The Groupon Turnaround — Dušan Šenkypl & Rana Kashyap | Ep. 3
Groupon CEO Dušan Šenkypl and CFO Rana Kashyap discuss rebuilding the local-experiences marketplace with AI infrastructure, better recommendations and repeat purchases.
Thursday, September 17, 2026
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mavix on X
I just published my Portfolio Update for May 2026. It includes: ▫️My current portfolio & position sizes ▫️Earnings Updates about $YSN, $SLYG, $LEAT, $4058, $CIRC.MI, $BRM.V ▫️Recent news about $TRT.L, $4058, $CIRC.MI, $EVO https://t.co/ZFcIyaEFr7
marginofdanger on X
$TIPT filed an 8-K this morning where they said they expected the Fortegra deal to close by Friday 5/29. Pro forma TBV is ~$24/share, stock last 17.17.
Timyan Bank Alert on X
@Catahoula_Value It feels like $BCOW management would rather continue stealing from the shareholders. $LRBI is performing well on its own and improving so not needed. Sure does spotlight the values though. $MBBC also in $PSBQ backyard where Nick Z is really improving his bank.
ToffCap on X
$EVC might perhaps be your bias test of the year peeps. https://t.co/4CCScxnYUs
Timyan Bank Alert on X
Every bank should have a Chair like Charles Alan Williams of $NPB @NorthpointeBank https://t.co/WJNBIgvvAZ
mavix on X
Here it finally is! The BoD of Evolution $EVO has resolved on a EUR 2 billion share buyback program that will commence immediaely. https://t.co/I0bozM6WA2
marginofdanger on X
Seems like $MLP may be selling its water assets to Maui for $30 million https://t.co/hFHq1VRZ20
Fierce_beast on X
@SowingAlphaSeed i am short $nrds
Investor Letters
All letters- Pendelhaven Asset Management B.V. July 2026 DR0 $454MGRVY $464M
- Asset Value Investors Ltd July 2026 079940 $410M
- Forager Funds Management July 2026 BVS $984M
- PenderFund Capital Management Ltd. July 2026 TSAT $746M
- Palm Harbour Capital July 2026 082920 $938M
- Protean Funds July 2026 TRUE-B $584M
- Artisan Partners Q2 2026 BW $873M
- Royce Investment Partners first half of 2026 AIOT $352MPAR $559M
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Fundamentals Turn In Favor Of Farmland Partners
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Dane Bowler 
ContextLogic Acquires gChem (LOGC): Update and Valuation
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Build a Bear Workshop
Build-A-Bear Workshop, the toy retailer.
A Busted Businesses or a Cyclical Bottom?
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Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case
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Equity Eagle 2 clicks
EVC Update
EVC reported a solid second quarter and outlook.
$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital
Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…
Shattuck Labs: A Receptor-Side Bet On The TL1A Boom
Shattuck Labs pivots to DR3-targeted IBD therapy SL-325, funded through a Phase 2b readout as it competes with anti-TL1A drugs.
Equity Eagle 
Burry on Build-A-Bear, Part 1
Michael Burry on Build-A-Bear Workshop, Part 1.
FBRT · long Franklin Bsp Realty Trust In
Franklin BSP Realty Trust, a commercial mortgage REIT, is presented as a long at $8.20 per share and a $757 million market capitalization.
Barnes & Noble Education: Improving Fundamentals
Barnes & Noble Education is shifting from campus bookstore retail toward recurring-revenue infrastructure for inclusive-access course…
Given Mahlangu 2 clicks
Late August 2026 Random Ramblings
Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…
The Verra Sneerer (NASDAQ:VRRM)
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
ARQQ 2026-08-25 Arqit Quantum: The Little Boat That Couldn't
Arqit Quantum trades at 397.6x FY26 EV/Sales while facing 5.44 million shares of dilution, cash burn and uncertain recurring revenue.
Luis Cortes Dequidt 1 click
US-Canada Tariffs: Finding Investment Opportunities
US-Canada tariffs impose 50% duties on $20 billion of Canadian goods, lifting US steel makers while pressuring Canadian exporters and…
RCEL 2026-08-24 AVITA Medical: Favorable Reimbursements For Skin Wound Care
AVITA Medical’s more predictable reimbursement, RECELL GO rollout and PermeaDerm economics support adoption, with cash flow breakeven…
Myriam Alvarez 4 clicks
WD #355: AUNA/CAAP Earnings, Brazil, USMCA Trade Situation
CAAP reported decent second-quarter earnings and its first dividend, while Brazil rose on an election poll and USMCA trade developments…
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…
Going against the grain on GO Residential
GO Residential’s H&R REIT deal could trigger index purchases of 32 million units and re-rate its Lantower portfolio, despite related-party…
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