KMI 2026-08-26 Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher
Steven Fiorillo Latest
KMI 2026-08-26 Steven Fiorillo 1h ago CBRS $47B Sizing Up Cerebras Systems: Why Its Latency Moat Makes It A Buy For Aggressive Growth Investors
Star Investments 2h ago SM $8.6B SM Energy: Tailwinds From Fading Hedge Drag And Strong Oil Leverage
Elliott Gue From X
Broken Moats on X
QXO’s pro forma capitalization is estimated at 1.1 billion shares and $8 billion of net debt after Kodiak, Beacon and TopBuild financing.
Broken Moats on X
Eli Lilly’s NLRP3 trials put it alongside Novo Nordisk, while AstraZeneca and smaller developers add to obesity-drug competition.
Broken Moats on X
AltCap and Nvidia shareholders face criticism over promoting holdings to retail investors before potential share sales, drawing comparisons with Andrew Left.
Broken Moats on X
Shake Shack's $4 million AUV and 20% restaurant margins support new stores despite weaker travel and low-end consumers; at roughly 1x sales, the risk-reward is skewed upward.
Broken Moats on X
Amazon’s supply-chain services could pressure UPS, Saia and XPO on domestic parcel and LTL pricing as demand lags, despite trucking support from enforcement and AI-related flatbed demand.
JabroniCoin.USD on X
UBS on $CENX generating nearly $1 bn in 2026 FCF (v ~$800m consensus) Post this week, that Midwest premium looks solid for 2026… so that volume ramp should translate into higher numbers in Q3 and Q4 https://t.co/dhrEiBFWFf
Chris Camillo on X
@sp3cul8r No. Been a bit since I’ve thought deeply about the short-term risk/reward on $NVDA.
Investor Letters
All letters- Royce Investment Partners Year-to-Date Through 6/30/26 +13.7%
- Maran Capital Management 2Q 2026 +5.4%
- Palm Harbour Capital second quarter of 2023
- Patient Capital Management 2Q25 +15.3%
- Patient Capital Management 3Q25 +14.1%
- Palm Harbour Capital third quarter
- Intrepid Capital 2Q 2026 +6.6%
- First Eagle Investments 3Q 2025 +9.2%
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…
Stripe’s “Singularity” and the Divergence from Adyen
Stripe’s net revenue rose 41% in 1H 2026 versus Adyen’s 21% FX-adjusted growth, fueled by AI-native startups and acquisitions including…
Core Memory
Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger…
$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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