Emerge Commerce ($ECOM.V) FINS Review
Emerge Commerce's $44 million COVID-era acquisitions produced losses and impairments, while modestly improved Q2 liquidity leaves its balance sheet and capital needs under scrutiny.
Sunday, August 30, 2026
27h ago FTRE $1.8B Fortrea Holdings: The Turnaround Is Showing Up In Earnings Before Revenue
Manimala Misra 3 clicks 28h ago MSFT $3.7T Microsoft: A High-Quality AI Name That Is No Longer Misunderstood
Vinay Utham, CFA 2 clicksFrom X
Chris Camillo on X
@sp3cul8r No. Been a bit since I’ve thought deeply about the short-term risk/reward on $NVDA.
Chris Camillo on X
Too many of you are revving up to make an outsized bet on $NVDA earnings based mostly on vibes. Conviction without an information edge is just confidence dressed up as research.
BDC on X
$xgn is our largest position. Had a great call with mgmt, who I think is world class. not advice, just candor on what we own. https://t.co/z57ubc1dru
mavix on X
Will be interesting to finally see the first look of the new Shelly Camera! $SLYG https://t.co/dWIQfPA150
Charles Frischer on X
@JohnTwomey16 I think the podcast speaks for itself. The FCC is trying to light all available spectrum. Likely includes the 900 MHz owned by $NN.
Lee Roach on X
$MILFF’s up big today! https://t.co/auDf748wFm
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
PAHC 2026-08-30 Phibro Animal Health: Zoetis Integrated And Better Cash Flow Ahead
Myriam Alvarez 4 clicks
Veeva 2Q’26: “SaaSpocalypse” Cancelled
Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached…
Microsoft ($MSFT) - Deep Dive
Microsoft’s AI data-center buildout lifted annual CapEx from $5.5 billion in FY2014 to $115.9 billion in FY2026, resetting free-cash-flow…
NTG Clarity Networks ($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.
DMLP 2026-08-30 Dorchester Minerals: Still Attractive - Despite Oil Price Headwinds
IWA Research 3 clicksEldorado Gold CORP
Eldorado Gold (EGO) is a long-life gold and copper miner with a rare growth profile across precious and base metals.
Core Natural Resources INC
Core Natural Resources is a US metallurgical and thermal coal producer formed in January 2025 through the merger of CONSOL Energy and Arch…
Ncino INC
NCino is a commercial-lending system of record for banks and credit unions, trading at roughly 3x enterprise value to sales.
SBAC 2026-08-29 SBA Communications Corporation: Fast-Growing Dividend, Undervalued
Philip Wang 3 clicks 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 clicksCnh Industrial NV
CNH Industrial, the No. 2 global agricultural-equipment OEM, is pitched long at about $10 per share.
Agnico Eagle Mines LTD
Graphic Packaging Holding CO
Graphic Packaging (GPK) is pitched as a long with $22 fair value, implying roughly 100% upside, based on its low-cost paper-based packaging…
Publications we follow
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- scuttleblurb
- Seeking Alpha
- MBI Deep Dives
- Bearhold Research
- Bristlemoon Capital
- The Oak Bloke
- Yet Another Value Blog
- Yet Another Value Podcast
- Triple S Special Situations Investing
- The Monetary Matters Network
- Steve Eisman
- 310 Value’s Newsletter
- The Value Road
- Capital Employed
- Speedwell Memos
- The Mikro Kap
- Treasure Hunting
- Clark Street Value
- Cluseau Research
- Value Investors Club
- John Hempton's Newsletter
- 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.
- AltayCap
- mavix
- SG
- ⚽️📡
- Clark Square Capital
- Nat Stewart
- Lee Roach
- JabroniCoin.USD
- Ian Bezek
- Timyan Bank Alert
- marginofdanger
- David Orr
- Chris Camillo
- Maj Soueidan
- Prepared Remarks
- Raging Capital Ventures
- PAA Research
- BDC
- Farmer
- Broken Moats
- Charles Frischer
- Connor Haley
- Mike
- junkbondinvestor
- Little Owl Research
- Tim Eriksen
- ToffCap
- Fierce_beast
- Psyop Capital
- Laughing Water Capital
- catechwilliams
- Porter Collins
- Rusholme Capital
- Sahil Khetpal
Topics
Ordered by how often our editor reaches for them.
