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 8 clicks

From X

@BlueDuckCap Aug 21 4 clicks

BDC on X

@BoxLongs Wild truth is that if $SNAP chooses they can earn over $1/share in FCF next year. $5 stock.

@ChrisCamillo Aug 21 2 clicks

Chris Camillo on X

Bought $TTWO after seeing the GTA VI leaked footage. Forget the graphics. Unpolished gameplay is showing a massive leap in world density, NPC behavior and systemic depth. The world feels alive. First real evidence GTA VI may actually be a generational leap. That’s the signal. https://t.co/r6HKMVSYgc

@irbezek Aug 21 2 clicks

Ian Bezek on X

@taobanker $U up every day, $APP down every day, $RBLX demolished. Things as they should be.

@irbezek Aug 21 2 clicks

Ian Bezek on X

@2suns2moons @bold_perception $CIB dividend up from $2.25/year in 2022 to more than $6/share now. Covers a lot of living expenses. If you relocate to another country, good to own some stuff there so you have an economic stake if its conditions improve...

@BlueDuckCap Aug 21 2 clicks

BDC on X

Reviewing some expert transcripts. On $XGN this is worth flagging. The Rheumatologist being interviewed confirms the bull thesis. Says he uses AVISE (XGN) for his panels bc generic tests don't work well in autoimmune, and AVISE more accurate. Flat out says that the one autoimmune marker XGN doesn't offer is for Myositis, where he uses another lab. Guess what $XGN is offering in 2027?

@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

@majgeoinvesting Aug 21 1 click

Maj Soueidan on X

It’s happening… Seller’s remorse is starting to set in for trigger-happy $KLNG shareholders. I have a feeling the same will happen to $SIF panic sellers who blindly accepted “horrendous” GAAP EPS as true earnings power. Lesson 👉 Read the transcripts & do your own math. https://t.co/0u7pxLVft4

@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

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

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 $407B

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 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

OFRM · long

Once Upon A Farm Pbc

Once Upon a Farm (OFRM) makes organic baby food, smoothies and kid snacks using high-pressure processing instead of heat pasteurization.

OFRM $695M

Value Investors Club May 27

NRIX 2026-08-24

Nurix Therapeutics: Roche Has Changed The Economics Of The Bull Case

Nurix Therapeutics gained $700 million upfront from Roche, a 50% U.S. profit share and Roche-funded global bexobrutideg development,…

NRIX $2.7B

Equity Eagle Aug 24 3 clicks

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…

PYPL $45B

MBI Deep Dives Aug 21 4 clicks

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

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

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

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 $104B

KL Research Aug 19 1 click

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 $292MMNRO $383M

Triple S Special Situations Investing 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

Tuesday, August 25, 2026

BDC on X

Chris Camillo on X

Ian Bezek on X

Ian Bezek on X

BDC on X

Timyan Bank Alert on X

Maj Soueidan on X

AltayCap on X

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