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

@marginofdanger Jul 4 2 clicks

marginofdanger on X

Is anyone looking at these busted digital treasury companies? A quick glance suggests a bunch of them are trading at 50%+ discounts to NAV with otherwise clean balance sheets. Will they all merge in stock for stock deals? Or convert into ETFs? $BRR $XXI $BMNR

@marginofdanger Jul 3 1 click

marginofdanger on X

$QUCT ranch for sale for $75 million: https://t.co/dOfoTwB6ly

@LaughingH20Cap Jul 2 6 clicks

Laughing Water Capital on X

@darkstarsats @JoesAutopen @cfrischer1 @CalgaryLeveen @mil01425146 @SteveCrowley Probably for the same reason the opposition has submitted reports that need to break the laws of physics in order to suggest interference. $NN

@TimyanBankAlert Jul 2 1 click

Timyan Bank Alert on X

Regions Financial $RF buys investment bank in latest bolt-on https://t.co/Lb11zJT8vY

@BrokenMoats Jul 2 1 click

Broken Moats on X

A lot of cross currents in themes/stocks trading contra day to day in the market. But probably not a coincidence the $2B ASR period ended June 30th for $BSX (on the lows) and now you see one of the bigger bounces the stock has experienced throughout this selloff.....maybe it does not stick, but BSX < $45 has been and remains quite compelling

@BrokenMoats Jul 1 1 click

Broken Moats on X

$hood perps announcement today is leverage^3 .......what could go wrong? perhaps some lessons from the bucket shops, and leverage dynamics of the 29' crash should be heeded. Their GoT theatrical announcement today and the $BX Taylor swift Christmas videos are going to age extremely well when the cycle busts

@mavix_leon Jul 1 2 clicks

mavix on X

Leatt $LEAT announced that it has partnered with Cardo Systems, a US-based leader in wireless communications for powersports, on Cardo Venture, a new off-road helmet integrating Cardo Systems’ wireless real-time mesh communication system into Leatt’s innovative MOTO 8.5 Helmet. https://t.co/Vp9iwD6UhW

@BrokenMoats Jul 1 1 click

Broken Moats on X

$DVA not sure exactly whats behind the over 100% gain in shares this year, But at current levels near $230 a share the stock is almost 27x next years numbers (including net debt/per share basis). CMS initial rate for next year came in well below expectations at 1.1% (and while it can be moved higher that I still a considerable headwind). DVA still sits as one of the most negatively exposed to GLP1s and that should be a structural headwind that eats at volumes incrementally each year into the future Valuation and performance spread against their other public peer $FMS opened up significantly again (diverged at key points in recent years) -- FMS traded off 6% (after being weak for months) on the CMS announcement last week. DVA maybe because of the Buffett influence on float (high 40s% ownership) has traded very odd in recent years, but tends to ignore all news then violently reprice on earnings.

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 $31B

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 $438B

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

marginofdanger on X

marginofdanger on X

Laughing Water Capital on X

Timyan Bank Alert on X

Broken Moats on X

Broken Moats on X

mavix on X

Broken Moats 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 13 of 107

X accounts we follow

Sectors

Tuesday, September 1, 2026

marginofdanger on X

marginofdanger on X

Laughing Water Capital on X

Timyan Bank Alert on X

Broken Moats on X

Broken Moats on X

mavix on X

Broken Moats on X

Investor Letters

Publications we follow

Newsletters 53

YouTube 4

Blogs 11

Seeking Alpha 13 of 107

X accounts we follow

Sectors