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

@irbezek Aug 30

Ian Bezek on X

@taobanker So they can reissue them at fire sale prices in the future to avoid bankruptcy. See American Airlines, circa 2015. $AAL https://t.co/mEfrPFACcY

@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.

@TimyanBankAlert Aug 30

Timyan Bank Alert on X

Loop company's bid to buy Arizona bank $BNCC would spike predatory lending, consumer advocacy groups argue - Chicago Sun-Times https://t.co/NQ4aIh3LzV

@leevalueroach Aug 30

Lee Roach on X

Great way to find some stock ideas. I found TransAct Technologies $TACT with Special Situations Digest. Chuck Gillman is going activist on it. Chuck has a pretty strong track record in microcap stocks and this is one to definitely watch. https://t.co/oQJTw0QA4X https://t.co/YZIiQoiaTC

@marginofdanger Aug 30

marginofdanger on X

@leevalueroach $BWEL

@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.

@leevalueroach Aug 30

Lee Roach on X

Owning timber REITs here seems like a no brainer. $RYN has an enterprise value of $7.4 billion. They own four million acres. You are buying this for $1,817 per acre. That is dirt cheap. Find me anywhere else you can own a large swath of land for $1,817 per acre. You can’t! The public market will punish RYN for owning a large amount of land. Lower valuation and will call it a value trap. But imagine the optionality of owning this large amount of land. Texas Pacific Land owned a large amount of land and look what happened to their stock price. One of the best performers ever. I’ve done well owning land banks. This one pays a fat dividend. Rare. Market is asleep at the wheel with their pants down and drooling.

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

Shopify 2Q'26: Sustained Miraculous Growth

Shopify sustained 30% FX-neutral GMV growth in 2Q’26, reaching roughly 44% of Amazon’s retail GMV as international, POS and B2B volumes…

SHOP $165B

MBI Deep Dives Aug 8 11 clicks

SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap

Steve Eisman reviews SpaceX earnings, AI capital spending’s drag on free cash flow, Meta’s struggles, and the collapse of Situational…

PLTR $440B

Steve Eisman Aug 7 14 clicks

$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove

Hims & Hers investor Paul Cerro is long again on lab and patient data driving retention and LTV, despite management concerns, GLP-1…

HIMS $7.1B

Yet Another Value Podcast Aug 7 9 clicks

These Power Stocks (Not Semis) Are The Real AI Beneficiaries, Say Investing Brother Duo Up 1,300%

Pernas Research names Capstone Energy and Stabilis Solutions as AI data-center power beneficiaries, alongside Tenable, Upwork, Wise and…

SLNG $104M

The Monetary Matters Network Aug 7 9 clicks

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

[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ

Booking Holdings beat Q2 guidance as room nights grew 5%; connected trips, merchant payments and Genius loyalty strengthened direct…

BKNG $126B

scuttleblurb Aug 7 9 clicks

My Pitch Deck Slide Show from the MS Microcaps Summer Virtual Conference

Butler National Corporation is the subject of a stock pitch presented at the MS Microcaps Summer Virtual Conference.

BUKS $264M

The Value Road Aug 6 8 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

DEC-laration of independence

Diversified Energy cut $233 million of debt in 1H26, repurchased $93 million of stock and sold $273 million of land and assets while…

DEC $972M

The Oak Bloke Aug 6 7 clicks

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