FTRE 2026-08-30 Fortrea Holdings: The Turnaround Is Showing Up In Earnings Before Revenue
Manimala Misra Latest News
FTRE 2026-08-30 Manimala Misra 2h ago MSFT $3.7T Microsoft: A High-Quality AI Name That Is No Longer Misunderstood
Vinay Utham, CFA 1 click 4h ago PAHC $1.5B Phibro Animal Health: Zoetis Integrated And Better Cash Flow Ahead
Myriam Alvarez 2 clicksFrom X
Connor Haley on X
Good quarter from $NATL and thesis on track. -The ATMaaS business continues to outperform... 37% y/y growth in Q3... and it's on track to be 40%+ in Q4, well ahead of our expectations -SSB delivered >50% incremental EBITDA margins in Q3, fueling 21% EBITDA growth for the segment
Laughing Water Capital on X
$NN has sought engineer-to-engineer collaboration with its opposition for roughly 18 months, but the opposition has declined to engage in testing.
Laughing Water Capital on X
Neonode says moving toll-system spectrum by a few MHz would cost tens of millions, while camera-based AI already handles half of toll reading.
Laughing Water Capital on X
RFID spectrum policy faces a dispute over why U.S. users need 28 MHz when Europe and Japan use 6 MHz and China uses 5 MHz.
Laughing Water Capital on X
NextNav says industry engineering and valuation professionals consider its spectrum clean, rebutting criticism of the asset’s quality.
Laughing Water Capital on X
NN’s spectrum assets are likely valuable, despite a bearish view based on a selective reading of the company’s prospects.
Rusholme Capital on X
How ironic is it that $DAVE, a multi-billion fintech, relies on tips from its payday borrowers for its revenue. Capitalism at its finest!
catechwilliams on X
$RDDT I don't make bold predictions. I'm a conservative doctor but it will likely be the next $META or $GOOG. Look at those companies 8-10 years ago. Very similar fact pattern. Now $RDDT is dominating search w highly valuable AI. +78% rev on tough comp and just getting started.
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…
DMLP 2026-08-30 Dorchester Minerals: Still Attractive - Despite Oil Price Headwinds
IWA Research 3 clicksEldorado Gold CORP
Eldorado Gold (EGO) is a long-life gold and copper miner with a rare growth profile across precious and base metals.
Core Natural Resources INC
Core Natural Resources is a US metallurgical and thermal coal producer formed in January 2025 through the merger of CONSOL Energy and Arch…
Ncino INC
NCino is a commercial-lending system of record for banks and credit unions, trading at roughly 3x enterprise value to sales.
SBAC 2026-08-29 SBA Communications Corporation: Fast-Growing Dividend, Undervalued
Philip Wang 3 clicks BE 2026-08-29 Bloom Energy: 5 Links That Cannot Break
Valuation Rewind 5 clicks RR 2026-08-29 Richtech Robotics: An Easy Pass Based On Lackluster RaaS Growth Quality
Andres Veurink 4 clicksCnh Industrial NV
CNH Industrial, the No. 2 global agricultural-equipment OEM, is pitched long at about $10 per share.
Agnico Eagle Mines LTD
Graphic Packaging Holding CO
Graphic Packaging (GPK) is pitched as a long with $22 fair value, implying roughly 100% upside, based on its low-cost paper-based packaging…
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