[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
Back to today 
From X
Maj Soueidan on X
Highly likely we’ll soon see some insider purchases at $KRMD - given today’s drop on Q2 earnings. https://t.co/q3GM4y5V4P
Timyan Bank Alert on X
First we destroyed your balance sheet and earnings power, now we'll help you sell your bank. $HBNC $FNWD et al FHN Financial Securities debuts financial institutions investment banking group | S&P Global Market Intelligence https://t.co/UbvA43Sqv6
Ian Bezek on X
@MoodyWriter13 Agreed, good quarter, excellent longer-term trajectory. Very happy to have a chunky position here. $INTR
marginofdanger on X
$MAPS reports later today https://t.co/dMmI5zzsgv
Ian Bezek on X
@Tintincapital @29374736ahshsv @flippyfloppy52 @smurfkonto1 Ha, no worries. There were some real concerns around resource nationalism in Chile recently, especially with $SQM so that's understandable.
Fierce_beast on X
Have made some big mistakes in my short book YTD, but at least this one has worked. Gives me hope that sometimes i do make the right decisions. Maybe will give a little eulogy to all the mistakes i made at the end of the year, there are many :) I continue to be short $ANGI https://t.co/qRQ55uNb0c
SG on X
$RILY reports after close today. I'm long from about the current price. 😳 https://t.co/2IhUsHo2gP
Maj Soueidan on X
Day 3 has arrived . Investor Round Table, $PDEX presentation and $RFIL industry analysis .. https://t.co/QubJcCYj1m
Investor Letters
All letters- Protean Funds August 2026 BVNKF $2.5BSUSRF $273M
- Palm Harbour Capital July 2026 064850 $141M082920 $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 $406M
- Hayden Capital Q2 2026 AMZN $2.8TGOOGL $4T
- Intrepid Capital 2Q26 GOOGL $4T
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EVC Update
EVC reported a solid second quarter and outlook.
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Valuation Rewind 6 clicksPublications we follow
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Newsletters 53
- 310 Value’s Newsletter
- Altay Capital - Mostly Value Investing
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- Exploring with Alluvial Capital
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- Ian’s Insider Corner
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- smallvalue.
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Blogs 11
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A Capital
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Bank Reg Blog
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catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Connor Haley
David Orr
Deep Sail Capital
DOMO Capital Management, LLC
Evan Tindell
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Laughing Water Capital
Lee Roach
Little Owl Research
Maj Soueidan
marginofdanger
mavix
Mike
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Multiples Capital
Myles
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Negligible Capital
PAA Research
Pernas Research
Porter Collins
Prepared Remarks
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Raging Capital Ventures
Rusholme Capital
Sahil Khetpal
SG
Tim Eriksen
Timyan Bank Alert
ToffCap
Trevor Scott
Voss Capital
Yaron Naymark
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