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

@RagingVentures Aug 23 5 clicks

Raging Capital Ventures on X

@Cashflowfarming * $NVDA’s competitors are doing the same with their balance sheets, not customers.

@majgeoinvesting Aug 22

Maj Soueidan on X

👀 Potential $SIF InfoArb worth digging into… $RTX (Raytheon) just received a massive $22.9B, 7-year Tomahawk contract, with production targeted to ramp to 1,000+ missiles/year. What’s interesting is that Raytheon says the production ramp will “require investment across its supply chain and working with hundreds of small and midsized suppliers.” $SIF explicitly says its military-aerospace forgings are used in “Missile & Ordnance” applications. They also list Raytheon among its customers Given that Raytheon is now “looking across its supplier base to support an enormous munitions ramp,” does SIF maybe have a fighting chance here? There are probably more direct beneficiaries than SIF. But for its size, even a relatively small piece of the work could move the needle… it’s a rabbit hole worth digging into. 🔎… Time for @realLigerCub to step in :) Important caveat: I have found no evidence that SIF supplies Tomahawk, or even that its existing Raytheon relationship is tied specifically to Raytheon’s missile business.

@RagingVentures Aug 22 6 clicks

Raging Capital Ventures on X

@Ross__Hendricks @DratchCap @WarrenPies Equity is abundant even while absolute debt issuance skyrockets. I would think prudent capital allocators would tap the former… (see $GOOG, $ORCL as of late)

@RagingVentures Aug 22 7 clicks

Raging Capital Ventures on X

Jensen is clearly very smart, and I think he was wise to seed the neocloud industry ($NVDA customers) to help offset the dominance of the hyperscalers (ASIC customers). But that doesn’t change the competitive reality that he has to use $NVDA’s balance sheet to buy business… (and his customers are doing the same with their balance sheets)

@irbezek Aug 22 5 clicks

Ian Bezek on X

@davey_juice @taobanker I own both. $NU seems inevitable. $INTR more execution and single-market risk but a lot more upside if it works and gets rerated.

@irbezek Aug 22 6 clicks

Ian Bezek on X

@taobanker $INTR at 1.2x book 5.5x '27 earnings with a 16% ROE growing at 20% a year probably qualifies. But yes, $BLX is incredible and I still kick myself for selling most of my position at $25 after buying at $15. Grabbed defeat from the jaws of victory there.

@BlueDuckCap Aug 21 4 clicks

BDC on X

@BoxLongs Wild truth is that if $SNAP chooses they can earn over $1/share in FCF next year. $5 stock.

@ChrisCamillo Aug 21 2 clicks

Chris Camillo on X

Bought $TTWO after seeing the GTA VI leaked footage. Forget the graphics. Unpolished gameplay is showing a massive leap in world density, NPC behavior and systemic depth. The world feels alive. First real evidence GTA VI may actually be a generational leap. That’s the signal. https://t.co/r6HKMVSYgc

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

EGO · long

Eldorado Gold CORP

Eldorado Gold (EGO) is a long-life gold and copper miner with a rare growth profile across precious and base metals.

EGO $9.6B

Value Investors Club Jun 1 3 clicks

Nvidia’s Long-Term Margin Question

Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.

NVDA $5.2T

MBI Deep Dives Aug 26 5 clicks

KMI 2026-08-26

Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher

Kinder Morgan raised 2026 guidance after record Q2 results, supported by a $9.6 billion backlog and growing U.S.

KMI $74B

Steven Fiorillo Aug 26 1 click

Big Tech Off-Balance Sheet Concerns

Big Tech’s $3 trillion AI commitments are disclosed and largely long-dated, with nearly 60% of Amazon’s $650 billion commitments falling…

AMZN $2.7T

MBI Deep Dives Aug 25 3 clicks

STNE 2026-08-25

StoneCo: Deep Value Hiding Behind Brazil's Rate Fears - For Now

StoneCo's buybacks and special dividend produced roughly 39% H1 shareholder yield as Brazil's rate cuts slow and competition persists.

STNE $2.7B

IWA Research Aug 25 3 clicks

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 $33B

MBI Deep Dives Aug 24 6 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 $11B

Prakhar Agarwal, CFA Aug 24 4 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 $75B

Yet Another Value Podcast Aug 17 9 clicks

The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville

Hyperscalers’ off-balance-sheet lease and purchase obligations rose from roughly $1 trillion to $1.5 trillion, turning the AI buildout into…

GOOGL $4.3TMETA $1.9T

The Monetary Matters Network Aug 16 10 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 $12B

The Oak Bloke Aug 16 9 clicks

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