Wednesday, August 19, 2026

Airbnb Model Update (2026)

Airbnb shares have risen about 50% since October 2025, prompting a revised 2026 model and return assumptions at the current price.

ABNB $96B

MBI Deep Dives Aug 19 5 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

@BlueDuckCap Aug 19 4 clicks

BDC on X

@DueDoctor Oh I agree 100%. The move is totally insane. $GME like. +20% would have made some sense based on math. I actually think lack of 2ndary here is even WORSE for them. They need the cash. 2ndary cleans up that need.

@BlueDuckCap Aug 19 4 clicks

BDC on X

@DueDoctor All goes well this could add $800mn in annual revenue to $mrna. Added $44B in market cap. Market said that theoretical 2-3 year out revenue is worth 50x + yesterdays' market cap

@irbezek Aug 19 4 clicks

Ian Bezek on X

@SandBrandyn I bought a basket of software and adjacent in Feb/March. $TEAM most ridiculous example both to the down and now upside... I don't trust the management teams enough to make a concentrated bet on any of these.

@irbezek Aug 19 3 clicks

Ian Bezek on X

Atlassian $TEAM now up 214% since April, and +5% YTD. Market very efficiently determining future discounted cash flows from software companies, I see.

@BlueDuckCap Aug 19 2 clicks

BDC on X

Could happen. Also - there will be a massive 2ndary soon and insiders will start dumping shares. I wish this was a cure for cancer. It is not. If it ever even commercializes (still a big if) it will be just another thearaputic that will be sold along with Keytruda and in some cases may deter relapse. That's it. In fact, we may learn that the same lipid nano particles that the mrna technology relies on and which have been speculated to be a cancer causer in their own right (hint, they are) actually cause occurence of other cancers such as colon and pancreatic and breast. Does lowering recurrence in melanoma in exchange for a higher chance of colon cancer sound like a "cure"? I wish it was. No material position as of now. Congrats to bulls, I guess. $MRNA

@TheBenSchmark Aug 19 2 clicks

JabroniCoin.USD on X

Steadily down, then suddenly. H/T @forgebitz Semrush showed signficant decline for $RDDT citations last year, and now a sudden further plummet. Perhaps human shitposting and SEO AI slop fest isn’t indispensable data… https://t.co/aSIBSTBUfE https://t.co/z0EEAvAm7E

@BlueDuckCap Aug 19 2 clicks

BDC on X

Reality check: Ph2 $MRNA lead with the data. Ph3, no actual data. They are just saying they hit their endpoints. Those being RFS, DFMS, OS. "We have not disclosed with Merk kind of where the goalpost is". This is not a "personalized cancer vaccine". $MRNA gave themselves an A on the test but we don't know how hard the test was. That's what this is.

@RagingVentures Aug 17 5 clicks

Raging Capital Ventures on X

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

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 $83B

MBI Deep Dives Aug 17 5 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

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

[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

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…

CPRT $25B

Bearhold Research Aug 13 10 clicks

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…

GFL $15B

310 Value’s Newsletter Aug 12 12 clicks

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…

SCHW $167BLPLA $26B

Steve Eisman Aug 10 14 clicks

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%.

GOOGL $4.2T

Bearhold Research Aug 10 13 clicks

ZTS · long

Zoetis INC

Zoetis, the animal prescription-medicines company, is presented as a long investment despite concerns around its 2026 and 2027 outlook.

ZTS $30B

Value Investors Club May 8 4 clicks

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

Meta On the Offense!

Meta’s Muse Spark 1.1 targets agentic enterprise work, backed by employee workflow data and 3,000 engineers building reinforcement-learning…

META $1.9T

MBI Deep Dives Jul 10 1 click

Under the Hood, Copart ($CPRT)

Copart’s salvage-auction network pairs scarce storage land with global online bidding, supporting insurer returns and a durable moat…

CPRT $25B

Bearhold Research Apr 3 2 clicks

Adobe Stock Breakdown (Five Minute Money)

Adobe trades at 14x free cash flow after a 60% decline despite growth, with AI, its business-model transition and creative-software…

ADBE $90B

Speedwell Memos Feb 12 1 click

Ferrari Exploratory Report

Ferrari sells about 13,000 vehicles annually, generating €7 billion of revenue and 28% operating margins; its shares trade at 32 times…

RACE $68B

Speedwell Memos Feb 10 2 clicks

Evolution: 4Q25 Business Update

Evolution's fourth-quarter revenue fell 4% as Asia cyber disruption and European channelization outweighed U.S.

EVVTY $15B

Speedwell Memos Feb 6 2 clicks

Adobe Inc (ADBE): slowly, then all at once

Adobe’s sub-20x forward GAAP P/E reflects AI disruption fears, with the investment case hinging on whether Digital Media’s creative…

ADBE $90B

Bristlemoon Capital Feb 6 1 click

Ryanair’s €256M Fine May Be Tip of The Iceberg

Ryanair’s €256 million Italian antitrust fine targets its OTA-blocking system, while internal documents raise questions about Michael…

RYAAY $29B

310 Value’s Newsletter Jan 28 5 clicks

Data Centers in the Permian Basin Part 3 - First Comes Power

Chevron’s proposed $6.5 billion, 2.5GW West Texas gas plant could support Permian AI data centers, with TPL, Oxy and WaterBridge land…

TPL $24B

310 Value’s Newsletter Dec 19 5 clicks

Wednesday, August 19, 2026

BDC on X

BDC on X

Ian Bezek on X

Ian Bezek on X

BDC on X

JabroniCoin.USD on X

BDC on X

Raging Capital Ventures on X

Investor Letters

Publications we follow

Newsletters 92

YouTube 4

Blogs 12

Seeking Alpha 44 of 214

X accounts we follow

Investor letters we follow

Sectors