Tuesday, August 25, 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 $32B

MBI Deep Dives Aug 24 5 clicks

Aug 23 ABNB $99B

Core Memory

MBI Deep Dives 9 clicks

Aug 22 DASH $84B

The Non-linear Economics of Grocery Delivery Basket

MBI Deep Dives 9 clicks

From X

@BlueDuckCap Aug 25 2 clicks

BDC on X

From $SNAP Q2 shareholder letter: In scheme of things, the stock barely budged. How much would $META or $AMZN be up if Zuck/Jassy had said the same exact thing? Hint: they would be up many multiples of $SNAP's entire market cap. https://t.co/8QeDQq1LFy

@TheBenSchmark Aug 25

JabroniCoin.USD on X

UBS on $CENX generating nearly $1 bn in 2026 FCF (v ~$800m consensus) Post this week, that Midwest premium looks solid for 2026… so that volume ramp should translate into higher numbers in Q3 and Q4 https://t.co/dhrEiBFWFf

@BlueDuckCap Aug 25 1 click

BDC on X

$xgn is our largest position. Had a great call with mgmt, who I think is world class. not advice, just candor on what we own. https://t.co/z57ubc1dru

@mavix_leon Aug 25 2 clicks

mavix on X

Will be interesting to finally see the first look of the new Shelly Camera! $SLYG https://t.co/dWIQfPA150

@majgeoinvesting Aug 25

Maj Soueidan on X

I’ll be studying the following Delta Sheets: $NSYS - another one of those never ending - “just wait for it, change is coming soon!” - stories. Anyways.. mentions data centers as an opportunity + has defense & medical device angles. Selling near book. $USIO - some smart investors seem to like this payment processing turnaround.

@majgeoinvesting Aug 25

Maj Soueidan on X

$SNT q2 call will be interesting. If there was a Hall of Fame list for Mgmt. that are cryptic and lack transparency on calls, they’d get a gold jacket. Still, I want to find out if the new LIDAR business can carry the weak/lumpy legacy perimeter security business. They teased us with transparency on the Q1 call, but weren’t sure they’d keep breaking out LIDAR moving forward. BTW.. $TPCS would also be on this list.

@BrokenMoats Aug 24

Broken Moats on X

$TGT continues to run post earnings now at 17x next year before considering net debt load with earnings expected to shrink next year on less than 3% growth Tough weekend too. ATF with 1.8m members (teachers union) announced a boycott for back to school of Target last week and today are having to make public comments about a racially insensitive clown costume….. might seem on the margin but prior issues with pride and other campaigns were a key contributor to TGTs foot traffic problems

@BrokenMoats Aug 24

Broken Moats on X

After Montgomery-Caribe and the impact on liability for brokers, and the general trend of dramatically higher insurance across the trucking space in recent years. How do people close to the freight market think about the truck rental companies like a U-Haul? If we are pushing liability on professional drivers, what is the case to give everyday drivers access to various side truck fleets and send them off to drive them on American highways? Clearly this practice seems unlikely to go away and U-Haul likely can pass escalating insurance costs on consumers better than the professional transport market but something to think about relative to margins and future demand in this space I think..... $UHAL

TGTX 2026-08-22

TG Therapeutics: Briumvi's Growth Attracts Buyout Rumors

TG Therapeutics' Briumvi growth and subcutaneous formulation progress have fueled takeover rumors, with Biogen, Incyte and Sanofi cited as…

TGTX $8.7B

ONeil Trader Aug 22 1 click

$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

PTLO 2026-08-20

Portillo's: Guidance Cut Confirms It's Cheap For A Reason

Portillo's guidance cut followed a 1.2% same-restaurant-sales decline and 1.9% margin compression, while its $343 million TRA liability…

PTLO $286M

KC Research Aug 20 2 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 17 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

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

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

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 $67B

Yet Another Value Podcast Aug 17 9 clicks

SLS · short

Sellas Life Sciences Group I

SELLAS Life Sciences Group faces a short case arguing that even a strong clinical outcome does not support its current valuation.

SLS $2.3B

Value Investors Club May 25

Under The Hood - Sprouts Farmers Market, Inc.

Sprouts Farmers Market’s 483-store fresh-food format combines dedicated distribution, curated assortments and long-built site selection,…

SFM $6.4B

Bearhold Research Jul 11 2 clicks

$50M Cash, No Debt, 0.74x Book: A Deep-Value Machine Tool Setup

A debt-free machine tool company with $50 million in cash trades at 0.74 times book value and below net current asset value.

HURC $140M

The Value Road Jul 10 5 clicks

U-Haul Bought at the Top

U-Haul’s pandemic-era fleet purchases at inflated prices now drive higher depreciation and disposal losses as truck and van prices…

UHAL $13B

scuttleblurb Jul 10 2 clicks

[scuttlebits] CPRT, ADBE, FIG, NVDA, QCOM, FDS, Memory chips

Copart’s returning CEO Jay Adair plans to restart European expansion and build domestic whole-car sales on its global buyer network amid…

CPRT $27B

scuttleblurb Jul 9 4 clicks

Corporate dark arts: the strangest 8-K I've ever seen $DMRC

DMRC’s incoming CEO can earn more than $40 million if shares rise roughly fivefold, despite an 8-K warning of substantial doubt about the…

DMRC $115M

Yet Another Value Blog Jul 9 3 clicks

Is insider buying a signal if the insiders are always wrong? $LILAK

LILAK’s canceled GCI Liberty deal, preferred-stock distribution, and $1.7 million of insider buying revive governance concerns around John…

LILA $1.7B

Yet Another Value Blog Jul 6

PesoRama ($PESO.V) FINS Review

PesoRama’s 0.64 current ratio, operating cash burn and 111% annual dilution offset 36% Q1 revenue growth, despite replacing an 18.5% loan…

PSSOF $86M

Wolf's Substack Jul 2 3 clicks

$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds

VEON’s 84% Kyivstar stake and JazzCash underpin a sum-of-the-parts case for 4x upside, despite its sanctioned shareholder, capital…

VEON $4.8B

Yet Another Value Blog Jul 1 1 click

[ZTS] Zoetis could use a booster shot

Zoetis’ pet-drug blockbusters have shifted its mix from low-growth livestock medicines to durable companion-animal franchises with softer…

ZTS $30B

scuttleblurb Jun 29 5 clicks

Tuesday, August 25, 2026

BDC on X

JabroniCoin.USD on X

BDC on X

mavix on X

Maj Soueidan on X

Maj Soueidan on X

Broken Moats on X

Broken Moats 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