SBAC 2026-08-29 SBA Communications Corporation: Fast-Growing Dividend, Undervalued
Philip Wang 3 clicksSaturday, August 29, 2026
SBAC 2026-08-29 Philip Wang 3 clicks
From X
Chris Camillo on X
@Freedom2Fart not a swing trader. and not that it matters, but the $AMZN trade in question was a one day options trade into expiration. fully exited.
marginofdanger on X
Horizon Technology Finance, $LIEN, trades at $10.20 versus $13.26 NAV and yields 13.3% as its all-stock REFI deal nearly doubles assets to about $800 million.
marginofdanger on X
Sachem Capital trades at $10.20 versus $13.26 NAV and yields 13.3%; its all-stock REFI deal will double assets above $600 million, concentrated in cannabis credit.
Ian Bezek on X
@WaterworldCapi1 Copying industry best practices from $OKLO https://t.co/VnEtGXDOn0
Maj Soueidan on X
OCC’s backlog implies $0.25 EPS using historical conversion multiples, while RFIL has a stronger plan to reduce cyclicality. Both benefit from recovering telecom demand and growing data-center exposure.
Prepared Remarks on X
$meta https://t.co/1JqV0PLtqm
Maj Soueidan on X
Optical Cable and RF Industries are both estimated to report Q3 earnings on the same day, raising concern over two telecom-equipment companies with shaky histories.
Raging Capital Ventures on X
@gamesblazer06 $GEV bulls probably didn’t see this coming… https://t.co/rVRcNDE52K
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $136M
- Protean Funds July 2026 DVYSR $105M
- Alluvial Capital Management Second Quarter 2026 ZEG $5B
- Sequoia Fund First Half of 2026
- Hayden Capital Q2 2026 AMZN $2.8T
- Royce Investment Partners Year-to-Date Through 6/30/26 AAP $2.6B
- Maran Capital Management second quarter SPCX
- Intrepid Capital 2Q 2026
BE 2026-08-29 Bloom Energy: 5 Links That Cannot Break
Valuation Rewind 5 clicks RR 2026-08-29 Richtech Robotics: An Easy Pass Based On Lackluster RaaS Growth Quality
Andres Veurink 4 clicks
NTG Clarity Networks ($NCI.V) FINS Review
NTG Clarity’s $18.6M of Q2 service revenue sat in contract assets, while $4.6M cash burn cut cash to $2.85M and raises liquidity concerns.
Meta Buys Away its Distraction at Minimal Cost
Meta’s $18 billion teen-addiction settlement makes $5.3 billion contingent on YouTube and TikTok adopting matching restrictions, while…
Making sense of Sandisk’s long-term financial model
Sandisk’s FY28-FY30 model relies on long-term NAND agreements holding near-80% gross-margin floors despite pricing 26-28% below current…
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…
The Verra Sneerer (NASDAQ:VRRM)
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
Nvidia Climbing the Wall of Worries
Nvidia guided FY2028 revenue toward $700 billion, roughly 70% growth, while supply constraints and neocloud demand face concerns over…
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.
[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.
SA 2026-08-20 Seabridge Gold: Fairly Valued Now But Big Upside
Redfern Research APP 2026-08-19 AppLovin: Here's How I See 3 Catalysts That Could Drive Valuation Re-Rating
KL Research 2 clicks AZN 2026-08-19 AstraZeneca Vs. Bristol-Myers Squibb: Who's The Better Bargain For Investors?
PGY 2026-08-19 Pagaya Technologies: A Fast-Growing Industry Disruptor Trading At A P/E Of 6.6x
Akim Guerreiro CRWV 2026-08-19 CoreWeave: The Execution Story Is Flashing A Strong Signal (Rating Upgrade)
Future Stack Investment 1 click RDDT 2026-08-19 Reddit: Curb Your Enthusiasm About The Index Effect
Dilantha De Silva ZETA 2026-08-19 Zeta Global's AI Story Just Became Measurable (Rating Downgrade)
Alpha Line 1 click QNT 2026-08-19 Quantinuum: Trapped-Ion Quantum Computing Looks To Break Out Of The Quantum Silo
Marc Gerstein 
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
El Al’s wartime near-monopoly has produced net cash, owned aircraft and a 2x EBITDA valuation, while regulatory obligations, customer float…
Instacart’s Unit Economics, and Implications for DoorDash
Instacart’s per-order unit economics provide a benchmark for assessing DoorDash’s LTM profitability and operating model.
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