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 $5B

scuttleblurb Aug 31 15 clicks

Aug 30 EMCMF $9.7M

Emerge Commerce ($ECOM.V) FINS Review

Wolf's Substack 18 clicks

Aug 29 VEEV $46B

Veeva 2Q’26: “SaaSpocalypse” Cancelled

MBI Deep Dives 18 clicks

From X

@majgeoinvesting Aug 21 1 click

Maj Soueidan on X

Looks like $KLNG is winning the subsea battle vs. $MIND. https://t.co/WCc2il0NhZ

@majgeoinvesting Aug 21 1 click

Maj Soueidan on X

It’s happening… Seller’s remorse is starting to set in for trigger-happy $KLNG shareholders. I have a feeling the same will happen to $SIF panic sellers who blindly accepted “horrendous” GAAP EPS as true earnings power. Lesson 👉 Read the transcripts & do your own math. https://t.co/0u7pxLVft4

@AltayCapital Aug 21 2 clicks

AltayCap on X

@finphysnerd @taobanker A sentiment check on X searching $DECK, its universally positive except @CatNyanpital who is the only bearish comments on this name. Doesn't mean it can't work though

@cfrischer1 Aug 20

Charles Frischer on X

@Goldridge_Cap $KWY I only think about per share growth. This assumes they are only issuing a small number of shares each year under their executive comp plan. Not additional shares to do acquisitions.

@cfrischer1 Aug 20

Charles Frischer on X

@Goldridge_Cap $KWY Great questions. If they continue to have quarters like the most recent, they will deserve a 20x multiple. If they reinvest cash flows and can grow at 15-20% per year, a 20x multiple seems reasonable. That is why the next 4-6 quarters will be so valuable to review.

@BlueDuckCap Aug 20 2 clicks

BDC on X

Contrarian view: $MRNA raises equity in next week. Bullish. No equity raise in the next 2-3 weeks? Very bearish.

@RagingVentures Aug 20 1 click

Raging Capital Ventures on X

It is simple: $NVDA is using vendor financing to avert margin pressure and market-share loss. https://t.co/IlD9IHVhP8

@majgeoinvesting Aug 20 1 click

Maj Soueidan on X

They certainly left the door open for that by saying "they expect banks to finance 50% of an acquisition." But, based on previous interviews, I do not think they will do more than ~10 to 20% dilution. They have a nice level cash and should use it. They talked about a $20M upper limit. So, the bank does $10M, $BOSC could spend $5M in cash, and then issue ~1M shares. I am still on the sideline here, but watching. However, if they are not crying wolf again, it's interesting and cheap enough to wait and see for a bit.

Microsoft ($MSFT) - Deep Dive

Microsoft’s AI data-center buildout lifted annual CapEx from $5.5 billion in FY2014 to $115.9 billion in FY2026, resetting free-cash-flow…

MSFT $3.8T

Bearhold Research Aug 29 18 clicks

NTG Clarity Networks ($NCI.V) FINS Review

NTG Clarity’s $18.6M of Q2 service revenue sat in contract assets, while $4.6M cash burn cut cash to $2.85M and raises liquidity concerns.

NYWKF $17M

Wolf's Substack Aug 28 17 clicks

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 $1.5TRBLX $29B

MBI Deep Dives Aug 28 15 clicks

MU 2026-08-28

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

MU $1.1T

Prakhar Agarwal, CFA Aug 28 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…

SNDK $227B

Bristlemoon Capital Aug 28 19 clicks

CMCSA 2026-08-28

After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound

CMCSA $95B

Max Greve Aug 28 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…

UWMC $2.4BCCOI $511M

Yet Another Value Podcast Aug 27 26 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 $638M

The Oak Bloke Aug 27 11 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 $5.4T

MBI Deep Dives Aug 27 9 clicks

BHVN 2026-08-27

Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels

BHVN $2.4B

Edmund Ingham Aug 27 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.

DOMO $173MPRGS $2.1B

Triple S Special Situations Investing Aug 27 7 clicks

Nvidia’s Long-Term Margin Question

Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.

NVDA $5.4T

MBI Deep Dives Aug 26 8 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.

AMZN $2.8T

scuttleblurb Aug 26 9 clicks

KMI 2026-08-26

Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher

KMI $71B

Steven Fiorillo Aug 26 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…

AMZN $2.8T

MBI Deep Dives Aug 25 9 clicks

Atlas Engineered Products ($AEP.V) FINS Review

Atlas Engineered Products reported Q2 revenue up 19% to $16.2 million, but ended cashless on its credit line as inventory rose 47% and…

APEUF $32M

Wolf's Substack Aug 25 18 clicks

STNE 2026-08-25

StoneCo: Deep Value Hiding Behind Brazil's Rate Fears - For Now

STNE $2.4B

IWA Research Aug 25 7 clicks

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…

ADYEY $38B

MBI Deep Dives Aug 24 8 clicks

The Junk (Mail) Merger Arb

Star Equity’s $5 per-share Harte-Hanks acquisition offers $2.50 cash plus 0.25 STRRP per share after proration, against a $2 break price.

STRR $38MHHS $31M

Triple S Special Situations Investing Aug 24 11 clicks

RCEL 2026-08-24

AVITA Medical: Favorable Reimbursements For Skin Wound Care

RCEL $331M

Myriam Alvarez Aug 24 4 clicks

[WAY – Waystar] Healthcare is a very complicated invoice

Emerge Commerce ($ECOM.V) FINS Review

Veeva 2Q’26: “SaaSpocalypse” Cancelled

From X

Maj Soueidan on X

Maj Soueidan on X

AltayCap on X

Charles Frischer on X

Charles Frischer on X

BDC on X

Raging Capital Ventures on X

Maj Soueidan on X

Investor Letters

Microsoft ($MSFT) - Deep Dive

NTG Clarity Networks ($NCI.V) FINS Review

Meta Buys Away its Distraction at Minimal Cost

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

Making sense of Sandisk’s long-term financial model

After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound

Late August 2026 Random Ramblings

The Verra Sneerer (NASDAQ:VRRM)

Nvidia Climbing the Wall of Worries

Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels

Domo (Arigato), for this potential multi-bagger options trade

Nvidia’s Long-Term Margin Question

[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX

Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher

Big Tech Off-Balance Sheet Concerns

Atlas Engineered Products ($AEP.V) FINS Review

StoneCo: Deep Value Hiding Behind Brazil's Rate Fears - For Now

Stripe’s “Singularity” and the Divergence from Adyen

The Junk (Mail) Merger Arb

AVITA Medical: Favorable Reimbursements For Skin Wound Care

Publications we follow

X accounts we follow

Sectors