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 capital allocation.
Thursday, August 27, 2026
From X
mavix on X
Kenneth Dart’s Candle Lake offers 695 SEK per Evolution share after triggering a mandatory takeover bid, with acceptances due August 17 through September 15.
Chris Camillo on X
@RealJimChanos Simple, $HOOD investors at large are weighted heavier to high growth AI sector and crypto than the S&P.
Raging Capital Ventures on X
$INTC is lucky to have Lip-Bu Tan https://t.co/jFSTzsfqgK
Ian Bezek on X
@boujee_banker @Nobilis_Capital @HettyGreen2020 I own $FMX and $JRONY (which owns one of the Colombian ones). $TBBB trading at a huge premium, but they get to 10000+ stores eventually will still work for you.
Raging Capital Ventures on X
Nvidia’s vendor financing of neocloud customers creates Lucent-era credit risk, while LLM and memory innovation could erode AI infrastructure pricing power and ASIC competition.
Mike on X
Fuel Tech's new CEO, formerly of CECO, may target Fuel Tech's high SG&A costs and improve margins.
Lee Roach on X
Liftoff $LFTO just reported. Good quarter. No sequential growth too. Market doesn’t like it. Seems fine to me. https://t.co/Qyjt4sdpsi
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $135M
- Protean Funds July 2026 DVYSR $107M
- 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 $81B
- First Eagle Investments second quarter 2026 032830 $45B
- Oakmark Funds 2Q 2026 META $1.5T
- Greenhaven Road Capital second quarter ANAB $1.7B
BHVN 2026-08-27 Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels
Edmund Ingham ACIW 2026-08-27 ACI Worldwide: An Undercovered Payments Compounder Getting Better
SiliconBytes Insights 
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.
MT 2026-08-27 ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company
Capital Connoisseur 
Nvidia’s Long-Term Margin Question
Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.
[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.
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…
$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…
Late August 2026 Random Ramblings
Higher rates threaten equity multiples and AI data-center economics, while UWMC and Cogent raise questions about CEO-driven capital…
VRT 2026-08-27 Vertiv: AI's Physical Bottleneck Is Expanding Its Value Per Megawatt
LL Insights GM 2026-08-27 General Motors: The Billion Mile Moat
Muhammad Cheema KGC 2026-08-27 Kinross Gold: The Buy Case Is Margin, Not Growth
The Bullionaire TPC 2026-08-27 Tutor Perini: Q2 2026 Made My Strong Buy Case Stronger
The Curious Analyst Royal Gold INC
Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.
the chemours inc.
Chemours (CC) is presented as a long investment in its three-segment specialty chemicals business.
Hilton Grand Vacations
Hilton Grand Vacations faces an inflection point in profitability growth and free cash flow generation.
Nexi SpA
Nexi, continental Europe’s largest merchant acquirer, is presented as a long investment using normalized EPS and EBIT that exclude…
RKLB 2026-08-26 Rocket Lab Is Becoming Much Bigger Than Neutron
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