Saturday, September 5, 2026

[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.

VEEV $42B

scuttleblurb Sep 3 24 clicks

Sep 3 CME $99B

Perpetual Futures and CME: What the Early Data Shows

First Strike Research 14 clicks

Sep 3 DG $28B

Selling Where They Ain’t

TSOH Investment Research 1 click

From X

@ChrisCamillo Sep 5 1 click

Chris Camillo on X

@UncleAlpha007 FCL is a pretty useless valuation metric for a company deliberately reinvesting to fund explosive growth. And there’s a massive spread of outcomes on what $BE revenue even looks like in 2030.

@ChrisCamillo Sep 4

Chris Camillo on X

hell of a week to own the future. $BE https://t.co/Un6jGv7rrR

@ActAccordingly Sep 4

PAA Research on X

Fantastic work by all of those involved in the $FICO short. The (-60%+) decline from the peak feels right in a lot of ways. The chart is as good as you'll get for a short seller. However, like every other great short idea, bears endured THREE contra-trend rallies of 30-40% on the march to a (-60%+) decline over the past 18-months. That is typical and one of the reasons why shorting is so difficult.

@ACapitalLP Sep 4

A Capital on X

Thoughts on $FDXF @ $128?

@TidefallCapital Sep 4

Trevor Scott on X

New $LULU CEO is from $NKE too https://t.co/zf4Rwl1rH3

@TheBenSchmark Sep 4

JabroniCoin.USD on X

StoneX highlights $ZM into the post labor day Anthropic S-1 Unlike certain SPVs/tokens, Zoom has actual ownership. $125 PT that becomes $135+ if Anthropic meets $2T https://t.co/o0xtRsx5KG

@orrdavid Sep 4

David Orr on X

$LULU's old brand was exclusive, high quality clothes. Curated for only the best thing. Back in 2015. Over time, they expanded a ton and from too-high of volume alone, it would have been impossible to keep quality high. Recently this spun out of control and quality is downright terrible. How can this problem possibly be fixed? Don't they use a zillion different suppliers? I don't think there are enough good ones to replace them, even if someone executed very well. On top of quality problems, they ruined the brand image with DEI garbage. I don't see how that is repairable, at least not for many years. And finally, the whole athleisure category is stale. Which is $LULU's entire brand. Point being, if I was management, I would see no path to turning this ship around within 5 years. And the remaining company at the end would be much smaller than it is today. And that'd be the good outcome, with any of the above three points being a failure mode anyway.

@negligible_cap Sep 4

Negligible Capital on X

Why has $LULU never tried to buildout specialized yoga studios or acquire a chain like Corepower? Seems like it would be a great way to get more stable / recurring revenue via memberships and a good opportunity to cross sell products and attract the companies core clientele (fit yoga girls? I don't even know anymore man)

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…

DASH $84B

MBI Deep Dives Sep 2 5 clicks

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…

IREN $19B

Quantryon Capital Sep 2 5 clicks

Top 8 Rebound Stocks for Sep’26

Genuine Parts Company is one of eight potential rebound stocks on RC’s September 2026 watchlist.

GPC $18B

Rebound Capital Sep 2 2 clicks

Reddit: Rapid Earnings Growth With Room For An AI Expansion

Reddit's advertising automation, proprietary data and Reddit Max are driving rapid revenue growth and margin expansion, while AI licensing…

RDDT $29B

Krzysztof Bogdanski Sep 2 4 clicks

WD #356: Software/AI, Estee Lauder, Various Brazilian Stocks

LLM adoption is rising but may not generate returns sufficient to justify current AI investment; the aggressive portfolio exits Estee…

EL $36B

Ian’s Insider Corner Aug 31 1 click

Hewlett Packard Enterprise Q3: Margins Matter More Than AI Orders

Hewlett Packard Enterprise’s Q3 hinges on converting AI-networking orders while preserving its 21.6% segment margin, after booking $1.8…

HPE $81B

Deep Value Investing Aug 31 2 clicks

Dollar Tree: Weathering The Storm

Dollar Tree’s $1.25 opening price and multi-price assortment supported 10% two-year comparable-sales growth, outpacing Walmart U.S.

DLTR $21B

TSOH Investment Research Aug 31

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…

COIN $51B

SixSigmaCapital: Navigating the Financial Markets Aug 30

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…

VEEV $42B

MBI Deep Dives Aug 29 10 clicks

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…

RBLX $34B

MBI Deep Dives Aug 28 7 clicks

IQV · long

Iqvia Holdings INC

IQVIA runs drug trials and gets paid regardless of whether drugs pass, while trading at a COVID-low multiple with potential AI benefits.

IQV $44B

Value Investors Club May 20 1 click

Quick Value #313 - Magnum Ice Cream (MICC)

Magnum Ice Cream (MICC), spun off from Unilever, trades at 13x NTM earnings and 8x EBITDA as its 3 million-freezer fleet supports a 2-3…

MICC $12B

Value Don't Lie May 1

$SN: The Sneaky Compounder With 40% Upside (No Paywall)

SharkNinja, spun off from Hong Kong-listed JS Global Lifestyle and listed at $42.31 in July 2023, is pitched as a 40% upside compounder.

SN $23B

Guardian Research Apr 29

Under The Hood: Ulta Beauty, Inc. ($ULTA)

Ulta Beauty’s 46 million-member loyalty model drove strong historical cash flow, but earnings have stalled since fiscal 2022 as SG&A rose;…

ULTA $24B

Bearhold Research Apr 28

Under The Hood, HCA Healthcare - $HCA

HCA Healthcare generated $75.6 billion of 2025 revenue and an 18.9% ROIC, pairing hospital-market scale with expanding margins and lower…

HCA $95B

Bearhold Research Apr 25 3 clicks

An Open Letter to the TPL Board

Texas Pacific Land shareholders urge two board additions, data-center expertise, and capital spending beyond mineral royalties toward…

TPL $24B

310 Value’s Newsletter Apr 22 3 clicks

Our Q1 2026 Letter & Look Ahead: Oil, Iran, OXY & PTON

Open Square Capital’s Q1 2026 letter discusses the oil market, Iran, Occidental Petroleum and Peloton.

OXY $59B

Open Insights Apr 17

Defying the Surveys

PNC CEO Bill Demchak says consumer spending, savings, activity and loan growth contradict record-low University of Michigan consumer…

PNC $93B

Net Interest Apr 17

Mention Market Analysis: Truist Financial

Truist Financial’s April 17 call is forecast to feature “tailwind” in NIM and asset-repricing discussions, with the 51-cent Kalshi contract…

TFC $59B

First Strike Research Apr 14

Capitulation in packaged food consumer staples?

Conagra’s CEO change and 9% yield intensified a packaged-food selloff, while General Mills trades near historical valuation lows despite…

GIS $19B

Nugget Capital Partner's Substack Apr 13

Saturday, September 5, 2026

Chris Camillo on X

Chris Camillo on X

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A Capital on X

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