Sunday, August 16, 2026

Will Hubspot go the way of the Dodo?

HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed against SEO-driven SMB churn risk.

HUBS $11B

The Oak Bloke Aug 16 9 clicks

Aug 14 DNOW $2.8B

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

Yet Another Value Podcast 9 clicks

Aug 14 CRWV $47B

The AI Compute Squeeze

MBI Deep Dives 8 clicks

From X

@irbezek Jul 16 1 click

Ian Bezek on X

@Merridew__ $SOXL down 52% $KORU down 69% Nature is healing.

@irbezek Jul 15

Ian Bezek on X

@VolteFaceInvest $CBL is even more egregious than $SPG. At least SPG has the best tier of malls.

@BlueDuckCap Jul 15

BDC on X

Forget AI. Big Pharma is telling us where the next mega theme is. As some have postulated, health care is undergoing extraordinary change. From GLP1s to Peptides to value based Oncology care ($TOI) and of course - the emerging frontier of Psychedelics. $STIM owns the clinical distribution infrastructure for this new space. And the current stock price embeds zero (or negative) equity value for their asset. h/t: @QTRResearch

@RagingVentures Jul 15

Raging Capital Ventures on X

Rick Rubin interviews Angel Studio’s $ANGX founder Jeff Harmon. Angel has a fascinating crowd-sourced business model focused on creating family friendly content. I haven’t looked at the stock yet, but I’m rooting for their mission - there is a huge, wide open market! https://t.co/qUAfZit1fR

@natstewart5 Jul 15 2 clicks

Nat Stewart on X

@valuedontlie I don't own $WEN, but following

@irbezek Jul 15 1 click

Ian Bezek on X

@b20220803 @OddStats $soxl dropped 90% during the 2024-25 dip. This one will be worse.

@natstewart5 Jul 15 1 click

Nat Stewart on X

Just had lunch with my son at Wendy's $WEN in Lee, NH. He had the Baconator, I had the spicy chicken sandwich. Both of us thought it was pretty darn good. Ample amount of chicken, decent bun, reasonably spicy. We both liked the fries as well. Restaurant was clean, service was quick.

@BlueDuckCap Jul 15

BDC on X

$toi https://t.co/9pfaLXskXk

Are Department Stores Finally Shortable?

Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…

M $5.8BKSS $1.9B

Bristlemoon Capital Aug 13 9 clicks

[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

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…

EVC $727M

The Value Road Aug 11 13 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 $2BTWO $1.3B

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…

LPLA $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

40 Stock Pitches (3rd-9th August)

Navient trades near 40% of tangible book as Gator Financial Partners argues private student-loan growth and restructuring can reverse its…

NAVI $855M

Capital Employed Aug 10 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

CHRW · long

C H Robinson Worldwide INC

C.H. Robinson faces new liability exposure after the Supreme Court unanimously allowed state negligent-hiring claims under the FAAAA.

CHRW $17B

Value Investors Club May 17

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

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

FICO FY 3Q'26: Welcome to "Gaming"

FICO's fiscal third-quarter 2026 revenue rose 26% year over year but missed consensus, and shares fell about 24% after earnings.

FICO $21B

MBI Deep Dives Aug 4 5 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

Vistance Networks (NASDAQ: VISN)

Vistance Networks plans a large post-Ruckus-sale dividend, leaving Aurora Networks valued below 4x guided EBITDA after $1.88 billion of…

VISN $1.5B

Triple S Special Situations Investing Jul 31 7 clicks

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