Friday, August 14, 2026

$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management

DNOW’s MRC Global merger targets $75 million of synergies, with a 2029 bull case of $30 to $32 per share driven by cash flow and rerating.

DNOW $2.8B

Yet Another Value Podcast Aug 14 9 clicks

Aug 14 CRWV $47B

The AI Compute Squeeze

MBI Deep Dives 8 clicks

Aug 13 M $5.8B

Are Department Stores Finally Shortable?

Bristlemoon Capital 9 clicks

From X

@LaughingH20Cap Oct 31

Laughing Water Capital on X

@yummyCenturyEgg @MGardnerDA1235 @dylan55917 4/x) for tolls, why slightly moving part of 2 of the 3 technologies by a few mhz crazy? $NN has said this would cost "tens of millions." no big deal. Not to mention that half of toll reading is already done by camera an AI. Why use limited spectrum when better tech is available? https://t.co/75Yxn4PCu4

@LaughingH20Cap Oct 31

Laughing Water Capital on X

@yummyCenturyEgg @MGardnerDA1235 @dylan55917 3/x) beyond the pros view, consider for RFID in Europe they get 6 mhz. Japan 6. China 5. Why does US need 28? why aren't the 11 mhz between $NN's proposed 5 up and 10 down enough? not to mention that NN has already demonstrated they don't interfere with part 15

@LaughingH20Cap Oct 31

Laughing Water Capital on X

@yummyCenturyEgg @MGardnerDA1235 @dylan55917 1/x ) $NN it is not me that says the spectrum is considered clean. it is industry pros with decades of experience across engineering and valuation that consider it clean. I am happy to change my mind if you feel your use of ChatGPT should be weighted more heavily than pros.

@LaughingH20Cap Oct 31

Laughing Water Capital on X

@yummyCenturyEgg @MGardnerDA1235 @dylan55917 thank you for the work you did on $NN. I can see why you reached the conclusion you did when only looking at the trees you wanted to see. However, industry pros will tell you that the forest is very different, and that this spectrum is likely to be quite valuable. We will see.

@rusholmecapital Aug 7 3 clicks

Rusholme Capital on X

How ironic is it that $DAVE, a multi-billion fintech, relies on tips from its payday borrowers for its revenue. Capitalism at its finest!

@rusholmecapital Jul 9 1 click

Rusholme Capital on X

(Late) Q2'25 Update New: $META, $STN.TO, $FTT.TO, $CVG.TO, $GDI.TO, $VCI.V, $IOT.V Sold: $KNSL, $CJT.TO, $RPI.UN, $MRD.TO, $HMM.A, $FORA.TO, $THNC.TO, $BRM.V Q2: 6.6% vs 10.6% for SPX ITD (Jan '21): +165% vs +68% Fairly happy with how the portfolio is positioned 👇 https://t.co/FPQbbegoEQ

@rusholmecapital Mar 1

Rusholme Capital on X

I'm not finding much of interest in this market. Few notes to myself so that I can look back and see how wrong I was: - Software & semi are expensive, but always are. I'm watching $CDW which posted its first revenue growth in a long time - Not finding much of interest in healthcare. Medtech is ex-growth and expensive. Lot of names under pressure from Trump cost cutting - Valuations for financials have gotten stretched. I'm trimming some big winners here - High-ticket consumer goods are struggling, but travel remains strong. Seeing green shoots in Canadian housing. I'm careful with the Canadian cannabis renaissance - Canadian OFS is topping out and transport is getting killed. Several cheap packaging names, but no growth

[scuttleslops] ZTS, APO, FISV, TTD, RELY

Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…

ZTS $30B

scuttleblurb Aug 13 9 clicks

The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)

Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…

CPRT $27B

Bearhold Research Aug 13 9 clicks

Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers

GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and…

GFL $15B

310 Value’s Newsletter Aug 12 11 clicks

$UWMC lost $600m hedging a deal they'd already lost

UWMC booked a roughly $600 million Q2 hedging loss tied to TWO months after the deal collapsed, contributing to an expensive capital raise.

UWMC $2B

Yet Another Value Blog Aug 11 11 clicks

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…

SCHW $173BLPLA $26B

Steve Eisman Aug 10 13 clicks

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

Figma raised its 2026 revenue growth guide to 39%, but a roughly 1% sequential 3Q outlook and unchanged $125-135 million operating-income…

FIG $12B

MBI Deep Dives Aug 10 10 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…

MA $487B

scuttleblurb Aug 10 9 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 $183B

MBI Deep Dives Aug 8 11 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…

PLTR $440B

Steve Eisman Aug 7 14 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

TDC · short

Teradata CORP

Teradata is a short as its on-premises analytics business declines while enterprises shift workloads to cloud-native platforms.

TDC $2.7B

Value Investors Club May 16

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 $90BBKNG $117B

MBI Deep Dives Aug 7 6 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 $117B

scuttleblurb Aug 7 9 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

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

Spotify 2Q'26: Pressing the Monetization Lever

Spotify reached 300 million Premium subscribers in 2Q26 and is increasing free-service friction in emerging markets to lift conversion and…

SPOT $103B

MBI Deep Dives Aug 5 3 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

[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 $6.3B

scuttleblurb Aug 3 8 clicks

[scuttleslops] ODFL, AMD, INTC, CDNS, URI, VRSK, KNSL, WSO

Old Dominion Freight Line grew Q2 revenue 10.4% and EPS 32.3% as pricing offset lower tonnage, while excess network capacity sets up…

ODFL $37B

scuttleblurb Jul 30

$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management

The AI Compute Squeeze

Are Department Stores Finally Shortable?

From X

Laughing Water Capital on X

Laughing Water Capital on X

Laughing Water Capital on X

Laughing Water Capital on X

Rusholme Capital on X

Rusholme Capital on X

Rusholme Capital on X

Investor Letters

[scuttleslops] ZTS, APO, FISV, TTD, RELY

The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)

Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers

$UWMC lost $600m hedging a deal they'd already lost

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

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

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

Shopify 2Q'26: Sustained Miraculous Growth

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

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

Teradata CORP

Airbnb 2Q'26: Widening the Gap with Booking

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

DoorDash 2Q'26: Growth Beyond the Restaurant

Coupang: 2Q26 Business Recap

Spotify 2Q'26: Pressing the Monetization Lever

Perimeter Solutions: 2Q26 Business Recap

Floor & Decor: 2Q26 Business Update

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

[scuttleslops] ODFL, AMD, INTC, CDNS, URI, VRSK, KNSL, WSO

Publications we follow

YouTube 4

Blogs 12

Seeking Alpha 29 of 161

X accounts we follow

Investor letters we follow

Sectors

Friday, August 14, 2026

Laughing Water Capital on X

Laughing Water Capital on X

Laughing Water Capital on X

Laughing Water Capital on X

Rusholme Capital on X

Rusholme Capital on X

Rusholme Capital on X

Investor Letters

Publications we follow

Newsletters 91

YouTube 4

Blogs 12

Seeking Alpha 29 of 161

X accounts we follow

Investor letters we follow

Sectors