Tuesday, September 1, 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 $4.9B

scuttleblurb Aug 31 5 clicks

Aug 29 VEEV $42B

Veeva 2Q’26: “SaaSpocalypse” Cancelled

MBI Deep Dives 10 clicks

Aug 28 RBLX $34B

Meta Buys Away its Distraction at Minimal Cost

MBI Deep Dives 7 clicks

From X

@ChrisCamillo Aug 27 1 click

Chris Camillo on X

We currently have only one real datapoint to work off from today’s gameplay reveal: depth of player interest in the gameplay. The better the gameplay, the greater the long-term monetization opportunity for $TTWO. That’s the variable I don’t think is priced in yet, and it’s what gives this trade meaningful upside and downside.

@ChrisCamillo Aug 27 1 click

Chris Camillo on X

Ran dozens of social arb probability scenarios for how the world would react to today’s GTA VI gameplay reveal. This is playing out like a top 5% outcome. Did not expect this. Feels like the market came into today anchored to last week’s hacker leaks and primed for disappointment. It may take a minute to process what just happened. $TTWO

@majgeoinvesting Aug 27 1 click

Maj Soueidan on X

@StableBread Nice summary. Thanks for sharing. I’m somewhat excited about the new CEO hire from the competitor, $CECO, who has actually been winning data center contracts.

@RagingVentures Aug 27 1 click

Raging Capital Ventures on X

I agree there are differences in HBM vs. NAND. I said we are “around” the peak of the cycle, with $SNDK much more at risk. Memory is an intensely cyclical business with a long history of booms and busts. Cyclical peaks are typically associated with double and triple+ ordering, as we are seeing today. Paybacks on new capacity are 1 year or less; capacity will come. $ASML is the primary limiter of capacity growth for DRAM/HBM, which is bullish for limiting supply growth in those markets. NAND is far less defensible. Memory is the biggest pain point in the ecosystem today and many entrepreneurs and engineers are intensively focused on solving this problem with innovation and other adjustments. De-speccing is already commonplace and memory pooling is coming. Finally, I am not saying it is time to short these stocks (although I am short some $SNDK). What I am saying is it is very poor capital allocation for $MU, $SNDK, etc. to be buying back stock at these multiples of invested capital.

@ChrisCamillo Aug 27

Chris Camillo on X

13 years of hype should have made today almost impossible to live up to. Somehow for most GTA fans Rockstar delivered. $TTWO https://t.co/Uh56v646rL

@ChrisCamillo Aug 27

Chris Camillo on X

GTA VI gameplay reveal reactions coming in 10/10. You know what I did. $TTWO

@pennycheck Aug 27 1 click

⚽️📡 on X

SILC is the only pure play hardware pics and shovels for cybersecurity with $FTNT $NTSK $AVGO $CSCO $DELL etc, etc, as customers With a edge ai CustomNIC biz deals w/ hyperscalers just starting to grow Very uniquely positioned and favorable evaluation building upon multiple Qs of growth

@TheBenSchmark Aug 27

JabroniCoin.USD on X

Victory Capital $VCTR is a traditional asset manager that has crushed traditional and alternative asset managers over the last 8 years. Despite being in a “melting ice-cube” industry and not having that much multiple expansion… https://t.co/4uzVT9gRJl https://t.co/rrHsOqxTvM

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 $236B

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 $2B

Yet Another Value Podcast Aug 27 13 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 $32B

MBI Deep Dives Aug 24 5 clicks

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…

HMY $12B

Prakhar Agarwal, CFA Aug 24 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…

ELALF $3.2B

Yet Another Value Podcast Aug 20 12 clicks

BAC 2026-08-20

Bank of America Preferreds: Better Propositions Available Than Series GG

Bank of America’s BAC.PR.B yields just over 6% near par, while discounted lower-coupon series such as BAC.PR.P offer better value despite…

BAC $407B

Prakhar Agarwal, CFA Aug 20 1 click

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…

CCC $3.9B

scuttleblurb Aug 20 17 clicks

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…

NCLH $6.5B

The Oak Bloke Aug 19 13 clicks

APP 2026-08-19

AppLovin: Here's How I See 3 Catalysts That Could Drive Valuation Re-Rating

AppLovin’s AXON 2.0 self-serve rollout, e-commerce onboarding and Connected TV expansion aim to revive growth after Q2 2026 revenue and…

APP $104B

KL Research Aug 19 1 click

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…

IREN $19B

Yet Another Value Blog Aug 18 12 clicks

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,…

KRYS $10B

Value Investors Club Jun 3

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%…

AUR $13B

Andras Tory Aug 31

Core Memory

Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger…

ABNB $99B

MBI Deep Dives Aug 23 9 clicks

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,…

FUTU $16B

Emanuel Nemec Aug 23 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…

DASH $84B

MBI Deep Dives Aug 22 8 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…

PYPL $45B

MBI Deep Dives Aug 21 4 clicks

PLTR 2026-08-21

Palantir Just Turned Its Biggest Weakness Into A Strength

Palantir’s revenue rose 93% to $1.94 billion as U.S. commercial bookings jumped 149%, lifting GAAP operating margin to 47% and free cash…

PLTR $440B

Quantryon Capital Aug 21 1 click

$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…

NU $67B

Yet Another Value Podcast Aug 17 9 clicks

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…

HUBS $11B

The Oak Bloke Aug 16 9 clicks

$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management

DNOW’s MRC Global merger targets $75 million of synergies, with a 2029 bull case of $30 to $32 per share driven by cash flow and rerating.

DNOW $2.8B

Yet Another Value Podcast Aug 14 9 clicks

Tuesday, September 1, 2026

Chris Camillo on X

Chris Camillo on X

Maj Soueidan on X

Raging Capital Ventures on X

Chris Camillo on X

Chris Camillo on X

⚽️📡 on X

JabroniCoin.USD on X

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