[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.
Monday, August 31, 2026
From X
BDC on X
@BoxLongs They wont close it down. But they could structure something so that $SNAP shareholders no longer footing the bill directly
Broken Moats on X
Always fascinating people willing to pay over 2x multiple for a company like $TEAM which at current levels hard to argue is pricing in much disruption threat v. an $AMZN which has a higher growth rate too
BDC on X
Subs are the $SNAP inflection nobody has cared about, yet: H/T @Jack64128896 for the find on memories https://t.co/c5FVBZfK4c
SG on X
$MRNA offering $2B of Rule 144 convertible notes but says conversion price tbd. No 8-K so far. Great governance, guys. Keep up the insider sales. https://t.co/JK9PyjstS4
⚽️📡 on X
$SRAD already has deep partnership with Kalshi now adds poly Every other competitor will likely have to follow suit to keep up https://t.co/4zOwxX7fKZ
Lee Roach on X
Hey @elonmusk. Can you DM me $SPCX next quarter EPS? I’m trying to forecast the company in my DCF model. I promise to not trade on this information.
⚽️📡 on X
$OKTA and $CRWD confirmed the agentic inflection has officially begun https://t.co/p9lToGNBvH
Investor Letters
All letters- Protean Funds July 2026 DVYSR $103MEVGGF $17B
- Alluvial Capital Management Second Quarter 2026 ZEG $5BDGXX $372M
- Hayden Capital Q2 2026 AMZN $2.8TGOOGL $4.1T
- Royce Investment Partners Year-to-Date Through 6/30/26 AAP $2.6BBRSL $2B
- Intrepid Capital 2Q26 GOOGL $4.1T
- Polaris Capital Management Second Quarter 2026 ENI $83BHDIH
- First Eagle Investments second quarter 2026 032830 $43BBABA $268B
- Oakmark Funds 2Q 2026 META $1.5TORCL $449B
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…
CMCSA 2026-08-28 After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound
Max Greve 3 clicks
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…
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…
BHVN 2026-08-27 Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels
Edmund Ingham 5 clicks
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.
[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX
AWS AI campuses cost $40–$45 billion per gigawatt, with Trainium 3 expected to lift compute per megawatt and improve infrastructure returns.
KMI 2026-08-26 Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher
Steven Fiorillo 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…
Nvidia’s Long-Term Margin Question
Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.
CBRS 2026-08-26 Sizing Up Cerebras Systems: Why Its Latency Moat Makes It A Buy For Aggressive Growth Investors
Star Investments 4 clicks
Big Tech Off-Balance Sheet Concerns
Big Tech’s $3 trillion AI commitments are disclosed and largely long-dated, with nearly 60% of Amazon’s $650 billion commitments falling…
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…
HMY 2026-08-24 Harmony Gold Mining: A Copper Pioneer By Capitalizing On The Gold Tailwind (Reaffirming Buy)
Prakhar Agarwal, CFA 4 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…
TEM 2026-08-20 Tempus AI Just Had Their Entire Strategy Validated By Moderna's Vaccine Advance
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…
Shitcos, Griftcos, and alignment versus enrichment at $IREN
IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing…
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Every account on this site, hand-picked.
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Sectors
Ordered by how often our editor reaches for them.
