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

@natstewart5 Jul 15 2 clicks

Nat Stewart on X

@valuedontlie I don't own $WEN, but following

@irbezek Jul 15 1 click

Ian Bezek on X

@b20220803 @OddStats $soxl dropped 90% during the 2024-25 dip. This one will be worse.

@natstewart5 Jul 15 1 click

Nat Stewart on X

Just had lunch with my son at Wendy's $WEN in Lee, NH. He had the Baconator, I had the spicy chicken sandwich. Both of us thought it was pretty darn good. Ample amount of chicken, decent bun, reasonably spicy. We both liked the fries as well. Restaurant was clean, service was quick.

@BlueDuckCap Jul 15

BDC on X

$toi https://t.co/9pfaLXskXk

@BrokenMoats Jul 15

Broken Moats on X

Someone really going to need to explain how Stripe buying $PYPL is also bullish for $XYZ? Venmo now gets unlimited funding, a direct consumer facing application for the biggest player in payments, and the optionality of their checkout/pos business if they want to scale and invest aggressively their for that (like pushing their stable coin initiative that would be well received by retailers). Would think the correct framework for this deal is it is net negative the entire payment space as a new entrant has new pathways to compete and disrupt ($TOST, $STNE $FOUR etc included)

@mavix_leon Jul 15 1 click

mavix on X

Evolution $EVO has agreed a GBP 4.75 million settlement with the UK Gambling Commission, concluding the licence review initiated in December 2024. The settlement primarily relates to the finding that Evolution game content was available via two operators on six websites. https://t.co/Q2pVlKKgjd

@LaughingH20Cap Jul 14 1 click

Laughing Water Capital on X

@thecontracap also worth noting that if $ANAB loses, maybe the stock goes down but future cash flows do not. Plan B is prob just sell the royalty stream, which is why the former CFO of $RPRX was added to the BOD 4 months ago. Heads win a ton. Tails you don't lose (if you can handle the vol)

@LaughingH20Cap Jul 14 1 click

Laughing Water Capital on X

@thecontracap agree ex-CEO statements are not +. However, statements from the GSK manager responsible for managing the $ANAB collaboration make it clear he thought GSK was in violation of the agreement. Not good for either side. Think sanctity of contract law has to come above all else though

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

TPC 2026-08-27

Tutor Perini: Q2 2026 Made My Strong Buy Case Stronger

Tutor Perini’s Q2 revenue rose 19% to $1.64 billion as higher-margin megaprojects lifted construction income 54%, prompting higher 2026 EPS…

TPC $4.5B

The Curious Analyst Aug 27

$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

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

Stock Trade Compilation Diez

E.W. Scripps, Team Internet, Monro, doValue and Inter & Co feature as special-situation trades involving mergers, asset sales, leverage and…

MNRO $383M

Triple S Special Situations Investing Aug 17 9 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

FTRE 2026-08-30

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

Fortrea’s adjusted EBITDA rose 24% in H1 as cost cuts outpaced a 3.4% revenue decline, while new business awards increased 19%.

FTRE $1.9B

Manimala Misra Aug 30 2 clicks

$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…

KSS $1.9B

Bristlemoon Capital Aug 13 9 clicks

Entravision Q2 Notes

Entravision’s ATS revenue rose 230% to $182.8 million in Q2, but shares fell from above $14 to about $8 after management forecast…

EVC $727M

The Value Road Aug 11 13 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 $2BTWO $1.3B

Yet Another Value Blog Aug 11 11 clicks

40 Stock Pitches (3rd-9th August)

Navient trades near 40% of tangible book as Gator Financial Partners argues private student-loan growth and restructuring can reverse its…

NAVI $902M

Capital Employed Aug 10 9 clicks

DEC-laration of independence

Diversified Energy cut $233 million of debt in 1H26, repurchased $93 million of stock and sold $273 million of land and assets while…

DEC $972M

The Oak Bloke Aug 6 7 clicks

Vistance Networks (NASDAQ: VISN)

Vistance Networks plans a large post-Ruckus-sale dividend, leaving Aurora Networks valued below 4x guided EBITDA after $1.88 billion of…

VISN $1.5B

Triple S Special Situations Investing Jul 31 7 clicks

[OTCM] Listings for the rest of us

OTC Markets gives smaller, distressed, and lightly disclosed companies a trading venue outside NYSE and Nasdaq, with lower listing barriers…

OTCM $653M

scuttleblurb Jul 31 3 clicks

Nat Stewart on X

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Nat Stewart on X

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mavix on X

Laughing Water Capital on X

Laughing Water Capital on X

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