Monday, August 31, 2026

[WAY – Waystar] Healthcare is a very complicated invoice

Waystar sells revenue-cycle software for a US claims process where roughly 18% of submitted claims are initially denied and healthcare administration consumes 15% to 25% of spending.

WAY $4.7B

scuttleblurb Aug 31 5 clicks

Aug 30 EMCMF $11M

Emerge Commerce ($ECOM.V) FINS Review

Wolf's Substack 6 clicks

Aug 29 VEEV $44B

Veeva 2Q’26: “SaaSpocalypse” Cancelled

MBI Deep Dives 10 clicks

From X

@cfrischer1 May 20

Charles Frischer on X

$NN At this point in the process, it doesn't really matter if the NPRM drops in June, July or August. The value of spectrum has dramatically changed over the last 12 months. Direct to device with satellite companies like SpaceX and Amazon have become critical buyers of spectrum.

@cfrischer1 May 20

Charles Frischer on X

$NN Waiting a few extra months to get the NPRM doesn't matter compared to the ultimate value of the spectrum. Plus the NN spectrum can/will be used for many additional vital issues like IOT, drones and other AI uses.

@cfrischer1 May 20

Charles Frischer on X

$NN Finally, check out the comments recently made by Anterix regarding how they are thinking about the value of their spectrum. The numbers are much higher than I had ever imagined. I am long a bit of $ATEX. NN spectrum is far more powerful than the low band spectrum held by ATEX

@catechwilliams May 20

catechwilliams on X

$POET $2.5B market cap Canada-based (formerly TSXV-listed) semi component designer. Perennially on the verge of commercialization ($1.4M LTM sales, hemorrhaging cash). Heavily promoted into a $400M offering on 5/18. Dubious order w related party, FEOC, PFIC, among many issues.

@TimyanBankAlert May 19 1 click

Timyan Bank Alert on X

@Stl_MAR @Catahoula_Value I think (from past close experience) that the family calling the $TRCY shots is hopelessly inept. Doesn’t mean they won’t sell it at some point but they have turned away some great alternatives.

@TimyanBankAlert May 19 1 click

Timyan Bank Alert on X

$BCOW Fact check: 100% true https://t.co/AqIAdOnsSa

@TimyanBankAlert May 19

Timyan Bank Alert on X

@Catahoula_Value It feels like $BCOW management would rather continue stealing from the shareholders. $LRBI is performing well on its own and improving so not needed. Sure does spotlight the values though. $MBBC also in $PSBQ backyard where Nick Z is really improving his bank.

@TimyanBankAlert May 19 1 click

Timyan Bank Alert on X

Home run merger for $PSBQ holders in sale to $BFC https://t.co/wujj6AML12

BE 2026-08-29

Bloom Energy: 5 Links That Cannot Break

Bloom Energy’s 80x forward earnings valuation relies on concentrated megaprojects, sustained AI data-center power demand and continued…

BE $81B

Valuation Rewind Aug 29 2 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 $12M

Wolf's Substack Aug 28 8 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…

RBLX $35B

MBI Deep Dives Aug 28 7 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 $80B

Max Greve Aug 28 1 click

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 $398M

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 $505M

The Oak Bloke Aug 27 6 clicks

BHVN 2026-08-27

Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels

Biohaven’s $795 million global opakalim licensing deal with SK Biopharmaceuticals boosts cash, lowers R&D spending and extends its funding…

BHVN $2.1B

Edmund Ingham Aug 27 1 click

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 $167MPRGS $1.9B

Triple S Special Situations Investing Aug 27 3 clicks

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 $30M

Wolf's Substack Aug 25 10 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 $31B

MBI Deep Dives Aug 24 5 clicks

COCO · short

Vita Coco Company INC

Vita Coco, COCO, is pitched short after a 45% monthly rally, arguing investors are overextrapolating coconut water category growth.

COCO $3.5B

Value Investors Club Jun 2 1 click

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 $34M

Triple S Special Situations Investing Aug 24 8 clicks

RCEL 2026-08-24

AVITA Medical: Favorable Reimbursements For Skin Wound Care

AVITA Medical’s more predictable reimbursement, RECELL GO rollout and PermeaDerm economics support adoption, with cash flow breakeven…

RCEL $366M

Myriam Alvarez Aug 24 4 clicks

Core Memory

Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger…

ABNB $90B

MBI Deep Dives Aug 23 9 clicks

FUTU 2026-08-23

Futu Holdings: The China Discount Is Obsolete After Q2 Earnings Report

Futu Holdings' Q2 funded accounts rose 33.6%, client assets 43.6% and net income 41.6% as it shifts from mainland China toward Singapore,…

FUTU $15B

Emanuel Nemec Aug 23 4 clicks

The Non-linear Economics of Grocery Delivery Basket

Instacart’s larger grocery baskets create disproportionately better delivery economics than DoorDash’s, making half the basket size worth…

DASH $81B

MBI Deep Dives Aug 22 9 clicks

Walmart’s Evolution

Walmart says Medicare Maximum Fair Price rules will cut FY27 US comps by 125 basis points, while pharmacy margins and prescription volumes…

PYPL $45B

MBI Deep Dives Aug 21 4 clicks

VISN 2026-08-21

Vistance Networks: The Valuation Makes This Stock A Strong Buy

Vistance Networks trades at $11 after a $5 special distribution, with a DOCSIS 4.0 upgrade cycle, cash reserves and a $160 million tax…

VISN $1.5B

Investor Overview Aug 21 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 $3.2B

Yet Another Value Podcast Aug 20 12 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 $4B

scuttleblurb Aug 20 17 clicks

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

catechwilliams on X

Timyan Bank Alert on X

Timyan Bank Alert on X

Timyan Bank Alert on X

Timyan Bank Alert on X

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