[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
Timyan Bank Alert on X
Some may not have noticed that this fellow now on the $EGBN was a 3rd party rep on the $BRBS board. Activist investor prepares for round two with Maryland bank https://t.co/j264ThuQ0C
JabroniCoin.USD on X
$ACMR evolving its institutional shareholder base as its earnings power & liquidity increase: US-listed bet on China Semicap. Capital Group now top 4. Ward Ferry, 12 West, Citadel… https://t.co/7mMHvefEYe https://t.co/cY0fynu04r
JabroniCoin.USD on X
The $ENVX chart looks like a battery losing its charging capacity over time… https://t.co/kOK3rpZR17
junkbondinvestor on X
Hyperscalers need so much capital they're exporting their financing needs to...Australia $GOOG just mandated its first AUD deal. Issuance (called Kanagroo bonds) is up 40% y/y to ~A$60B (a new record) https://t.co/ZIypM3QiFx
Chris Camillo on X
@ryanTesling @mact3333 @Kalshi_Finance Unless I’m not in a short-dated highly leveraged trade, I’m not paying attention to the day-to-day. I want to see $AMZN go down so I can re-lever at lower prices.
Lee Roach on X
Anyone follow $LFTO closely? What price does this get interesting? https://t.co/wBRnTTafXG
David Orr on X
@keisan_15 Yes that is why I liked $MEDP
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $131M082920 $890M
- 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
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…
MU 2026-08-28 SK Hynix: Higher Revenue Than Micron, Cheaper Than Micron (Initiating Buy)
Prakhar Agarwal, CFA 6 clicks
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…
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…
The Verra Sneerer (NASDAQ:VRRM)
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
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.
MT 2026-08-27 ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company
Capital Connoisseur 3 clicks
[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.
Nvidia’s Long-Term Margin Question
Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.
KMI 2026-08-26 Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher
Steven Fiorillo 3 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…
$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…
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
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…
BHP 2026-08-20 BHP: Stop Calling This An Iron Ore Stock
On the Pulse 1 click
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…
Publications we follow
Every publication on this site, hand-picked.
- MBI Deep Dives
- Seeking Alpha
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- scuttleblurb
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- Substack von Philipp
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- Aurelion Research
- Yet Another Value Blog
- Nat Stewart - Stock Picking Newsletter
- Yet Another Value Podcast
- SixSigmaCapital: Navigating the Financial Markets
- Hated Moats
- Bearhold Research
- Open Insights
- Bristlemoon Capital
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- Guardian Research
- Capitalist Letters
- The Curious Compounder
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- Nugget Capital Partner's Substack
- Kairos Research
- Deep Value Insights
- Lewistown Capital
- Hidden Rock Capital's Newsletter
- The Monetary Matters Network
- Steve Eisman
- 310 Value’s Newsletter
- Capital Employed
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- Hidden Gems Investing
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- The Mikro Kap
- Treasure Hunting
- XIX Value
- Clark Street Value
- Value Investors Club
- Cluseau Research
- Rod’s Ruminations
- John Hempton's Newsletter
- Undervalued Shares
- smallvalue.
- Maius Partners
- Underlying Value
- Multibagger Monitor
- Altay Capital - Mostly Value Investing
- Citrini Research
- Exploring with Alluvial Capital
- Raging Bull Investments
- Odds on Open
- Sunday's Idea Brunch
X accounts we follow
Every account on this site, hand-picked.
- JabroniCoin.USD
- BDC
- David Orr
- Fierce_beast
- Negligible Capital
- Lee Roach
- SG
- kab60
- Chris Camillo
- Bank Reg Blog
- Myles
- Nat Stewart
- Trevor Scott
- PAA Research
- BuccoCapital Bloke
- Ian Bezek
- Farmer
- Deep Sail Capital
- Prepared Remarks
- Evan Tindell
- Maj Soueidan
- John_Hempton
- ⚽️📡
- Broken Moats
- Mike
- Little Owl Research
- Timyan Bank Alert
- Tim Eriksen
- Clark Square Capital
- Cluseau Investments
- Raging Capital Ventures
- AltayCap
- mavix
- Multiples Capital
- marginofdanger
- Charles Frischer
- Mikro Kap David
- Connor Haley
- junkbondinvestor
- Fred Liu
- Bill Ackman
- ToffCap
- Psyop Capital
- Laughing Water Capital
- catechwilliams
- Porter Collins
- Yaron Naymark
- Rusholme Capital
- Gavin Baker
- Sahil Khetpal
Sectors
Ordered by how often our editor reaches for them.
