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.

SCHW $167BLPLA $26B

Steve Eisman Aug 10 14 clicks

Aug 10 FIG $12B

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

MBI Deep Dives 11 clicks

Aug 10 GOOGL $4.2T

Alphabet Inc. ($GOOGL) - Deep Dive

Bearhold Research 13 clicks

[V, MA] The more things change, the more they stay the same

Visa and Mastercard have absorbed digital wallets and BNPL into their networks, using global merchant acceptance to turn supposed…

V $696BMA $495B

scuttleblurb Aug 10 10 clicks

Shopify 2Q'26: Sustained Miraculous Growth

Shopify sustained 30% FX-neutral GMV growth in 2Q’26, reaching roughly 44% of Amazon’s retail GMV as international, POS and B2B volumes…

SHOP $212B

MBI Deep Dives Aug 8 13 clicks

SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap

Steve Eisman reviews SpaceX earnings, AI capital spending’s drag on free cash flow, Meta’s struggles, and the collapse of Situational…

SPCX $1.8TPLTR $466B

Steve Eisman Aug 7 15 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 $6.5B

Yet Another Value Podcast Aug 7 10 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 $96BBKNG $118B

MBI Deep Dives Aug 7 7 clicks

[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ

Booking Holdings beat Q2 guidance as room nights grew 5%; connected trips, merchant payments and Genius loyalty strengthened direct…

BKNG $118B

scuttleblurb Aug 7 10 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 $27B

Speedwell Memos Aug 5 9 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 $4.6B

Speedwell Memos Aug 5 10 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 $4.9B

Speedwell Memos Aug 4 9 clicks

[scuttleslops] BLDR, RYAN, APG, GFL, FND

Builders FirstSource reported Q2 2026 sales down 9% to $3.9 billion as weak housing demand and aggressive competitor pricing cut EBITDA…

BLDR $6B

scuttleblurb Aug 3 9 clicks

AAON · long

Aaon INC (aaon)

AAON is presented as a long investment idea, revisiting a company written up as a short nearly a decade ago.

AAON $7.2B

Value Investors Club May 5 3 clicks

Under The Hood, ResMed ($RMD)

ResMed’s 30 million connected sleep-apnea patients, recurring masks and software support a data-driven healthcare platform; 11.9% annual…

RMD $31B

Bearhold Research Apr 8 2 clicks

Why Nike ($NKE) Won't Make It Into the Bearhold Universe

Nike is excluded from Bearhold’s universe because cultural relevance and consumer taste drive demand, leaving its revenue model less…

NKE $51B

Bearhold Research Apr 5 2 clicks

Under the Hood, Copart ($CPRT)

Copart’s salvage-auction network pairs scarce storage land with global online bidding, supporting insurer returns and a durable moat…

CPRT $25B

Bearhold Research Apr 3 2 clicks

Is the Airline Industry Really That Bad? – AerCap and A Case of Sandbagged Guidance

AerCap sells aircraft at 2x book value and repurchases stock near 1x book, cutting shares outstanding 31% in three years.

AER $22B

Bristlemoon Capital Mar 2 2 clicks

Copart: 2Q26 Business Recap

Copart’s fiscal Q2 2026 revenue fell 4% and U.S. insurance units dropped 11%, as underinsured drivers and carrier volumes weighed while IAA…

CPRT $25B

Speedwell Memos Feb 21 1 click

Shift4 Company Podcast Episode Released!

Shift4 built its payments business by acquiring gateway nodes and migrating merchants to its processing platform; revenue has compounded…

FOUR $3B

Speedwell Memos Feb 19 2 clicks

The Great Rotation: Long Live the Old Economy — Weekly Treasure Hunt #04

Vaca Muerta’s $36–45-per-barrel breakevens, Milei reforms and $17 billion infrastructure buildout underpin the bullish case for Vista…

VIST $7.5B

Treasure Hunting Feb 15 1 click

Airbnb 4Q25: Business Update

Airbnb’s fourth-quarter revenue rose 12% to $2.8 billion and GBV 16%, while product improvements and AI spending target booking conversion…

ABNB $96B

Speedwell Memos Feb 14 3 clicks

Adobe Inc (ADBE): slowly, then all at once

Adobe’s sub-20x forward GAAP P/E reflects AI disruption fears, with the investment case hinging on whether Digital Media’s creative…

ADBE $90B

Bristlemoon Capital Feb 6 1 click