Sunday, August 30, 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

@leevalueroach Aug 30

Lee Roach on X

This $WY looks like another dirt cheap timber REIT. Been doing a deep dive on the entire sector. Getting slammed from higher yields and home building slowing down. But these are incredible inflation assets and irreplaceable. It’s something I would hold as a cash alternative. Because you can’t trust cash at this point in the credit cycle. Own cheap timber.

@irbezek Aug 30

Ian Bezek on X

@davey_juice @ThainRos $EWZ might go lower. I don't have a strong opinion on where big components like Vale and Petrobras go, could be down more. I think $INTR and $NU will keep growing fast enough to offset macro jitters.

@irbezek Aug 30

Ian Bezek on X

@davey_juice @ThainRos I own a lot of $NU and $INTR but think Lula is going to win, so that's not ideal. Flavio polls look a little better, but he's still a bad candidate. Colombia only went to Abelardo by 1 pt. Lula is incumbent, more popular than Petro, and their electorate is more leftist.

@RagingVentures Aug 29 1 click

Raging Capital Ventures on X

@gamesblazer06 $GEV bulls probably didn’t see this coming… https://t.co/rVRcNDE52K

@ChrisCamillo Aug 29

Chris Camillo on X

zero surprise $TTWO https://t.co/weuPg4PxZ7

@ChrisCamillo Aug 29

Chris Camillo on X

Well, that escalated quickly. $TTWO https://t.co/J56bmG6WiS

@irbezek Aug 29

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

@ChrisCamillo Aug 28

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.

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

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

HMY 2026-08-24

Harmony Gold Mining: A Copper Pioneer By Capitalizing On The Gold Tailwind (Reaffirming Buy)

Harmony Gold targets copper at roughly 40% of future production, diversifying gold exposure while increasing sensitivity to commodity…

HMY $12B

Prakhar Agarwal, CFA Aug 24 4 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

$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital

Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing…

NU $67B

Yet Another Value Podcast Aug 17 9 clicks

Will Hubspot go the way of the Dodo?

HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed…

HUBS $11B

The Oak Bloke Aug 16 9 clicks

[scuttleslops] ZTS, APO, FISV, TTD, RELY

Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…

ZTS $30B

scuttleblurb Aug 13 9 clicks

The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)

Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…

CPRT $27B

Bearhold Research Aug 13 9 clicks

Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers

GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and…

GFL $15B

310 Value’s Newsletter Aug 12 11 clicks

Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72

Glenn Schorr and Ken Worthington discuss risks in private-credit software loans, agentic AI at retail brokers, crypto use cases and bank…

SCHW $182BLPLA $26B

Steve Eisman Aug 10 13 clicks

RGLD · long

Royal Gold INC

Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.

RGLD $22B

Value Investors Club May 29

Airbnb 2Q'26: Widening the Gap with Booking

Airbnb added 14 million booked nights and seats, up 10%, and guided low-double-digit third-quarter growth as North America and EMEA…

ABNB $99BBKNG $126B

MBI Deep Dives Aug 7 6 clicks

DoorDash 2Q'26: Growth Beyond the Restaurant

DoorDash’s 2Q 2026 orders rose 27% and marketplace GOV grew 36%, with DashPass driving a slight acceleration in U.S. restaurant demand.

DASH $84B

MBI Deep Dives Aug 6 2 clicks

Spotify 2Q'26: Pressing the Monetization Lever

Spotify reached 300 million Premium subscribers in 2Q26 and is increasing free-service friction in emerging markets to lift conversion and…

SPOT $109B

MBI Deep Dives Aug 5 3 clicks

Apollo and what even is private credit?

Apollo’s Marc Rowan argues private-credit risk depends on underwriting, seniority, leverage and diversification, not whether a bank or fund…

APO $74B

scuttleblurb Jun 19 1 click

[VRSK] Verisk has standards

Verisk’s exit from healthcare, financial-services and energy data restored a pure-play insurance analytics model, but D.E.

VRSK $22B

scuttleblurb Jun 8 1 click

Infineon Technologies (IFX GY): Power Overwhelming

Infineon’s power semiconductors stand to benefit from AI data centers shifting to 800VDC power delivery, though its sharp rerating to…

IFNNY $89B

Bristlemoon Capital Jun 4 1 click

Under The Hood, Universal Health Services - $UHS

Universal Health Services faces a $432 million–$480 million annual Medicaid supplemental-payment hit by 2032, offset by behavioral-health…

UHS $10B

Bearhold Research Jun 4 2 clicks

[scuttleslops] SPOT, UMG, TXN, SPGI, TRU, ADSK, MTCH, CSGP, DLTR

Spotify and Universal Music Group will offer licensed AI song covers and remixes as a Premium add-on, with artist opt-in and royalty…

SPOT $109B

scuttleblurb Jun 1 3 clicks

The last Bristol Myers' blog post was wrong on the core thesis

Ivonescimab plus chemotherapy extended median overall survival by 4.2 months versus Tevimbra plus chemotherapy in HARMONI-6, challenging…

SMMT $14B

John Hempton's Newsletter May 31 7 clicks

Lee Roach on X

Ian Bezek on X

Ian Bezek on X

Raging Capital Ventures on X

Chris Camillo on X

Chris Camillo on X

Ian Bezek on X

Chris Camillo on X

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