$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
Archegos’ March 2021 collapse exposed enormous equity-swap exposures and alleged float cornering, raising questions about prime-broker limits, short squeezes and passive-index buying.
Raging Capital Ventures on X
Meta’s platform engagement and product pipeline remain strong despite higher capital intensity, framing recent weakness as a buying opportunity.
Raging Capital Ventures on X
OpenAI’s CFO Sarah Friar also on a media tour spreading the good cheer… bullish $ORCL https://t.co/oymK8c7nVc
Raging Capital Ventures on X
Sam Altman said OpenAI’s revenue ramp is strengthening and its compute commitments may have been too conservative, a positive signal for OpenAI and Oracle.
Raging Capital Ventures on X
Amkor at roughly $46 offers a 3 to 4 year setup built on scale, new capacity and advanced packaging demand, despite weak margins, ROIC and capital intensity.
Raging Capital Ventures on X
Despite my past skepticism, $GLW around its current $125 per share ($110 b cap) actually seems fairly compelling given the company’s scale, leading market position, and multi-year growth ramp.
Raging Capital Ventures on X
$AGYS does not see negative impact of AI on enterprise software companies, argues that they are "seeing the opposite effect." Also notes the cost/benefit analysis favors software subscriptions vs. investing in expensive AI development. https://t.co/W4qnsF26r4
Raging Capital Ventures on X
I pitched $ORCL at $285 as a short last October at my conference. Now at $120 think it is intriguing as a long… https://t.co/8QB7O3VSoH
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
The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville
Hyperscalers’ off-balance-sheet lease and purchase obligations rose from roughly $1 trillion to $1.5 trillion, turning the AI buildout into…
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…
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Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
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[V, MA] The more things change, the more they stay the same
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