Wednesday, August 26, 2026

KMI 2026-08-26

Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher

KMI $70B

SA Steven Fiorillo Aug 26

CBRS 2026-08-26

Sizing Up Cerebras Systems: Why Its Latency Moat Makes It A Buy For Aggressive Growth Investors

CBRS $43B

SA Star Investments Aug 26

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…

Atlas Engineered Products ($AEP.V) FINS Review

Atlas Engineered Products reported Q2 revenue up 19% to $16.2 million, but ended cashless on its credit line as inventory rose 47% and…

Stripe’s “Singularity” and the Divergence from Adyen

Stripe’s net revenue rose 41% in 1H 2026 versus Adyen’s 21% FX-adjusted growth, fueled by AI-native startups and acquisitions including…

The Junk (Mail) Merger Arb

Star Equity’s $5 per-share Harte-Hanks acquisition offers $2.50 cash plus 0.25 STRRP per share after proration, against a $2 break price.

$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…

GEN 2026-08-25

Gen Digital: MoneyLion Opens A New Growth Channel At A Low Valuation

GEN $19BML delisted

SA Manimala Misra Aug 25

DNTH 2026-08-25

Dianthus Therapeutics: The C1s Shakeout Strengthens The Bull Case

DNTH $6.2B

SA Equity Eagle Aug 25

Once Upon A Farm Pbc

Once Upon a Farm (OFRM) makes organic baby food, smoothies and kid snacks using high-pressure processing instead of heat pasteurization.

NRIX 2026-08-24

Nurix Therapeutics: Roche Has Changed The Economics Of The Bull Case

NRIX $2.7B

SA Equity Eagle Aug 24

RCEL 2026-08-24

AVITA Medical: Favorable Reimbursements For Skin Wound Care

RCEL $318M

SA Myriam Alvarez Aug 24

HMY 2026-08-24

Harmony Gold Mining: A Copper Pioneer By Capitalizing On The Gold Tailwind (Reaffirming Buy)

HMY $13B

SA Prakhar Agarwal, CFA Aug 24

UEC 2026-08-24

Uranium Energy Ranks High Among The Bravest Companies I Ever Covered

UEC $6.1B

SA Marc Gerstein Aug 24

CVS 2026-08-24

CVS Health: Discounted, Vertically Integrated Healthcare Winner - Richer Returns Ahead

CVS $119B

SA Juxtaposed Ideas Aug 24

JBT Marel Corporation

JBT Marel is an enduring food-equipment business with low AI risk, automation upside and favorable GLP-1 exposure.

Equipmentshare.com INC

EquipmentShare.com, EQPT, is presented as a long idea and potential multibagger following its recent IPO, with a setup compared to Carvana.