Tuesday, August 18, 2026

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.

JMIA $866M

Triple S Special Situations Investing Aug 18 14 clicks

Aug 18 IREN $15B

Shitcos, Griftcos, and alignment versus enrichment at $IREN

Yet Another Value Blog 13 clicks

Aug 17 NU $74B

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

Yet Another Value Podcast 10 clicks

From X

@BlueDuckCap Jul 30 1 click

BDC on X

I know I was poking some fun at $META last night but I think its a buy here in all seriousness. Not advice. But lots of ways to win in the end. Not advice, do own DD etc. I could be wrong.

@RagingVentures Jul 29 2 clicks

Raging Capital Ventures on X

$META’s platform engagement is incredibly robust and healthy with a deep product pipeline. The business is fine. I understand the capex debate, and clearly the biz is today more capital intensive, but I’m sure Zuck will make the right decisions in the end. Weakness is likely a buying opportunity.

@TimyanBankAlert Jul 29 3 clicks

Timyan Bank Alert on X

Activist investor prods Washington bank to sell $CSHX https://t.co/XjIjYSAw1Y via @bankingdive

@RagingVentures Jul 29 1 click

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 1 click

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 1 click

BDC on X

$MSFT print and call is the best thing that could have happened to the AI infra trade at this panic stage. Solid growth across the board with key KPI acceleration (Azure). At the same time, opex to grow slower than revenues, capex $ down due to accounting change (higher useful life estimate) but actual demand for "compute" up a bunch. Still generating FCF on back of accelerating OCF to over 30%+. AI bulls should be thanking $MSFT rn.

@BlueDuckCap Jul 29 1 click

BDC on X

$MSFT is showing us how to have your AI cake and eat it too. Zuck should take notes

@BlueDuckCap Jul 29

BDC on X

...."but we might not take the offer bc we have all these reasons to use the compute internally even though we missed ad revs" (basically) $meta https://t.co/ozJ63qcFIL

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…

DASH $83BSERV $378M

MBI Deep Dives Aug 17 5 clicks

Stock Trade Compilation Diez

E.W. Scripps, Team Internet, Monro, doValue and Inter & Co feature as special-situation trades involving mergers, asset sales, leverage and…

SSP $271MMNRO $421M

Triple S Special Situations Investing Aug 17 10 clicks

The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville

Hyperscalers’ off-balance-sheet lease and purchase obligations rose from roughly $1 trillion to $1.5 trillion, turning the AI buildout into…

GOOGL $4.2TMETA $1.8T

The Monetary Matters Network Aug 16 11 clicks

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 $12B

The Oak Bloke Aug 16 10 clicks

AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap

Steve Eisman argues the AI boom hinges on Anthropic and OpenAI’s importance to hyperscalers, while weighing software, CoreWeave and Cisco…

MSFT $3.9TAMZN $2.7T

Steve Eisman Aug 14 11 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 10 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 $46BNBIS $60B

MBI Deep Dives Aug 14 9 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 $6BKSS $2.2B

Bristlemoon Capital Aug 13 10 clicks

Why I am going to utilize options more to manage my portfolio

Options strategies will manage portfolio risk after Meta, Alphabet and Amazon calls drove gains, while Lululemon LEAPs produced an 80% loss.

META $1.8TAMZN $2.7T

MBI Deep Dives Aug 13 8 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 10 clicks

COUR · long

Coursera INC

Coursera's combination with Udemy creates an online learning platform serving over 270 million learners with hundreds of thousands of…

COUR $1.3B

Value Investors Club May 20

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 $25B

Bearhold Research Aug 13 10 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 12 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 $634M

The Value Road Aug 11 15 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 $2.2B

Yet Another Value Blog Aug 11 12 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 $168BLPLA $26B

Steve Eisman Aug 10 14 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 11 clicks

Alphabet Inc. ($GOOGL) - Deep Dive

Alphabet's Google Cloud swung from a $3.1 billion operating loss in 2021 to $13.9 billion profit in 2025 as Search revenue grew 13.2%.

GOOGL $4.2T

Bearhold Research Aug 10 13 clicks

[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…

V $696BMA $503B

scuttleblurb Aug 10 10 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 $860M

Capital Employed Aug 10 10 clicks

Tuesday, August 18, 2026

BDC on X

Raging Capital Ventures on X

Timyan Bank Alert on X

Raging Capital Ventures on X

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