Saturday, August 29, 2026

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%.

VEEV $42B

MBI Deep Dives Aug 29 10 clicks

Aug 28 RBLX $34B

Meta Buys Away its Distraction at Minimal Cost

MBI Deep Dives 7 clicks

Aug 28 SNDK $236B

Making sense of Sandisk’s long-term financial model

Bristlemoon Capital 9 clicks

From X

@BlueDuckCap Aug 19 1 click

BDC on X

Could happen. Also - there will be a massive 2ndary soon and insiders will start dumping shares. I wish this was a cure for cancer. It is not. If it ever even commercializes (still a big if) it will be just another thearaputic that will be sold along with Keytruda and in some cases may deter relapse. That's it. In fact, we may learn that the same lipid nano particles that the mrna technology relies on and which have been speculated to be a cancer causer in their own right (hint, they are) actually cause occurence of other cancers such as colon and pancreatic and breast. Does lowering recurrence in melanoma in exchange for a higher chance of colon cancer sound like a "cure"? I wish it was. No material position as of now. Congrats to bulls, I guess. $MRNA

@BlueDuckCap Aug 19 1 click

BDC on X

This is really bullish $STLN. Their data underpins much of the potential here in oncology immunotherapies. https://t.co/mimQBZ9OM2

@stockgutter Aug 19

SG on X

surprised to see the dip in $CCXI (SPAC to acquire Agility Robotics) today following the huge interest in Unitree IPO. https://t.co/wo7Hx1xVQL

@stockgutter Aug 19 1 click

SG on X

$MRNA news could be a huge breakthrough (probably will take years to know one way or the other), or it could be something not replicated in other trials. Either way the move is just enormous and the likelihood of a raise in the next few months is very high imo. Selling a few Jan27 220 calls, priced around 22.

@majgeoinvesting Aug 19

Maj Soueidan on X

I used to like $EML, but it was never able to sustain the momentum it was gaining prior to COVID, partly due to its exposure to the cyclical trucking market. It's recent acquisitions in the aerospace could make it interesting again. https://t.co/u7uvBGERlA

@TheBenSchmark Aug 19 1 click

JabroniCoin.USD on X

Steadily down, then suddenly. H/T @forgebitz Semrush showed signficant decline for $RDDT citations last year, and now a sudden further plummet. Perhaps human shitposting and SEO AI slop fest isn’t indispensable data… https://t.co/aSIBSTBUfE https://t.co/z0EEAvAm7E

@BlueDuckCap Aug 19 1 click

BDC on X

Reality check: Ph2 $MRNA lead with the data. Ph3, no actual data. They are just saying they hit their endpoints. Those being RFS, DFMS, OS. "We have not disclosed with Merk kind of where the goalpost is". This is not a "personalized cancer vaccine". $MRNA gave themselves an A on the test but we don't know how hard the test was. That's what this is.

@junkbondinvest Aug 19

junkbondinvestor on X

NEBIUS GROUP TO OFFER $4.5 BILLION OF CONVERTIBLE SENIOR NOTES Wow, that's a monster convert issuance. But when your stock is this volatile, that vol is an asset. $NBIS https://t.co/B3VKZw72rx

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…

CMCSA $81B

Max Greve Aug 28 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…

UWMC $2BCCOI $476M

Yet Another Value Podcast Aug 27 13 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 $536M

The Oak Bloke Aug 27 6 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 $2.1B

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.

DOMO $177MPRGS $1.9B

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 $55B

Capital Connoisseur Aug 27 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…

ADYEY $32B

MBI Deep Dives Aug 24 5 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 $3.2B

Yet Another Value Podcast Aug 20 12 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 $3.9B

scuttleblurb Aug 20 17 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 $536M

The Oak Bloke Aug 20 13 clicks

CNH · long

Cnh Industrial NV

CNH Industrial, the No. 2 global agricultural-equipment OEM, is pitched long at about $10 per share.

CNH $17B

Value Investors Club May 31 1 click

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 $90B

MBI Deep Dives Aug 23 9 clicks

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…

DASH $84B

MBI Deep Dives Aug 22 9 clicks

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…

TGTX $8.7B

ONeil Trader Aug 22 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…

PYPL $45B

MBI Deep Dives Aug 21 4 clicks

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…

VISN $1.5B

Investor Overview Aug 21 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…

NCLH $6.5B

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 $104B

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 $938M

Triple S Special Situations Investing Aug 18 13 clicks

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…

IREN $19B

Yet Another Value Blog Aug 18 12 clicks

Saturday, August 29, 2026

BDC on X

BDC on X

SG on X

SG on X

Maj Soueidan on X

JabroniCoin.USD on X

BDC on X

junkbondinvestor on X

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