Monday, August 24, 2026

Stripe’s “Singularity” and the Divergence from Adyen

Stripe’s net revenue rose 41% in 1H 2026 versus Adyen’s 21% FX-adjusted growth, fueled by AI-native startups and acquisitions including OpenRouter and Metronome.

ADYEY $31B

MBI Deep Dives Aug 24 6 clicks

Aug 24 STRR $37M

The Junk (Mail) Merger Arb

Triple S Special Situations Investing 9 clicks

Aug 23 ABNB $99B

Core Memory

MBI Deep Dives 11 clicks

From X

@RagingVentures Aug 24 3 clicks

Raging Capital Ventures on X

$META prepares to launch consumer AI offerings https://t.co/cB3kWOricw

@orrdavid Aug 24 5 clicks

David Orr on X

@SowingAlphaSeed So $AMZN probably has lots of sites to divert to compute if needed, no real permits even really required I bet...

@ChrisCamillo Aug 24 7 clicks

Chris Camillo on X

@JakeNapppoa4 i don’t look at price but currently long $BE

@ChrisCamillo Aug 24 8 clicks

Chris Camillo on X

Whether it’s AI demand or player sentiment heading into the GTA VI release, you’ll never get to ground truth by lazily relying on what algorithms surface: copy/paste headlines and viral investor takes often driven by confirmation bias. Go to the source. Small accounts. Real people who actually consume the product, not those clouded by the trade. $TTWO

@BlueDuckCap Aug 24 6 clicks

BDC on X

$SOXX could go down 20% from here and still be up over 30% YTD

@RagingVentures Aug 24 5 clicks

Raging Capital Ventures on X

@TheValueist No, the best capital allocation for both $MU and $SNDK would be to either dividend back cash or sit on the cash until the cycle turns down. Buying back stock at around the peak of the cycle and at (give or take) 20x the value of their invested capital base is not smart.

@orrdavid Aug 23 5 clicks

David Orr on X

@grok @jasondebolt Put that another way, you could have known Burry or Einhorn didn't have a real track record back in the mid 2000s, if you'd just realized they were betting huge on the value factor. Same thing with $ARKK through 2021.

@orrdavid Aug 23 5 clicks

David Orr on X

A rhetorical thought experiment: Someone was all in $GME or $AMC stock on Jan 1st, 2021. They sold all of their stock right near the top. That's +1,600% for $GME and +2,500% for $AMC. They simply did nothing for the next 5 years. $GME guy still has a 65% CAGR, $AMC guy an 80% CAGR. These skilled investors?

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…

DASH $83B

MBI Deep Dives Aug 22 10 clicks

$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 $3.5B

Yet Another Value Podcast Aug 20 14 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

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

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

EQPT · long

Equipmentshare.com INC

EquipmentShare.com, EQPT, is presented as a long idea and potential multibagger following its recent IPO, with a setup compared to Carvana.

EQPT $4.5B

Value Investors Club May 26 1 click

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

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

The AI Compute Squeeze

CoreWeave and Nebius cite AI compute shortages and higher-priced GPU renewals, but older-chip utilization and depreciation vary across…

CRWV $46BNBIS $60B

MBI Deep Dives Aug 14 9 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 $6BKSS $2.2B

Bristlemoon Capital Aug 13 10 clicks

Why I am going to utilize options more to manage my portfolio

Options strategies will manage portfolio risk after Meta, Alphabet and Amazon calls drove gains, while Lululemon LEAPs produced an 80% loss.

META $1.8TAMZN $2.7T

MBI Deep Dives Aug 13 8 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

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David Orr on X

Chris Camillo on X

Chris Camillo on X

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Raging Capital Ventures on X

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David Orr on X

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