[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.
Thursday, September 3, 2026
From X
Lee Roach on X
@SovietInvestor ok well $RYN sells for $1,800 per acre...
mavix on X
I just published my Portfolio Update for August 2026. It includes: ▫️My current Portfolio & position sizes ▫️Earnings Update about $YSN.DE, $SLYG, $LEAT, $4058 ▫️Recent news & information about $CIRC.MI, $EVVTY, $4058, $SLYG https://t.co/bEmwcymkyy
Myles on X
A fun trade I've had in is arbing convertible preferreds. Long $PCGPRX short $PCG, long $QXOPRB short $QXO. Trading below the convertible price while pocketing a nice dividend with cheap financing.
SG on X
$BMRN up premarket on settlement agreement. I continue to like/own. https://t.co/a6WZ9ksaeH
SG on X
This hypothesis was wrong. We now have earnings from $LX $QFIN $FINV, and they all were terrible noting a late June credit event in the industry. Downtrend has continued, and will end when it ends. https://t.co/X86cYvTk0h
Ian Bezek on X
@taobanker So they can reissue them at fire sale prices in the future to avoid bankruptcy. See American Airlines, circa 2015. $AAL https://t.co/mEfrPFACcY
marginofdanger on X
@leevalueroach $BWEL
Investor Letters
All letters- Protean Funds August 2026 BVNKF $2.6BSUSRF $276M
- Palm Harbour Capital July 2026 064850 $133M082920 $999M
- Protean Funds July 2026 DVYSR $106MEVGGF $17B
- Royce Investment Partners year-to-date period ended 6/30/26 BLBD $2BMMS $3B
- Alluvial Capital Management Second Quarter 2026 ZEG $5BDGXX $372M
- Hayden Capital Q2 2026 AMZN $2.8TGOOGL $4.2T
- Intrepid Capital 2Q26 GOOGL $4.2T
CVX 2026-09-02 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.
Bay Area Ideas 3 clicks
Notes from a Dasher Shift, and the Drone Delivery Future
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Quantryon Capital 9 clicks
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EVC Update
EVC reported a solid second quarter and outlook.
$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital
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[WAY – Waystar] Healthcare is a very complicated invoice
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GENI 2026-08-31 Here's Why You Should Buy Genius Sports Despite Rising Leverage
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Mayank Marwah 5 clicks
Preview of the Week Ahead: W/C August 31, 2026
The week of August 31 features U.S. manufacturing, jobs and services data, while the S&P 500 and Nasdaq hold above key moving averages and…
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FTRE 2026-08-30 Fortrea Holdings: The Turnaround Is Showing Up In Earnings Before Revenue
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Manimala Misra 5 clicks
Veeva 2Q’26: “SaaSpocalypse” Cancelled
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Microsoft ($MSFT) - Deep Dive
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BE 2026-08-29 Bloom Energy: 5 Links That Cannot Break
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Valuation Rewind 6 clicks
ServiceNow: When SAAS Meets AI = Opportunities
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Meta Buys Away its Distraction at Minimal Cost
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Making sense of Sandisk’s long-term financial model
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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…
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