Tuesday, September 1, 2026

EVC Update

EVC reported a solid second quarter and outlook.

EVC $782M

Nat Stewart - Stock Picking Newsletter Sep 1 25 clicks

Sep 1 LMB $591M

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

Yet Another Value Podcast 19 clicks

Sep 1 AMZN $2.8T

The Bid Shading Threat to Amazon Advertising

MBI Deep Dives 14 clicks

From X

@cfrischer1 Jul 27

Charles Frischer on X

$NN An investor bought 5,000 Sept $15 option contracts today for $1.40. Assuming shares were $25 post NPRM, these have a 7x return or an implied 15% chance of happening. I think at $1.40, these options were priced far below intrinsic value. I like this trade very much. Very smart

@eriksen_tim Jul 27 1 click

Tim Eriksen on X

@TreyHenninger $THVB is similar to TRUX. I was taught to be skeptical of the SBA loan sellers. There are a few banks that have maintained decent mortgage origination income.

@eriksen_tim Jul 27 2 clicks

Tim Eriksen on X

Cedar Creek Partners Q2 letter released. 12.6% in 1H26 net of fees and expenses. $SODI $EXCE $HRBR $PHIG $ENDI $QUCT $STLE $SLBK $RVRF https://t.co/d794sYsHAT

@TheBenSchmark Jul 27 1 click

JabroniCoin.USD on X

Hmmm so what happens to China WFE and local semicap? $ACMR https://t.co/zCLlueeF3O

@BlueDuckCap Jul 26

BDC on X

I think the worry is that the committed capex toward current RPO could be in excess of the demand that the market will ultimately finance. Demand is there now. But capital financing is getting more expensive and Frontier lab revenues better keep ripping. In $meta case they really need to pivot on their excess capacity

@irbezek Jul 25 2 clicks

Ian Bezek on X

@TidefallCapital I think macro beer is still deeply challenged, though I own a little bit of $TAP and $ABEV. I'm much more confident spirits will recover.

@TheBenSchmark Jul 25

JabroniCoin.USD on X

“Huawei’s report on its progress gave Ding leeway to be more aggressive. He delivered a blunt warning to China’s largest AI users, according to people familiar with the message: Anyone who resisted employing domestic chips was a traitor.” $ACMR https://t.co/2DDOgMTQEW

@BlueDuckCap Jul 24 2 clicks

BDC on X

Remember the good ole days when covering internet meant you just needed to have a view on: - If $GOOGL Search was going to accelerate or decelerate and what the opex was likely to be - $META fxn ad revs...how big a beat? Opex? - $NFLX are they going to beat on subs? - $AMZN AWS to accelerate? How much? Margins? EBIT guide? - $BKNG room nights ! I started my career covering these companies and a bunch of other internets....at that time capex was not something we cared about bc it didn't matter. It was a simpler time.

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…

GPRO $256M

Yet Another Value Blog Sep 1 13 clicks

Cleveland-Cliffs: 2027 Could Be A Very Big Year

Cleveland-Cliffs' 2027 upside depends on contract resets and Stelco earnings, while management directs free cash flow to deleveraging…

CLF $7B

The Bullionaire Sep 1 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…

WAY $4.8B

scuttleblurb Aug 31 15 clicks

Here's Why You Should Buy Genius Sports Despite Rising Leverage

Genius Sports guided for $1.005–$1.025 billion of revenue and $285–$295 million of adjusted EBITDA despite higher leverage from the Legend…

GENI $2.1B

Mayank Marwah Aug 31 5 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…

VEEV $46B

MBI Deep Dives Aug 29 20 clicks

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

BE 2026-08-29

Bloom Energy: 5 Links That Cannot Break

Bloom Energy’s 80x forward earnings valuation relies on concentrated megaprojects, sustained AI data-center power demand and continued…

BE $64B

Valuation Rewind Aug 29 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…

META $1.6TRBLX $29B

MBI Deep Dives Aug 28 15 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

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 12 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 $5.5T

MBI Deep Dives Aug 27 9 clicks

BHVN 2026-08-27

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

Biohaven’s $795 million global opakalim licensing deal with SK Biopharmaceuticals boosts cash, lowers R&D spending and extends its funding…

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 $185MPRGS $2.1B

Triple S Special Situations Investing Aug 27 7 clicks

MT 2026-08-27

ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company

ArcelorMittal’s regional steel franchises, integrated mining and India expansion are lifting EBITDA per ton and supporting per-share…

MT $57B

Capital Connoisseur Aug 27 3 clicks

Nvidia’s Long-Term Margin Question

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

NVDA $5.5T

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

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

$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 $3.4B

Yet Another Value Podcast Aug 20 16 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 $433B

Prakhar Agarwal, CFA Aug 20 1 click

Tuesday, September 1, 2026

EVC Update

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

The Bid Shading Threat to Amazon Advertising

From X

Charles Frischer on X

Tim Eriksen on X

Tim Eriksen on X

JabroniCoin.USD on X

BDC on X

Ian Bezek on X

JabroniCoin.USD on X

BDC on X

Investor Letters

GoPro sold itself at 9:20 AM to get ahead of a meme stock

Cleveland-Cliffs: 2027 Could Be A Very Big Year

[WAY – Waystar] Healthcare is a very complicated invoice

Here's Why You Should Buy Genius Sports Despite Rising Leverage

Veeva 2Q’26: “SaaSpocalypse” Cancelled

Microsoft ($MSFT) - Deep Dive

Bloom Energy: 5 Links That Cannot Break

Meta Buys Away its Distraction at Minimal Cost

Making sense of Sandisk’s long-term financial model

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

ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company

Nvidia’s Long-Term Margin Question

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

Big Tech Off-Balance Sheet Concerns

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

Bank of America Preferreds: Better Propositions Available Than Series GG

Publications we follow

YouTube 4

Blogs 11

Seeking Alpha 12 of 103

X accounts we follow

Sectors

Tuesday, September 1, 2026

Charles Frischer on X

Tim Eriksen on X

Tim Eriksen on X

JabroniCoin.USD on X

BDC on X

Ian Bezek on X

JabroniCoin.USD on X

BDC on X

Investor Letters

Publications we follow

Newsletters 53

YouTube 4

Blogs 11

Seeking Alpha 12 of 103

X accounts we follow

Sectors