Friday, August 21, 2026

Walmart’s Evolution

Walmart says Medicare Maximum Fair Price rules will cut FY27 US comps by 125 basis points, while pharmacy margins and prescription volumes remain resilient.

PYPL $45B

MBI Deep Dives Aug 21 4 clicks

Aug 20 ELALF $3.2B

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

Yet Another Value Podcast 12 clicks

Aug 20 DASH $84B

Instacart’s Unit Economics, and Implications for DoorDash

MBI Deep Dives 4 clicks

From X

@BlueDuckCap Aug 21 4 clicks

BDC on X

@be4_the_h3rd @JasperRidley $xgn just getting started imo

@BlueDuckCap Aug 21 4 clicks

BDC on X

@BoxLongs Wild truth is that if $SNAP chooses they can earn over $1/share in FCF next year. $5 stock.

@ChrisCamillo Aug 21 2 clicks

Chris Camillo on X

Bought $TTWO after seeing the GTA VI leaked footage. Forget the graphics. Unpolished gameplay is showing a massive leap in world density, NPC behavior and systemic depth. The world feels alive. First real evidence GTA VI may actually be a generational leap. That’s the signal. https://t.co/r6HKMVSYgc

@irbezek Aug 21 2 clicks

Ian Bezek on X

@taobanker $U up every day, $APP down every day, $RBLX demolished. Things as they should be.

@irbezek Aug 21 2 clicks

Ian Bezek on X

@2suns2moons @bold_perception $CIB dividend up from $2.25/year in 2022 to more than $6/share now. Covers a lot of living expenses. If you relocate to another country, good to own some stuff there so you have an economic stake if its conditions improve...

@BlueDuckCap Aug 21 2 clicks

BDC on X

Reviewing some expert transcripts. On $XGN this is worth flagging. The Rheumatologist being interviewed confirms the bull thesis. Says he uses AVISE (XGN) for his panels bc generic tests don't work well in autoimmune, and AVISE more accurate. Flat out says that the one autoimmune marker XGN doesn't offer is for Myositis, where he uses another lab. Guess what $XGN is offering in 2027?

@TimyanBankAlert Aug 21 1 click

Timyan Bank Alert on X

Deutsche Bank $DB freed from consent order in 2010s FX scandal https://t.co/BsHGBheaWK

@AltayCapital Aug 21 1 click

AltayCap on X

@finphysnerd @taobanker A sentiment check on X searching $DECK, its universally positive except @CatNyanpital who is the only bearish comments on this name. Doesn't mean it can't work though

NBIS 2026-08-20

Nebius: The Market Is Arguing About The Wrong Number

Nebius posted 454% revenue growth and a 41% EBITDA margin, while Meta’s $27 billion agreement supports its AI infrastructure backlog.

NBIS $64B

The Quality Growth Investor Aug 20 1 click

CCC Is in the Middle of the Wreckage

CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…

CCC $3.9B

scuttleblurb Aug 20 17 clicks

Aloe Aloe Aloe what 'ave VERRA then?

Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…

VRRM $536M

The Oak Bloke Aug 20 13 clicks

BHP 2026-08-20

BHP: Stop Calling This An Iron Ore Stock

BHP expects copper to generate over half of FY2026 EBITDA and plans a 40% production increase by FY2035 after profit, free cash flow and…

BHP $223B

On the Pulse Aug 20 1 click

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…

NCLH $6.5B

The Oak Bloke Aug 19 13 clicks

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 $90B

MBI Deep Dives Aug 19 4 clicks

APP 2026-08-19

AppLovin: Here's How I See 3 Catalysts That Could Drive Valuation Re-Rating

AppLovin’s AXON 2.0 self-serve rollout, e-commerce onboarding and Connected TV expansion aim to revive growth after Q2 2026 revenue and…

APP $104B

KL Research Aug 19 1 click

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…

JMIA $938M

Triple S Special Situations Investing Aug 18 13 clicks

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…

IREN $19B

Yet Another Value Blog Aug 18 12 clicks

$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 $68B

Yet Another Value Podcast Aug 17 9 clicks

RCKY · long

Rocky Brands INC

Rocky Brands, a nearly century-old footwear maker, sells owned workwear, western and recreational brands into industrial and consumer end…

RCKY $338M

Value Investors Club May 13

10x or Bust? Pure Play Fighting GLP-1 Side Effects ($IBIO)

IBio’s $20 million, debt-free valuation is a high-risk bet that it can partner a myostatin inhibitor for GLP-1-related muscle loss before…

IBIO $86M

Multibagger Monitor Jun 3 1 click

Sweet or Sour? Candy Co. Doubling Rev YoY at 6x NTM P/E ($SOWG)

Sow Good trades below 6x NTM earnings after retiring debt and raising $12.8 million to expand freeze-dried candy capacity amid rapid…

SOWG $50M

Multibagger Monitor May 14 2 clicks

A 4x in 4 Years Surfing the Data Center Tsunami? ($TSSI)

Total Site Solutions ($TSSI) depends on Dell for 96% of revenue; the 4x thesis rests on Dell expanding modular data centers amid AI-driven…

TSSI $253M

Multibagger Monitor Apr 16 4 clicks

Nvidia, Nano-X and the interpretation of 13F filings

Nvidia’s $380,000 Nano-X stake came from Zebra Medical Vision’s acquisition and is managed by another reporting person, undermining the 50%…

NNOX $69M

John Hempton's Newsletter Feb 15 2 clicks

Sarepta Risk and the FDA

Sarepta’s Exondys 51 approval despite a 12-patient trial frames FDA regulatory risk and a call to remove Commissioner Robert Califf.

SRPT $2.2B

John Hempton's Newsletter Oct 31 1 click

Does anyone remember when Alnylam went up 50 percent in a day on a phase three result

Alnylam’s 2022 50% phase-three gain faces FDA advisory-panel scrutiny over its amyloidosis drug’s label extension.

ALNY $33B

John Hempton's Newsletter Sep 12

Walmart’s Evolution

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

Instacart’s Unit Economics, and Implications for DoorDash

From X

BDC on X

BDC on X

Chris Camillo on X

Ian Bezek on X

Ian Bezek on X

BDC on X

Timyan Bank Alert on X

AltayCap on X

Investor Letters

Nebius: The Market Is Arguing About The Wrong Number

CCC Is in the Middle of the Wreckage

Aloe Aloe Aloe what 'ave VERRA then?

BHP: Stop Calling This An Iron Ore Stock

NCLH or her grandma Saga?

Airbnb Model Update (2026)

AppLovin: Here's How I See 3 Catalysts That Could Drive Valuation Re-Rating

Jumia

Shitcos, Griftcos, and alignment versus enrichment at $IREN

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

Rocky Brands INC

10x or Bust? Pure Play Fighting GLP-1 Side Effects ($IBIO)

Sweet or Sour? Candy Co. Doubling Rev YoY at 6x NTM P/E ($SOWG)

A 4x in 4 Years Surfing the Data Center Tsunami? ($TSSI)

Nvidia, Nano-X and the interpretation of 13F filings

Sarepta Risk and the FDA

Does anyone remember when Alnylam went up 50 percent in a day on a phase three result

Publications we follow

YouTube 4

Blogs 12

Seeking Alpha 29 of 159

X accounts we follow

Investor letters we follow

Sectors

Friday, August 21, 2026

BDC on X

BDC on X

Chris Camillo on X

Ian Bezek on X

Ian Bezek on X

BDC on X

Timyan Bank Alert on X

AltayCap on X

Investor Letters

Publications we follow

Newsletters 91

YouTube 4

Blogs 12

Seeking Alpha 29 of 159

X accounts we follow

Investor letters we follow

Sectors