Tuesday, August 18, 2026

Shitcos, Griftcos, and alignment versus enrichment at $IREN

IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until fiscal 2031.

IREN $19B

Yet Another Value Blog Aug 18 12 clicks

Aug 17 NU $67B

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

Yet Another Value Podcast 9 clicks

Aug 17 DASH $84B

Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge

MBI Deep Dives 4 clicks

From X

@RagingVentures Jul 29

Raging Capital Ventures on X

OpenAI’s CFO Sarah Friar also on a media tour spreading the good cheer… bullish $ORCL https://t.co/oymK8c7nVc

@RagingVentures Jul 29

Raging Capital Ventures on X

Sam Altman sounded a lot more at ease about his revenue ramp and was even bullish about his compute commitments (even saying they may have been too conservative) in this podcast. Given that he has been relatively quiet on the podcast circuit over the past year, I view this as a positive tell on OpenAI/$ORCL. https://t.co/yezInyb9XB

@BlueDuckCap Jul 29

BDC on X

Majority of EPS growth is in tech. Rest of the market EPS growth is tepid. $QQQ imploding, $RSP ripped. Sustainable?

@irbezek Jul 29 1 click

Ian Bezek on X

Well would you look at that. $COLO $EWY https://t.co/fIuPhTl9TI

@LaughingH20Cap Jul 29 3 clicks

Laughing Water Capital on X

Friendly reminder that $MRK is well positioned and well incentivized to purchase $LQDA. Yutrepia fits very well with Merck's respiratory portfolio. https://t.co/JAdLguTw7D

@LaughingH20Cap Jul 29 1 click

Laughing Water Capital on X

@GullCoveCapital Like all other opposition pieces, this article assumes "facts" not in evidence. The reality is joint testing is needed. $NN has been pushing for this for 2 years, but the opposition has resisted. Why is that? IMHO the key part of the article is below: https://t.co/LFpFs7ebCu

@mavix_leon Jul 29

mavix on X

Shelly $SLYG has now confirmed that they are in preliminary discussions with Schneider Electric regarding a potential tender offer for the shares of the Company There is no certainty that these discussions will result in an offer being made, nor as to the terms or timing of such. https://t.co/Nsgvo1MHDh https://t.co/W2TejaVCCk

@RagingVentures Jul 28 1 click

Raging Capital Ventures on X

Like $GLW, I wish margins/ROIC were higher and capital intensity were lower at $AMKR. Yet, with the stock now back around $46 (largely flat YTD and cut in half from its highs), the Amkor setup now seems pretty good over the next 3-4 years due to their scale, new capacity investments, and the increasing importance of advanced packaging capabilities.

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 $5.8B

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

$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 $2B

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…

SCHW $182BLPLA $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

IQV · long

Iqvia Holdings INC

IQVIA runs drug trials and gets paid regardless of whether drugs pass, while trading at a COVID-low multiple with potential AI benefits.

IQV $44B

Value Investors Club May 20 1 click

[V, MA] The more things change, the more they stay the same

Visa and Mastercard have absorbed digital wallets and BNPL into their networks, using global merchant acceptance to turn supposed…

MA $487B

scuttleblurb Aug 10 9 clicks

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…

SHOP $165B

MBI Deep Dives Aug 8 11 clicks

SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap

Steve Eisman reviews SpaceX earnings, AI capital spending’s drag on free cash flow, Meta’s struggles, and the collapse of Situational…

PLTR $440B

Steve Eisman Aug 7 14 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

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 $90BBKNG $126B

MBI Deep Dives Aug 7 6 clicks

[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ

Booking Holdings beat Q2 guidance as room nights grew 5%; connected trips, merchant payments and Genius loyalty strengthened direct…

BKNG $126B

scuttleblurb Aug 7 9 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

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 $5.3B

Speedwell Memos Aug 5 9 clicks

Tuesday, August 18, 2026

Raging Capital Ventures on X

Raging Capital Ventures on X

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Laughing Water Capital on X

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