NCLH or her grandma Saga?
Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028 profit.
Wednesday, August 19, 2026
From X
Timyan Bank Alert on X
@SEC_digger Patience… $STBI 🤷🏼 https://t.co/wg2SpE9mZy
Timyan Bank Alert on X
@charrisinvest @dirtcheapbanks I think he’s talking about $PWBK not $NSTS
Timyan Bank Alert on X
$OXBC Annual report excerpt. Thank you, @bankinvesting https://t.co/gXNZx5zwDd
Timyan Bank Alert on X
The First National Bank of Brookfield will merge w/ $NSTS . Congrats to the $NSTS faithful.
Timyan Bank Alert on X
@DrSichuan at this rate, a few more. I'm amazed people keep voting for Chevis' slate. He had ten years where he could have and should have sold to $FBMS for a large premium to today's price. The $PFBX over Chevis decades-long regime is anemic.
Timyan Bank Alert on X
Stilwell group nominee for $PFBX board inches closer every year. https://t.co/nT7keZuDLT
Timyan Bank Alert on X
Fresh $CFFN 13d by @HoldCoAM https://t.co/ecXNkAUTeX
Timyan Bank Alert on X
@JustBankStocks @StocksOddball Even happier 39 month and two week $FSEA anniversary. Congrats to you!
Investor Letters
All letters- First Eagle Investments second quarter 2026 +5.0%
- RGA Investment Advisors Q3 2025
- RGA Investment Advisors Q4 2025
- Royce Investment Partners year-to-date period ended 6/30/26 +23.8%
- Ariel Investments Q2 2026
- Broyhill Asset Management first quarter -6.0%
- Greenhaven Road Capital first quarter +17.0%
- Greenhaven Road Capital first quarter
Shitcos, Griftcos, and alignment versus enrichment at $IREN
IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing…
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…
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…
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…
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…
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…
$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 $32 per share driven by cash flow and rerating.
The AI Compute Squeeze
CoreWeave and Nebius cite AI compute shortages and higher-priced GPU renewals, but older-chip utilization and depreciation vary across…
Are Department Stores Finally Shortable?
Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…
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Older Stories
ZTS 2026-08-13 
[scuttleslops] ZTS, APO, FISV, TTD, RELY
scuttleblurb The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)
Bearhold Research Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers
310 Value’s Newsletter Entravision Q2 Notes
The Value Road $UWMC lost $600m hedging a deal they'd already lost
Yet Another Value BlogTopics
Ordered by how often our editor reaches for them.
