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
catechwilliams on X
$YOU sales growth in light blue, Members in orange vs QTD web traffic. Dotted section is Q4 w consensus sales and member growth. https://t.co/NcihE7pbyD
catechwilliams on X
$YOU Clear supervisor at JFK said they’ve experienced “a surge in new sign-ups from pre-Thanksgiving through the Christmas travel period.” Similarweb web traffic to their site shows a large acceleration in visits as well suggesting a potentially large Q4 earnings beat.
catechwilliams on X
$OXM Very strong holiday selling season based on credit card data & other trackers for core Tommy Bahama and Lilly Pulitzer brands w very minimal promotion or discounts vs modest consensus growth expectations. Stock at 9x EPS, will be providing prelim numbers at ICR in 2 weeks.
catechwilliams on X
$DAKT Just announced a substantial new project win. Estimated to be $25M in revenue to Daktronics. Yankees, Dodgers, Cubs are among those exploring potential upgrades for next season, all of which are exisiting customers. https://t.co/dcn6TcQNr4
catechwilliams on X
$DCGO NYC Controller revokes Mayor Adams' authority to grant emergency order contracts (backdoor, no-bid). The order specifically focuses on DCGO's lucrative "asylum seeker services." NYC = 50% of DCGO revenue. https://t.co/7NUJ0i28Ry
catechwilliams on X
$DAKT Another strong result: sales grew 6%, $0.27 EPS (ex non-cash convert expense) brings LTM to nearly $1.40 or 8x EPS. Don't see a lot of growing, industry leaders w strong FCF profiles at that multiple. No banks cover it, that will change soon. CFO at 2 conferences this week.
catechwilliams on X
$DKNG Basically just said at the Craig Hallum Conference they are going to miss Q4 guidance. CEO: "literally had the worst stretch of the year, the last few weeks...sometimes that happens where you issue your guidance...So we'll see."
catechwilliams on X
$DAKT Perhaps the most attractive long I’ve seen in years. Dominant \position in a category growing >20%. Major business overhaul taking hold after years of underperformance. Stock trades at 7x EPS/ 13% FCF yield due to low awareness of these structural improvements (see below)..
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $164M082920 $946M
- Protean Funds July 2026 DVYSR $91MEVGGF $17B
- 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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Investor letters we follow
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