Late August 2026 Random Ramblings
Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven capital allocation.
Today
From X
Timyan Bank Alert on X
$CBAN to merge w/ $FSRL https://t.co/2hLKYqpeB6
Timyan Bank Alert on X
@Akston_Capital Putting aside what the shareholders, directors, activist ahareholders @HoldCoAM, his wife and anyone else, what does Chris Gorman, in his heart, want to accomplish at $KEY? Keep going as is? Acquire? Sell?
Timyan Bank Alert on X
BancFirst $BANF Corporation Announces Acquisition of SpiritBank https://t.co/8jm5DCej1L
Timyan Bank Alert on X
Canadian Imperial Bank exiting its Caribbean ops $NTB Butterfield to acquire control of CIBC Caribbean in $1.8 billion transaction https://t.co/SlU2Q0Lfxz
Timyan Bank Alert on X
@Catahoula_Value It feels like $BCOW management would rather continue stealing from the shareholders. $LRBI is performing well on its own and improving so not needed. Sure does spotlight the values though. $MBBC also in $PSBQ backyard where Nick Z is really improving his bank.
Timyan Bank Alert on X
Home run merger for $PSBQ holders in sale to $BFC https://t.co/wujj6AML12
Timyan Bank Alert on X
Every bank should have a Chair like Charles Alan Williams of $NPB @NorthpointeBank https://t.co/WJNBIgvvAZ
Timyan Bank Alert on X
Fresh $CFFN 13d by @HoldCoAM https://t.co/ecXNkAUTeX
Investor Letters
All letters- Sequoia Fund year ended December 31, 2025 +22.1%
- Palm Harbour Capital 2022 Q4
- Palm Harbour Capital first quarter of 2023
- Royce Investment Partners Year-to-Date Through 6/30/26 +13.7%
- Maran Capital Management 2Q 2026 +5.4%
- Patient Capital Management 2Q25 +15.3%
- Patient Capital Management 3Q25 +14.1%
- Intrepid Capital 2Q 2026 +6.6%
ACIW 2026-08-27 ACI Worldwide: An Undercovered Payments Compounder Getting Better
SiliconBytes Insights 
Domo (Arigato), for this potential multi-bagger options trade
Domo’s $400 million sale to Progress would leave a cash-rich public shell with $900 million of NOLs; January 2028 $5 calls cost 22 cents.
MT 2026-08-27 ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company
Capital Connoisseur 
Nvidia’s Long-Term Margin Question
Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.
[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX
AWS AI campuses cost $40–$45 billion per gigawatt, with Trainium 3 expected to lift compute per megawatt and improve infrastructure returns.
Big Tech Off-Balance Sheet Concerns
Big Tech’s $3 trillion AI commitments are disclosed and largely long-dated, with nearly 60% of Amazon’s $650 billion commitments falling…
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…
CCC Is in the Middle of the Wreckage
CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…
Aloe Aloe Aloe what 'ave VERRA then?
Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…
NCLH or her grandma Saga?
Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…
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Jumia
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Shitcos, Griftcos, and alignment versus enrichment at $IREN
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$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
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Stock Trade Compilation Diez
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The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville
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