Saturday, August 22

Saturday, August 22, 2026

Everything we published on this day.

20 stories — the front page that day →

TFX 2026-08-22

Teleflex: Portfolio Surgery Creates A Better Medtech Compounder

TFX $5.8B

Equity Eagle 46h ago

NIU 2026-08-22

Niu Technologies: A Disappointing Report Comes With A Silver Lining

NIU $157M

MarketGyrations 46h ago

TFPM 2026-08-22

Triple Flag Precious Metals: Ravenswood Turns Optionality Into Duration

TFPM $7B

Capital Connoisseur 47h ago

@RagingVentures Aug 22

Raging Capital Ventures on X

@Ross__Hendricks @DratchCap @WarrenPies Equity is abundant even while absolute debt issuance skyrockets. I would think prudent capital allocators would tap the former… (see $GOOG, $ORCL as of late)

@RagingVentures Aug 22

Raging Capital Ventures on X

Nvidia is using its balance sheet to seed neocloud customers against hyperscalers, whose ASIC demand dominates AI infrastructure.

UUUU 2026-08-22

Energy Fuels: The Largest Combined Uranium And Rare Earth Company In North America

UUUU $3.7B

Joseph L. Shaefer Aug 22

@irbezek Aug 22

Ian Bezek on X

@davey_juice @taobanker I own both. $NU seems inevitable. $INTR more execution and single-market risk but a lot more upside if it works and gets rerated.

LLY 2026-08-22

Eli Lilly: Shaking Off Competition From The Dethroned Novo Nordisk

LLY $1.2T

JR Research Aug 22

The Non-linear Economics of Grocery Delivery Basket

Instacart’s larger grocery baskets create disproportionately better delivery economics than DoorDash’s, making half the basket size worth…

INST delisted

MBI Deep Dives Aug 22

NVDA 2026-08-22

Nvidia: It's All About SpaceX Now

NVDA $5.1T

Uttam Dey Aug 22

@irbezek Aug 22

Ian Bezek on X

@taobanker $INTR at 1.2x book 5.5x '27 earnings with a 16% ROE growing at 20% a year probably qualifies. But yes, $BLX is incredible and I still kick myself for selling most of my position at $25 after buying at $15. Grabbed defeat from the jaws of victory there.