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
Back to today 
From X
SG on X
$SUJA just under $9m in purchases from Paine Schwartz, telegraphed beforehand with a press release.👀 https://t.co/nwmFTEx0kE https://t.co/wUTLfBKL2p
Timyan Bank Alert on X
Deutsche Bank $DB freed from consent order in 2010s FX scandal https://t.co/BsHGBheaWK
Maj Soueidan on X
Looks like $KLNG is winning the subsea battle vs. $MIND. https://t.co/WCc2il0NhZ
Maj Soueidan on X
It’s happening… Seller’s remorse is starting to set in for trigger-happy $KLNG shareholders. I have a feeling the same will happen to $SIF panic sellers who blindly accepted “horrendous” GAAP EPS as true earnings power. Lesson 👉 Read the transcripts & do your own math. https://t.co/0u7pxLVft4
AltayCap on X
@finphysnerd @taobanker A sentiment check on X searching $DECK, its universally positive except @CatNyanpital who is the only bearish comments on this name. Doesn't mean it can't work though
Charles Frischer on X
@Goldridge_Cap $KWY I only think about per share growth. This assumes they are only issuing a small number of shares each year under their executive comp plan. Not additional shares to do acquisitions.
Charles Frischer on X
@Goldridge_Cap $KWY Great questions. If they continue to have quarters like the most recent, they will deserve a 20x multiple. If they reinvest cash flows and can grow at 15-20% per year, a 20x multiple seems reasonable. That is why the next 4-6 quarters will be so valuable to review.
BDC on X
Contrarian view: $MRNA raises equity in next week. Bullish. No equity raise in the next 2-3 weeks? Very bearish.
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $174M082920 $820M
- Protean Funds July 2026 DVYSR $86MEVGGF $15B
- Royce Investment Partners first six months of 2026 BLBD $1.9BIBEX $606M
- Palm Valley Capital Q2 2026
- Protean Funds June 2026 IDDWF $9.9BNTECH
- Alluvial Capital Management Second Quarter 2026 ZEG $5.2BDGXX $267M
- Sequoia Fund First Half of 2026
- Hayden Capital Q2 2026 AMZN $2.7TGOOGL $4.3T
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