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
ToffCap on X
Excelsior Cap $ECL is a good example of why I like small and micro-cap liquidations stocks. The good ones look like this. Big step-change moves and otherwise stable. https://t.co/CrSEoHnShP
ToffCap on X
CVD Equipment agreed to sell Stainless Design Concepts for $16.9 million, lifting net cash to roughly 80% of its market cap as it reviews the remaining portfolio.
PAA Research on X
@herbgreenberg @ParagonIntelNYC As it turns out we've had a short call out on $LOPE since the start of the year...
PAA Research on X
McDonald's gets little investor attention despite its consumer-franchise history, while its current setup looks uninteresting for both longs and shorts.
PAA Research on X
Zillow’s strategy centers on integrating deeper into residential transactions, with Follow Up Boss described as its most important acquisition.
PAA Research on X
Zillow resolved the FTC’s antitrust case over its Redfin rentals syndication deal, preserving the partnership while Redfin builds its own listings platform and Zillow waives non-competes.
PAA Research on X
Ethan Allen ($ETD) declared a $3 special dividend as Doug Bergeron escalates activism, after years of distributing nearly all free cash flow despite weak housing demand.
Charles Frischer on X
@ACapitalLP Our improved balance sheet, no debt and $250 million in cash, will reflect in $NN 2nd quarter Q. It may take until August 15th until the quants fully factor in this dramatic improvement. NN could potentially see meaningful short covering due to this transformation.
Investor Letters
All letters- Sequoia Fund 2025 GOOGL $4.2T
- Palm Harbour Capital fourth quarter LNA $428M
- Palm Harbour Capital first quarter of 2023 TKMAF $7.7B
- Royce Investment Partners Year-to-Date Through 6/30/26 AAP $2.6B
- Patient Capital Management 2Q25 BABA $289B
- Patient Capital Management 3Q25 PGEN $2.6B
- Intrepid Capital 2Q26 GOOGL $4.2T
- First Eagle Investments 3Q 2025 6273 $28B
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…
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