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 $4.9B

scuttleblurb Aug 31 5 clicks

Aug 27 UWMC $2B

Late August 2026 Random Ramblings

Yet Another Value Podcast 13 clicks

Aug 20 ELALF $3.2B

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

Yet Another Value Podcast 12 clicks

From X

@LittleOwlRes Apr 16 1 click

Little Owl Research on X

Here is a little pricing guide for any of you looking into $HHH at the moment. Credit to @mfwarder for the format. https://t.co/MeZP5qopmR

@LittleOwlRes Apr 15 1 click

Little Owl Research on X

@marginofdanger @BillAckman Additionally, $HHH as a pure play MPC is much more valuable than the sum of its parts. Though the market doesn't understand it well at the moment it will likely come to appreciate it more as it grows and produces substantial FCF. Patience is key here.

@catechwilliams Jan 18

catechwilliams on X

$YOU Delta just significantly expanded its Digital ID program. This service is free, more efficient than Clear and now available in Clear's core markets. Other majors will have to follow in order to compete on service. Seems like this could kill $YOU in pretty short order. https://t.co/tgfebZZCWK

@catechwilliams Dec 27

catechwilliams on X

$YOU sales growth in light blue, Members in orange vs QTD web traffic. Dotted section is Q4 w consensus sales and member growth. https://t.co/NcihE7pbyD

@catechwilliams Dec 27

catechwilliams on X

$YOU Clear supervisor at JFK said they’ve experienced “a surge in new sign-ups from pre-Thanksgiving through the Christmas travel period.” Similarweb web traffic to their site shows a large acceleration in visits as well suggesting a potentially large Q4 earnings beat.

@LittleOwlRes Nov 3

Little Owl Research on X

If anyone has any questions on $HHH feel free to DM me.

@LittleOwlRes Nov 3

Little Owl Research on X

For anyone interested in knowing more about Howard Hughes Holdings $HHH I've posted my write up on the company. This is not investment advice. https://t.co/a7b9FJclsp

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 $3.9B

scuttleblurb Aug 20 17 clicks

SA 2026-08-20

Seabridge Gold: Fairly Valued Now But Big Upside

Seabridge Gold's KSM gold-copper project could re-rate on a joint venture, 2027 feasibility study and infrastructure progress, with gold…

SA $3.5B

Redfern Research Aug 20

NCLH or her grandma Saga?

Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…

NCLH $6.5B

The Oak Bloke Aug 19 13 clicks

ZETA 2026-08-19

Zeta Global's AI Story Just Became Measurable (Rating Downgrade)

Zeta Global’s Athena AI superusers grow four times faster, while comprehensive adopters generate 70% of revenue.

ZETA $7.5B

Alpha Line Aug 19 1 click

$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management

DNOW’s MRC Global merger targets $75 million of synergies, with a 2029 bull case of $30 to $32 per share driven by cash flow and rerating.

DNOW $2.8B

Yet Another Value Podcast Aug 14 9 clicks

Are Department Stores Finally Shortable?

Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…

M $5.8B

Bristlemoon Capital Aug 13 9 clicks

$UWMC lost $600m hedging a deal they'd already lost

UWMC booked a roughly $600 million Q2 hedging loss tied to TWO months after the deal collapsed, contributing to an expensive capital raise.

UWMC $2B

Yet Another Value Blog Aug 11 11 clicks

$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove

Hims & Hers investor Paul Cerro is long again on lab and patient data driving retention and LTV, despite management concerns, GLP-1…

HIMS $7.1B

Yet Another Value Podcast Aug 7 9 clicks

Perimeter Solutions: 2Q26 Business Recap

Perimeter Solutions’ 2Q26 revenue rose 31%, while operating income fell 11% as USDA pricing and DLA delivery timing hurt Fire Safety; it…

PRM $4.9B

Speedwell Memos Aug 5 9 clicks

Floor & Decor: 2Q26 Business Update

Floor & Decor’s same-store sales improved to minus 2%, while $45 million of tariff refunds lifted second-quarter gross profit and operating…

FND $5B

Speedwell Memos Aug 4 8 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

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

[scuttleslops] BLDR, RYAN, APG, GFL, FND

Builders FirstSource reported Q2 2026 sales down 9% to $3.9 billion as weak housing demand and aggressive competitor pricing cut EBITDA…

BLDR $6.3B

scuttleblurb Aug 3 8 clicks

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…

FND $5B

MBI Deep Dives Aug 2 4 clicks

$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity

CBIZ activist Ryan Bunn urges ending buybacks, issuing equity and resuming bolt-on acquisitions to delever after the $2.3 billion Marcum…

CBZ $3B

Yet Another Value Podcast Jul 14 2 clicks

Under The Hood - Sprouts Farmers Market, Inc.

Sprouts Farmers Market’s 483-store fresh-food format combines dedicated distribution, curated assortments and long-built site selection,…

SFM $6.4B

Bearhold Research Jul 11 2 clicks

$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds

VEON’s 84% Kyivstar stake and JazzCash underpin a sum-of-the-parts case for 4x upside, despite its sanctioned shareholder, capital…

VEON $4.8B

Yet Another Value Blog Jul 1 1 click

Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA

MSA Safety’s Pershing Square Challenge finalists pitch gas-detection subscriptions, mandated SCBA replacement cycles and a 2023 liability…

MSA $7B

Yet Another Value Blog Jun 30 2 clicks

Under The Hood, Wingstop Inc. ($WING)

Wingstop generates most of its $697 million revenue from franchise royalties across a 3,153-restaurant, 98%-franchised system while…

WING $2.7B

Bearhold Research Jun 28 2 clicks

A Hardware Multiple on a Software Powerhouse

A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…

CALX $2.2B

The Value Road Jun 12 5 clicks

[WAY – Waystar] Healthcare is a very complicated invoice

Late August 2026 Random Ramblings

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

From X

Little Owl Research on X

Little Owl Research on X

catechwilliams on X

catechwilliams on X

catechwilliams on X

Little Owl Research on X

Little Owl Research on X

Investor Letters

CCC Is in the Middle of the Wreckage

Seabridge Gold: Fairly Valued Now But Big Upside

NCLH or her grandma Saga?

Zeta Global's AI Story Just Became Measurable (Rating Downgrade)

$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management

Are Department Stores Finally Shortable?

$UWMC lost $600m hedging a deal they'd already lost

$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove

Perimeter Solutions: 2Q26 Business Recap

Floor & Decor: 2Q26 Business Update

Vita Coco Company INC

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

[scuttleslops] BLDR, RYAN, APG, GFL, FND

Floor & Decor 2Q'26: Tentative Green Shoots

$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity

Under The Hood - Sprouts Farmers Market, Inc.

$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds

Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA

Under The Hood, Wingstop Inc. ($WING)

A Hardware Multiple on a Software Powerhouse

Publications we follow

YouTube 4

Blogs 12

Seeking Alpha 30 of 163

X accounts we follow

Investor letters we follow

Sectors

Monday, August 31, 2026

Little Owl Research on X

Little Owl Research on X

catechwilliams on X

catechwilliams on X

catechwilliams on X

Little Owl Research on X

Little Owl Research on X

Investor Letters

Publications we follow

Newsletters 91

YouTube 4

Blogs 12

Seeking Alpha 30 of 163

X accounts we follow

Investor letters we follow

Sectors