$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.
Friday, August 14, 2026
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From X
JabroniCoin.USD on X
$CENX is a non-AI bottleneck https://t.co/L0PvNNH4HK
Chris Camillo on X
@eager28 @CAndreisen @quazijohir Correct. They’re tied to the same lockup as other pre-IPO investors. I’m not overthinking $SKM it’s simply my public equity proxy for Anthropic.
JabroniCoin.USD on X
So now $SMCI is part of the agentic & SpaceX capex trade? https://t.co/BMrEvmCbQj
Chris Camillo on X
@RealJimChanos Simple, $HOOD investors at large are weighted heavier to high growth AI sector and crypto than the S&P.
JabroniCoin.USD on X
@ShitFund Fills me with $GLE https://t.co/zsPt26H9HM
JabroniCoin.USD on X
JPM taking $ACMR PT from $70 to $110 >105% order growth (memory likely more than half) > international markets expanding > ECP lead (#3 globally) > “Platform in the making” https://t.co/caRVrfHgSm
JabroniCoin.USD on X
Bernstein China Semicap & WFE update: $101 bn in ‘28 > WFE ramp drives reacceleration of local WFE vendors > logic underestimated > memory revised up: CXMT, YM & JHICC easier to ramp clean rooms > local vendors take share from global vendors > ‘27-28 numbers go up $ACMR https://t.co/8qZFoulEau
Chris Camillo on X
@eager28 No I’m invested indirectly via $SKM
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $164M082920 $946M
- Protean Funds July 2026 DVYSR $91MEVGGF $17B
- White Falcon Capital Management Q2 2026 EPAM $5.8BNU $68B
- Merion Road Capital Q2 2026 HONA $53B
- Distillate Capital 2026 Q2 ACN $111BORCL $437B
- O'Keefe Stevens Advisory Q2 2026 SHC $5.2BCALY $2.6B
- CrossingBridge Advisors Q2 2026 ORCL $437BWBD $77B
- GreensKeeper Asset Management Q2 CFRHF $121BELV $87B
[scuttleslops] ZTS, APO, FISV, TTD, RELY
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Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers
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Entravision Q2 Notes
Entravision’s ATS revenue rose 230% to $182.8 million in Q2, but shares fell from above $14 to about $8 after management forecast…
$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.
Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
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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 $125-135 million operating-income…
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Visa and Mastercard have absorbed digital wallets and BNPL into their networks, using global merchant acceptance to turn supposed…
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Shopify 2Q'26: Sustained Miraculous Growth
Shopify sustained 30% FX-neutral GMV growth in 2Q’26, reaching roughly 44% of Amazon’s retail GMV as international, POS and B2B volumes…
ABCP · long Ambase CORP
Ambase Corp.'s November 30, 2026 consolidated bench trial is the key catalyst for its litigation stub after the nearly sold-out 111 West…
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China Yuchai’s potential MGP IPO could separate its data-center and genset arm, with employee incentives tied to a listing and a proposed…
Franklin Street Properties: Office Basket, Strategic Alternatives
Franklin Street Properties pursues strategic alternatives for its office-property portfolio.
Net Lease Office Properties: Office Basket, REIT Spin/Liquidation
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GCI Liberty: Cheap, Tax Asset, Malone Fatigue?
GCI Liberty trades cheaply, holds tax assets, and faces investor fatigue with John Malone.
Golden Dome, Quantum, Next-Gen GPS, Oh My... ($FEIM)
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Brookfield's New Lawsuit
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When extend and pretend is a virtue
Upstart says longer repayment terms lifted Q1 debt-settlement acceptances 50%, but does not disclose delinquency changes or the number of…
Hallador's "Beautiful, Clean Coal": Near Term Catalyst w/ 200% Upside ($HNRG)
Hallador Energy's Merom plant cleared a MISO review, setting up a potential data-center PPA that could transform the coal miner into a…
Brookfield Corp. - Get a Buck for Fifty Cents
Brookfield Corp. trades at 13.2x 2025 distributable earnings and $45.97 against management’s $91.76 sum-of-the-parts Plan Value, discounted…
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Investor letters we follow
- 1851 Capital
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