SBAC 2026-08-29 SBA Communications Corporation: Fast-Growing Dividend, Undervalued
Philip Wang 2 clicksSaturday, August 29, 2026
SBAC 2026-08-29 Philip Wang 2 clicks
From X
Chris Camillo on X
@Freedom2Fart not a swing trader. and not that it matters, but the $AMZN trade in question was a one day options trade into expiration. fully exited.
Ian Bezek on X
@WaterworldCapi1 Copying industry best practices from $OKLO https://t.co/VnEtGXDOn0
Prepared Remarks on X
$meta https://t.co/1JqV0PLtqm
Raging Capital Ventures on X
@gamesblazer06 $GEV bulls probably didn’t see this coming… https://t.co/rVRcNDE52K
Chris Camillo on X
zero surprise $TTWO https://t.co/weuPg4PxZ7
Chris Camillo on X
Well, that escalated quickly. $TTWO https://t.co/J56bmG6WiS
Ian Bezek on X
$TEAM was at $56 just a few months ago, such efficient markets. Reminder, people only care about SBC when stonk prices are going down. Beware folks fitting a narrative onto price action. https://t.co/FaPZr8c7dn
Chris Camillo on X
@PostmodernRogue @fkon1u @DumbMoneyTV what exactly do you think is priced in? >37M launch-quarter units? >45M? >50M? what ARPU? “priced in” isn’t an argument without numbers. There is upside and downside. Been crushing $TTWO GTA trades since ’99. Always happy to compare notes.
Investor Letters
All letters- Protean Funds July 2026 DVYSR $105M
- Alluvial Capital Management Second Quarter 2026 ZEG $5B
- Hayden Capital Q2 2026 AMZN $2.8T
- Royce Investment Partners Year-to-Date Through 6/30/26 AAP $2.6B
- Intrepid Capital 2Q26 GOOGL $4.2T
- Polaris Capital Management Second Quarter 2026 ENI $80B
- First Eagle Investments second quarter 2026 032830 $45B
- Oakmark Funds 2Q 2026 META $1.5T
BE 2026-08-29 Bloom Energy: 5 Links That Cannot Break
Valuation Rewind 4 clicks CRM 2026-08-28 Why Salesforce's Alliance With Anthropic Changes Everything
Elina Selianska 8 clicks
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…
Making sense of Sandisk’s long-term financial model
Sandisk’s FY28-FY30 model relies on long-term NAND agreements holding near-80% gross-margin floors despite pricing 26-28% below current…
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…
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…
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.
[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.
$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…
STX 2026-08-22 Seagate: Shares May Fall Aggressively If Gross Margins Won't Last
Cavenagh Research 1 click CNC 2026-08-22 Centene Corporation: The Margin Recovery Is Real, And The Market Is Still Catching Up
Chris Bazzle O 2026-08-22 Realty Income: European Growth Engine Backs This Monthly Dividend Payer
IWA Research GD 2026-08-22 General Dynamics: Why Q2 Results And Market-Cap Weighted Multiples Trigger An Upgrade (Rating Upgrade)
Burak Kaan Yilmaz 
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
Investor Overview 1 click PLTR 2026-08-21 Palantir Just Turned Its Biggest Weakness Into A Strength
Quantryon Capital 2 clicks IRTC 2026-08-21 iRhythm: The Algorithmic Margin Inflection Changes The Story
Equity Eagle 1 click GFS 2026-08-21 Recent Pullback Could Be An Appealing Entry Point For GlobalFoundries
Jason Ditz PLTR 2026-08-21 Palantir: Why Michael Burry's Put Buys Should Not Deter Retail Investors
Elizabeth Pramila 1 clickPublications we follow
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