NRIX 2026-08-24 Nurix Therapeutics: Roche Has Changed The Economics Of The Bull Case
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NRIX 2026-08-24 Equity Eagle 
From X
Raging Capital Ventures on X
$META prepares to launch consumer AI offerings https://t.co/cB3kWOricw
David Orr on X
@SowingAlphaSeed So $AMZN probably has lots of sites to divert to compute if needed, no real permits even really required I bet...
Chris Camillo on X
@JakeNapppoa4 i don’t look at price but currently long $BE
Chris Camillo on X
Take-Two’s GTA VI outlook requires direct player feedback, not algorithm-amplified investor narratives.
BDC on X
$SOXX could go down 20% from here and still be up over 30% YTD
Raging Capital Ventures on X
Micron and SanDisk should return cash or wait for a cycle downturn rather than repurchase shares near the memory-cycle peak at roughly 20 times invested capital.
David Orr on X
GameStop and AMC investors who sold near the 2021 peak would still compound at 65% and 80% annually after five inactive years.
Connor Haley on X
@tomicki @Biohazard3737 What’s your $CRL thesis?
Investor Letters
All letters- Merion Road Capital Q2 2026 +16.6%
- Distillate Capital 2026 Q2
- O'Keefe Stevens Advisory Q2 2026
- CrossingBridge Advisors Q2 2026
- McIntyre Partnerships H1 2025 -19.0%
- GreensKeeper Asset Management Q2 +10.9%
- Cedar Creek Partners Q2 ‘26 +5.4%
- LVS Advisory first half of 2026
- Patient Capital Management 1Q26 -6.0%
- FPA Crescent Fund 2Q26 +7.1%
- Hayden Capital Q1 2026 -28.3%
- Protean Funds July 2026 +5.4%
- Polaris Capital Management SECOND QUARTER 2026 +13.3%
- Palm Harbour Capital second quarter +4.7%
- Third Avenue Management Q226 +1.3%
- Patient Capital Management 2Q26 +17.3%
HMY 2026-08-24 Harmony Gold Mining: A Copper Pioneer By Capitalizing On The Gold Tailwind (Reaffirming Buy)
Prakhar Agarwal, CFA 
Core Memory
Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger…
The Non-linear Economics of Grocery Delivery Basket
Instacart’s larger grocery baskets create disproportionately better delivery economics than DoorDash’s, making half the basket size worth…
$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…
NCLH or her grandma Saga?
Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…
Jumia
Jumia’s January 2028 $7/$15 call spread risks $1.15 for up to $6.85 if cost cuts and marketplace growth deliver adjusted EBITDA and…
Shitcos, Griftcos, and alignment versus enrichment at $IREN
IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing…
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