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
45h ago FTRE $1.8B Fortrea Holdings: The Turnaround Is Showing Up In Earnings Before Revenue
Manimala Misra 5 clicks 46h ago MSFT $3.8T Microsoft: A High-Quality AI Name That Is No Longer Misunderstood
Vinay Utham, CFA 4 clicksFrom X
SG on X
$RILY gapping up this morning on favorable earnings report from $BW. BRC Holdings owns 27.6m shares of Babcock and Wilcox. https://t.co/SN5tDEz3T5
BDC on X
@BillAckman @MikeBenzCyber Maybe it’s time for $mrna to you know reflect its fair value of $0.
Maj Soueidan on X
Microcap Earnings Calls I’m tracking tomorrow + why: $MDP.TO New drug momentum $TISI Turnaround + activist $ACCS Competitive environment $BWEN Turbine business pulse $ATGN Hail Mary $FF Nice Q per @GrumpierBTDay $TACT Recurring revenue push $OPXS Backlog trends @InfoArbMonitor https://t.co/Ca9uFHBWVM
Ian Bezek on X
@SowingAlphaSeed I had $U long $APP short on for a while. Still long Unity, but shouldn't have covered Applovin, would have been right on both ends.
SG on X
$FF results looked good to me. I remain long and may add. https://t.co/GHDH7wjRX9
SG on X
$CHMI to be acquired by $MITT in cash + stock deal. https://t.co/OX3l8bgvDj
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.
DMLP 2026-08-30 Dorchester Minerals: Still Attractive - Despite Oil Price Headwinds
IWA Research 4 clicksEldorado Gold CORP
Eldorado Gold (EGO) is a long-life gold and copper miner with a rare growth profile across precious and base metals.
Core Natural Resources INC
Core Natural Resources is a US metallurgical and thermal coal producer formed in January 2025 through the merger of CONSOL Energy and Arch…
Ncino INC
NCino is a commercial-lending system of record for banks and credit unions, trading at roughly 3x enterprise value to sales.
SBAC 2026-08-29 SBA Communications Corporation: Fast-Growing Dividend, Undervalued
Philip Wang 4 clicks BE 2026-08-29 Bloom Energy: 5 Links That Cannot Break
Valuation Rewind 5 clicks RR 2026-08-29 Richtech Robotics: An Easy Pass Based On Lackluster RaaS Growth Quality
Andres Veurink 4 clicksCnh Industrial NV
CNH Industrial, the No. 2 global agricultural-equipment OEM, is pitched long at about $10 per share.
Agnico Eagle Mines LTD
Graphic Packaging Holding CO
Graphic Packaging (GPK) is pitched as a long with $22 fair value, implying roughly 100% upside, based on its low-cost paper-based packaging…
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