[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.
Tuesday, September 1, 2026
Back to today 
From X
Laughing Water Capital on X
$NN https://t.co/rn1GCqqeWI
mavix on X
Shelly Group $SLYG will be included in the SDAX and thereby become part of Germany’s DAX index family, effective 10 April 2026. "We are proud to have been the first Bulgarian company to be admitted to trading on XETRA and now also the first Bulgarian company to be included in the SDAX.”
Charles Frischer on X
@lindenstcapital $NN In the last 12 OIRA actions at the FCC, it looks like approval was received the same day as the blog was posted in 6 cases. Tomorrow is still possible. We will find out by around 2:30 PM on Wednesday. If not, April 28th is only 21 days away.
Charles Frischer on X
@lindenstcapital $NN Shares were lower today on 1.7 million in volume. Investors were concerned that OIRA hasn't approved the NPRM as of today. Also, airline groups filed objection based upon interference. I still think we have a reasonable chance for tomorrow and if not, then April 28th.
Charles Frischer on X
@MLedrappier @CalgaryLeveen No doubt a sale of Globalstar to Amazon or SpaceX would be great news for $NN. Especially at the valuations being cited. I am long a small position in $GSAT. This would be an incredible day for NN. Validates spectrum valuations
Charles Frischer on X
@Nishtu Excellent point. I should have added this objection as another item which spooked investors. Overall, $NN has seen solid bipartisan report due to the strong need for alternative GPS. This is a national concern and non-partisan issue to most. People understand this is important.
catechwilliams on X
$GPGI Stagnating credit card manufacturer (fka CompoSecure). Levered up 4x to acquire commodity plastic injection molding company Husky. Last month CEO departed, this week CEO and CFO of Husky left. Now rudderless with very ambitious guidance almost certain to get revised lower.
Investor Letters
All letters- Protean Funds July 2026 EVGGF $16B
- Royce Investment Partners year-to-date period ended 6/30/26 AAP $2.6BAGO $3.1B
- Protean Funds June 2026 IDDWF $9.3BSKSBF $12B
- Alluvial Capital Management Second Quarter 2026 ZEG $5.2BGTX $4.8B
- Hayden Capital Q2 2026 MELI $92BSE $63B
- Polaris Capital Management Second Quarter 2026 ENI $81BIX $42B
- First Eagle Investments second quarter 2026 032830 $42BIMO $60B
- Oakmark Funds 2Q 2026 006400 $31BIKTSF $12B
CMCSA 2026-08-28 After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound
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Prakhar Agarwal, CFA 4 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…
CCC Is in the Middle of the Wreckage
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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 $IREN
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$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
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FUTU 2026-08-23 Futu Holdings: The China Discount Is Obsolete After Q2 Earnings Report
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Emanuel Nemec 4 clicks
The Non-linear Economics of Grocery Delivery Basket
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TGTX 2026-08-22 TG Therapeutics: Briumvi's Growth Attracts Buyout Rumors
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Walmart’s Evolution
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$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
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Are Department Stores Finally Shortable?
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Deep Sail Capital
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Fierce_beast
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marginofdanger
mavix
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SG
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ToffCap
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Voss Capital
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Investor letters we follow
- 1851 Capital
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
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- Ariel Investments
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Sectors
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