Thursday, August 20, 2026

Instacart’s Unit Economics, and Implications for DoorDash

Instacart’s per-order unit economics provide a benchmark for assessing DoorDash’s LTM profitability and operating model.

DASH $83B

MBI Deep Dives Aug 20 6 clicks

Aug 19 ABNB $96B

Airbnb Model Update (2026)

MBI Deep Dives 5 clicks

Aug 18 IREN $15B

Shitcos, Griftcos, and alignment versus enrichment at $IREN

Yet Another Value Blog 13 clicks

From X

@BlueDuckCap Aug 20 2 clicks

BDC on X

Contrarian view: $MRNA raises equity in next week. Bullish. No equity raise in the next 2-3 weeks? Very bearish.

@RagingVentures Aug 20 2 clicks

Raging Capital Ventures on X

It is simple: $NVDA is using vendor financing to avert margin pressure and market-share loss. https://t.co/IlD9IHVhP8

@natstewart5 Aug 20 5 clicks

Nat Stewart on X

@ragingbullcap $PBT interesting here to. Merging with royalty acres/surface interests owned by affiliate of the operator, converting to a C-Corp. Softvest is once again the architect as with $TPL https://t.co/acWX95uQQI

@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

$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…

NU $73B

Yet Another Value Podcast Aug 17 10 clicks

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 $1.8T

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

[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

ASTS · short

Ast Spacemobile INC

AST SpaceMobile is priced for a 2026 commercial launch despite no identified path to manufacture or launch its satellite deployment target.

ASTS $22B

Value Investors Club Apr 29 11 clicks

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Thursday, August 20, 2026

Instacart’s Unit Economics, and Implications for DoorDash

Airbnb Model Update (2026)

Shitcos, Griftcos, and alignment versus enrichment at $IREN

From X

BDC on X

Raging Capital Ventures on X

Nat Stewart on X

BDC on X

BDC on X

Ian Bezek on X

Ian Bezek on X

BDC on X

Investor Letters

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

Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge

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

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

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

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

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

Alphabet Inc. ($GOOGL) - Deep Dive

Ast Spacemobile INC

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Thursday, August 20, 2026

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Seeking Alpha 44 of 215

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