Sunday, August 30, 2026

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.

EMCMF $9.7M

Wolf's Substack Aug 30 11 clicks

Aug 30 FTRE $1.8B

Fortrea Holdings: The Turnaround Is Showing Up In Earnings Before Revenue

Manimala Misra 5 clicks

Aug 30 MSFT $3.8T

Microsoft: A High-Quality AI Name That Is No Longer Misunderstood

Vinay Utham, CFA 4 clicks

From X

@mavix_leon May 1 1 click

mavix on X

Portfolio end of April '26: Centrotec $CEV.HM Evolution $EVO Secunet Security Networks $YSN Leatt $LEAT Toyokumo $4058 Biorem $BRM.V (prev. undisclosed) -undisclosed- -undisclosed- Circle SpA $CIRC.MI Lindbergh $LDB.MI Shelly Group $SLYG ErreDue $RDUE -undisclosed- (New) (1/2) https://t.co/VTMaRmREFr

@ToffCap Apr 30 1 click

ToffCap on X

If you're in the 'SoH closed / oil higher for longer' camp, just know that it will be a PERFECT environment for the spec chems disributors. And they are just starting to rebound from pretty low levels. $BNR $IMCD $AZE

@mavix_leon Apr 30 2 clicks

mavix on X

▫️$4058, $SLYG, $EVO, -undisclosed-, $LDB.MI, $CIRC.MI, $RDUE, $TRT.L

@mavix_leon Apr 30 3 clicks

mavix on X

I just published my Portfolio Update for April '26. It includes: ▫️My full Portfolio & position sizes ▫️Short introduction of 2 new stocks in my portfolio ▫️Reasons why I sold $FQT & $ALLOG.PA ▫️Earnings Update about $BRM.V, $FQT & $EVO ▫️Recent news & information about: (1/2) https://t.co/aOHLmVU17u

@ToffCap Apr 30 1 click

ToffCap on X

Lynrock using the strong share price move to take some chips off the table $RDCM https://t.co/Es7p8XSA9w https://t.co/2l52A8yPOB

@LaughingH20Cap Apr 30 2 clicks

Laughing Water Capital on X

if "MNO’s will never give SpaceX and Amazon low band" is true, then invert the logic and consider what SpaceX, $AMZN, and the MNOs would pay to prevent someone else from getting $NN's low band. This how you get the extreme upside case. Multiple parties that NEED to own it. https://t.co/EnjF9Wpc86

@ToffCap Apr 30 1 click

ToffCap on X

Vistance $VISN selling Ruckus for $1.85bn. Clean up continues https://t.co/and6BAfSyY

@cfrischer1 Apr 29

Charles Frischer on X

@DSacksCreative $NN The low band spectrum controlled by NN is quite valuable. $GSAT is a terrific comp. Sold for 11.6 billion. In many ways, our spectrum is extremely valuable and can carry more data and is more vital. Very desirable asset.

PAHC 2026-08-30

Phibro Animal Health: Zoetis Integrated And Better Cash Flow Ahead

PAHC $1.6B

Myriam Alvarez Aug 30 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…

VEEV $46B

MBI Deep Dives Aug 29 9 clicks

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…

MSFT $3.8T

Bearhold Research Aug 29 7 clicks

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.

NYWKF $17M

Wolf's Substack Aug 28 9 clicks

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…

META $1.5TRBLX $29B

MBI Deep Dives Aug 28 8 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 $217B

Bristlemoon Capital Aug 28 10 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 $2.4BCCOI $473M

Yet Another Value Podcast Aug 27 17 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 $647M

The Oak Bloke Aug 27 11 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 $5.4T

MBI Deep Dives Aug 27 9 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.

DOMO $173MPRGS $2.1B

Triple S Special Situations Investing Aug 27 7 clicks

DMLP 2026-08-30

Dorchester Minerals: Still Attractive - Despite Oil Price Headwinds

DMLP $1.4B

IWA Research Aug 30 4 clicks

SBAC 2026-08-29

SBA Communications Corporation: Fast-Growing Dividend, Undervalued

SBAC $20B

Philip Wang Aug 29 4 clicks

BE 2026-08-29

Bloom Energy: 5 Links That Cannot Break

BE $62B

Valuation Rewind Aug 29 5 clicks

Nvidia’s Long-Term Margin Question

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

NVDA $5.4T

MBI Deep Dives Aug 26 8 clicks

AMZN 2026-08-26

[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 $2.8T

scuttleblurb Aug 26 9 clicks

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 $2.8T

MBI Deep Dives Aug 25 9 clicks

APEUF 2026-08-25

Atlas Engineered Products ($AEP.V) FINS Review

Atlas Engineered Products reported Q2 revenue up 19% to $16.2 million, but ended cashless on its credit line as inventory rose 47% and…

APEUF $32M

Wolf's Substack Aug 25 18 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 $38B

MBI Deep Dives Aug 24 8 clicks

The Junk (Mail) Merger Arb

Star Equity’s $5 per-share Harte-Hanks acquisition offers $2.50 cash plus 0.25 STRRP per share after proration, against a $2 break price.

STRR $38MHHS $32M

Triple S Special Situations Investing Aug 24 11 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 $3.4B

Yet Another Value Podcast Aug 20 16 clicks

Emerge Commerce ($ECOM.V) FINS Review

Fortrea Holdings: The Turnaround Is Showing Up In Earnings Before Revenue

Microsoft: A High-Quality AI Name That Is No Longer Misunderstood

From X

mavix on X

ToffCap on X

mavix on X

mavix on X

ToffCap on X

Laughing Water Capital on X

ToffCap on X

Charles Frischer on X

Investor Letters

Phibro Animal Health: Zoetis Integrated And Better Cash Flow Ahead

Veeva 2Q’26: “SaaSpocalypse” Cancelled

Microsoft ($MSFT) - Deep Dive

NTG Clarity Networks ($NCI.V) FINS Review

Meta Buys Away its Distraction at Minimal Cost

Making sense of Sandisk’s long-term financial model

Late August 2026 Random Ramblings

The Verra Sneerer (NASDAQ:VRRM)

Nvidia Climbing the Wall of Worries

Domo (Arigato), for this potential multi-bagger options trade

Dorchester Minerals: Still Attractive - Despite Oil Price Headwinds

SBA Communications Corporation: Fast-Growing Dividend, Undervalued

Bloom Energy: 5 Links That Cannot Break

Nvidia’s Long-Term Margin Question

[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX

Big Tech Off-Balance Sheet Concerns

Atlas Engineered Products ($AEP.V) FINS Review

Stripe’s “Singularity” and the Divergence from Adyen

The Junk (Mail) Merger Arb

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

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