Portfolio Update April 2026
Portfolio update sells Amazon, adds Floor & Decor, and projects 6.5% annual market returns, with a base case of negative 0.89% from…
Wednesday, May 6
Wednesday, May 6, 2026
Everything we published on this day.
12 stories
💥PETITION💥 on X
Andreessen Horowitz dropping this puppy on the same day $COIN cuts headcount by 14% citing AI acceleration is *chef's kiss*. https://t.co/fhUCUonfrL
Bumble Q1: A Hated Stock, a Product Rebuild, and a 30% Owner Earnings Yield
Bumble’s Q1 revenue fell 14% to $212.4 million as paying users dropped 21%, while marketing cuts lifted EBITDA margin to 39% ahead of a Q4…
Coupang 1Q26 Business Recap: Data Leak Shows Member Strength
Coupang’s data scandal cut active customers to 23.9 million, but 80% of departed WOW members had returned by April as vouchers and…
Novo Nordisk Q1 2026 Review: The Reset Year Looks Less Ugly Than Feared
Novo Nordisk’s adjusted Q1 sales fell 4% despite 22% obesity-care growth, as lower US prices outweighed volume gains.
Will the real AI company please stand up?
Entravision’s Smadex and Adwake mobile ad platform generated $154 million in Q1 2026 revenue, up 204% year over year, using proprietary…
ToffCap on X
Marex $MRX Q1 rev +48% yoy, EPS +55% https://t.co/bYO0DYYPjF
Fierce_beast on X
11 reasons for why i'm long $goog: https://t.co/2HTd3mVPKx
Psyop Capital on X
https://t.co/T8yX0dSc2e $OTCM rev +15% EBIT +19%
VISL · long Vislink Technologies INC
Vislink Technologies trades near cash after turning EBITDA-positive through a defense communications pivot under DoD Trusted Investor…
MIDD · long Middleby CORP
Middleby trades at about 11 times EBITDA, below its history and peers, as a sharper management focus is expected to address the commercial…
GPC · long Genuine Parts CO
Genuine Parts trades at roughly 9x EBITDA as cyclical weakness and elevated NAPA investment temporarily depress earnings.
