Thursday, September 3, 2026

[scuttleslops] VEEV, CRM, WDAY, SNPS, NVDA

Veeva targets CRM share gains from Salesforce migration delays while Falcon agentic labor expands its reach into life-sciences safety, clinical and regulatory work.

VEEV $44B

scuttleblurb Sep 3 24 clicks

Sep 3 CME $98B

Perpetual Futures and CME: What the Early Data Shows

First Strike Research 16 clicks

Sep 2 SMPL $848M

A Busted Businesses or a Cyclical Bottom?

The Value Road 12 clicks

From X

@MultiplesCap Apr 22

Multiples Capital on X

If a regional "racino" is worth 9.4x, what is Bellagio and MGM Macao worth? $MGM

@MultiplesCap Apr 22

Multiples Capital on X

Interesting to see the recent price action in $MGM, is the market finally waking up to the massive valuation gap? Trading at ~6.0x EV/EBITDAR (using standard rent multiples) Private Reality: The Northfield Park exit closed at a ~9.4x implied EBITDAR multiple Sector Anchor: Current buyout offers for $CZR setting a peer floor at ~9.5x. Management is effectively shorting this spread, divesting regional assets at 9x+ and buying back it's own shares, outstanding shares down 50% over last 5 years. #ubercannibal

@mavix_leon Apr 22 2 clicks

mavix on X

Evolution $EVO Q1 '26 results: ▫️Revenues -1.5% *Live Casino -3.2% *RNG +8.2% ▫️EBITDA -1.9% ▫️EBITDA margin of 65.4% (vs. 65.6%) ▫️Profit -1.1% ▫️EPS +2.1% ▫️OCF -4.3% ▫️Europe decline continues die to regulation, while other regions show good progress https://t.co/0HkW1HexzA

@LittleOwlRes Apr 21

Little Owl Research on X

Fantastic report. Huge value proposition for POS originators, very scalable. RBDT could become a meaningful part of the business (cherry on top), but its comparatively more difficult to underwrite. I’m happy to hold my shares just for the RPP growth potential. Long $VBNK https://t.co/8DuwRpY8gt

@ToffCap Apr 21 1 click

ToffCap on X

Roughly one year and >500% later 🔥🔥 $NKTR https://t.co/sDDj8XfxkL

@1MainCapital Apr 20

Yaron Naymark on X

$CAR almost a 6-bagger in a month https://t.co/qxM6F5h1Fi

@ToffCap Apr 20

ToffCap on X

Excelsior Cap $ECL is a good example of why I like small and micro-cap liquidations stocks. The good ones look like this. Big step-change moves and otherwise stable. https://t.co/CrSEoHnShP

@eriksen_tim Apr 18 2 clicks

Tim Eriksen on X

Cedar Creek Partners Q1 letter released. Fund was up 6.8% in Q1, net of fees and expenses. $SODI $ENDI $EXCE $PHIF $HRBR $STLE $SLBK $RVRF https://t.co/d794sYsHAT

Notes from a Dasher Shift, and the Drone Delivery Future

DoorDash’s delivery economics rely on customer tips and flexible labor, while rising courier costs make autonomous delivery central to…

DASH $81B

MBI Deep Dives Sep 2 5 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

MDA Space: Houston, We Have a New Position

MDA Space is added to the Aurelion Index after hiring engineers, signing large contracts and expanding facilities; the thesis cites…

MDA $5.2B

Aurelion Research Sep 1 5 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 $7.3B

The Bullionaire Sep 1 1 click

[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

Preview of the Week Ahead: W/C August 31, 2026

The week of August 31 features U.S. manufacturing, jobs and services data, while the S&P 500 and Nasdaq hold above key moving averages and…

COIN $52B

SixSigmaCapital: Navigating the Financial Markets Aug 30

Ultragenyx ($RARE): A Catalyst-Driven Thesis With Asymmetric Upside

Ultragenyx targets $730-760 million of 2026 revenue after GENGLYCOS approval, with UX111’s FDA decision and GTX-102 Phase 3 data due in…

RARE $1.4B

Hated Moats Aug 30

FTRE 2026-08-30

Fortrea Holdings: The Turnaround Is Showing Up In Earnings Before Revenue

Fortrea’s adjusted EBITDA rose 24% in H1 as cost cuts outpaced a 3.4% revenue decline, while new business awards increased 19%.

FTRE $1.9B

Manimala Misra Aug 30 2 clicks

ENS · short

Enersys

EnerSys faces a short thesis as data-center and warehouse vehicle customers shift from lead-acid batteries to lithium-ion.

ENS $6.5B

Value Investors Club Jun 5

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

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 $81B

Valuation Rewind Aug 29 2 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

CMCSA 2026-08-28

After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound

Comcast's mobile growth, Verizon roaming agreement, NBCUniversal content and theme parks are positioned to offset broadband competition…

CMCSA $80B

Max Greve Aug 28 1 click

QXO Inc.

QXO is building a North American construction-products distributor through Beacon, Kodiak and TopBuild, targeting $18.1 billion of combined…

QXO $13B

SixSigmaCapital: Navigating the Financial Markets Aug 28

AMPX 2026-08-28

Amprius: A Better Entry Point After A 50%+ Decline (Rating Upgrade)

Amprius Technologies, after a 50% decline, reported 125.7% revenue growth and raised 2026 guidance to at least $140 million as…

AMPX $1.4B

Kurt Christensen Aug 28 1 click

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

Miami International Holdings (MIAX)

Miami International Holdings, the No. 4 options exchange with 17% share, trades at 12x forward EBITDA despite 35% revenue growth, 54%…

MIAX $3.6B

Sylence Capital Aug 27 1 click

Thursday, September 3, 2026

Multiples Capital on X

Multiples Capital on X

mavix on X

Little Owl Research on X

ToffCap on X

Yaron Naymark on X

ToffCap on X

Tim Eriksen on X

Investor Letters

Publications we follow

Newsletters 91

YouTube 4

Blogs 12

Seeking Alpha 31 of 168

X accounts we follow

Investor letters we follow

Sectors