $T are chair and vice chair. Unlikely they put Mariam on the board unless $NN future is bright. 💯% Pai knows what is happening behind FCC doors. https://t.co/4Jtm3aiAf9
Porter Collins on X
@JeffreyCherkin Not a bad purchase of $FTAI this time last year < $90! @MelissaLeeCNBC
Investor Letters
All letters- Palm Harbour Capital July 2026 082920 $910MVVVNF $1.7B
- Protean Funds July 2026 EVGGF $16BNVO $175B
- Alluvial Capital Management Second Quarter 2026 ZEG $5.2BDGXX $430M
- Hayden Capital Q2 2026 MELI $92BSE $63B
- Royce Investment Partners Year-to-Date Through 6/30/26 AAP $2.6BBRSL $1.8B
- Polaris Capital Management Second Quarter 2026 ENI $81BIX $42B
- First Eagle Investments second quarter 2026 032830 $42BBABA $274B
- Oakmark Funds 2Q 2026 ORCL $437B
CMCSA 2026-08-28 After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound
Comcast's mobile growth, Verizon roaming agreement, NBCUniversal content and theme parks are positioned to offset broadband competition…
Max Greve 1 click
Late August 2026 Random Ramblings
Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…
The Verra Sneerer (NASDAQ:VRRM)
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
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.
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…
Capital Connoisseur 1 click
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…
$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…
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…
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…
CNH · long Cnh Industrial NV
CNH Industrial, the No. 2 global agricultural-equipment OEM, is pitched long at about $10 per share.
Core Memory
Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger…
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…
TGTX 2026-08-22 TG Therapeutics: Briumvi's Growth Attracts Buyout Rumors
TG Therapeutics' Briumvi growth and subcutaneous formulation progress have fueled takeover rumors, with Biogen, Incyte and Sanofi cited as…
ONeil Trader 1 click
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…
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…
Investor Overview 1 click
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…
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…
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Investor letters we follow
- 1851 Capital
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