Thursday, August 27, 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

@ActAccordingly Aug 6

PAA Research on X

I don't know what people expected for the $RKT print and guide. Always puts and takes, but this was a solid print in this environment. $UWMC just went through the windshield and my guess is that $RKT has some share gains to be had there. Gain on sale in the Pro channel was tight in the quarter so perhaps that reflects some of that.

@irbezek Aug 6 1 click

Ian Bezek on X

@Tintincapital @29374736ahshsv @flippyfloppy52 @smurfkonto1 Ha, no worries. There were some real concerns around resource nationalism in Chile recently, especially with $SQM so that's understandable.

@AltayCapital Aug 5 2 clicks

AltayCap on X

Megachips Corp 6875.T looking interesting given the +30% move on $SITM after earnings+forecast. Megachips owns more than its marketcap worth of SITM. (no debt, net cash). They've done some real buybacks recently too! Core biz is meh. Megachips is about ~¥140bn mcap.

@TheBenSchmark Aug 5 1 click

JabroniCoin.USD on X

Mark Barrocas: “Q2 was a blowout quarter for SharkNinja. We delivered our 13th consecutive quarter of double-digit net sales growth. And we didn't just sustain our pace, we accelerated to over 22% growth year-over-year. This is our fastest growth rate since Q4 2024.” $SN https://t.co/IPqHNlNfKJ

@ActAccordingly Aug 4 1 click

PAA Research on X

Big gap higher pre-mkt for $W. Furniture names in general have been ripping the past 3-months. QUIETLY. 4+ years of brutal housing market headwinds and these businesses have been grinding away, generating cash, buying back stock, preserving margins. Easy comps + the potential of an upturn in housing velocity make it a good recipe for longs with valuations that remain notably cheap relative to mid-cycle EBITDA. Look at some of these 3-month returns: $BOBS: 64.8% $W: 35.8% $BSET: 34.1% $WSM: 33.2% $HOFT: 21.4% $LZB: 18.5% $ETD 12.2% There's plenty of juice in the group with a sustained upturn in home furnishings spend after the post-COVID19 crash. $WSM is on our Buyback Outliers list. I own $BSET, $ETD, $BBBY

@psyopcapital Aug 4 1 click

Psyop Capital on X

Good numbers from Broadridge $BR. Stock was stupid cheap a few weeks ago, hit 14x trailing eps for a capital light monopoly

@ActAccordingly Aug 4 1 click

PAA Research on X

Interesting look at who made money on $BSP's take out of #airtable. Some people didn't do great here, but a return of funds is always better than nothing in VC land. I'd love to see the original deck on Airtable from 2013 and what this business has morphed into.... https://t.co/D5PMxk25bF

@TheBenSchmark Aug 2 1 click

JabroniCoin.USD on X

Semrush found that Reddit citations collapsed in ChatGPT through 2025. And in AI responses in general. Different reasons have been proffered, but I for one am glad SEO spam and human-generated nonsense is being weighted less $RDDT https://t.co/J1qIjVsvlO

DKS 2026-08-22

DICK'S Sporting Goods Stock Is Hanging On By A Thread But Looks Like A Buy Ahead Of Q2 Earnings

DICK’S Sporting Goods trades at 12.8 times FY26 EPS after breaking multi-year support, while maintaining $13.50 to $14.50 FY guidance amid…

DKS $11B

Mike Arnold Aug 22 2 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

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

[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 9 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 $27B

Bearhold Research Aug 13 9 clicks

Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers

GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and…

GFL $15B

310 Value’s Newsletter Aug 12 11 clicks

Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72

Glenn Schorr and Ken Worthington discuss risks in private-credit software loans, agentic AI at retail brokers, crypto use cases and bank…

LPLA $26B

Steve Eisman Aug 10 13 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

[scuttleslops] ODFL, AMD, INTC, CDNS, URI, VRSK, KNSL, WSO

Old Dominion Freight Line grew Q2 revenue 10.4% and EPS 32.3% as pricing offset lower tonnage, while excess network capacity sets up…

ODFL $36B

scuttleblurb Jul 30

RGLD · long

Royal Gold INC

Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.

RGLD $22B

Value Investors Club May 29

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

GFS 2026-08-21

Recent Pullback Could Be An Appealing Entry Point For GlobalFoundries

GlobalFoundries' data center revenue rose 62% year over year as rising capex for quantum and silicon photonics increases near-term cash…

GFS $27B

Jason Ditz Aug 21

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

CRWV 2026-08-19

CoreWeave: The Execution Story Is Flashing A Strong Signal (Rating Upgrade)

CoreWeave’s Q2 converted backlog into sales, expanded margins and lifted operating leverage as active contracts topped half of its $104.2…

CRWV $47B

Future Stack Investment Aug 19

Under the Hood - Adobe Inc. ($ADBE)

Adobe generates 96% of revenue from subscriptions and converts over 40% into free cash flow, but generative AI tests whether Creative…

ADBE $99B

Bearhold Research Jul 27 2 clicks

Under the Hood - Tractor Supply ($TSCO)

Tractor Supply’s 2,602-store rural retail network supported 30+ years of growth.

TSCO $17B

Bearhold Research Jul 23 1 click

Boston Scientific Has to Keep Buying the Future

Boston Scientific built its interventional-medicine portfolio through acquisitions, but early-2000s growth became heavily dependent on the…

BSX $63B

scuttleblurb Jul 20 2 clicks

Thursday, August 27, 2026

PAA Research on X

Ian Bezek on X

AltayCap on X

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PAA Research on X

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