Jumia
Jumia’s January 2028 $7/$15 call spread risks $1.15 for up to $6.85 if cost cuts and marketplace growth deliver adjusted EBITDA and cash-flow breakeven in Q4 2026.
Tuesday, August 18, 2026
Back to today 
From X
marginofdanger on X
$FMBL Attended meeting yday. Most notable news was that meeting was adjourned with respect to proposals 4a and 4b (lowering thresholds to 60%) which were apparently within 2.5-3% of passing — mgmt sounded optimistic they’ll get there with some extra time. Meeting will recommence in late August.
Laughing Water Capital on X
@FriendlyCapMgmt @thecontracap there have been some things i view as negative for $ANAB and some that are positive. but in my view in order to make this investment you have to focus on the future cashflows, not the trial.
Laughing Water Capital on X
@cfrischer1 The use cases for satellite part 15 are extremely limited, & to suggest this is bad for $NN is silly. If there is interference or not is the only thing that matters whether on land or in space.
Ian Bezek on X
@zeroxkyle This (Indonesia $EIDO) is what an actual crisis looks like... not speculative froth getting washed out of a boom. https://t.co/ncNciDY8LS
Raging Capital Ventures on X
Daniel Loeb-esque activism at $CODI by @Adam_Wyden The review of the board members in the second half of the letter is quite something Full letter: https://t.co/l10bkeYPOp https://t.co/slHEIjmDmT
Timyan Bank Alert on X
$CSHX https://t.co/TQlWNlthEy
Nat Stewart on X
Distribution Solutions Group $DSGR to be taken private at $35/share. Nice pop from the initial $29.50 proposal 4 months ago. https://t.co/oDd6tveToR
Ian Bezek on X
@Merridew__ $SOXL down 52% $KORU down 69% Nature is healing.
Investor Letters
All letters- Palm Harbour Capital July 2026 082920 $946MVVVNF $1.7B
- Protean Funds July 2026 EVGGF $17BNVO $175B
- Royce Investment Partners Year-to-Date Through 6/30/26 ACA $7.2BADMA $2.1B
- First Eagle Investments second quarter 2026 AEM $103BBTG $9.9B
- Oakmark Funds 2Q 2026 CRBG $15B
- Southeastern Asset Management 2Q26 ACI $5.9BAVTR $10B
- Horizon Kinetics 2nd Quarter 2026 TPL $23BCBOE $28B
- Baron Funds JUNE 30, 2026 MSCI $40B
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Blogs 12
Seeking Alpha 29 of 160
Andres Veurink
Bay Area Ideas
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Dhierin Bechai
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Jaden Mealy
LL Insights
Marc Gerstein
Mike Zaccardi, CFA, CMT
Miletus Research
Myriam Alvarez
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PV Research
Robert J. Lake
Sam Mancini
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The Undercovered Dozen
Value Capital Research
X accounts we follow
Every account on this site, hand-picked.
⚽️📡
💥PETITION💥
A Capital
AltayCap
Bank Reg Blog
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BDC
Bill Ackman
Broken Moats
BuccoCapital Bloke
catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Multiples Capital
Myles
Nat Stewart
Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
PAA Research
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital
RiverRoadPartners
Rusholme Capital
Sahil Khetpal
SG
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Voss Capital
Yaron Naymark
Investor letters we follow
- 1851 Capital
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpinum Investment Management AG
- Ariel Investments
- Artisan Partners
- Askeladden Capital
- Asset Value Investors Ltd
- Baron Funds
- Berkshire Hathaway
- Biglari Holdings
- Bireme Capital
- Bristlemoon Capital
- Broyhill Asset Management
- Cantor Fitzgerald Asset Management
- Cedar Creek Partners
- Choice Equities
- Confluence Investment Management
- CrossingBridge Advisors
- Crossroads Capital, LLC
- Distillate Capital
- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
- FPA Crescent Fund
- First Eagle Investments
- Forager Funds Management
- Fred Alger Management, LLC
- Giverny Capital
- Grandeur Peak Global Advisors
- Greenhaven Road Capital
- GreensKeeper Asset Management
- Grey Owl Capital Management
- Halvio Capital
- Hayden Capital
- Heartland Advisors
- Hoisington Investment Management
- Horizon Kinetics
- Intrepid Capital
- Invenomic Capital Management
- Janus Henderson Investors
- Kaydan Wealth Management
- Kernow Asset Management
- LVS Advisory
- Laughing Water Capital
- Lindsell Train Limited
- Macro Ops
- Maran Capital Management
- Markel Group
- Massif Capital
- McIntyre Partnerships
- Merion Road Capital
- Myrmikan Capital, LLC
- O'Keefe Stevens Advisory
- Oakmark Funds
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Protean Funds
- RGA Investment Advisors
- Rowan Street Capital
- Royce Investment Partners
- Sequoia Fund
- Southeastern Asset Management
- Third Avenue Management
- Tweedy, Browne
- Upslope Capital Management
- Vulcan Value Partners
- Wedgewood Partners
- Weitz Investment Management
- White Falcon Capital Management
Sectors
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