Grab Q1'26: Profitable Growth, Reasonable Valuation
Grab reported Q1 2026 operating leverage, targeted financial-services breakeven by H2 and held $5 billion cash while advertising average…
Friday, May 15
Friday, May 15, 2026
Everything we published on this day.
7 stories
MercadoLibre: The Amazon of the Amazon
MercadoLibre combines Latin American e-commerce, proprietary logistics and Mercado Pago’s payments data to build a consumer lending…
Compass Pathways: Deep Dive Analysis
Compass Pathways plans a Q4 2026 NDA submission for COMP360, a synthetic psilocybin treatment for resistant depression, backed by $466…
Transocean / Valaris Merger: DOJ's Second Request, Is it a Bust?
Transocean's acquisition of Valaris faces a DOJ second request, putting the offshore-drilling merger's antitrust approval and closing…
Fierce_beast on X
@SowingAlphaSeed i am short $nrds
mavix on X
I just published an Earnings Update about the Q1 2026 results of Leatt $LEAT You can find it in the portfolio section of the blog :) https://t.co/Vt9LtiAj90
WK · long Workiva INC
Workiva, an enterprise software platform, trades at a reasonable valuation as it approaches its first profitable period since its 2008…
