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
JabroniCoin.USD on X
$THC smoked the hospital narrative and HCA, with a beat, raise and $2 Bn additional buyback. Bears might not be ambulatory for long… https://t.co/Jqp3snqr1l
BDC on X
$STIM https://t.co/VyAQNzsKuH
marginofdanger on X
$FPH mentions on call they are currently talking to anchor tenants for the 2.8mm sf of R&D/tech-dedicated entitlements for Candlestick. Not many options for contiguous brand new space in SF. Would be interesting if they secured a whale like Anthropic, OpenAI or Databricks.
marginofdanger on X
@blondesnmoney $OPBK solid
JabroniCoin.USD on X
As usual with Hemingway, the last three sentences here are key $ACMR https://t.co/GhNV2Ci8IM
BDC on X
@kermankohli GCP is baked into $GOOGL's price already. $META's cloud optionality is obviously not. You may prefer the known thing but its the unknown things that over much more asymmetry.
Ian Bezek on X
@InvestsCletus That's probably part of it. Day like today $CIB up $AVAL down would play toward that idea.
BDC on X
$mRna shots don't work either but it has a $25B market cap. https://t.co/vvreFW1UpQ
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $178M082920 $961M
- Protean Funds July 2026 DVYSR $89MEVGGF $15B
- Royce Investment Partners year-to-date period ended 6/30/26 ACA $7.2BADMA $2.3B
- First Eagle Investments second quarter 2026 AEM $93BBTG $9.6B
- Oakmark Funds 2Q 2026 CRBG $15B
- Southeastern Asset Management 2Q26 ACI $5.7BAVTR $10B
- Horizon Kinetics 2nd Quarter 2026 TPL $24BAMZN $2.7T
- Baron Funds JUNE 30, 2026 SPCX $2.1TTSLA $1.5T
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[scuttleslops] ZTS, APO, FISV, TTD, RELY
Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…
COUR · long Coursera INC
Coursera's combination with Udemy creates an online learning platform serving over 270 million learners with hundreds of thousands of…
The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)
Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…
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…
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…
$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.
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…
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 $125-135 million operating-income…
Alphabet Inc. ($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%.
[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…
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…
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Seeking Alpha 44 of 215
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Mike Zaccardi, CFA, CMT
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Petri Dish Reports
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Clark Square Capital
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Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
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Idea Brunch
JabroniCoin.USD
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kab60
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Mike
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Negligible Capital
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SG
Sheel Mohnot
Tim Eriksen
Timyan Bank Alert
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ToffCap
Trevor Scott
Undiscovered Compounders
Voss Capital
Yaron Naymark
Investor letters we follow
- 1 Main Capital
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- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
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- FPA Crescent Fund
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- Forager Funds Management
- Frank Capital Partners
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- Gabelli Funds
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Sectors
Ordered by how often our editor reaches for them.
