RKLB 2026-08-26 Rocket Lab Is Becoming Much Bigger Than Neutron
Pythia Research Wednesday, August 26, 2026
RKLB 2026-08-26 Pythia Research 
From X
Little Owl Research on X
My report on $RAVE for anyone interested. https://t.co/heQF6riN6X
Little Owl Research on X
VBNK shareholder cites POS originators’ scalable value proposition and RPP growth as reasons to hold, with RBDT a potential additional business.
Little Owl Research on X
$RAVE https://t.co/hxEoXQIe93
Little Owl Research on X
Rave Restaurant Group posted 22% EPS growth and 8% same-store sales growth, with Pizza Inn AUV nearing $1.4 million and an 8% earnings yield to enterprise value.
Little Owl Research on X
Howard Hughes’ MPC execution and asset base support an expected insurer acquisition, while shares trade at a deep discount to intrinsic value.
Little Owl Research on X
$RAVE “The ‘I ate at Pizza Inn’ restaurants experienced a 30.6% year over year sales lift and a 34.7% traffic lift for the final eight weeks of the fourth quarter… have completed eleven reimages and the reimage results continue to be very positive. We opened new…” 1/2
Little Owl Research on X
With contract disputes and litigation set to surge, I believe Burford is well positioned to benefit. Struggling firms will increasingly look to shore up capital—Many cannot afford to wait 2+ years to see the case through. $BUR
Little Owl Research on X
Burford’s value prop is high to these firms, and the significant supply spike puts them in a fantastic position to capitalize on the demand for cash. Additionally settlement with Argentine government seems highly likely at this point. Long $BUR
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $140M
- Protean Funds July 2026 DVYSR $107M
- Royce Investment Partners Year-to-Date Through 6/30/26 AAP $2.6B
- Maran Capital Management second quarter SPCX
- Intrepid Capital 2Q 2026
- Polaris Capital Management Second Quarter 2026 ENI $81B
- First Eagle Investments second quarter 2026 032830 $41B
- Oakmark Funds 2Q 2026 META $1.5T
KMI 2026-08-26 Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher
Steven Fiorillo CBRS 2026-08-26 Sizing Up Cerebras Systems: Why Its Latency Moat Makes It A Buy For Aggressive Growth Investors
Star Investments 
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…
Publications we follow
Every publication on this site, hand-picked.
- Seeking Alpha
- Wolf's Substack
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- Yet Another Value Blog
- Yet Another Value Podcast
- Triple S Special Situations Investing
- scuttleblurb
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- John Hempton's Newsletter
- Value Investors Club
- Undervalued Shares
- smallvalue.
- Maius Partners
- Multibagger Monitor
- Altay Capital - Mostly Value Investing
- Nat Stewart - Stock Picking Newsletter
- Citrini Research
- Hunterbrook
- Odds on Open
- Sunday's Idea Brunch
X accounts we follow
Every account on this site, hand-picked.
- Timyan Bank Alert
- SG
- PAA Research
- David Orr
- Chris Camillo
- BDC
- Lee Roach
- Maj Soueidan
- Raging Capital Ventures
- ⚽️📡
- JabroniCoin.USD
- Farmer
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- Prepared Remarks
- mavix
- Charles Frischer
- Connor Haley
- Ian Bezek
- AltayCap
- Nat Stewart
- Mike
- junkbondinvestor
- Little Owl Research
- Clark Square Capital
- Tim Eriksen
- ToffCap
- marginofdanger
- Fierce_beast
- Psyop Capital
- Laughing Water Capital
- catechwilliams
- Porter Collins
- Rusholme Capital
- Sahil Khetpal
Older Stories
Jumia
Triple S Special Situations Investing
Shitcos, Griftcos, and alignment versus enrichment at $IREN
Yet Another Value Blog
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Yet Another Value Podcast
Stock Trade Compilation Diez
Triple S Special Situations Investing
The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville
The Monetary Matters NetworkTopics
Ordered by how often our editor reaches for them.
