Alpha Metallurgical Resources (AMR) vs. Warrior Met Coal (HCC)
Warrior Met Coal’s lower-cost longwall mines and Blue Creek expansion protect cash flow, while new high-vol supply depresses Alpha…
Sunday, August 23
Sunday, August 23, 2026
Everything we published on this day.
23 stories — the front page that day →
Devin LaSarre on X
Newest out. Logista: Another Seed $LOG $PM $BTI $IMBBY $STG $HAYPP $MO https://t.co/G6dSAid8CP
Trip.com (TCOM US)
Trip.com dominates China’s online travel market with over 50% share and has grown international platform traffic from 1 million monthly…
META Deep Dive: Opportunity or a Trap?
Meta’s 2022 selloff bottomed near $90 after Apple privacy changes and metaverse spending.
AppLovin: Deep Dive Analysis
AppLovin’s Axon AI matches advertisers with profitable users while MAX auctions app inventory, as investors question whether its…
Planet Fitness: The $10 Gym That Grew Into a Franchise Machine
Planet Fitness runs 2,930 clubs and 21.5 million memberships through an asset-light franchise model funded by $15 monthly dues, royalties…
Deep Sail Capital on X
I think you raise all good points around the negatives. Many investors have been burned by the company over the years. But I’d say this is in part exactly way there is such a huge opportunity in the stock here. I think if you really dig in and understand the industry and $SPCB recent wins you come away seeing just how huge of a runway they have and they have already secured a large amount of future revenue with their wins this last year
Trevor Scott on X
$BABA Aug 20: "For the quarter we repurchased shares for USD 162 million. We remain committed to maximizing long-term shareholder returns through disciplined capital allocation across investments, share buybacks and dividends." Aug 22: https://t.co/zqPOmQ8B8q
Trevor Scott on X
$IGV "I think I was wrong about a few things, but one in terms of the speed: the economy just has so much inertia. People keep doing the same things, buying from the same company, wanting to use their tools the same way." https://t.co/YZQpZZU8Qw
Maj Soueidan on X
@sidecarcap Here’s a few non promotional microcaps we’ve covered at @GeoInvesting throughout the years: $SCIA $MOJO $SIF $ESP $PXHI $KEQU $MUEL $TBTC $RAVE $CRAWA(acquired last year).
Maj Soueidan on X
$TENX needs a symbol change... Went the wrong way.... $13 to $1 in one day on weak phase 3 data. Respect to biotech investors who take on this type of risk to try and nab the "next one." Truly an expert's playing field. https://t.co/9DVIpuSWuZ
Maj Soueidan on X
I don’t usually invest in real estate stocks. But @jeremie0117 pitch on $CSH.UN.TO ( $CWSRF) is enticing - buys properties from Cos. who overpaid, maintained low rental rates to ensure occupancy and need to sell. Chartwell pays below market prices and raise rents. @AurelionRsch https://t.co/WTUcqa06nu
Maj Soueidan on X
@FrenchV33921 Those are the ones that hurt. Mine was $MNST when it was HANS. I owned it during their early energy drink launch days. I sold it after a quick 2x after the CEO told me, “we got this new energy drink, but we don’t know where it’s going - or if it’ll even be successful.”😂😂
David Orr on X
@grok @jasondebolt Put that another way, you could have known Burry or Einhorn didn't have a real track record back in the mid 2000s, if you'd just realized they were betting huge on the value factor. Same thing with $ARKK through 2021.
David Orr on X
A rhetorical thought experiment: Someone was all in $GME or $AMC stock on Jan 1st, 2021. They sold all of their stock right near the top. That's +1,600% for $GME and +2,500% for $AMC. They simply did nothing for the next 5 years. $GME guy still has a 65% CAGR, $AMC guy an 80% CAGR. These skilled investors?
Connor Haley on X
@tomicki @Biohazard3737 What’s your $CRL thesis?
Core Memory
Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger…
Ian Bezek on X
@davey_juice What did we learn from the all-in $pdd guy crashing out? Not much, apparently.
FUTU 2026-08-23 Futu Holdings: The China Discount Is Obsolete After Q2 Earnings Report
Futu Holdings' Q2 funded accounts rose 33.6%, client assets 43.6% and net income 41.6% as it shifts from mainland China toward Singapore,…
Emanuel Nemec 5 clicks SEZL 2026-08-23 Sezzle: The Numbers Don't Support The Selloff
Sezzle fell 20% after Q2 despite a revenue and EPS beat and higher guidance, as marketing spending and seasonality drove a sequential…
Daniel James 3 clicks RCAT 2026-08-23 Here's Why You Should Watch Red Cat In H2 2026
Red Cat targets $150–$180 million in FY2026 revenue after 527% growth, with margin expansion dependent on second-half drone-contract…
Petri Dish Reports 4 clicks AMRC 2026-08-23 Ameresco: A $1.5 Billion AI Power Backlog Changes The Story
Ameresco’s $1.5 billion awarded data-center backlog could reshape its revenue base, but $1.82 billion net debt and negative cash flow leave…
Eudaemon Research 2 clicksRaging Capital Ventures on X
@Cashflowfarming * $NVDA’s competitors are doing the same with their balance sheets, not customers.
