Monday, August 10, 2026

Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72

Glenn Schorr and Ken Worthington discuss risks in private-credit software loans, agentic AI at retail brokers, crypto use cases and bank earnings.

LPLA $26B

Steve Eisman Aug 10 13 clicks

Aug 10 FIG $12B

Figma 2Q'26: Near-Term Re-acceleration vs. Long-Term Durability

MBI Deep Dives 10 clicks

Aug 10 NAVI $855M

40 Stock Pitches (3rd-9th August)

Capital Employed 9 clicks

$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove

Hims & Hers investor Paul Cerro is long again on lab and patient data driving retention and LTV, despite management concerns, GLP-1…

HIMS $7.1B

Yet Another Value Podcast Aug 7 9 clicks

These Power Stocks (Not Semis) Are The Real AI Beneficiaries, Say Investing Brother Duo Up 1,300%

Pernas Research names Capstone Energy and Stabilis Solutions as AI data-center power beneficiaries, alongside Tenable, Upwork, Wise and…

SLNG $97M

The Monetary Matters Network Aug 7 9 clicks

Airbnb 2Q'26: Widening the Gap with Booking

Airbnb added 14 million booked nights and seats, up 10%, and guided low-double-digit third-quarter growth as North America and EMEA…

ABNB $90B

MBI Deep Dives Aug 7 6 clicks

My Pitch Deck Slide Show from the MS Microcaps Summer Virtual Conference

Butler National Corporation is the subject of a stock pitch presented at the MS Microcaps Summer Virtual Conference.

BUKS $262M

The Value Road Aug 6 8 clicks

DoorDash 2Q'26: Growth Beyond the Restaurant

DoorDash’s 2Q 2026 orders rose 27% and marketplace GOV grew 36%, with DashPass driving a slight acceleration in U.S. restaurant demand.

DASH $84B

MBI Deep Dives Aug 6 2 clicks

DEC-laration of independence

Diversified Energy cut $233 million of debt in 1H26, repurchased $93 million of stock and sold $273 million of land and assets while…

DEC $983M

The Oak Bloke Aug 6 7 clicks

Coupang: 2Q26 Business Recap

Coupang’s product-commerce revenue rose 8% in constant currency as data-leak churn lingered, while promotions and underused logistics…

CPNG $26B

Speedwell Memos Aug 5 8 clicks

Perimeter Solutions: 2Q26 Business Recap

Perimeter Solutions’ 2Q26 revenue rose 31%, while operating income fell 11% as USDA pricing and DLA delivery timing hurt Fire Safety; it…

PRM $4.9B

Speedwell Memos Aug 5 9 clicks

Floor & Decor: 2Q26 Business Update

Floor & Decor’s same-store sales improved to minus 2%, while $45 million of tariff refunds lifted second-quarter gross profit and operating…

FND $5B

Speedwell Memos Aug 4 8 clicks

A Venezuela Lottery Ticket for 41 Cents

Lionheart Holdings’ 41-cent CUBWW warrants hinge on a SPAC merger valuing KEO Energy’s Venezuelan PetroUrdaneta stake at $1 billion, versus…

CUB $284M

Triple S Special Situations Investing Aug 3 7 clicks

MHEYF · long

Maha Capital

Maha Capital combines two assets valued at least 2x its pro forma market capitalization, with a catalyst intended to close the discount.

MHEYF $267M

Value Investors Club May 3 3 clicks

Ferrari Exploratory Report

Ferrari sells about 13,000 vehicles annually, generating €7 billion of revenue and 28% operating margins; its shares trade at 32 times…

RACE $73B

Speedwell Memos Feb 10 1 click

Evolution: 4Q25 Business Update

Evolution's fourth-quarter revenue fell 4% as Asia cyber disruption and European channelization outweighed U.S.

EVVTY $16B

Speedwell Memos Feb 6 1 click

Ryanair’s €256M Fine May Be Tip of The Iceberg

Ryanair’s €256 million Italian antitrust fine targets its OTA-blocking system, while internal documents raise questions about Michael…

RYAAY $28B

310 Value’s Newsletter Jan 28 4 clicks

Mitani Corporation (TYO: 8066): $1.2 bn Japanese Conglomerate at 2.6× EV/EBIT with 30+ Years of Profitability

Mitani Corporation trades at 2.6× EV/EBIT and 8.9× earnings, backed by net cash, a 24% lower share count since 2014, and dividends up more…

MITCF $1.9B

Altay Capital - Mostly Value Investing Jan 28 2 clicks

NLOP - I'm Buying Again

NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.

NLOP $157M

Nat Stewart - Stock Picking Newsletter Jan 27 1 click

Programmatic DSPs

Entravision’s Smadex AdTech unit generated 104% revenue growth and 378% EBIT growth, becoming the main upside driver after Meta ended its…

EVC $727M

The Mikro Kap Jan 25 1 click

Coupang Expert Insight Interview (No Paywall)

Coupang’s former strategy VP discusses Taiwan expansion, 1P-versus-3P economics, margins and competitive risks as CPNG trades 35% below its…

CPNG $26B

Speedwell Memos Jan 20 1 click

LandBridge: It’s the Pore Space Stupid!

LandBridge’s produced-water pore-space royalties, 69% of Q3 2025 revenue, offer durable value beyond its volatile Permian data-center…

LB $6.8B

310 Value’s Newsletter Jan 19 2 clicks

Green Dot: Creating a Standalone BaaS Bank

Green Dot creates a standalone banking-as-a-service bank.

GDOT $756M

Clark Street Value Jan 13 2 clicks