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
From X
BDC on X
Good point here re how OBBB flatters cash flow. $GOOGL https://t.co/MkSPZ5NNOZ
BDC on X
$STIM https://t.co/VyAQNzsKuH
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.
BDC on X
$mRna shots don't work either but it has a $25B market cap. https://t.co/vvreFW1UpQ
BDC on X
Alphabet faces a two-front AI capex burden, funding internal search competition and external cloud capacity without Meta’s excess-compute pivot.
BDC on X
@benbstwits Warren Buffett is 96 years old. He had every opportunity to buy $GOOGL over the last 20 years and didn't. The fact that he is showing up now is not the flex you think.
BDC on X
So is $GOOGL going to tap their ATM now? Or wait for it to go lower?
BDC on X
Alphabet beat its stated KPIs, but a 6% stock decline signals investor resistance to hyperscaler AI capex without quantified cash returns.
Investor Letters
All letters- Royce Investment Partners year-to-date period ended 6/30/26 +23.8%
- First Eagle Investments 2Q 2026 -16.6%
- Broyhill Asset Management first quarter -6.0%
- Greenhaven Road Capital first quarter +17.0%
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