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 27 VRRM $536M

The Verra Sneerer (NASDAQ:VRRM)

The Oak Bloke 6 clicks

From X

@TimyanBankAlert Aug 31 1 click

Timyan Bank Alert on X

Krista continues to do things that benefit all $WCCB constituents. https://t.co/SfnvY46NVh

@majgeoinvesting Aug 31 1 click

Maj Soueidan on X

XBP’s failed post-merger integration leaves its turnaround dependent on contract wins, asset sales and cost cuts overcoming a heavy debt burden.

@leevalueroach Aug 31 2 clicks

Lee Roach on X

@steven_finch Pretty much everything I own has revenues declining. People pissed and moaned when I bought $HOG because it was "dying"

@stockgutter Aug 31 1 click

SG on X

Aduro funded R&D and pilot-scale development through equity raises, warrant conversions and $5.5 million of share-based compensation while its pre-revenue operating losses widened.

@mavix_leon Aug 31

mavix on X

August 2026 portfolio lists Evolution, Toyokumo, Parigroup, Leatt, BioRem, Secunet, Shelly, Enogia, Lindbergh, ErreDue and Circle Group.

@pennycheck Aug 31 1 click

⚽️📡 on X

$NTSK + $CRWD News out today. $NTSK is currently one of my top holdings in cyber along with sail and silc https://t.co/KlY5gNBw5V

@ClarkSquareCap Aug 31 1 click

Clark Square Capital on X

Having Sony Music Entertainment makes it a lot less likely Gungho will attempt a take-under of $GRVY, IMO https://t.co/xvjalTHgN7

@natstewart5 Aug 31 1 click

Nat Stewart on X

Vistance Networks' $5 distribution leaves year-end 2026 cash and receivables near 60% of market value, while the core trades at 2.75x EV/EBITDA.

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.

PRGS $1.9B

Triple S Special Situations Investing Aug 27 3 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 $3.2B

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 $3.9B

scuttleblurb Aug 20 17 clicks

Aloe Aloe Aloe what 'ave VERRA then?

Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…

VRRM $536M

The Oak Bloke Aug 20 13 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 $3.3B

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

PGY 2026-08-19

Pagaya Technologies: A Fast-Growing Industry Disruptor Trading At A P/E Of 6.6x

Pagaya Technologies reported Q2 2026 network volume of $3.54 billion, 19% revenue growth and 99% adjusted net-income growth, while trading…

PGY $1.7B

Akim Guerreiro Aug 19

Jumia

Jumia’s January 2028 $7/$15 call spread risks $1.15 for up to $6.85 if cost cuts and marketplace growth deliver adjusted EBITDA and…

JMIA $938M

Triple S Special Situations Investing Aug 18 13 clicks

Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge

DoorDash’s integrated autonomous-delivery strategy contrasts with Uber’s 2026 divestment of Serve Robotics, its former delivery-robot…

SERV $370M

MBI Deep Dives Aug 17 4 clicks

HGV · long

Hilton Grand Vacations

Hilton Grand Vacations faces an inflection point in profitability growth and free cash flow generation.

HGV $2.8B

Value Investors Club May 29

[WAY – Waystar] Healthcare is a very complicated invoice

Late August 2026 Random Ramblings

The Verra Sneerer (NASDAQ:VRRM)