Monday, August 17, 2026

$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital

Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing Brazilian lender.

NU $67B

Yet Another Value Podcast Aug 17 9 clicks

Aug 17 DASH $84B

Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge

MBI Deep Dives 4 clicks

Aug 17 MNRO $383M

Stock Trade Compilation Diez

Triple S Special Situations Investing 9 clicks

From X

@TimyanBankAlert Aug 17 4 clicks

Timyan Bank Alert on X

Community Corner: $HBT Financial's buying power gives it an edge in Illinois bank M&A | S&P Global Market Intelligence https://t.co/R8CBN3O7t8

@RagingVentures Aug 17 3 clicks

Raging Capital Ventures on X

Overview of new Permian gas takeaway options $ET https://t.co/d6v7olZYwB

@TimyanBankAlert Aug 17 3 clicks

Timyan Bank Alert on X

Some may not have noticed that this fellow now on the $EGBN was a 3rd party rep on the $BRBS board. Activist investor prepares for round two with Maryland bank https://t.co/j264ThuQ0C

@TheBenSchmark Aug 17 2 clicks

JabroniCoin.USD on X

$ACMR evolving its institutional shareholder base as its earnings power & liquidity increase: US-listed bet on China Semicap. Capital Group now top 4. Ward Ferry, 12 West, Citadel… https://t.co/7mMHvefEYe https://t.co/cY0fynu04r

@TheBenSchmark Aug 17 3 clicks

JabroniCoin.USD on X

The $ENVX chart looks like a battery losing its charging capacity over time… https://t.co/kOK3rpZR17

@orrdavid Aug 16 3 clicks

David Orr on X

@keisan_15 Yes that is why I liked $MEDP

@orrdavid Aug 16 3 clicks

David Orr on X

I privately told a few fund managers I respect these investing themes/theses privately: "AI is going to drive far more medical/biotech research in pursuit of age reversal technologies than we had before. In fact, at least a couple of these are reasonably likely to be the most valuable companies on the planet in 10-20 years." and related, "Many of the old medical research companies are dinosaurs, since their tech will not keep up with the new age of AI driven medical research." I told them this at the start of 2025, and for example mentioned they avoid shorting $ARKG type stocks. I could tell they thought I was completely retarded, out of my mind, etc. A couple thoughts: 1. I bet those people don't think the idea is stupid at all today. and 2. Having a thesis that seems insane but is often wrong is *awesome*. It's a heads you win, tails you lose nothing situation. Besides $MEDP long, I didn't really know how to play the idea other than avoiding a bunch of shorts. These are theses I still very much believe today, and still today I don't see people talking about them.

@orrdavid Aug 16 2 clicks

David Orr on X

@olliejmorgan $MEDP was like this.

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…

HUBS $11B

The Oak Bloke Aug 16 9 clicks

$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

The AI Compute Squeeze

CoreWeave and Nebius cite AI compute shortages and higher-priced GPU renewals, but older-chip utilization and depreciation vary across…

CRWV $47BNBIS $59B

MBI Deep Dives Aug 14 8 clicks

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

MIDD · long

Middleby CORP

Middleby trades at about 11 times EBITDA, below its history and peers, as a sharper management focus is expected to address the commercial…

MIDD $5B

Value Investors Club May 6

Haw Par Corporation Limited

Haw Par combines Tiger Balm’s stable cash flows with property, leisure and healthcare operations plus stakes in UOB and UOL.

HAWPY $3B

smallvalue. Dec 17 4 clicks

Hemnet – Broken Moat or Misunderstood Monopoly?

Hemnet’s Swedish listings monopoly has fallen from SEK420 to about SEK160 as growth slows, leaving investors to judge whether its 90% share…

HMNTY $669M

Bristlemoon Capital Dec 8

National Beverage Update

National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.

FIZZ $3B

Nat Stewart - Stock Picking Newsletter Nov 25 3 clicks

The Priority Technology Situation

Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…

PRTH $479M

Nat Stewart - Stock Picking Newsletter Nov 11 5 clicks

Tis The (Earnings) Season

Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…

CUBI $2.7B

Cluseau Research Oct 27 3 clicks

Drilling Down on Disposal: Parallels Between Produced Water and Municipal Waste Disposal

WaterBridge and Secure trade at 10–11x 2025 EBITDA despite produced-water disposal economics resembling higher-multiple municipal waste…

WBI $1.7B

310 Value’s Newsletter Oct 21 2 clicks

Fair Isaac Corporation (FICO) – Pricing Power Impaired?

Fair Isaac raised FICO Score royalties from roughly $0.50–$0.60 in 2022 to $4.95 in 2025, drawing regulatory scrutiny over its…

FICO $21B

Bristlemoon Capital Sep 11

Bristlemoon Capital on Business Breakdowns – MercadoLibre (MELI)

MercadoLibre’s Daniel Wu discusses MELI’s Latin American e-commerce operations, fintech business model, growth opportunities and risks on…

MELI $93B

Bristlemoon Capital Sep 5

The Announcement That Changes Everything

China Yuchai’s potential MGP IPO could separate its data-center and genset arm, with employee incentives tied to a listing and a proposed…

CYD $1.3B

Maius Partners Aug 26 2 clicks

Timyan Bank Alert on X

Raging Capital Ventures on X

Timyan Bank Alert on X

JabroniCoin.USD on X

JabroniCoin.USD on X

David Orr on X

David Orr on X

David Orr on X

Investor Letters

Publications we follow

Newsletters 91

YouTube 4

Blogs 12

Seeking Alpha 29 of 159

X accounts we follow

Investor letters we follow

Sectors