Emerge Commerce ($ECOM.V) FINS Review
Emerge Commerce's $44 million COVID-era acquisitions produced losses and impairments, while modestly improved Q2 liquidity leaves its balance sheet and capital needs under scrutiny.
Sunday, August 30, 2026
31h ago FTRE $1.8B Fortrea Holdings: The Turnaround Is Showing Up In Earnings Before Revenue
Manimala Misra 4 clicks 31h ago MSFT $3.7T Microsoft: A High-Quality AI Name That Is No Longer Misunderstood
Vinay Utham, CFA 3 clicksFrom X
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
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
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 on X
@leevalueroach $BWEL
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
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.
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.
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $136M
- Protean Funds July 2026 DVYSR $105M
- Alluvial Capital Management Second Quarter 2026 ZEG $5B
- Sequoia Fund First Half of 2026
- Hayden Capital Q2 2026 AMZN $2.8T
- Royce Investment Partners Year-to-Date Through 6/30/26 AAP $2.6B
- Maran Capital Management second quarter SPCX
- Intrepid Capital 2Q 2026
PAHC 2026-08-30 Phibro Animal Health: Zoetis Integrated And Better Cash Flow Ahead
Myriam Alvarez 5 clicks
Veeva 2Q’26: “SaaSpocalypse” Cancelled
Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached…
Microsoft ($MSFT) - Deep Dive
Microsoft’s AI data-center buildout lifted annual CapEx from $5.5 billion in FY2014 to $115.9 billion in FY2026, resetting free-cash-flow…
NTG Clarity Networks ($NCI.V) FINS Review
NTG Clarity’s $18.6M of Q2 service revenue sat in contract assets, while $4.6M cash burn cut cash to $2.85M and raises liquidity concerns.
Meta Buys Away its Distraction at Minimal Cost
Meta’s $18 billion teen-addiction settlement makes $5.3 billion contingent on YouTube and TikTok adopting matching restrictions, while…
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…
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…
The Verra Sneerer (NASDAQ:VRRM)
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
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…
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.
Getting Paid 10% for a Ringside Seat at the Braemar Circus with a potential 2x payout
Braemar’s BHR-PB preferred trades near $13 against a $25 liquidation preference, yielding 10% amid hotel sales, a $480 million Ashford…
AnaptysBio (ANAB)
AnaptysBio’s Jemperli royalty receipts rise after a Sagard financing obligation ends in 2027.
Weedmaps
WM Technology trades near its $57 million cash balance after a Nasdaq-to-OTCQX delisting, while cannabis Schedule III rescheduling could…
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…
NFE Bond Update
New Fortress Energy’s restructuring cancels its 12% 2029 notes for 94.3% of BrazilCo, $974 million of New NFE preferred and 25.8% of New…
Floor & Decor 2Q'26: Tentative Green Shoots
Floor & Decor held 2026 guidance after a 2Q beat, with comps improving through June; tariff refunds lifted margins and may fund pricing…
Stryker CORP
Stryker (SYK) trades near a 52-week low after a late-Q1 cyberattack disrupted revenue and earnings, framing a long-term compounder…
Cue Biopharma
Cue Biopharma faces a deteriorating balance sheet, recurring operating losses, ATM dilution and PIPE-investor selling pressure.
Maha Capital
Maha Capital combines two assets valued at least 2x its pro forma market capitalization, with a catalyst intended to close the discount.
Silgan
Silgan’s long thesis rests on roughly 10% historical EPS growth and a potential rerating as its end-market exposure evolves.
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- scuttleblurb
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- Triple S Special Situations Investing
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- The Value Road
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- The Mikro Kap
- Treasure Hunting
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- Cluseau Research
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- John Hempton's Newsletter
- Undervalued Shares
- smallvalue.
- Maius Partners
- Multibagger Monitor
- Altay Capital - Mostly Value Investing
- Nat Stewart - Stock Picking Newsletter
- Citrini Research
- Hunterbrook
- Odds on Open
- Sunday's Idea Brunch
X accounts we follow
Every account on this site, hand-picked.
- Raging Capital Ventures
- Chris Camillo
- Lee Roach
- Ian Bezek
- SG
- AltayCap
- mavix
- ⚽️📡
- Clark Square Capital
- Nat Stewart
- JabroniCoin.USD
- Timyan Bank Alert
- marginofdanger
- David Orr
- Maj Soueidan
- Prepared Remarks
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- BDC
- Farmer
- Broken Moats
- Charles Frischer
- Connor Haley
- Mike
- junkbondinvestor
- Little Owl Research
- Tim Eriksen
- ToffCap
- Fierce_beast
- Psyop Capital
- Laughing Water Capital
- catechwilliams
- Porter Collins
- Rusholme Capital
- Sahil Khetpal
Topics
Ordered by how often our editor reaches for them.
