[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
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catechwilliams on X
$CVGW RFG sale is delayed again (latest 10-Q stated will close end of July). This is the 3rd delay. Now unlikely to close at all. Will require a restatement of the last 2 quarters, revealing much lower earnings (likely negative EPS, negative FCF). https://t.co/lVsZZT37Cf
catechwilliams on X
$CVGW USDA crackdown on Mexican avocado corruption significantly erroding import vols (region where $CVGW sources all product). S. America taking share at accelerating rate as customers (ie. $CMG, grocers) shift suppliers. $CVGW sales vol -13% MRQ. Current Q could be a disaster. https://t.co/KJgK8fXbM4
catechwilliams on X
$PLUS Earnings on 8/5, expectations & stock disconnected from reality. Suppliers ($CSCO – 50% of product sales), competitors & customers all reporting sharp sales declines. Non-event PR today re a service they’ve been offering for 3 yrs is pumping stock; suggests mgmt is grasping
catechwilliams on X
@Mike10947310 $CVGW Sources >90% of its avocados from Michoacan, MX. $CMG purchases ~10% of tot US avocados. Its latest ESG report noted “diversifying away from Mexican suppliers.” This latest drama down there will almost certainly accelerate sourcing away from $CVGW, etc.
catechwilliams on X
$CVGW Bloomberg: USDA halting avocado shipments from Michoacan, Mexico following threats to inspection officers. $CVGW Sources >90% of its avocado from Michoacan. Potentially related to FCPA investigation given agencies involved. https://t.co/j15wm3bbIa
catechwilliams on X
$CVGW Problems intensifying, another promised deadline passes. The RFG sale announced in Dec w CEO Cole stating “it will close within a month.” April AGM, he declared “I’m 100% sure it will close in May, likely sooner!” This guy has zero credibility and is borderline pathological https://t.co/Hg7gVfxeEF
Little Owl Research on X
@ragingbullcap @PropertyBigE $SEG could get very interesting. It'll be well capitalized and the approval of 250 Water St. definately doesn't hurt. I still need to see the S-1 filing and terms for the offering before making any major decisions but they've piqued my interest.
catechwilliams on X
Meanwhile disintermediation by OEMs going direct is accelerating. See recent commentary from partners $CSCO, $PANW $DELL, etc. $PLUS has zero discernable benefit from $NVDA and AI.
Investor Letters
All letters- Protean Funds August 2026 BVNKF $2.4BSUSRF $272M
- Palm Harbour Capital July 2026 064850 $153M082920 $932M
- Protean Funds July 2026 DVYSR $97MEVGGF $17B
- Royce Investment Partners year-to-date period ended 6/30/26 BLBD $2BMMS $3B
- Palm Valley Capital Q2 2026
- Alluvial Capital Management Second Quarter 2026 ZEG $5.2BDGXX $375M
- Sequoia Fund First Half of 2026
- Hayden Capital Q2 2026 AMZN $2.7TGOOGL $4T
ENS · short Enersys
EnerSys faces a short thesis as data-center and warehouse vehicle customers shift from lead-acid batteries to lithium-ion.
CDNL · short Cardinal Infrastru Group INC
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Chevron Stock Is A Bargain Amid Venezuela Deal
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Bay Area Ideas 7 clicks
Notes from a Dasher Shift, and the Drone Delivery Future
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IREN's Customers Are Starting To Fund The Build
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Quantryon Capital 11 clicks
Sangamo Bankruptcy (SGMOQ)
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Amazon $AMZN: The Company That Became Impossible to Ignore — and Finally Possible to Model
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An ATM that starts to spit out cash
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Equity Eagle 4 clicks
QTWO · long Q2 Holdings INC (qtwo)
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OKLO · short Oklo INC
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LULU · long Lululemon Athletica INC
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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
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
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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…
GoPro sold itself at 9:20 AM to get ahead of a meme stock
GoPro rushed out its Starman Optical merger after Markiplier-driven buying sent GPRO up roughly 90% premarket, offering shareholders $1.14…
[WAY – Waystar] Healthcare is a very complicated invoice
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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…
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