Wednesday, August 26, 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

@pennycheck Aug 26 1 click

⚽️📡 on X

$OKTA and $CRWD confirmed the agentic inflection has officially begun https://t.co/p9lToGNBvH

@TheBenSchmark Aug 26 1 click

JabroniCoin.USD on X

How many times will Peltz rug $WEN with totally not-fake bids? https://t.co/7YmTsnbaZy

@pennycheck Aug 26 1 click

⚽️📡 on X

@Waksman84 $bwxt was chosen here not OKLO yet ppl are bidding oklo that burns 200M a yr on 1m revenue over proftabke compounded bwxt trading at 52 wl doing 3.5 billion in revs lol

@pennycheck Aug 26 1 click

⚽️📡 on X

$OKTA $CRWD the two most expensive cyber sec names getting rewarded for good earnings bodes very well for the next leg in the sector

@BlueDuckCap Aug 26 3 clicks

BDC on X

Legal issues for social media is all the more reason for $SNAP and @evanspiegel to do right be long suffering shareholders and spin off Specs, which given the form factor and price point will be DOA wrt mass market appeal. The tech is cool and worth something, but its not a commercially viable product yet. Time to spin it and raise capital for it via minority investors, not SNAP shareholders.

@TheBenSchmark Aug 26 2 clicks

JabroniCoin.USD on X

YMTC is another top customer of $ACMR ACM Research seems to be the most clear direct US-listed beneficiary of the inevitable Chinese memory wave https://t.co/zrRv9YQSXQ

@BlueDuckCap Aug 26 1 click

BDC on X

$SNAP sub model pivot is underappreciated. Evan said subs can reach 7-12% of MAU, per their own case study analysis on paid penetration. At 971mn MAU as of Q2, that means 68mn subs at 7% penetration vs the current 3.3%. At the Q2 ARPU runrate, that implies just under $3B in annual revenue and suggests that there remains considerable runway on the subscription side vs the $1.2B sub revenue runrate in Q2.

@ActAccordingly Aug 26 1 click

PAA Research on X

Back to back days with 30%+ moves in the retail space. Today it's $ANF with a 30%+ move higher. This wasn't supposed to happen in the age of "alt data" and credit card panels. Instead, single stock vol in the retail space is higher than ever. Market structure is a big part of it (See my 5 "P"s" rubric). However, in this case you can't help but wonder how alt data is driving EXTREME levels of group think in individual stocks. One thing is certain, $ANF is a trader's delight, if you can get it right....

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

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

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

JBTM · long

JBT Marel Corporation

JBT Marel is an enduring food-equipment business with low AI risk, automation upside and favorable GLP-1 exposure.

JBTM $5.7B

Value Investors Club May 26

Figma 2Q'26: Near-Term Re-acceleration vs. Long-Term Durability

Figma raised its 2026 revenue growth guide to 39%, but a roughly 1% sequential 3Q outlook and unchanged $125-135 million operating-income…

FIG $12B

MBI Deep Dives Aug 10 10 clicks

40 Stock Pitches (3rd-9th August)

Navient trades near 40% of tangible book as Gator Financial Partners argues private student-loan growth and restructuring can reverse its…

NAVI $902M

Capital Employed Aug 10 9 clicks

$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove

Hims & Hers investor Paul Cerro is long again on lab and patient data driving retention and LTV, despite management concerns, GLP-1…

HIMS $7.1B

Yet Another Value Podcast Aug 7 9 clicks

Airbnb 2Q'26: Widening the Gap with Booking

Airbnb added 14 million booked nights and seats, up 10%, and guided low-double-digit third-quarter growth as North America and EMEA…

ABNB $99B

MBI Deep Dives Aug 7 6 clicks

DoorDash 2Q'26: Growth Beyond the Restaurant

DoorDash’s 2Q 2026 orders rose 27% and marketplace GOV grew 36%, with DashPass driving a slight acceleration in U.S. restaurant demand.

DASH $84B

MBI Deep Dives Aug 6 2 clicks

DEC-laration of independence

Diversified Energy cut $233 million of debt in 1H26, repurchased $93 million of stock and sold $273 million of land and assets while…

DEC $972M

The Oak Bloke Aug 6 7 clicks

Coupang: 2Q26 Business Recap

Coupang’s product-commerce revenue rose 8% in constant currency as data-leak churn lingered, while promotions and underused logistics…

CPNG $26B

Speedwell Memos Aug 5 8 clicks

Perimeter Solutions: 2Q26 Business Recap

Perimeter Solutions’ 2Q26 revenue rose 31%, while operating income fell 11% as USDA pricing and DLA delivery timing hurt Fire Safety; it…

PRM $5.3B

Speedwell Memos Aug 5 9 clicks

Floor & Decor: 2Q26 Business Update

Floor & Decor’s same-store sales improved to minus 2%, while $45 million of tariff refunds lifted second-quarter gross profit and operating…

FND $5B

Speedwell Memos Aug 4 8 clicks

Wednesday, August 26, 2026

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