[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
Ian Bezek on X
@taobanker $INTR at 1.2x book 5.5x '27 earnings with a 16% ROE growing at 20% a year probably qualifies. But yes, $BLX is incredible and I still kick myself for selling most of my position at $25 after buying at $15. Grabbed defeat from the jaws of victory there.
BDC on X
@be4_the_h3rd @JasperRidley $xgn just getting started imo
Deep Sail Capital on X
@WaterworldCapi1 @tierrapartners $ARQQ and $BTQ as well.
Farmer on X
@nkreu113r Somewhat at odds with $DXYZ up like 50% this month.
Ian Bezek on X
@taobanker Good chance this will be another 14% higher at some point between now and Dec. Things in motion stay in motion... $COLO https://t.co/CjrbroM2R3
BDC on X
@BoxLongs Wild truth is that if $SNAP chooses they can earn over $1/share in FCF next year. $5 stock.
Chris Camillo on X
Bought $TTWO after seeing the GTA VI leaked footage. Forget the graphics. Unpolished gameplay is showing a massive leap in world density, NPC behavior and systemic depth. The world feels alive. First real evidence GTA VI may actually be a generational leap. That’s the signal. https://t.co/r6HKMVSYgc
Evan Tindell on X
Blog post alert: $MRNA https://t.co/32w6RYXr0p
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
- Palm Valley Capital Q2 2026
- Alluvial Capital Management Second Quarter 2026 ZEG $5BDGXX $372M
- Sequoia Fund First Half of 2026
- Hayden Capital Q2 2026 AMZN $2.8TGOOGL $4.2T
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 10 clicks
Sangamo Bankruptcy (SGMOQ)
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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…
Reddit: Rapid Earnings Growth With Room For An AI Expansion
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Krzysztof Bogdanski 6 clicks
An ATM that starts to spit out cash
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Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case
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Equity Eagle 4 clicks
EVC Update
EVC reported a solid second quarter and outlook.
$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital
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MDA Space: Houston, We Have a New Position
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The Bid Shading Threat to Amazon Advertising
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GoPro sold itself at 9:20 AM to get ahead of a meme stock
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Cleveland-Cliffs: 2027 Could Be A Very Big Year
Cleveland-Cliffs' 2027 upside depends on contract resets and Stelco earnings, while management directs free cash flow to deleveraging…
The Bullionaire 2 clicks
[WAY – Waystar] Healthcare is a very complicated invoice
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Here's Why You Should Buy Genius Sports Despite Rising Leverage
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Mayank Marwah 5 clicks
Preview of the Week Ahead: W/C August 31, 2026
The week of August 31 features U.S. manufacturing, jobs and services data, while the S&P 500 and Nasdaq hold above key moving averages and…
Emerge Commerce ($ECOM.V) FINS Review
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Ultragenyx ($RARE): A Catalyst-Driven Thesis With Asymmetric Upside
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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
Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached…
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Newsletters 53
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Clark Square Capital
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Connor Haley
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Deep Sail Capital
DOMO Capital Management, LLC
Evan Tindell
Farmer
Fierce_beast
Fred Liu
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Ian Bezek
JabroniCoin.USD
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junkbondinvestor
kab60
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Laughing Water Capital
Lee Roach
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marginofdanger
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Mike
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Multiples Capital
Myles
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Negligible Capital
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SG
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Timyan Bank Alert
ToffCap
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Voss Capital
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