PAHC 2026-08-30 Phibro Animal Health: Zoetis Integrated And Better Cash Flow Ahead
Myriam Alvarez 2 clicksLatest News
PAHC 2026-08-30 Myriam Alvarez 2 clicks 5h ago DMLP $1.4B Dorchester Minerals: Still Attractive - Despite Oil Price Headwinds
IWA Research 3 clicks 10h ago SBAC $20B SBA Communications Corporation: Fast-Growing Dividend, Undervalued
Philip Wang 3 clicksFrom X
Lee Roach on X
Rayonier, $RYN, carries a $7.4 billion enterprise value and four million acres, implying $1,817 per acre plus a dividend.
Chris Camillo on X
@Freedom2Fart not a swing trader. and not that it matters, but the $AMZN trade in question was a one day options trade into expiration. fully exited.
marginofdanger on X
Horizon Technology Finance, $LIEN, trades at $10.20 versus $13.26 NAV and yields 13.3% as its all-stock REFI deal nearly doubles assets to about $800 million.
marginofdanger on X
Sachem Capital trades at $10.20 versus $13.26 NAV and yields 13.3%; its all-stock REFI deal will double assets above $600 million, concentrated in cannabis credit.
Ian Bezek on X
@WaterworldCapi1 Copying industry best practices from $OKLO https://t.co/VnEtGXDOn0
Maj Soueidan on X
OCC’s backlog implies $0.25 EPS using historical conversion multiples, while RFIL has a stronger plan to reduce cyclicality. Both benefit from recovering telecom demand and growing data-center exposure.
Prepared Remarks on X
$meta https://t.co/1JqV0PLtqm
Maj Soueidan on X
Optical Cable and RF Industries are both estimated to report Q3 earnings on the same day, raising concern over two telecom-equipment companies with shaky histories.
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $136M
- Protean Funds July 2026 DVYSR $105M
- Alluvial Capital Management Second Quarter 2026 ZEG $5B
- Hayden Capital Q2 2026 AMZN $2.8T
- Royce Investment Partners Year-to-Date Through 6/30/26 AAP $2.6B
- Intrepid Capital 2Q26 GOOGL $4.2T
- Polaris Capital Management Second Quarter 2026 ENI $80B
- First Eagle Investments second quarter 2026 032830 $45B
Veeva 2Q’26: “SaaSpocalypse” Cancelled
Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached…
Microsoft ($MSFT) - Deep Dive
Microsoft’s AI data-center buildout lifted annual CapEx from $5.5 billion in FY2014 to $115.9 billion in FY2026, resetting free-cash-flow…
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…
Making sense of Sandisk’s long-term financial model
Sandisk’s FY28-FY30 model relies on long-term NAND agreements holding near-80% gross-margin floors despite pricing 26-28% below current…
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…
The Verra Sneerer (NASDAQ:VRRM)
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
Nvidia Climbing the Wall of Worries
Nvidia guided FY2028 revenue toward $700 billion, roughly 70% growth, while supply constraints and neocloud demand face concerns over…
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.
[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.
$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…
[scuttleslops] BLDR, RYAN, APG, GFL, FND
Builders FirstSource reported Q2 2026 sales down 9% to $3.9 billion as weak housing demand and aggressive competitor pricing cut EBITDA…
Aaon INC (aaon)
AAON is presented as a long investment idea, revisiting a company written up as a short nearly a decade ago.
Rush Street Interactive INC
Rush Street Interactive (RSI) is presented as a long investment idea.
Vistance Networks (NASDAQ: VISN)
Vistance Networks plans a large post-Ruckus-sale dividend, leaving Aurora Networks valued below 4x guided EBITDA after $1.88 billion of…
Seer
Seer trades at $2.04 against $3.90 per share of net cash as activists press a board that rejected five buyout proposals and won reelection.
Getting Paid 10% for a Ringside Seat at the Braemar Circus with a potential 2x payout
Braemar’s BHR-PB preferred trades near $13 against a $25 liquidation preference, yielding 10% amid hotel sales, a $480 million Ashford…
AnaptysBio (ANAB)
AnaptysBio’s Jemperli royalty receipts rise after a Sagard financing obligation ends in 2027.
Forgive me Father, I have Sabled.
Sable Offshore restarted Santa Ynez oil flows under a Defense Production Act order, targeting 50,000 barrels daily and a path to 60,000…
NFE Bond Update
New Fortress Energy’s restructuring cancels its 12% 2029 notes for 94.3% of BrazilCo, $974 million of New NFE preferred and 25.8% of New…
Floor & Decor 2Q'26: Tentative Green Shoots
Floor & Decor held 2026 guidance after a 2Q beat, with comps improving through June; tariff refunds lifted margins and may fund pricing…
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