$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
mavix on X
Portfolio end-July 2026 holdings include Centrotec, Toyokumo, Evolution, Leatt and BioRem, with Treatt sold.
mavix on X
Shelly Group, $SLYG, sees intelligent control of cooling, shading and energy consumption gaining importance as summer heatwaves increase, supporting long-term building automation growth.
mavix on X
A May 2026 portfolio update lists holdings including Centrotec, Toyokumo, Evolution, Secunet Security Networks, BioRem, Leatt, Shelly Group, Enogia, ErreDue, Lindbergh and Circle Group.
mavix on X
I just published an Earnings Update about the Shelly Group $SLYG Q1 2026 results. You can find it in the portfolio section of the blog :) https://t.co/PBu7hw3ZdE
mavix on X
Shelly Group reported Q1 2026 revenue growth of 25.9%, EBIT growth of 30.4%, and a 25.9% EBIT margin. Free cash flow rose 77.5% and DSO improved by 24 days.
Investor Letters
All letters- Patient Capital Management 3Q25 +14.1%
- Patient Capital Management fourth quarter of 2025 +6.0%
- Ariel Investments Quarter Ended June 30, 2026 +13.6%
- Artisan Partners Q2 2026 +12.4%
- Weitz Investment Management 4Q25
- Weitz Investment Management second quarter
- O'Keefe Stevens Advisory Q3 2025
- O'Keefe Stevens Advisory Q4 2025
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…
$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
DNOW’s MRC Global merger targets $75 million of synergies, with a 2029 bull case of $30 to $32 per share driven by cash flow and rerating.
The AI Compute Squeeze
CoreWeave and Nebius cite AI compute shortages and higher-priced GPU renewals, but older-chip utilization and depreciation vary across…
Are Department Stores Finally Shortable?
Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…
Why I am going to utilize options more to manage my portfolio
Options strategies will manage portfolio risk after Meta, Alphabet and Amazon calls drove gains, while Lululemon LEAPs produced an 80% loss.
[scuttleslops] ZTS, APO, FISV, TTD, RELY
Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…
The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($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…
$UWMC lost $600m hedging a deal they'd already lost
UWMC booked a roughly $600 million Q2 hedging loss tied to TWO months after the deal collapsed, contributing to an expensive capital raise.
The writers we follow
Every source on this site, hand-picked.
- BDC
- JabroniCoin.USD
- Chris Camillo
- MBI Deep Dives
- mavix
- Wolf's Substack
- Seeking Alpha
- Raging Capital Ventures
- David Orr
- Triple S Special Situations Investing
- Connor Haley
- Ian Bezek
- Timyan Bank Alert
- AltayCap
- Yet Another Value Podcast
- Yet Another Value Blog
- Nat Stewart
- scuttleblurb
- The Oak Bloke
- Mike
- The Monetary Matters Network
- Steve Eisman
- Tim Eriksen
- Bristlemoon Capital
- Bearhold Research
- 310 Value’s Newsletter
- marginofdanger
- The Value Road
- Capital Employed
- Speedwell Memos
- Psyop Capital
- Laughing Water Capital
- The Mikro Kap
- catechwilliams
- Treasure Hunting
- Porter Collins
- Clark Street Value
- Cluseau Research
- John Hempton's Newsletter
- Undervalued Shares
- Value Investors Club
- smallvalue.
- Maius Partners
- Multibagger Monitor
- Altay Capital - Mostly Value Investing
- Nat Stewart - Stock Picking Newsletter
- Citrini Research
- Rusholme Capital
- Hunterbrook No stories
- Odds on Open No stories
- Sunday's Idea Brunch No stories
Older Stories
Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
Steve Eisman
Alphabet Inc. ($GOOGL) - Deep Dive
Bearhold Research
[V, MA] The more things change, the more they stay the same
scuttleblurb
SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap
Steve Eisman
$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove
Yet Another Value PodcastTopics
Ordered by how often our editor reaches for them.
