Wednesday, September 2, 2026

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.

SMPL $848MBRBR $1B

The Value Road Sep 2 12 clicks

Sep 2 DASH $81B

Notes from a Dasher Shift, and the Drone Delivery Future

MBI Deep Dives 5 clicks

Sep 2 SGMO $60M

Sangamo Bankruptcy (SGMOQ)

Triple S Special Situations Investing 6 clicks

From X

@LaughingH20Cap Oct 31

Laughing Water Capital on X

@yummyCenturyEgg @MGardnerDA1235 @dylan55917 thank you for the work you did on $NN. I can see why you reached the conclusion you did when only looking at the trees you wanted to see. However, industry pros will tell you that the forest is very different, and that this spectrum is likely to be quite valuable. We will see.

@rusholmecapital Aug 7 3 clicks

Rusholme Capital on X

How ironic is it that $DAVE, a multi-billion fintech, relies on tips from its payday borrowers for its revenue. Capitalism at its finest!

@catechwilliams Jul 31 1 click

catechwilliams on X

$RDDT I don't make bold predictions. I'm a conservative doctor but it will likely be the next $META or $GOOG. Look at those companies 8-10 years ago. Very similar fact pattern. Now $RDDT is dominating search w highly valuable AI. +78% rev on tough comp and just getting started.

@catechwilliams Jul 16 1 click

catechwilliams on X

$CRCT Covid fad DIY crafting printers—accelerating unit sales decline, cutting prices. High margin subscription rev (online templates library free elsewhere) now churning off. Set for Q2 miss/ guide down on 8/5. 18-20x P/E. Massive CEO selling. https://t.co/V86UTJv2Np

@rusholmecapital Jul 9 1 click

Rusholme Capital on X

(Late) Q2'25 Update New: $META, $STN.TO, $FTT.TO, $CVG.TO, $GDI.TO, $VCI.V, $IOT.V Sold: $KNSL, $CJT.TO, $RPI.UN, $MRD.TO, $HMM.A, $FORA.TO, $THNC.TO, $BRM.V Q2: 6.6% vs 10.6% for SPX ITD (Jan '21): +165% vs +68% Fairly happy with how the portfolio is positioned 👇 https://t.co/FPQbbegoEQ

@catechwilliams Jul 7 1 click

catechwilliams on X

$INGM Massive cyber & ransomware attack. All systems over the weekend. Still can’t fulfill orders after 4 days. Customers moving to competitors (as reported on Reddit). Likely permanent damage & customer losses. Ransomware payment due. Compounded by a major IT upgrade now needed. https://t.co/kQFbwFvcLA

@catechwilliams Jun 11 1 click

catechwilliams on X

Sponsor Bain (50% shareholder) will likely be looking to unload shares as we approach the lock-up expiration date later this summer. $KMTS could be a zero.

@catechwilliams Jun 11 1 click

catechwilliams on X

$KMTS Recent IPO. Makes $20k bras w defib (not a joke). Impractical product w very low efficacy (per clinical trials). Insurance won’t cover. Burning cash, no valuation support. Zoll has 80% share, $KMTS distant #2. 6/1 FDA approved a much better alternative by Element Sciences.

Reddit: Rapid Earnings Growth With Room For An AI Expansion

Reddit's advertising automation, proprietary data and Reddit Max are driving rapid revenue growth and margin expansion, while AI licensing…

RDDT $29B

Krzysztof Bogdanski Sep 2 4 clicks

An ATM that starts to spit out cash

Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…

ATMTF $211M

The Oak Bloke Sep 2 7 clicks

Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case

Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…

TECX $522M

Equity Eagle Sep 2 2 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $725M

Nat Stewart - Stock Picking Newsletter Sep 1 15 clicks

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

Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…

LMB $610M

Yet Another Value Podcast Sep 1 9 clicks

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 $260M

Yet Another Value Blog Sep 1 4 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 $4.9B

scuttleblurb Aug 31 5 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 $1.6B

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 $44B

MBI Deep Dives Aug 29 10 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…

RBLX $36B

MBI Deep Dives Aug 28 7 clicks

YSWY · long

Yesway INC

Yesway is pitched as a high-quality convenience-store operator with growth runway, trading near 8.5 times EBITDA and targeting a…

YSWY $1.2B

Value Investors Club Jun 4

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 $1.9BCCOI $398M

Yet Another Value Podcast Aug 27 13 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 $505M

The Oak Bloke Aug 27 6 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 $167MPRGS $1.9B

Triple S Special Situations Investing Aug 27 3 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 $31B

MBI Deep Dives Aug 24 5 clicks

RCEL 2026-08-24

AVITA Medical: Favorable Reimbursements For Skin Wound Care

AVITA Medical’s more predictable reimbursement, RECELL GO rollout and PermeaDerm economics support adoption, with cash flow breakeven…

RCEL $352M

Myriam Alvarez Aug 24 4 clicks

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 $90B

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 $15B

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 $81B

MBI Deep Dives Aug 22 9 clicks

TGTX 2026-08-22

TG Therapeutics: Briumvi's Growth Attracts Buyout Rumors

TG Therapeutics' Briumvi growth and subcutaneous formulation progress have fueled takeover rumors, with Biogen, Incyte and Sanofi cited as…

TGTX $8.6B

ONeil Trader Aug 22 1 click

Wednesday, September 2, 2026

Laughing Water Capital on X

Rusholme Capital on X

catechwilliams on X

catechwilliams on X

Rusholme Capital on X

catechwilliams on X

catechwilliams on X

catechwilliams on X

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