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 $5.3B

scuttleblurb Aug 31 5 clicks

Aug 29 VEEV $51B

Veeva 2Q’26: “SaaSpocalypse” Cancelled

MBI Deep Dives 11 clicks

Aug 29 MSFT $4T

Microsoft ($MSFT) - Deep Dive

Bearhold Research 11 clicks

From X

@ChrisCamillo Aug 31 1 click

Chris Camillo on X

Take-Two Interactive, $TTWO, trades weeklies around GTA 6 news and debates the benchmark for the game’s success.

@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 2 clicks

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.

@RagingVentures Aug 31 1 click

Raging Capital Ventures on X

Sol Bier and Factorial Funds backed SPCX, Anthropic, Perplexity and ElevenLabs early. A conference interview covers Sol Bier’s venture investing.

@ChrisCamillo Aug 31 1 click

Chris Camillo on X

@reddy67874 @Jerry19880 @piques15 only stock i added to today was $AMZN. like the risk/reward probabilities here on $TTWO, but there’s more downside if player sentiment and engagement data start moving the wrong way.

@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"

@irbezek Aug 31 1 click

Ian Bezek on X

@sigmazerocap I own a small position in $CRM (thankfully lower cost base), and no $META, so $CRM it is. Clicks results. Wow, guess CRM is going up another 25% next quarter. Love when everyone is positioned wrongly.

@stockgutter Aug 31 2 clicks

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.

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…

META $1.9TRBLX $35B

MBI Deep Dives Aug 28 7 clicks

MU 2026-08-28

SK Hynix: Higher Revenue Than Micron, Cheaper Than Micron (Initiating Buy)

SK Hynix posted record quarterly revenue of 79.32 trillion won and a 76% operating margin, while trading below Micron on forward sales and…

MU $1T

Prakhar Agarwal, CFA Aug 28 4 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…

SNDK $214B

Bristlemoon Capital Aug 28 9 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…

UWMC $1.9BCCOI $428M

Yet Another Value Podcast Aug 27 13 clicks

The Verra Sneerer (NASDAQ:VRRM)

Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…

VRRM $447M

The Oak Bloke Aug 27 6 clicks

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…

NVDA $5.2T

MBI Deep Dives Aug 27 5 clicks

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 $1.7B

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.

HUCK $147MPRGS $1.7B

Triple S Special Situations Investing Aug 27 3 clicks

MT 2026-08-27

ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company

ArcelorMittal’s regional steel franchises, integrated mining and India expansion are lifting EBITDA per ton and supporting per-share…

MT $48B

Capital Connoisseur Aug 27 1 click

[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.

AMZN $2.7T

scuttleblurb Aug 26 6 clicks

HWKN · short

Hawkins INC

Hawkins (HWKN) faces margin pressure as cost increases and municipal budget constraints weigh on its water-chemical distribution business.

HWKN $2.8B

Value Investors Club May 30 1 click

Alphabet 2Q'26: Google Cloud is On Cloud Nine

Alphabet’s 2Q’26 revenue rose 24% to $119.8 billion as Google Cloud grew 82% and tripled operating income, while heavy investment drove…

GOOGL $4.3T

MBI Deep Dives Jul 23 2 clicks

Danaher 2Q'26: Yet Another "Meh" Quarter

Danaher posted 3.0% core revenue growth in 2Q’26, with LTM adjusted EBITA flat at $7.1 billion since 2Q’24 despite a mid-20s earnings…

DHR $157B

MBI Deep Dives Jul 22 2 clicks

TSMC 2Q'26: Stratospheric Margins Amidst the AI Super Cycle

TSMC’s 2Q 2026 operating margin exceeded 60% as AI-driven demand for advanced chips pushed profitability beyond the prior cycle’s…

TSM $2.3T

MBI Deep Dives Jul 17 2 clicks

[scuttleslops] CDNS, SNPS, TREX, WISE, Class I Rails, China

Synopsys and Cadence retain EDA pricing power through entrenched design flows, foundry relationships and high switching costs; AI-driven…

SNPS $90B

scuttleblurb Jul 16 2 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 $6.2B

Bearhold Research Jul 11 2 clicks

$50M Cash, No Debt, 0.74x Book: A Deep-Value Machine Tool Setup

A debt-free machine tool company with $50 million in cash trades at 0.74 times book value and below net current asset value.

HURC $137M

The Value Road Jul 10 5 clicks

U-Haul Bought at the Top

U-Haul’s pandemic-era fleet purchases at inflated prices now drive higher depreciation and disposal losses as truck and van prices…

UHAL $11B

scuttleblurb Jul 10 2 clicks

[scuttlebits] CPRT, ADBE, FIG, NVDA, QCOM, FDS, Memory chips

Copart’s returning CEO Jay Adair plans to restart European expansion and build domestic whole-car sales on its global buyer network amid…

CPRT $26B

scuttleblurb Jul 9 4 clicks

Chris Camillo on X

Timyan Bank Alert on X

Maj Soueidan on X

Raging Capital Ventures on X

Chris Camillo on X

Lee Roach on X

Ian Bezek on X

SG on X

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