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 $855M

Triple S Special Situations Investing Aug 18

Shitcos, Griftcos, and alignment versus enrichment at $IREN

IREN $15B

Yet Another Value Blog Aug 18

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

NU $71B

Yet Another Value Podcast Aug 17

From X

@BlueDuckCap Jul 22

BDC on X

Ok so $GOOGL says: -capex materially higher -Q3 cloud margins lower due to 3P capacity used at higher cost -search revs to slow on tougher comp -ambiguous word salad wrt to capex ROIC -ATM not used yet (maybe that's a mistake?) -No buyback in the Q

@mavix_leon Aug 14

mavix on X

Leatt $LEAT Q2 '26 results: ▫️Revenues +1% *Consumer Direct +68% *Dealer Direct -2% *Distributor -6% ▫️EBIT -17.7% ▫️Net income -20% ▫️Cash of $19.5 million (+48%) ▫️Temporary supply chain timing challenges (now resolved) ▫️Consumer demand remains strong https://t.co/z8aStbpiKa

@mavix_leon Aug 13

mavix on X

Kenneth Dart’s Candle Lake offers 695 SEK per Evolution share after triggering a mandatory takeover bid, with acceptances due August 17 through September 15.

@Mike10947310 Aug 12

Mike on X

Fuel Tech's new CEO, formerly of CECO, may target Fuel Tech's high SG&A costs and improve margins.

@mavix_leon Aug 12

mavix on X

Shelly Group $SLYG H1 '26 results: ▫️Revenues +26.5% ▫️EBIT +45.6% ▫️EBIT margin of 26% (vs. 22.6%) ▫️Net result +51.4% ▫️OCF +260.6% ▫️FCF +354.3% ▫️Cash +133.1% ▫️DSO of 147 days (-21) ✅ Guidance confirmed https://t.co/do39CfwTEk

@Mike10947310 Aug 11

Mike on X

@kingtutcap I know $VELO well any others to look at? Maybe something involved in missile production?

@psyopcapital Aug 4

Psyop Capital on X

Good numbers from Broadridge $BR. Stock was stupid cheap a few weeks ago, hit 14x trailing eps for a capital light monopoly

@Mike10947310 Aug 1

Mike on X

@BlackScholesMan 37% hours earned increase on Columbia program is bullish for $ESP

Investor Letters

All letters

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 $99BSERV $405M

MBI Deep Dives Aug 17

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 $305MMNRO $436M

Triple S Special Situations Investing Aug 17

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 $1.4T

The Monetary Matters Network Aug 16

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

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 $3.6TAMZN $2.8T

Steve Eisman Aug 14

$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

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 $49BNBIS $61B

MBI Deep Dives Aug 14

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 $6.1BKSS $2B

Bristlemoon Capital Aug 13

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 $1.4TAMZN $2.8T

MBI Deep Dives Aug 13

ZTS 2026-08-13

[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 $32B

scuttleblurb Aug 13

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Tuesday, August 18, 2026

Jumia

Shitcos, Griftcos, and alignment versus enrichment at $IREN

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

From X

BDC on X

mavix on X

mavix on X

Mike on X

mavix on X

Mike on X

Psyop Capital on X

Mike on X

Investor Letters

Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge

Stock Trade Compilation Diez

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

Will Hubspot go the way of the Dodo?

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

$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management

The AI Compute Squeeze

Are Department Stores Finally Shortable?

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

[scuttleslops] ZTS, APO, FISV, TTD, RELY

The writers we follow

Older Stories

The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)

Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers

Entravision Q2 Notes

$UWMC lost $600m hedging a deal they'd already lost

Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72

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