Tuesday, May 26

Tuesday, May 26, 2026

Everything we published on this day.

10 stories

Adobe trades at 14 times earnings after a 65% decline, while AI, Canva and Figma threaten subscriptions, customer acquisition and its…

Speedwell Research May 26 1 click

Seaport Entertainment targets positive property-level EBITDA as announced leases and programming add $31 million, while an August 2026…

Hidden Gems Investing May 26 1 click

@1MainCapital May 26 1 click

Imagine going to a cocktail party and being the only person there who doesn't own a single share of $MU You can't

JBTM · long

JBT Marel is an enduring food-equipment business with low AI risk, automation upside and favorable GLP-1 exposure.

Value Investors Club May 26

EQPT · long

EquipmentShare.com, EQPT, is presented as a long idea and potential multibagger following its recent IPO, with a setup compared to Carvana.

Value Investors Club May 26 1 click

GENI · long

Genius Sports, a sports data and adtech provider, is pitched as a re-rating opportunity obscured by acquisition noise.

Value Investors Club May 26 2 clicks

AIRS · long

AirSculpt (AIRS) operates roughly 30 centers offering premium self-pay body contouring, fat removal, fat transfer and skin-tightening…

Value Investors Club May 26 1 click

Adobe trades at 14x earnings after a 65% decline, with AI, Canva and Figma threatening subscriptions, customer acquisition and…

Speedwell Memos May 26 3 clicks

Glow Lifetech’s Q1 revenue hit a record $643,000, up 35% year over year, while its $9.6 million market cap and fading warrant overhang…

Wolf's Substack May 26

Bristol Myers Squibb’s bear case centers on patent-cliff revenue losses, debt, and failed drug investment after $28.3 billion of 2019–23…

John Hempton's Newsletter May 26 9 clicks