Monday, August 17, 2026

Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge

DoorDash’s integrated autonomous-delivery strategy contrasts with Uber’s 2026 divestment of Serve Robotics, its former delivery-robot partner and shareholder.

SERV $370M

MBI Deep Dives Aug 17 4 clicks

Aug 17 SSP $292M

Stock Trade Compilation Diez

Triple S Special Situations Investing 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

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

@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

@Mike10947310 Aug 17 2 clicks

Mike on X

$ESP - >$70B of funding for the submarines they are sole source suppliers of certain power components (e.g. transformers) to. Minor InfoArb: Trump's recent exec order (see photo). This does three nice things: 1. Establishes a component repair centair for critical components (what Espey makes) for submarines. This will increase depot stocking orders and can push demand to Espey ahead of actual submarines builds. 2. Freezing designs w/out approval from DoW is bullish incumbents 3. Given that the memo is identifying the need for robust supplier bases, I'd expect the possibility of more Naval grants/investments

@BlueDuckCap Aug 17 2 clicks

BDC on X

$MOB making it clear that they stand to benefit from higher drone tariffs. https://t.co/s9NvgFyjtw

@irbezek Aug 16 2 clicks

Ian Bezek on X

@MoodyWriter13 I think $NBIS is as viable of a business as $OKLO is -- that is to say, a clear stock promote as opposed to a for-profit business. But little reason to post about it. The bulls have their view and reality will come for them in due time. I'm not going to change their mind.

@irbezek Aug 15 4 clicks

Ian Bezek on X

@boujee_banker @Nobilis_Capital @HettyGreen2020 $FMX reports Bara data, it's growing double digits as well, albeit slower than $TBBB. https://t.co/hlJy1GhSnZ

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

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

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 $902M

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

These Power Stocks (Not Semis) Are The Real AI Beneficiaries, Say Investing Brother Duo Up 1,300%

Pernas Research names Capstone Energy and Stabilis Solutions as AI data-center power beneficiaries, alongside Tenable, Upwork, Wise and…

SLNG $104M

The Monetary Matters Network Aug 7 9 clicks

My Pitch Deck Slide Show from the MS Microcaps Summer Virtual Conference

Butler National Corporation is the subject of a stock pitch presented at the MS Microcaps Summer Virtual Conference.

BUKS $264M

The Value Road Aug 6 8 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 $972M

The Oak Bloke Aug 6 7 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 $5.3B

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

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

Corporate dark arts: the strangest 8-K I've ever seen $DMRC

DMRC’s incoming CEO can earn more than $40 million if shares rise roughly fivefold, despite an 8-K warning of substantial doubt about the…

DMRC $115M

Yet Another Value Blog Jul 9 3 clicks

Is insider buying a signal if the insiders are always wrong? $LILAK

LILAK’s canceled GCI Liberty deal, preferred-stock distribution, and $1.7 million of insider buying revive governance concerns around John…

LILA $1.7B

Yet Another Value Blog Jul 6

PesoRama ($PESO.V) FINS Review

PesoRama’s 0.64 current ratio, operating cash burn and 111% annual dilution offset 36% Q1 revenue growth, despite replacing an 18.5% loan…

PSSOF $86M

Wolf's Substack Jul 2 3 clicks

$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds

VEON’s 84% Kyivstar stake and JazzCash underpin a sum-of-the-parts case for 4x upside, despite its sanctioned shareholder, capital…

VEON $4.8B

Yet Another Value Blog Jul 1 1 click

Under The Hood, Wingstop Inc. ($WING)

Wingstop generates most of its $697 million revenue from franchise royalties across a 3,153-restaurant, 98%-franchised system while…

WING $2.8B

Bearhold Research Jun 28 2 clicks

The Biggest Bull Signal On Entravision

Entravision’s lost Meta relationship reset its business model, setting up a bullish case for the company’s recovery.

EVC $727M

The Value Road Jun 26 5 clicks

The Arithmetic: How a $9 Spanish-Language Broadcaster Becomes a $100 AdTech Stock

Entravision’s path from a $9 Spanish-language broadcaster to a $100 adtech stock rests on an adtech-driven valuation model.

EVC $727M

The Value Road Jun 15 4 clicks

AnaptysBio (ANAB)

AnaptysBio’s Jemperli royalty receipts rise after a Sagard financing obligation ends in 2027.

ANAB $1.6B

Triple S Special Situations Investing Jun 15 2 clicks

A Hardware Multiple on a Software Powerhouse

A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…

CALX $2.2B

The Value Road Jun 12 5 clicks

Timyan Bank Alert on X

Timyan Bank Alert on X

JabroniCoin.USD on X

JabroniCoin.USD on X

Mike on X

BDC on X

Ian Bezek on X

Ian Bezek on X

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