Tuesday, August 25, 2026

Atlas Engineered Products ($AEP.V) FINS Review

Atlas Engineered Products reported Q2 revenue up 19% to $16.2 million, but ended cashless on its credit line as inventory rose 47% and year-to-date losses widened.

APEUF $30M

Wolf's Substack Aug 25 10 clicks

Aug 24 ADYEY $31B

Stripe’s “Singularity” and the Divergence from Adyen

MBI Deep Dives 5 clicks

Aug 24 STRR $38M

The Junk (Mail) Merger Arb

Triple S Special Situations Investing 8 clicks

From X

@catechwilliams Apr 30

catechwilliams on X

@TheMuffinMan28 SRS is a PE rollout, bit of a hodgepodge of assets. Concentration in landscaping, pool and roofing. No exclusive relationships (GMS is for $AWI, regional duopoly across most categories). End customers are small homebuilders (more competitive, less scale benefit for distributors).

@catechwilliams Apr 30

catechwilliams on X

$GMS Underfollowed building products distributor, HSD growth, favorable mix shift/ margin, tracking to beat estimates, trading at 10x EPS, 7x EBITDA. Peers at >50% higher multiples. $HD just acquired lower quality peer SRS for 17x EBITDA. GMS = $240 or +150% at that multiple.

@catechwilliams Apr 19 1 click

catechwilliams on X

$LYTS Very attractive acq of EMI following successful prior M&A blueprint--significant cross-selling op, cost reduction, expands product set which further solidifies dominant national position. Seeing +50% upside to shares from here.

@LittleOwlRes Apr 17

Little Owl Research on X

@DeepDuDiligence Doing some DD on $TPET at the moment, have they given any guidance on how many wells they expect to start producing this year? Or what the BOPD could be?

@LittleOwlRes Apr 16 1 click

Little Owl Research on X

@Tonyforever2003 @marketplunger1 This is exactly what came to my mind when reading this. I'm long $GPRK and $GTE for precisely this reason.

@LittleOwlRes Apr 16 1 click

Little Owl Research on X

Here is a little pricing guide for any of you looking into $HHH at the moment. Credit to @mfwarder for the format. https://t.co/MeZP5qopmR

@catechwilliams Apr 16

catechwilliams on X

$DAKT. Over the last 3 weeks have won several large upgrades—Colorado, UVa football stadiums. Each $15M projects to boost backlog and revenue >10% in the next quarter, further solidifying dominant market position. https://t.co/JFou9jCYxr

@LittleOwlRes Apr 15 1 click

Little Owl Research on X

@marginofdanger @BillAckman Additionally, $HHH as a pure play MPC is much more valuable than the sum of its parts. Though the market doesn't understand it well at the moment it will likely come to appreciate it more as it grows and produces substantial FCF. Patience is key here.

Core Memory

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

ABNB $90B

MBI Deep Dives Aug 23 9 clicks

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 $81B

MBI Deep Dives Aug 22 9 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 $3.2B

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 $393B

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 $4B

scuttleblurb Aug 20 17 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 $505M

The Oak Bloke Aug 20 13 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 $6.7B

The Oak Bloke Aug 19 13 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

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 $917M

Triple S Special Situations Investing Aug 18 13 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 $679M

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 $2.4B

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 $81B

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 $64B

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 $90B

MBI Deep Dives Aug 19 4 clicks

AZN 2026-08-19

AstraZeneca Vs. Bristol-Myers Squibb: Who's The Better Bargain For Investors?

AstraZeneca and Bristol-Myers Squibb are compared on oncology and inflammatory-disease drug portfolios as merger rumors cool.

AZN $255BBMY $127B

ALLKA Research Aug 19 1 click

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 $18B

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 $66B

Yet Another Value Podcast Aug 17 9 clicks

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 $263MMNRO $430M

Triple S Special Situations Investing Aug 17 9 clicks

Tuesday, August 25, 2026

catechwilliams on X

catechwilliams on X

catechwilliams on X

Little Owl Research on X

Little Owl Research on X

Little Owl Research on X

catechwilliams on X

Little Owl Research on X

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