PYPL 2026-08-31 PayPal: Stripe Reportedly Walks Away; Here Are 2 Fallback Options
The Asian Investor 1 clickLatest News
PYPL 2026-08-31 The Asian Investor 1 click 3h ago TSEM $25B Tower Semiconductor: Silicon Photonics Inflection, Buy The Drawdown
Miletus Research 1 click 20h ago FTRE $1.8B Fortrea Holdings: The Turnaround Is Showing Up In Earnings Before Revenue
Manimala Misra 3 clicksFrom X
SG on X
$BMRN up premarket on settlement agreement. I continue to like/own. https://t.co/a6WZ9ksaeH
Ian Bezek on X
@taobanker So they can reissue them at fire sale prices in the future to avoid bankruptcy. See American Airlines, circa 2015. $AAL https://t.co/mEfrPFACcY
Timyan Bank Alert on X
Loop company's bid to buy Arizona bank $BNCC would spike predatory lending, consumer advocacy groups argue - Chicago Sun-Times https://t.co/NQ4aIh3LzV
Lee Roach on X
Great way to find some stock ideas. I found TransAct Technologies $TACT with Special Situations Digest. Chuck Gillman is going activist on it. Chuck has a pretty strong track record in microcap stocks and this is one to definitely watch. https://t.co/oQJTw0QA4X https://t.co/YZIiQoiaTC
marginofdanger on X
@leevalueroach $BWEL
David Orr on X
It's these types of ads that $GOOG Google won't be able to get away with long term anymore. This always degraded the user experience. Which was fine when they were a monopoly. But they are not a monopoly anymore. How much will this hurt their revenue? https://t.co/i07ww09r4x
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…
Zillow Group INC
Zillow is pitched as a long with a $72 target, implying 58% upside from trough earnings and a trough valuation multiple.
Paramount Skydance CORP
Paramount Skydance (PSKY) is a levered media conglomerate expected to merge with Warner Bros. Discovery in the third quarter.
QXO, Inc.
QXO, led by Brad Jacobs, is consolidating North America’s fragmented building-products distribution industry after rapidly building scale…
Pepgen INC
PEPGen (PEPG) was bought at $1.40 in February 2025 and sold in the mid-$3s the next business day.
Peloton Interactive INC
Peloton trades near $5.50 with a $2.3 billion equity value and $2.7 billion enterprise value after weak December-quarter earnings and its…
Immersion CORP
Immersion Corp. (IMMR) is presented as trading at a 121% discount to estimated fair value, with a projected 100%+ return within months.
GXO Logistics, Inc.
GXO Logistics is undergoing transformation under new leadership in the growing contract-logistics business.
NLOP - I'm Buying Again
NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.
National Beverage Update
National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.
The Priority Technology Situation
Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…
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