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 capital allocation.
Sunday, August 30, 2026
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From X
Maj Soueidan on X
@StableBread Nice summary. Thanks for sharing. I’m somewhat excited about the new CEO hire from the competitor, $CECO, who has actually been winning data center contracts.
JabroniCoin.USD on X
UBS on $CENX generating nearly $1 bn in 2026 FCF (v ~$800m consensus) Post this week, that Midwest premium looks solid for 2026… so that volume ramp should translate into higher numbers in Q3 and Q4 https://t.co/dhrEiBFWFf
mavix on X
Will be interesting to finally see the first look of the new Shelly Camera! $SLYG https://t.co/dWIQfPA150
Charles Frischer on X
@JohnTwomey16 I think the podcast speaks for itself. The FCC is trying to light all available spectrum. Likely includes the 900 MHz owned by $NN.
Charles Frischer on X
$NN. This podcast is must listening. Doesn’t mention NN by name, but amazing insights into FCC strategy under Chairman Carr. This Week: The FCC's Spectrum Pipeline with Arpan Sura - The Week with Roger | Podcast on Spotify https://t.co/tSebqMRetN
PAA Research on X
@herbgreenberg @ParagonIntelNYC As it turns out we've had a short call out on $LOPE since the start of the year...
SA 2026-08-20 Seabridge Gold: Fairly Valued Now But Big Upside
Seabridge Gold's KSM gold-copper project could re-rate on a joint venture, 2027 feasibility study and infrastructure progress, with gold…
Redfern Research 
$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
DNOW’s MRC Global merger targets $75 million of synergies, with a 2029 bull case of $30 to $32 per share driven by cash flow and rerating.
$UWMC lost $600m hedging a deal they'd already lost
UWMC booked a roughly $600 million Q2 hedging loss tied to TWO months after the deal collapsed, contributing to an expensive capital raise.
$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
CBIZ activist Ryan Bunn urges ending buybacks, issuing equity and resuming bolt-on acquisitions to delever after the $2.3 billion Marcum…
$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds
VEON’s 84% Kyivstar stake and JazzCash underpin a sum-of-the-parts case for 4x upside, despite its sanctioned shareholder, capital…
Under The Hood, Wingstop Inc. ($WING)
Wingstop generates most of its $697 million revenue from franchise royalties across a 3,153-restaurant, 98%-franchised system while…
A Hardware Multiple on a Software Powerhouse
A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…
Vidrala
Vidrala has grown from a Spanish glass-container maker into a multi-country packaging platform with expanding Latin American exposure.
AXT’s Tongmei Problem: Great Asset, Fragile Economics
AXT’s 85.5%-owned Tongmei depends on offshore pricing, export approvals and transfer-pricing economics despite AI-optics demand.
Shift4 Company Podcast Episode Released!
Shift4 built its payments business by acquiring gateway nodes and migrating merchants to its processing platform; revenue has compounded…
CNR · long Core Natural Resources INC
Core Natural Resources is a US metallurgical and thermal coal producer formed in January 2025 through the merger of CONSOL Energy and Arch…
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
My Biggest Position: A Monopoly Priced for Failure
A former value-investor darling, down 50%, pairs a monopoly with a recurring-revenue razor-and-blade business; debt paydown, margin…
Haw Par Corporation Limited
Haw Par combines Tiger Balm’s stable cash flows with property, leisure and healthcare operations plus stakes in UOB and UOL.
National Beverage Update
National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.
Tis The (Earnings) Season
Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…
When extend and pretend is a virtue
Upstart says longer repayment terms lifted Q1 debt-settlement acceptances 50%, but does not disclose delinquency changes or the number of…
Sarepta Risk and the FDA
Sarepta’s Exondys 51 approval despite a 12-patient trial frames FDA regulatory risk and a call to remove Commissioner Robert Califf.
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