A Busted Businesses or a Cyclical Bottom?
Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the category has reached a cyclical bottom.
Wednesday, September 2, 2026
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SG on X
Aduro funded R&D and pilot-scale development through equity raises, warrant conversions and $5.5 million of share-based compensation while its pre-revenue operating losses widened.
Chris Camillo on X
@Spykex02 no. currently just holding $TTWO equity. i did have a large one-day weekly call position i entered on thursday’s dip and exited friday. down a bit more today than i made last wk but im fine!
Chris Camillo on X
@piques15 $TTWO could drop 30% this week and my ’26 ROI would barely notice. I’ve had worse Mondays this past month. https://t.co/meivfWSxx6
Chris Camillo on X
apparently $TTWO wanted to make sure this quote still holds up. https://t.co/09z8jddmcH
mavix on X
August 2026 portfolio lists Evolution, Toyokumo, Parigroup, Leatt, BioRem, Secunet, Shelly, Enogia, Lindbergh, ErreDue and Circle Group.
⚽️📡 on X
$SAIL also with news out today on expanding their partnership w/ $CRWD things need to move fast .... https://t.co/YICsfVXAPX https://t.co/sT950PQ0mu
⚽️📡 on X
$NTSK + $CRWD News out today. $NTSK is currently one of my top holdings in cyber along with sail and silc https://t.co/KlY5gNBw5V
Investor Letters
All letters- Palm Harbour Capital July 2026 082920 $946MVVVNF $1.8B
- Protean Funds July 2026 EVGGF $17BSTOR-B $1.7B
- Royce Investment Partners year-to-date period ended 6/30/26 BLBD $1.9BMMS $3B
- Protean Funds June 2026 IDDWF $9.2BSKSBF $11B
- Alluvial Capital Management Second Quarter 2026 ZEG $5.4BDGXX $415M
- Hayden Capital Q2 2026 MELI $93BSE $63B
- Polaris Capital Management Second Quarter 2026 ENI $81BIX $43B
- First Eagle Investments second quarter 2026 032830 $42BIMO $60B
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