Tuesday, January 20

Tuesday, January 20, 2026

Everything we published on this day.

5 stories

Affirm, a $25 billion buy-now-pay-later lender, faces short-seller claims that its subprime consumer-finance model repeats failed monoline…

Kerrisdale Capital Jan 20

Portfolio update exits The Trade Desk, QXO and Park Hotels, then adds Tencent at a 35% discount, SoftBank for AI exposure and HelloFresh at…

Modern Value Investing Jan 20 1 click

FTAI Power plans to convert CFM56 jet engines into 25 MW gas turbines for data centers, targeting 100 annual units and $750 million to $1…

Kairos Research Jan 20 2 clicks

@LaughingH20Cap Jan 20 3 clicks

Sounds like terrestrial GPS is being prioritized $NN https://t.co/EZoHuCydcB

Coupang’s former strategy VP discusses Taiwan expansion, 1P-versus-3P economics, margins and competitive risks as CPNG trades 35% below its…

Speedwell Memos Jan 20 2 clicks