Thursday, August 27, 2026

BHVN 2026-08-27

Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels

BHVN $2.2B

SA Edmund Ingham Aug 27 5 clicks

ACIW 2026-08-27

ACI Worldwide: An Undercovered Payments Compounder Getting Better

ACIW $5.4B

SA SiliconBytes Insights Aug 27 5 clicks

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

MT $56B

SA Capital Connoisseur Aug 27 3 clicks

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

VRT $102B

SA LL Insights Aug 27 3 clicks

GM 2026-08-27

General Motors: The Billion Mile Moat

GM $76B

SA Muhammad Cheema Aug 27 3 clicks

KGC 2026-08-27

Kinross Gold: The Buy Case Is Margin, Not Growth

KGC $39B

SA The Bullionaire Aug 27 4 clicks

TPC 2026-08-27

Tutor Perini: Q2 2026 Made My Strong Buy Case Stronger

TPC $4.6B

SA The Curious Analyst Aug 27 4 clicks

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

RKLB $39B

SA Pythia Research Aug 26 6 clicks