Saturday, August 22, 2026

The Non-linear Economics of Grocery Delivery Basket

Instacart’s larger grocery baskets create disproportionately better delivery economics than DoorDash’s, making half the basket size worth far less than half the profit.

DASH $83B

MBI Deep Dives Aug 22 10 clicks

Aug 21 WMT $877B

Walmart’s Evolution

MBI Deep Dives 7 clicks

Aug 20 ELALF $3.5B

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

Yet Another Value Podcast 14 clicks

From X

@RagingVentures Aug 1 3 clicks

Raging Capital Ventures on X

Sold my $BILL on this 50%+ run off the lows, and continue to actively trade around core $HUBS and $WDAY positions by regularly writing calls or shorting puts (and sometimes boxing my longs). The volatility has been insane. Sold $ESTC for now. Also, I’m now short a small amount of $ADBE, $NOW, $TEAM, $CXM and $YEXT into July’s de-grossing/de-leveraging squeeze.

@RagingVentures Aug 1 2 clicks

Raging Capital Ventures on X

Another ugly quarter at $MO. Still struggling to gain traction in the all-important new smokeless markets, while Marlboro bleeds market share and overall smoking volumes continue to collapse. This has been a good trading short with all of the funky rotation and factor moves. https://t.co/SK4WwXsiiZ

@RagingVentures Aug 1 1 click

Raging Capital Ventures on X

OpenAI “ARR” apparently run rating at $60 b, and (for the most part) they haven’t yet monetized their 1 billion weekly consumer actives. Bullish $ORCL. https://t.co/pBDIrTTAqV

@RagingVentures Jul 31 2 clicks

Raging Capital Ventures on X

Booked the quick 8-10% gain on this $AAPL short, knock on wood. Have a great weekend.

@mavix_leon Jul 31 4 clicks

mavix on X

Portfolio July 2026: Toyokumo $4058 Evolution $EVO Centrotec $CEV.HM Leatt $LEAT BioRem $BRM.V Secunet Security Networks $YSN -undisclosed- Shelly Group $SLYG Enogia $ALENO.PA Lindbergh $LDB.MI ErreDue $RDUE -undisclosed- Circle Group $CIRC.MI -undisclosed- https://t.co/GRWGeOhgeH https://t.co/3qWfVW1705

@TimyanBankAlert Jul 31 4 clicks

Timyan Bank Alert on X

Old Second $OSBC has 'no interest in betting the farm' on M&A | S&P Global Market Intelligence https://t.co/VmbJj1Eure

@irbezek Jul 31 1 click

Ian Bezek on X

@taobanker I half heartedly pitched $jd the week it bottomed with an apology attached to it for buying such a hated stock. Sure enough straight up

@TimyanBankAlert Jul 31 2 clicks

Timyan Bank Alert on X

Bank investors need this. Please don’t go. $CCB $GBFH $FFBB $UBAB $SLBK https://t.co/ibodMsCRRH https://t.co/rmGbDGHcpL

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

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 18 clicks

TEM 2026-08-20

Tempus AI Just Had Their Entire Strategy Validated By Moderna's Vaccine Advance

Tempus AI's diagnostics and data businesses grew Q2 2026 revenue 19.4% year over year, with FDA approvals, expanded tests and pricing aimed…

TEM $12BMRNA $79B

Robert J. Lake Aug 20 3 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 $445M

The Oak Bloke Aug 20 14 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 $216B

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 $7.1B

The Oak Bloke Aug 19 14 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 $93B

KL Research Aug 19 2 clicks

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 $866M

Triple S Special Situations Investing Aug 18 14 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 $15B

Yet Another Value Blog Aug 18 13 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 $74B

Yet Another Value Podcast Aug 17 10 clicks

KVHI · long

KVH Industries

KVH Industries is winding down capital-intensive GEO antenna manufacturing and pivoting to an asset-light maritime connectivity business.

KVHI $120M

Value Investors Club May 23 3 clicks

BAC 2026-08-20

Bank of America Preferreds: Better Propositions Available Than Series GG

Bank of America’s BAC.PR.B yields just over 6% near par, while discounted lower-coupon series such as BAC.PR.P offer better value despite…

BAC $375B

Prakhar Agarwal, CFA Aug 20 1 click

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 $99B

MBI Deep Dives Aug 19 5 clicks

AZN 2026-08-19

AstraZeneca Vs. Bristol-Myers Squibb: Who's The Better Bargain For Investors?

AstraZeneca and Bristol-Myers Squibb are compared on oncology and inflammatory-disease drug portfolios as merger rumors cool.

AZN $248BBMY $122B

ALLKA Research Aug 19 3 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 $83BSERV $378M

MBI Deep Dives Aug 17 5 clicks

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…

SSP $271MMNRO $421M

Triple S Special Situations Investing Aug 17 10 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

$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.

DNOW $2.8B

Yet Another Value Podcast Aug 14 10 clicks

Saturday, August 22, 2026

Raging Capital Ventures on X

Raging Capital Ventures on X

Raging Capital Ventures on X

Raging Capital Ventures on X

mavix on X

Timyan Bank Alert on X

Ian Bezek on X

Timyan Bank Alert on X

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