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.
Wednesday, August 19, 2026
Back to today 
From X
Timyan Bank Alert on X
QNB Corp. $QNBC Announces Pricing of Common Stock Offering https://t.co/5mPLeT0iSH
Mike on X
@mathlonning $SIF especially, I thought the Q was good
mavix on X
I just published the Earnings Update about the Q2 2026 results of Leatt $LEAT. You can find it in the Portfolio section of the blog :) https://t.co/HSSFsXmH3R
BDC on X
This is really bullish $STLN. Their data underpins much of the potential here in oncology immunotherapies. https://t.co/mimQBZ9OM2
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
JabroniCoin.USD on X
The $ENVX chart looks like a battery losing its charging capacity over time… https://t.co/kOK3rpZR17
BDC on X
$MOB making it clear that they stand to benefit from higher drone tariffs. https://t.co/s9NvgFyjtw
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $167M082920 $938M
- Protean Funds July 2026 DVYSR $86MTRUE-B $584M
- Royce Investment Partners Year-to-Date Through 6/30/26 PAR $559M
- First Eagle Investments second quarter 2026 LXU $726MOIS $499M
- Southeastern Asset Management 2Q26 MGUFF $12M
- Horizon Kinetics 2nd Quarter 2026 INFL
- Ariel Investments Quarter Ended June 30, 2026 CLB $477MLESL $2.2M
- Cedar Creek Partners Q2 ‘26 ENDI $129MHRBR $129M
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…
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…
These Power Stocks (Not Semis) Are The Real AI Beneficiaries, Say Investing Brother Duo Up 1,300%
Pernas Research names Capstone Energy and Stabilis Solutions as AI data-center power beneficiaries, alongside Tenable, Upwork, Wise and…
My Pitch Deck Slide Show from the MS Microcaps Summer Virtual Conference
Butler National Corporation is the subject of a stock pitch presented at the MS Microcaps Summer Virtual Conference.
DEC-laration of independence
Diversified Energy cut $233 million of debt in 1H26, repurchased $93 million of stock and sold $273 million of land and assets while…
A Venezuela Lottery Ticket for 41 Cents
Lionheart Holdings’ 41-cent CUBWW warrants hinge on a SPAC merger valuing KEO Energy’s Venezuelan PetroUrdaneta stake at $1 billion, versus…
Cematrix Corp ($CEMX.TO) FINS Review
Cematrix posted record Q2 revenue of $18.7 million, up 76%, and $3.5 million of net income, while backlog fell 9% from year-end.
[OTCM] Listings for the rest of us
OTC Markets gives smaller, distressed, and lightly disclosed companies a trading venue outside NYSE and Nasdaq, with lower listing barriers…
This Stock Just Got Cheaper on Better Numbers
A debt-free American manufacturer now trades at roughly 7x annualized Q2 EBITDA, with $7.35 per share in net cash and a tender floor 18.5%…
Entravision: Another Whale Has Emerged
Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer,…
USO · short United States Oil Fund Lp
United States Oil Fund faces a short case tied to a long-Brent, short-WTI trade as Strait of Hormuz closure risk disrupts oil markets.
ADF Group Inc. ($DRX.TO) FINS Review
ADF Group’s Q1 FY2026 revenue rose 78% to $99.3 million and net income 37%, aided by the LAR acquisition despite steel and aluminum tariff…
Investcorp Credit Management BDC: Visiting the Private Credit Garbage Bin
Investcorp Credit Management BDC is framed as a troubled corner of private credit.
eDreams: Disproving the Bears and Regaining Credibility
EDreams cut FY26 Prime-member guidance to 600,000 after Ryanair blocks, while its subscription model lifted Prime to 7.25 million members…
Glow Lifetech ($GLOW.C) FINS Review
Glow Lifetech’s Q1 revenue hit a record $643,000, up 35% year over year, while its $9.6 million market cap and fading warrant overhang…
Atlas Engineered Products ($AEP.V)
Atlas Engineered Products reported Q1 revenue down 15.5%, gross margin at 3%, and a $1.73 million loss while drawing $2 million on its…
ROAS to Riches
Entravision’s Smadex AdTech segment grew Q1 2026 revenue 204% and generated over $34 million of EBIT, becoming 78% of sales and the core…
Forgive me Father, I have Sabled.
Sable Offshore restarted Santa Ynez oil flows under a Defense Production Act order, targeting 50,000 barrels daily and a path to 60,000…
NFE Bond Update
New Fortress Energy’s restructuring cancels its 12% 2029 notes for 94.3% of BrazilCo, $974 million of New NFE preferred and 25.8% of New…
Hallador Pt. 2 — "Massive" Data Center Incoming in Sullivan, IN? ($HNRG)
Hallador’s 1 GW Merom plant could supply a proposed 1,000-acre Sullivan County data center, with local filings and Stantec references tying…
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Seeking Alpha 36 of 186
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A Capital
Adam D. Wyden
AltayCap
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BDC
Bill Ackman
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catechwilliams
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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
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
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marginofdanger
mavix
Mike
Mikro Kap David
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Myles
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Negligible Capital
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Sahil Khetpal
SG
Sheel Mohnot
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Timyan Bank Alert
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ToffCap
Trevor Scott
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
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- Bretton Fund
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- Broadleaf Partners
- Broyhill Asset Management
- ByteTree
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- Cedar Creek Partners
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- Chilton Capital Management
- Choice Equities
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- Crossroads Capital, LLC
- Curreen Capital
- Davenport Asset Management
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- Davis Opportunity Fund
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- Dodge & Cox Stock Fund
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- FPA Crescent Fund
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- First Eagle Investments
- Forager Funds Management
- Frank Capital Partners
- Fred Alger Management, LLC
- Gabelli Funds
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- Greenwood Gearhart
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- Langdon Equity Partners
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- Lindsell Train Limited
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- Mar Vista Investment Partners
- Maran Capital Management
- Markel Group
- Marram Investment Management
- Massif Capital
- Matrix Asset Advisors
- Matthews Asia
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- Merion Road Capital
- Miller Value Partners
- Moon Capital Management
- Muhlenkamp & Company
- Myrmikan Capital, LLC
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- Optimist Fund
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- Palm Harbour Capital
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- Peapack Private
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Pittenger & Anderson
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Protean Funds
- QuantStreet Capital
- Quercus Fund
- RF Capital Management
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- Regency Wealth Management
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- Vision Capital Fund
- Vltava Fund
- Vulcan Value Partners
- Warden Capital
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- White Brook Capital
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
