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.

@marginofdanger Aug 30

marginofdanger on X

@leevalueroach $BWEL

@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.

MU 2026-08-28

SK Hynix: Higher Revenue Than Micron, Cheaper Than Micron (Initiating Buy)

SK Hynix posted record quarterly revenue of 79.32 trillion won and a 76% operating margin, while trading below Micron on forward sales and…

MU $1T

Prakhar Agarwal, CFA Aug 28 4 clicks

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

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 $1.9BCCOI $428M

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 $447M

The Oak Bloke Aug 27 6 clicks

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

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.

PRGS $1.7B

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 $48B

Capital Connoisseur 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

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

$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

ANET · long

Arista Networks INC

Arista Networks, at about $150 per share, is a $190 billion data-center networking franchise generating $9.7 billion of LTM revenue with…

ANET $234B

Value Investors Club May 28 4 clicks

Under The Hood, HCA Healthcare - $HCA

HCA Healthcare generated $75.6 billion of 2025 revenue and an 18.9% ROIC, pairing hospital-market scale with expanding margins and lower…

HCA $99B

Bearhold Research Apr 25 3 clicks

An Open Letter to the TPL Board

Texas Pacific Land shareholders urge two board additions, data-center expertise, and capital spending beyond mineral royalties toward…

TPL $24B

310 Value’s Newsletter Apr 22 4 clicks

Under The Hood, Pool Corporation - $POOL

Pool Corporation controls roughly 40% of US pool-product distribution, with maintenance representing 64% of sales as new-pool construction…

POOL $5.7B

Bearhold Research Apr 17 2 clicks

Forgive me Father, I have Sabled.

Sable Offshore restarted Santa Ynez oil flows under a Defense Production Act order, targeting 50,000 barrels daily and a path to 60,000…

SOC $645M

Triple S Special Situations Investing Apr 16 3 clicks

First Takes on GFL's Acquisition of Secure

GFL Environmental is buying Secure Waste at 11x 2026E EBITDA before synergies, adding high-margin produced-water and waste assets with $25…

GFL $16B

310 Value’s Newsletter Apr 13 1 click

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

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

Hallador Pt. 2 — "Massive" Data Center Incoming in Sullivan, IN? ($HNRG)

Hallador’s 1 GW Merom plant could supply a proposed 1,000-acre Sullivan County data center, with local filings and Stantec references tying…

HNRG $599M

Multibagger Monitor Mar 5 9 clicks

Ian Bezek on X

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Chris Camillo on X

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