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 $73B

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

Yet Another Value Podcast 10 clicks

From X

@mavix_leon Aug 18 3 clicks

mavix on X

I just published the Earnings Update about the Shelly Group $SLYG H1 2026 results. You can find it in the Portfolio section of the blog :) https://t.co/8oHEkLEiea

@irbezek Aug 18 2 clicks

Ian Bezek on X

Corporacion America Airports $CAAP announces a 91 cent dividend, nearly a 4% yield on today's stock price, and 40% yield-on-cost for people that bought in 2020. The top complaint about CAAP had been it didn't pay a dividend, so that it is now resolved. ✈️

@TimyanBankAlert Aug 17 6 clicks

Timyan Bank Alert on X

Community Corner: $HBT Financial's buying power gives it an edge in Illinois bank M&A | S&P Global Market Intelligence https://t.co/R8CBN3O7t8

@RagingVentures Aug 17 5 clicks

Raging Capital Ventures on X

Overview of new Permian gas takeaway options $ET https://t.co/d6v7olZYwB

@TimyanBankAlert Aug 17 4 clicks

Timyan Bank Alert on X

Some may not have noticed that this fellow now on the $EGBN was a 3rd party rep on the $BRBS board. Activist investor prepares for round two with Maryland bank https://t.co/j264ThuQ0C

@TheBenSchmark Aug 17 4 clicks

JabroniCoin.USD on X

$ACMR evolving its institutional shareholder base as its earnings power & liquidity increase: US-listed bet on China Semicap. Capital Group now top 4. Ward Ferry, 12 West, Citadel… https://t.co/7mMHvefEYe https://t.co/cY0fynu04r

@TheBenSchmark Aug 17 4 clicks

JabroniCoin.USD on X

The $ENVX chart looks like a battery losing its charging capacity over time… https://t.co/kOK3rpZR17

@Mike10947310 Aug 17 3 clicks

Mike on X

$ESP - >$70B of funding for the submarines they are sole source suppliers of certain power components (e.g. transformers) to. Minor InfoArb: Trump's recent exec order (see photo). This does three nice things: 1. Establishes a component repair centair for critical components (what Espey makes) for submarines. This will increase depot stocking orders and can push demand to Espey ahead of actual submarines builds. 2. Freezing designs w/out approval from DoW is bullish incumbents 3. Given that the memo is identifying the need for robust supplier bases, I'd expect the possibility of more Naval grants/investments

Investor Letters

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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 $418M

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 $432M

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 $1.9T

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 $63B

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 $1.9TAMZN $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

CVV · long

Cvd Equipment CORP

CVD Equipment (NASDAQ: CVV) offers hard-asset downside protection and upside tied to strategically important technologies.

CVV $29M

Value Investors Club May 17 3 clicks

Airbnb’s Cost of Market Creation and Regulatory Survival

Airbnb spent 1.1% of 2025 GBV on field operations and policy as regulatory costs persisted; New York’s short-term-rental crackdown cut…

ABNB $96B

MBI Deep Dives Jul 15 4 clicks

WhatsApp's New Era

WhatsApp named CRED founder Kunal Shah to replace Will Cathcart after Meta bought a 20% CRED stake for $900 million, signaling a push to…

META $1.9T

MBI Deep Dives Jul 14 1 click

Defending the Enterprise Castle from the Model Layer

Microsoft urges enterprises to keep AI memory, evaluations and orchestration inside their tenant boundary, making frontier models…

MSFT $3.9T

MBI Deep Dives Jul 13 2 clicks

[scuttlebits] CPRT, ADBE, FIG, NVDA, QCOM, FDS, Memory chips

Copart’s returning CEO Jay Adair plans to restart European expansion and build domestic whole-car sales on its global buyer network amid…

CPRT $25B

scuttleblurb Jul 9 5 clicks

Corporate dark arts: the strangest 8-K I've ever seen $DMRC

DMRC’s incoming CEO can earn more than $40 million if shares rise roughly fivefold, despite an 8-K warning of substantial doubt about the…

DMRC $165M

Yet Another Value Blog Jul 9 4 clicks

Is insider buying a signal if the insiders are always wrong? $LILAK

LILAK’s canceled GCI Liberty deal, preferred-stock distribution, and $1.7 million of insider buying revive governance concerns around John…

LILA $1.7B

Yet Another Value Blog Jul 6 1 click

PesoRama ($PESO.V) FINS Review

PesoRama’s 0.64 current ratio, operating cash burn and 111% annual dilution offset 36% Q1 revenue growth, despite replacing an 18.5% loan…

PSSOF $89M

Wolf's Substack Jul 2 3 clicks

$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds

VEON’s 84% Kyivstar stake and JazzCash underpin a sum-of-the-parts case for 4x upside, despite its sanctioned shareholder, capital…

VEON $5.3B

Yet Another Value Blog Jul 1 2 clicks

[ZTS] Zoetis could use a booster shot

Zoetis’ pet-drug blockbusters have shifted its mix from low-growth livestock medicines to durable companion-animal franchises with softer…

ZTS $30B

scuttleblurb Jun 29 6 clicks

Tuesday, August 18, 2026

mavix on X

Ian Bezek on X

Timyan Bank Alert on X

Raging Capital Ventures on X

Timyan Bank Alert on X

JabroniCoin.USD on X

JabroniCoin.USD on X

Mike on X

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