Sunday, August 23, 2026

Core Memory

Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger bookings.

ABNB $99B

MBI Deep Dives Aug 23 9 clicks

Aug 22 DASH $84B

The Non-linear Economics of Grocery Delivery Basket

MBI Deep Dives 8 clicks

Aug 21 PYPL $45B

Walmart’s Evolution

MBI Deep Dives 4 clicks

From X

@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

@BlueDuckCap Aug 20 1 click

BDC on X

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

@natstewart5 Aug 20 3 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 3 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 3 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

@BlueDuckCap Aug 19 4 clicks

BDC on X

@BoxLongs $SNAP added $250mn in revenue yy and $200mn in adj ebitda. Adj shares outstanding actually decreased 70 bps yy. FCF +400% yy. While everyone knows its a horribly managed asset, the numbers in isolation are MUCH improved YoY while stock itself is down 30% yy.

@irbezek Aug 19 3 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.

IRTC 2026-08-21

iRhythm: The Algorithmic Margin Inflection Changes The Story

IRhythm’s ZEUS clearance cuts clinician review time 50%, targeting $100 million in five-year savings as cardiac monitoring margins expand…

IRTC $3.6B

Equity Eagle Aug 21

$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…

ELALF $3.2B

Yet Another Value Podcast Aug 20 12 clicks

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 $59B

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

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

CRWV 2026-08-19

CoreWeave: The Execution Story Is Flashing A Strong Signal (Rating Upgrade)

CoreWeave’s Q2 converted backlog into sales, expanded margins and lifted operating leverage as active contracts topped half of its $104.2…

CRWV $47B

Future Stack Investment Aug 19

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 $67B

Yet Another Value Podcast Aug 17 9 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 $11B

The Oak Bloke Aug 16 9 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 9 clicks

RBLX · long

Roblox CORP

Roblox's valuation has fallen from 30x to 50x forward EBITDA, framing the selloff as a long opportunity despite near-term headwinds.

RBLX $34B

Value Investors Club May 25

TFX 2026-08-22

Teleflex: Portfolio Surgery Creates A Better Medtech Compounder

Teleflex is divesting lower-growth units, using proceeds for debt reduction and buybacks while focusing on faster-growing Vascular and…

TFX $5.3B

Equity Eagle Aug 22 1 click

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 $84B

MBI Deep Dives Aug 20 4 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 $14BMRNA $63B

Robert J. Lake Aug 20 2 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 $99B

MBI Deep Dives Aug 19 4 clicks

RDDT 2026-08-19

Reddit: Curb Your Enthusiasm About The Index Effect

Reddit joins the S&P 500 on August 18 after a short-term rally, while Q2 revenue growth came from ad pricing rather than user expansion and…

RDDT $29B

Dilantha De Silva Aug 19

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 $84B

MBI Deep Dives Aug 17 4 clicks

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…

M $5.8B

Bristlemoon Capital Aug 13 9 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 9 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 $27B

Bearhold Research Aug 13 9 clicks

Timyan Bank Alert on X

AltayCap on X

BDC on X

Nat Stewart on X

BDC on X

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BDC on X

Ian Bezek on X

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