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 $51B

MBI Deep Dives Aug 29 11 clicks

Aug 29 MSFT $4T

Microsoft ($MSFT) - Deep Dive

Bearhold Research 11 clicks

Aug 28 META $1.9T

Meta Buys Away its Distraction at Minimal Cost

MBI Deep Dives 7 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.

@orrdavid Aug 30

David Orr on X

It's these types of ads that $GOOG Google won't be able to get away with long term anymore. This always degraded the user experience. Which was fine when they were a monopoly. But they are not a monopoly anymore. How much will this hurt their revenue? https://t.co/i07ww09r4x

@ChrisCamillo Aug 30

Chris Camillo on X

@ryanTesling @elliotrades worry isn’t something i do often. a rate hike is a known risk investors won’t like short term, but it changes nothing about my larger $AMZN thesis.

@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.

@ChrisCamillo Aug 30

Chris Camillo on X

@elliotrades $AMZN

@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.

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…

SNDK $214B

Bristlemoon Capital Aug 28 9 clicks

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 $75B

Max Greve Aug 28 1 click

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…

NVDA $5.2T

MBI Deep Dives Aug 27 5 clicks

ACIW 2026-08-27

ACI Worldwide: An Undercovered Payments Compounder Getting Better

ACI Worldwide’s payment software segment grew 9% with a 48% adjusted EBITDA margin, while the company targets 50-60% of operating cash flow…

ACIW $5.3B

SiliconBytes Insights Aug 27 1 click

[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.

AMZN $2.7T

scuttleblurb Aug 26 6 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 $3.5B

Yet Another Value Podcast Aug 20 13 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 $4.5B

scuttleblurb Aug 20 18 clicks

TEM 2026-08-20

Tempus AI Just Had Their Entire Strategy Validated By Moderna's Vaccine Advance

Tempus AI's diagnostics and data businesses grew Q2 2026 revenue 19.4% year over year, with FDA approvals, expanded tests and pricing aimed…

TEM $11BMRNA $86B

Robert J. Lake Aug 20 2 clicks

NCLH or her grandma Saga?

Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…

NCLH $6.8B

The Oak Bloke Aug 19 13 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 $12B

Yet Another Value Blog Aug 18 12 clicks

NEXPF · long

Nexi SpA

Nexi, continental Europe’s largest merchant acquirer, is presented as a long investment using normalized EPS and EBIT that exclude…

NEXPF $5.7B

Value Investors Club May 29

Airbnb’s Cost of Market Creation and Regulatory Survival

Airbnb spent 1.1% of 2025 GBV on field operations and policy as regulatory costs persisted; New York’s short-term-rental crackdown cut…

ABNB $100B

MBI Deep Dives Jul 15 3 clicks

WhatsApp's New Era

WhatsApp named CRED founder Kunal Shah to replace Will Cathcart after Meta bought a 20% CRED stake for $900 million, signaling a push to…

META $1.9T

MBI Deep Dives Jul 14 1 click

Defending the Enterprise Castle from the Model Layer

Microsoft urges enterprises to keep AI memory, evaluations and orchestration inside their tenant boundary, making frontier models…

MSFT $4T

MBI Deep Dives Jul 13 2 clicks

Under The Hood, Novo Nordisk A/S ($NVO)

Novo Nordisk’s GLP-1 franchise transformed obesity treatment, while its valuation framework prices in 17 years of discounted cash flows.

NVO $172B

Bearhold Research Apr 13 2 clicks

The Consultant’s Dilemma: What AI Actually Does to Accenture ($ACN)

Accenture’s $5.9 billion in FY2025 genAI bookings supports implementation demand, while AI’s automation of junior work threatens the…

ACN $138B

Bearhold Research Apr 12 4 clicks

Under The Hood, ResMed ($RMD)

ResMed’s 30 million connected sleep-apnea patients, recurring masks and software support a data-driven healthcare platform; 11.9% annual…

RMD $33B

Bearhold Research Apr 8 1 click

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.

AXTI $4.2B

Maius Partners Apr 2 7 clicks

Water and Power: The Dual Engines Driving LandBridge’s Explosive Growth

LandBridge outlined $300 million in pore-space free cash flow within five years; its Permian data-center project remains proof of concept.

LB $6.3B

310 Value’s Newsletter Mar 26 4 clicks

Kazakhstan, Japan, and Trimming a Winner

Kaspi.kz’s 850 KZT ADS dividend establishes a roughly 9% yield after Hepsiburada spending; Japanese buyback disclosures test whether 0.61x…

KSPI $18B

Cluseau Research Mar 2 2 clicks

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