TFPM 2026-08-22 Triple Flag Precious Metals: Ravenswood Turns Optionality Into Duration
Capital Connoisseur Saturday, August 22, 2026
TFPM 2026-08-22 Capital Connoisseur Aug 22 UUUU $3.7B Energy Fuels: The Largest Combined Uranium And Rare Earth Company In North America
Joseph L. Shaefer Aug 22 LLY $1.2T Eli Lilly: Shaking Off Competition From The Dethroned Novo Nordisk
JR Research From X
Timyan Bank Alert on X
BancFirst $BANF Corporation Announces Acquisition of SpiritBank https://t.co/8jm5DCej1L
Timyan Bank Alert on X
$CZWI 13d -Salute to Andy @Schornack https://t.co/WOcHVKcvh4
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Bogota Savings Bank $BSBK and GSL Savings Bank to Merge https://t.co/QlI0EEI1vT
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Better link to $CCNB $BCON merger https://t.co/jqR7WAucnp
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$CCNB $BCON MOE #BankMergers https://t.co/poHNDgm8h4
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Canadian Imperial Bank exiting its Caribbean ops $NTB Butterfield to acquire control of CIBC Caribbean in $1.8 billion transaction https://t.co/SlU2Q0Lfxz
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@wamackey88 Management is the only constituent to have benefited from this grift that is $BCOW
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@Stl_MAR @Catahoula_Value I think (from past close experience) that the family calling the $TRCY shots is hopelessly inept. Doesn’t mean they won’t sell it at some point but they have turned away some great alternatives.
Investor Letters
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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…
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…
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…
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.
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…
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…
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…
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…
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…
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The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville
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Will Hubspot go the way of the Dodo?
The Oak Bloke
AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
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$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
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