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Saturday, September 5, 2026

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@stockgutter 1 click

SG on X

imo the risk is not egg price going lower -- its very low right now, and $VITL gets sells into the premium tier. but the company is exposed to corn/soy. At least the last time I checked it did not hedge. Those have moved up a lot in the past few months, so my best guess is that Vital Farms is getting squeezed rn between low egg prices and high input costs. long term, that could clear the deck of weak competitors. Short term, might make for a rough few quarters.
@KEDM_COM

KEDM.com on X

Chinese stockbrokers FUTU $FUTU and Up Fintech $TIGR are taking a beating after the Chinese securities regulator ordered all unauthorized Mainland accounts to be closed within 2 years, with only sell orders and fund withdrawals allowed. Both companies will be fined, but a rumored 1.85b CNY fine for FUTU is less than 2 months of profit. For FUTU, mainlanders are 13% of accounts but closer to 20% of total assets and revenue. FUTU's rapid growth in HK and SE Asia has diversified the business in recent years, and the loss of Chinese customers is less than 1 year's worth of customer growth outside China. What remains is a faster-growing, HK/SE Asia consumer play with no China risk, which probably trades at 8x P/E with net cash. That is, if this was the last shoe to drop and Mother China isn’t intent on ruining them.

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Late August 2026 Random Ramblings

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Yet Another Value Podcast 13 clicks

The Verra Sneerer (NASDAQ:VRRM)

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The Oak Bloke 6 clicks

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QDEL · long

Quidelortho CORP

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Value Investors Club 2 clicks

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Nat Stewart - Stock Picking Newsletter 5 clicks

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NL Industries

NL Industries’ $330 million market value is backed by $626 million of public stakes and cash, less estimated legal fees, creating a…

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Sylence Capital

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