SBAC 2026-08-29 SBA Communications Corporation: Fast-Growing Dividend, Undervalued
Philip Wang 3 clicksSaturday, August 29, 2026
SBAC 2026-08-29 Philip Wang 3 clicks
From X
mavix on X
Shelly Group shareholder Svetlin Todorov moved 6.5% of the company into his LLC, fueling speculation about a Schneider Electric strategic investment or partnership.
SG on X
@siyul $LX had a bit before but really sized up today. China fintech lender that either adapts to changing regulations and emerges ok, or gets wiped by credit cycle. Bet is the former. Reports Aug 31.
Charles Frischer on X
@MLedrappier @roadkillrecipes @CalgaryLeveen @FishOnCapital $NN No doubt the smartest people in the room think Sept and Oct are very live months. The SpaceX news is critically important great news. I may be wrong, but I love the company’s position right now.
mavix on X
I just published the Earnings Update about the Shelly Group $SLYG H1 2026 results. You can find it in the Portfolio section of the blog :) https://t.co/8oHEkLEiea
SG on X
$SIEB partnering with @unusual_whales . Like it, and remain long (as well as a lifetime paid member of Unusual Whales). https://t.co/hr9S867egi https://t.co/uesZlSX7vr
PAA Research on X
It’s the same picture: time to get SHORT $CASY and $MUSA https://t.co/EFTszhSvv9
Maj Soueidan on X
Mistras Group ($MG) could gain from growth initiatives and lower leverage, supporting an upside surprise beyond its reasonable valuation.
Ian Bezek on X
Corporacion America Airports $CAAP announces a 91 cent dividend, nearly a 4% yield on today's stock price, and 40% yield-on-cost for people that bought in 2020. The top complaint about CAAP had been it didn't pay a dividend, so that it is now resolved. ✈️
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $136M
- 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
BE 2026-08-29 Bloom Energy: 5 Links That Cannot Break
Valuation Rewind 5 clicks RR 2026-08-29 Richtech Robotics: An Easy Pass Based On Lackluster RaaS Growth Quality
Andres Veurink 4 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…
The Verra Sneerer (NASDAQ:VRRM)
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
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…
Cnh Industrial NV
CNH Industrial, the No. 2 global agricultural-equipment OEM, is pitched long at about $10 per share.
Agnico Eagle Mines LTD
Graphic Packaging Holding CO
Graphic Packaging (GPK) is pitched as a long with $22 fair value, implying roughly 100% upside, based on its low-cost paper-based packaging…
CRM 2026-08-28 Why Salesforce's Alliance With Anthropic Changes Everything
Elina Selianska 9 clicks NVDA 2026-08-28 Nvidia Earnings And The Ecosystem: The 70% Guide, And Everything It Sets In Motion
Ivana Delevska 5 clicks MU 2026-08-28 SK Hynix: Higher Revenue Than Micron, Cheaper Than Micron (Initiating Buy)
Prakhar Agarwal, CFA 6 clicks CMCSA 2026-08-28 After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound
Max Greve 3 clicks HEI 2026-08-28 HEICO: A Fundamentals Superstar But Also An Informational Enigma; Staying At 'Hold'
Marc Gerstein 4 clicks AMPX 2026-08-28 Amprius: A Better Entry Point After A 50%+ Decline (Rating Upgrade)
Kurt Christensen 3 clicks INMB 2026-08-28 INmune Bio: CORDStrom In The Lead After Signs Of UK Regulatory Alignment
Tejo Strategy Investing 2 clicksPublications we follow
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