EVC Update
EVC reported a solid second quarter and outlook.
Tuesday, September 1, 2026
From X
Maj Soueidan on X
@scottfelsenthal It used to be on my do not buy list. However, it’s back on my watchlist. For the record, $SIF was also on my do not buy list for years. 🤐… until recently.. Regarding $OML.V, I think they’ve been setting that gross margin expansion target for a while. So, we’ll have to see.
Raging Capital Ventures on X
@Ross__Hendricks @DratchCap @WarrenPies Equity is abundant even while absolute debt issuance skyrockets. I would think prudent capital allocators would tap the former… (see $GOOG, $ORCL as of late)
Raging Capital Ventures on X
Jensen is clearly very smart, and I think he was wise to seed the neocloud industry ($NVDA customers) to help offset the dominance of the hyperscalers (ASIC customers). But that doesn’t change the competitive reality that he has to use $NVDA’s balance sheet to buy business… (and his customers are doing the same with their balance sheets)
Maj Soueidan on X
@UnderlyingValue Yeah, they've mostly come through with what they said they would do over the years. They're also non-promotional. The operating leverage in the model is substantial. A comp just went bankrupt. Some good stuff here. Thanks to @OlivierColombo for pitching $LEAT to me in 2019.
Maj Soueidan on X
Lots of information arbitrage homework to do this weekend… $LEAT is probably my favorite set up right now from the latest batch of Delta Sheets.. Also closely watching $PRPO sales/scale expansion strategy. https://t.co/jsup7PKOb7
Ian Bezek on X
@davey_juice @taobanker I own both. $NU seems inevitable. $INTR more execution and single-market risk but a lot more upside if it works and gets rerated.
Ian Bezek on X
@taobanker $INTR at 1.2x book 5.5x '27 earnings with a 16% ROE growing at 20% a year probably qualifies. But yes, $BLX is incredible and I still kick myself for selling most of my position at $25 after buying at $15. Grabbed defeat from the jaws of victory there.
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $131M082920 $890M
- Protean Funds July 2026 DVYSR $103MEVGGF $17B
- Royce Investment Partners year-to-date period ended 6/30/26 AAP $2.6BAGO $3.3B
- Protean Funds June 2026 CINT $223MIDDWF $9.6B
- Alluvial Capital Management Second Quarter 2026 ZEG $5BDGXX $372M
- Hayden Capital Q2 2026 AMZN $2.8TGOOGL $4.1T
- Intrepid Capital 2Q26 GOOGL $4.1T
- Polaris Capital Management Second Quarter 2026 ENI $83BHDIH
GoPro sold itself at 9:20 AM to get ahead of a meme stock
GoPro rushed out its Starman Optical merger after Markiplier-driven buying sent GPRO up roughly 90% premarket, offering shareholders $1.14…
CLF 2026-09-01 Cleveland-Cliffs: 2027 Could Be A Very Big Year
The Bullionaire 2 clicks
[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…
GENI 2026-08-31 Here's Why You Should Buy Genius Sports Despite Rising Leverage
Mayank Marwah 4 clicks
Veeva 2Q’26: “SaaSpocalypse” Cancelled
Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached…
Microsoft ($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…
BE 2026-08-29 Bloom Energy: 5 Links That Cannot Break
Valuation Rewind 6 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…
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…
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…
The Verra Sneerer (NASDAQ:VRRM)
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
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…
BHVN 2026-08-27 Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels
Edmund Ingham 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.
MT 2026-08-27 ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company
Capital Connoisseur 3 clicks
Nvidia’s Long-Term Margin Question
Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.
[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.
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…
STNE 2026-08-25 StoneCo: Deep Value Hiding Behind Brazil's Rate Fears - For Now
IWA Research 7 clicks
BREAKING: Modine's Anchor Multi-Billion-Dollar Customers Are Google and Amazon
Modine's undisclosed customer on a more than $4 billion agreement is Google, with potential data-center demand from AWS, Crusoe and others.
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