Veeva 2Q’26: “SaaSpocalypse” Cancelled
Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached 29.6%.
Tuesday, September 1, 2026
Back to today 
From X
Broken Moats on X
$QXO finally in my valuation zone, acquired shares this afternoon. Rates present a challenge, soft commodities surging and geopolitical could further stress inflation/yields but you usually do not get deal when everything is firing on all cylinders
SG on X
@Zerosumgame33 Manav calling $CLMT $DAR $ADM $BG "peers" is crazy to me. Other than all touching ag, they are very different businesses with very different drivers.
Chris Camillo on X
Take-Two Interactive, $TTWO, trades weeklies around GTA 6 news and debates the benchmark for the game’s success.
Prepared Remarks on X
$orcl https://t.co/82tycGZoPl
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.
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.
Chris Camillo on X
@Spykex02 no. currently just holding $TTWO equity. i did have a large one-day weekly call position i entered on thursday’s dip and exited friday. down a bit more today than i made last wk but im fine!
Chris Camillo on X
@piques15 $TTWO could drop 30% this week and my ’26 ROI would barely notice. I’ve had worse Mondays this past month. https://t.co/meivfWSxx6
Investor Letters
All letters- Patient Capital Management 3Q25 BABA $288BQXO $12B
- First Eagle Investments 3Q 2025 6273 $27BABEV $46B
- RGA Investment Advisors Q3 2025 COF $126B
- Weitz Investment Management third quarter ACN $111BCNSWF $42B
- O'Keefe Stevens Advisory Q3 2025 GLW $137BCSCCY $11B
- Palm Valley Capital Third Quarter 2025 PHYS $11B
- Patient Capital Management 2Q25 BABA $288BCOIN $51B
- Rowan Street Capital first half of 2025 ADYEY $32BSHOP $165B
- Pershing Square Holdings Six-month period ended June 30, 2025 BN $85BCMG $42B
- Palm Valley Capital First Quarter 2025 WHGLY $11B
- O'Keefe Stevens Advisory Q1 2025 MBGYY $48BROKU $23B
- Patient Capital Management first quarter of 2025 BABA $288BCVNA $47B
CMCSA 2026-08-28 After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound
Comcast's mobile growth, Verizon roaming agreement, NBCUniversal content and theme parks are positioned to offset broadband competition…
Max Greve 1 click
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)
Harmony Gold targets copper at roughly 40% of future production, diversifying gold exposure while increasing sensitivity to commodity…
Prakhar Agarwal, CFA 4 clicks
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…
Will Hubspot go the way of the Dodo?
HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed…
[scuttleslops] ZTS, APO, FISV, TTD, RELY
Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…
The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)
Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…
Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers
GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and…
Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
Glenn Schorr and Ken Worthington discuss risks in private-credit software loans, agentic AI at retail brokers, crypto use cases and bank…
KRYS · short Krystal Biotech INC
Krystal Biotech is a profitable commercial-stage biotech with an $8.7 billion enterprise value and one FDA-approved topical gene therapy,…
Aurora Innovation: Built To Win With Less Than 1% Of The Market
Aurora Innovation targets 200 driverless trucks by Q4 2026 and FCF breakeven in 2028; 0.6% of US combination trucks by 2030 supports 20%…
Andras Tory 
Core Memory
Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger…
FUTU 2026-08-23 Futu Holdings: The China Discount Is Obsolete After Q2 Earnings Report
Futu Holdings' Q2 funded accounts rose 33.6%, client assets 43.6% and net income 41.6% as it shifts from mainland China toward Singapore,…
Emanuel Nemec 4 clicks
The Non-linear Economics of Grocery Delivery Basket
Instacart’s larger grocery baskets create disproportionately better delivery economics than DoorDash’s, making half the basket size worth…
DKS 2026-08-22 DICK'S Sporting Goods Stock Is Hanging On By A Thread But Looks Like A Buy Ahead Of Q2 Earnings
DICK’S Sporting Goods trades at 12.8 times FY26 EPS after breaking multi-year support, while maintaining $13.50 to $14.50 FY guidance amid…
Mike Arnold 2 clicks
Walmart’s Evolution
Walmart says Medicare Maximum Fair Price rules will cut FY27 US comps by 125 basis points, while pharmacy margins and prescription volumes…
[V, MA] The more things change, the more they stay the same
Visa and Mastercard have absorbed digital wallets and BNPL into their networks, using global merchant acceptance to turn supposed…
SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap
Steve Eisman reviews SpaceX earnings, AI capital spending’s drag on free cash flow, Meta’s struggles, and the collapse of Situational…
[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ
Booking Holdings beat Q2 guidance as room nights grew 5%; connected trips, merchant payments and Genius loyalty strengthened direct…
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Convequity
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DOMO Capital Management, LLC
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Fierce_beast
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JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
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marginofdanger
mavix
Mike
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SG
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Timyan Bank Alert
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ToffCap
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Investor letters we follow
- 1851 Capital
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