$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 Brazilian lender.
Monday, August 17, 2026
From X
Raging Capital Ventures on X
Overview of new Permian gas takeaway options $ET https://t.co/d6v7olZYwB
Chris Camillo on X
@ryanTesling @mact3333 @Kalshi_Finance Unless I’m not in a short-dated highly leveraged trade, I’m not paying attention to the day-to-day. I want to see $AMZN go down so I can re-lever at lower prices.
David Orr on X
@keisan_15 Yes that is why I liked $MEDP
David Orr on X
AI-driven biotech research and age-reversal technologies could produce the world’s most valuable companies within 10 to 20 years, while legacy medical research firms fall behind.
David Orr on X
@olliejmorgan $MEDP was like this.
Ian Bezek on X
NBIS is criticized as a stock promotion rather than a viable for-profit business, with its prospects compared unfavorably to Oklo.
AltayCap on X
MegaChips trades at ¥11,250 versus ¥19,842 of after-tax SiTime stake and NCAV, with a capital-light operating business targeting ¥10 billion of FY2030 operating profit.
Ian Bezek on X
@boujee_banker @Nobilis_Capital @HettyGreen2020 $FMX reports Bara data, it's growing double digits as well, albeit slower than $TBBB. https://t.co/hlJy1GhSnZ
Investor Letters
All letters- Patient Capital Management 1Q26 -6.0%
- FPA Crescent Fund 2Q26 +7.1%
- Hayden Capital Q1 2026 -28.3%
- Protean Funds July 2026 +5.4%
- Polaris Capital Management SECOND QUARTER 2026 +13.3%
- Palm Harbour Capital second quarter +4.7%
- Third Avenue Management Q226 +1.3%
- Patient Capital Management 2Q26 +17.3%
- Polen Capital 5Perspectives Growth Opportunities 2Q 2026 +25.2%
- Laughing Water Capital H1 2026 +33.6%
- Dodge & Cox Stock Fund Second Quarter +5.6%
- Wedgewood Partners Second Quarter 2026 +9.4%
- Tweedy, Browne Q2 2026
- Giverny Capital 2025 +2.7%
- Biglari Holdings 2025
- Upslope Capital Management Q2 2026 -6.6%
Will Hubspot go the way of the Dodo?
HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed…
AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
Steve Eisman argues the AI boom hinges on Anthropic and OpenAI’s importance to hyperscalers, while weighing software, CoreWeave and Cisco…
The AI Compute Squeeze
CoreWeave and Nebius cite AI compute shortages and higher-priced GPU renewals, but older-chip utilization and depreciation vary across…
Why I am going to utilize options more to manage my portfolio
Options strategies will manage portfolio risk after Meta, Alphabet and Amazon calls drove gains, while Lululemon LEAPs produced an 80% loss.
[scuttleslops] ZTS, APO, FISV, TTD, RELY
Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…
The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)
Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…
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…
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…
Alphabet Inc. ($GOOGL) - Deep Dive
Alphabet's Google Cloud swung from a $3.1 billion operating loss in 2021 to $13.9 billion profit in 2025 as Search revenue grew 13.2%.
[V, MA] The more things change, the more they stay the same
Visa and Mastercard have absorbed digital wallets and BNPL into their networks, using global merchant acceptance to turn supposed…
The writers we follow
Every source on this site, hand-picked.
- Raging Capital Ventures
- David Orr
- Seeking Alpha
- Chris Camillo
- MBI Deep Dives
- BDC
- Triple S Special Situations Investing
- Connor Haley
- Ian Bezek
- Timyan Bank Alert
- AltayCap
- Yet Another Value Podcast
- Yet Another Value Blog
- Nat Stewart
- scuttleblurb
- The Oak Bloke
- Mike
- mavix
- JabroniCoin.USD
- The Monetary Matters Network
- Steve Eisman
- Tim Eriksen
- Bristlemoon Capital
- Bearhold Research
- 310 Value’s Newsletter
- marginofdanger
- The Value Road
- Capital Employed
- Speedwell Memos
- Psyop Capital
- Wolf's Substack
- Laughing Water Capital
- The Mikro Kap
- catechwilliams
- Treasure Hunting
- Porter Collins
- Clark Street Value
- Cluseau Research
- John Hempton's Newsletter
- Undervalued Shares
- Value Investors Club
- smallvalue.
- Maius Partners
- Multibagger Monitor
- Altay Capital - Mostly Value Investing
- Nat Stewart - Stock Picking Newsletter
- Citrini Research
- Rusholme Capital
- Hunterbrook No stories
- Odds on Open No stories
- Sunday's Idea Brunch No stories
Older Stories
SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap
Steve Eisman BKNG 2026-08-07[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ
scuttleblurb
Coupang: 2Q26 Business Recap
Speedwell Memos
The last Bristol Myers' blog post was wrong on the core thesis
John Hempton's Newsletter
A non-consensus thesis: the forthcoming demise of Bristol Myers Squibb.
John Hempton's NewsletterTopics
Ordered by how often our editor reaches for them.
