[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
@sophieanalytics Sweet thanks. Haven't dug much in $WY yet. Just been doing $RYN. So WY doesn't do much HBU?
Lee Roach on X
Timber companies are a hard asset and low risk way to play the datacenter boom. $RYN $WY https://t.co/YElT0VT8R9
Timyan Bank Alert on X
Community Corner: Active Indiana bank buyer heads to Illinois for latest deal $THFF | S&P Global Market Intelligence https://t.co/nrMSXAi9Vo
Broken Moats on X
Why is $GTLB up ah? Expense dollar growth far outstripped revenue dollar growth? and 117 NR at this valuation is not impressive, let alone the 50% increase in SBC yoy.....
Negligible Capital on X
*DELL SEES FY ADJ EPS $25.25 TO $25.75, SAW $17.65 TO $18.15 The $DELL earnings / guide is absolutely wild FY27 EPS guided at $25.5 at the midpoint when the buyside expectations were at around $22 (street was only at $18.4). And to think Dell was at one point a consensus short on memory pricing exposure. Servers are booming. Holy DELL
Broken Moats on X
$QXO finally in my valuation zone, acquired shares this afternoon. Rates present a challenge, soft commodities surging and geopolitical could further stress inflation/yields but you usually do not get deal when everything is firing on all cylinders
Trevor Scott on X
$FFH.TO finally overtaking $MKL on P/B (M2M value not included) "Fairfax currently has roughly $5 billion of excess fair value over carrying value in its associate and market-traded consolidated holdings—about $250 per share pre-tax." - @VikingVan100 https://t.co/fjSNi41Xaj
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
DoorDash’s delivery economics rely on customer tips and flexible labor, while rising courier costs make autonomous delivery central to…
IREN 2026-09-02 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…
Quantryon Capital 8 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…
EVC Update
EVC reported a solid second quarter and outlook.
$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…
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…
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…
[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…
GENI 2026-08-31 Here's Why You Should Buy Genius Sports Despite Rising Leverage
Genius Sports guided for $1.005–$1.025 billion of revenue and $285–$295 million of adjusted EBITDA despite higher leverage from the Legend…
Mayank Marwah 5 clicks
Preview of the Week Ahead: W/C August 31, 2026
The week of August 31 features U.S. manufacturing, jobs and services data, while the S&P 500 and Nasdaq hold above key moving averages and…
Ultragenyx ($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…
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%.
Manimala Misra 5 clicks
Veeva 2Q’26: “SaaSpocalypse” Cancelled
Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached…
Microsoft ($MSFT) - Deep Dive
Microsoft’s AI data-center buildout lifted annual CapEx from $5.5 billion in FY2014 to $115.9 billion in FY2026, resetting free-cash-flow…
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…
Valuation Rewind 6 clicks
ServiceNow: When SAAS Meets AI = Opportunities
ServiceNow targets $30 billion in FY2030 revenue and a Rule of 60+ as it expands premium agentic AI offerings and consumption-based pricing.
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…
Making sense of Sandisk’s long-term financial model
Sandisk’s FY28-FY30 model relies on long-term NAND agreements holding near-80% gross-margin floors despite pricing 26-28% below current…
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…
Max Greve 3 clicksPublications we follow
Every publication on this site, hand-picked.
- Seeking Alpha
- Capitalist Letters
- Modern Value Investing
- Bearhold Research
- Rebound Capital
- MBI Deep Dives
- Steve Eisman
- TSOH Investment Research
- The Value Road
- scuttleblurb
- Cestrian Capital Research.
- Triple S Special Situations Investing
- Substack von Philipp
- The Oak Bloke
- Atrium Research - Equity Research
- Aurelion Research
- Yet Another Value Blog
- Nat Stewart - Stock Picking Newsletter
- Yet Another Value Podcast
- Ian’s Insider Corner
- SixSigmaCapital: Navigating the Financial Markets
- Hated Moats
- Open Insights
- Bristlemoon Capital
- Sylence Capital
- Guardian Research
- Value Don't Lie
- Byron Street Research
- The Curious Compounder
- Hunterbrook
- Bireme Capital - Investor Letters
- Nugget Capital Partner's Substack
- Kairos Research
- Deep Value Insights
- Lewistown Capital
- Hidden Rock Capital's Newsletter
- The Monetary Matters Network
- Net Interest
- Base Hit Investing
- 310 Value’s Newsletter
- Capital Employed
- Speedwell Memos
- Speedwell Research
- Hidden Gems Investing
- Stock Thoughts
- First Strike Research
- The Mikro Kap
- Treasure Hunting
- XIX Value
- Clark Street Value
- Value Investors Club
- Cluseau Research
- Rod’s Ruminations
- John Hempton's Newsletter
- Undervalued Shares
- smallvalue.
- Maius Partners
- Underlying Value
- Multibagger Monitor
- Altay Capital - Mostly Value Investing
- Citrini Research
- Exploring with Alluvial Capital
- Healthy Stock Picks
- Raging Bull Investments
- Choice Equities Capital Management
- Kerrisdale Capital
- Odds on Open
- Research - Alta Fox Capital
- Sunday's Idea Brunch
X accounts we follow
Every account on this site, hand-picked.
- David Orr
- Chris Camillo
- SG
- Trevor Scott
- John_Hempton
- Lee Roach
- JabroniCoin.USD
- Tim Eriksen
- Ian Bezek
- PAA Research
- Farmer
- Nat Stewart
- A Capital
- Mike
- KEDM.com
- BDC
- DOMO Capital Management, LLC
- Fierce_beast
- Negligible Capital
- kab60
- Bank Reg Blog
- Myles
- BuccoCapital Bloke
- Deep Sail Capital
- Prepared Remarks
- Evan Tindell
- Maj Soueidan
- ⚽️📡
- Broken Moats
- Little Owl Research
- Timyan Bank Alert
- Clark Square Capital
- Pernas Research
- Cluseau Investments
- Raging Capital Ventures
- AltayCap
- mavix
- Multiples Capital
- marginofdanger
- Charles Frischer
- Mikro Kap David
- Connor Haley
- junkbondinvestor
- Fred Liu
- Bill Ackman
- ToffCap
- Psyop Capital
- Laughing Water Capital
- catechwilliams
- Porter Collins
- Yaron Naymark
- Voss Capital
- Rusholme Capital
- Gavin Baker
- Sahil Khetpal
Sectors
Ordered by how often our editor reaches for them.
