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 $46BCRM $214B

scuttleblurb Sep 3 33 clicks

Sep 3 CME $101B

Perpetual Futures and CME: What the Early Data Shows

First Strike Research 16 clicks

Sep 2 SMPL $1B

A Busted Businesses or a Cyclical Bottom?

The Value Road 22 clicks

From X

@ChrisCamillo Sep 3 4 clicks

Chris Camillo on X

@FloatCheck @CKCapitalxx I’m all for going big on a fashion trade when the brand is clearly benefiting from a shift in consumer behavior. But there was zero data pointing to that for $LULU this quarter. No clue what he thought he saw.

@stockgutter Sep 3 5 clicks

SG on X

That's a pretty big sale in $VAL. I still own/like. https://t.co/DoHOmmsAtD

@bank_reg Sep 3 2 clicks

Bank Reg Blog on X

Interesting follow up on this today: The SEC settled an enforcement action against $TBBK's now-retired CFO, fining him $30,000 for directing the company's 10-K to be filed when he knew the auditors hadn't yet signed off. https://t.co/9N28UhEMlw https://t.co/8yBRR6MC7Q https://t.co/1lPgtgKyWD

@natstewart5 Sep 3 2 clicks

Nat Stewart on X

I did an article on SharkNina $SN September 5, 2023, shortly after the very unusual (split from a non-US company) spinoff. https://t.co/7JoGbrRP70 No paywall https://t.co/9XSWVQpqv4

@leevalueroach Sep 3 5 clicks

Lee Roach on X

Wall Street hates $LULU. Twitter hates it. Should I buy it or for shits and giggles or just throw myself into traffic? https://t.co/PzqJvBv2UK

@finphysnerd Sep 3 1 click

Myles on X

$ASAN down 12% on weak guidance. This earnings season has sucked so gotta enjoy my wins. https://t.co/wHULS7a1xW

@ChrisCamillo Sep 3 4 clicks

Chris Camillo on X

spent a couple hrs this wk on $LULU research, as i do with numerous retailers during back to school and holiday season. lots of conflicting data and a tough setup to handicap going into the report. often the best trade is the one you don’t make. https://t.co/z3xvfjOsRE

@TidefallCapital Sep 3

Trevor Scott on X

Where were the signs $LULU https://t.co/B1RLkiGdlH

Chevron Stock Is A Bargain Amid Venezuela Deal

Chevron committed $7 billion to expand Venezuelan output as record U.S. production and elevated oil prices lifted Q2 earnings.

CVX $412B

Bay Area Ideas Sep 2 3 clicks

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 $96B

MBI Deep Dives Sep 2 16 clicks

IREN's Customers Are Starting To Fund The Build

IREN’s AI contracts now include customer prepayments covering 45% to 55% of GPU CapEx, while three-year pricing has risen 125% since…

IREN $18B

Quantryon Capital Sep 2 9 clicks

Amazon $AMZN: The Company That Became Impossible to Ignore — and Finally Possible to Model

Amazon reported $200.6 billion in quarterly revenue and $27.5 billion in operating income as AWS grew 36.7% and advertising 26%, making its…

AMZN $2.8T

Substack von Philipp Sep 2 7 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $782M

Nat Stewart - Stock Picking Newsletter Sep 1 25 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 $591M

Yet Another Value Podcast Sep 1 19 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 $4.7B

Aurelion Research Sep 1 6 clicks

The Bid Shading Threat to Amazon Advertising

Amazon’s $69 billion advertising business faces an FTC lawsuit over alleged bid shading, threatening a revenue stream that grew roughly…

AMZN $2.8T

MBI Deep Dives Sep 1 14 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

ASML 2Q'26: Time to Flex Pricing Power

ASML’s 2Q’26 commentary signals a shift from measured pricing toward flexing its chip-equipment pricing power.

ASML $640B

MBI Deep Dives Jul 16 2 clicks

Airbnb’s Cost of Market Creation and Regulatory Survival

Airbnb spent 1.1% of 2025 GBV on field operations and policy as regulatory costs persisted; New York’s short-term-rental crackdown cut…

ABNB $111B

MBI Deep Dives Jul 15 5 clicks

$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity

CBIZ activist Ryan Bunn urges ending buybacks, issuing equity and resuming bolt-on acquisitions to delever after the $2.3 billion Marcum…

CBZ $3B

Yet Another Value Podcast Jul 14 4 clicks

New Position: Volatility Merchant

A digital market-infrastructure platform dominant in rates and expanding in credit trades at 22 times free cash flow, with 45%+ FCF margins…

TW $25B

Aurelion Research Jul 14

Jet2 Earnings and easyJet's Takeover (JET2); Concerns at TerraVest (TVK.TO)

Jet2 reported £551 million PBT and launched a £250 million buyback, while Apollo’s easyJet offer values the rival at 10x EV/EBIT.

TRRVF $1.8B

Hidden Gems Investing Jul 14

WhatsApp's New Era

WhatsApp named CRED founder Kunal Shah to replace Will Cathcart after Meta bought a 20% CRED stake for $900 million, signaling a push to…

META $1.6T

MBI Deep Dives Jul 14 1 click

In Conversation: Cerebras Systems (CBRS)

Cerebras Systems sells WSE-3 wafer-scale AI chips and cloud capacity, with cloud and services rising to 43% of revenue after an OpenAI…

CBRS $44B

Aurelion Research Jul 13

The Mega-Cap Opportunity: Meta & Microsoft!

Meta and Microsoft are framed as mega-cap opportunities based on business quality and valuation.

META $1.6TMSFT $3.8T

Capitalist Letters Jul 12

Under The Hood - Sprouts Farmers Market, Inc.

Sprouts Farmers Market’s 483-store fresh-food format combines dedicated distribution, curated assortments and long-built site selection,…

SFM $7.4B

Bearhold Research Jul 11 2 clicks

MercadoLibre: Valuation Model

MercadoLibre’s sum-of-the-parts model values commerce and payments on FCFF, credit on equity returns, producing a $1,980 base-case target…

MELI $101B

Hated Moats Jul 10

Thursday, September 3, 2026

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

Perpetual Futures and CME: What the Early Data Shows

A Busted Businesses or a Cyclical Bottom?

From X

Chris Camillo on X

SG on X

Bank Reg Blog on X

Nat Stewart on X

Lee Roach on X

Myles on X

Chris Camillo on X

Trevor Scott on X

Investor Letters

Chevron Stock Is A Bargain Amid Venezuela Deal

Notes from a Dasher Shift, and the Drone Delivery Future

IREN's Customers Are Starting To Fund The Build

Amazon $AMZN: The Company That Became Impossible to Ignore — and Finally Possible to Model

EVC Update

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

MDA Space: Houston, We Have a New Position

The Bid Shading Threat to Amazon Advertising

[WAY – Waystar] Healthcare is a very complicated invoice

Here's Why You Should Buy Genius Sports Despite Rising Leverage

ASML 2Q'26: Time to Flex Pricing Power

Airbnb’s Cost of Market Creation and Regulatory Survival

$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity

New Position: Volatility Merchant

Jet2 Earnings and easyJet's Takeover (JET2); Concerns at TerraVest (TVK.TO)

WhatsApp's New Era

In Conversation: Cerebras Systems (CBRS)

The Mega-Cap Opportunity: Meta & Microsoft!

Under The Hood - Sprouts Farmers Market, Inc.

MercadoLibre: Valuation Model

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