$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.
Monday, August 17, 2026
Back to today 
From X
Laughing Water Capital on X
Terrestrial backup to GPS is essential. $NN https://t.co/sCRxCPCldm
catechwilliams on X
$HERE: pop toy fad crashing like Beanie Babies. #1 selling product prices plunging 90% during critical holiday period. $HERE revenue and margins will be impacted severely. https://t.co/czXxPRZTZy
Connor Haley on X
@AndrewTakes @taobanker @CGSCapital @Compounding_K @AKWilk 1: NATL ATMs predicted to be more stable/improving than declining. We address this extensively in our report. 2: absolutely when business is growing rapidly on a per share basis. Look at $DBD which trades at a big premium despite growing slower.
Laughing Water Capital on X
In case you had any doubts on the case for terrestrial GPS. $NN https://t.co/js8mXHYTA6
Laughing Water Capital on X
@JonoJohnson8 @cfrischer1 Carr also references Cruz who first sponsored legislation calling for a terrestrial backup to GPS in 2017. As head of the Senate Commerce Committee, Cruz is effectively Carr’s boss. All tea leaves, but hard to think they’re not bullish $NN
Laughing Water Capital on X
@JonoJohnson8 @cfrischer1 Interesting to note that Carr 1st comments on increasing accuracy, and then calls GPS a “related issue”. He clearly makes a distinction between the 2 ideas. Maybe splitting hairs, but there is only 1 company that addresses both points: $NN.
Laughing Water Capital on X
@UnHedgedChatter @InvestSpecial @Wexboy_Value $AS, owner of Arc'teryx & 9 other brands trades at more than 3x sales. $CLAR, which would fit perfectly into AS's portfolio trades at less than 0.5x sales and is exploring strategic alts. 🤷♂️
catechwilliams on X
@TonyTony9999991 There is a massive shortage of capacity industrywide. AI DC vacancy rates running 2-3%. Tenants are scrambling for access to computing power. The customer loss was referenced as it would strongly signal that $WYFI won't get a new one (ie. likely performance issues at NC-1).
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $164M082920 $946M
- Protean Funds July 2026 DVYSR $91MEVGGF $17B
- Ariel Investments Quarter Ended June 30, 2026 CG $15BCLB $502M
- Artisan Partners Q2 BAESY $80BINSM $26B
- White Falcon Capital Management Q2 2026 EPAM $5.8BNU $68B
- Merion Road Capital Q2 2026 HONA $53B
- O'Keefe Stevens Advisory Q2 2026 SHC $5.2BCALY $2.6B
- CrossingBridge Advisors Q2 2026 WBD $77B
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$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
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The AI Compute Squeeze
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Are Department Stores Finally Shortable?
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The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)
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Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers
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$UWMC lost $600m hedging a deal they'd already lost
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Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
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USO · short United States Oil Fund Lp
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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 $125-135 million operating-income…
40 Stock Pitches (3rd-9th August)
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$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove
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These Power Stocks (Not Semis) Are The Real AI Beneficiaries, Say Investing Brother Duo Up 1,300%
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Airbnb 2Q'26: Widening the Gap with Booking
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My Pitch Deck Slide Show from the MS Microcaps Summer Virtual Conference
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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.
DEC-laration of independence
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Coupang: 2Q26 Business Recap
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